2023-09-26 Acquisitions Meeting notes

Date

26 Sep 2023

Attendees

Agenda

Current: Tuesday, September 26, 2023
Housekeeping -
- Reminder - next meeting, this Friday (9/29) at 9 am Eastern - Owen Stephens' demo of supplementary properties and term filter builder with folks sharing how they use the functions
- Mark your calendar - Discuss "EDI ordering" scheduled for Tuesday, 10/17, at 1 pm Eastern
Business -
- Part 2 of "Package POLs" - (Many thanks again to Sara Colglazier)

Discussion items

Time	Item	Who	Notes
	Housekeeping	Dung-Lan	Housekeeping - Reminder - next meeting, this Friday (9/29) at 9 am Eastern - Owen Stephens' demo of supplementary properties and term filter builder with folks sharing how they use the functions Mark your calendar - Discuss "EDI ordering" scheduled for Tuesday, 10/17, at 1 pm Eastern
:05	Part 2 of "Package POLs"	Sara Colglazier	Sara now creates all ongoing orders as package orders AppInt/Package+POLs+Container+records+additional+requirements Add 0359 line in Inventory record to manage different package information. Kristin Martin (UChicago she/her) 12:14 PM So you use a container PO for all Kanopy titles? pardon, package PO Sara: For Kanopy ones, yes, but a little differently. Some are perpetual access, some are from pda program. Created two pol's, one for each type. Kristin Martin (UChicago she/her) 12:20 PM So all of your Kanopy titles are paid on the same fund? Sara: Yes Joanna Cerro (she/her) 12:17 PM Sara - you probably already covered this (maybe in the first session). What's the reasoning behind creating all ongoing orders as "packages" rather than single POL's. Or maybe I'm misunderstanding. Thanks! :24 in recording: I can do so much more with it when it's set up as a pol. I can add all the other titles I am getting under that order. So many ongoing things morph over time. example recently had a print subscription that now occasionally send out a mono title. If the original title had been set up as a package, could just add that occasional title to the po. I have found no drawback to doing it. Only benefits. Kimberly: Package titles are not searchable in orders, only in receiving. The connection is happening in receiving. Kristin Martin (UChicago she/her) 12:26 PM FYI, Joanna, for streaming, we use individual POs for each Kanopy title, and bring them together as an agreement. Kristin Martin (UChicago she/her) 12:37 PM So, you add the administrative note with the POL when you load the records? Sara: Yes - for certain approval plans. Not all of them. Joanna Cerro (she/her) 12:41 PM If you're creating a package PO with only one title for a single subscription, what do you add for the the "Package name"? I see that it's a free text field that isn't connected to a particular instance record. Sara: The package pol, as soon as you open it, it locks out any changes to the pol title. Martina Schildt \| VZG 12:43 PM +1 to Sara it would be good to be able to track changes in a Change log Kimberly Pamplin 12:44 PM An alias name field might also be nice. Sometimes invoices come with a different name than the actual resource.

Acquisitions SIG

2023-09-26 Acquisitions Meeting notes

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Date

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Agenda

Current: Tuesday, September 26, 2023

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