2023-10-27 Acquisitions Meeting notes

Aaron Neslin

Kathleen Norton

Sara Colglazier

Alexa Benzaid-Wiilliams

Kimberly Wiljanen

Scott Perry

Ann Crowley

Lisa Maybury

Susanne Gill

Annika Zierhut

Lisa Smith

Susie Skowronek

Carla Lindenmuth

Lucinda Williams

Sven Thomsen

Catherine Tuohy

Martina Karlsson

Sylvia Hamann

Dennis Bridges

Martina Schildt

Timothy Nelson

Dung-Lan Chen

Mary Moran

Victoria Anderson

Jackie Magagnosc

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Zorian Sasyk

Jean Pajerek

Nancy Pelis

Joe Reimers

Peter Breternitz

:03

Housekeeping

Dung-Lan

• App Interaction SIG survey regarding if text fields across apps should be responsive

• Poppy BugFest testing through next Friday (11/3)

• Presentation by Molly Driscoll regarding Poppy documentation (11/14)

• Next meeting is Tuesday, 10/31

• U.S. Daylight Saving Time - Sunday 11/5

• PC updates postponed to next Friday meeting (11/10)

• Charleston Conference - Dung-Lan will be out and Heather will convene

:10

Quesnalia Release

Dennis Bridges

Open

• https://folio-org.atlassian.net/browse/UXPROD-4510

  • Can associate locations with fund

  • Based on location chosen, woudl restrict funds used by particular order

• https://folio-org.atlassian.net/browse/UXPROD-4321

  • New method that will improve reliability and fix potential problems in this area

• https://folio-org.atlassian.net/browse/UXPROD-4170

  • Can be restricted by permission

• Library of Congress has specific method that pulls organization, order, and invoice data to accounts payable system

  • https://folio-org.atlassian.net/browse/UXPROD-4166

  • https://folio-org.atlassian.net/browse/UXPROD-4164

  • Probably better for them to continue to use script for this.

  • Analysis

• https://folio-org.atlassian.net/browse/UXPROD-1845

  • Pieces will allow indication of different statuses, e.g. whether issue is late, etc.

  • Initial work for claims management

• https://folio-org.atlassian.net/browse/UXPROD-1018

  • Formalizing ability to manage donors in FOLIO

• https://folio-org.atlassian.net/browse/UXPROD-4242

  • Still uncertain if it will be worked on

  • Allow different acquisition unit for POL than receiving title

  • Introduce granular control over what users can receive vs what orders they can manage

  • Mostly dependent on needs of Library of Congress

• ~:22 - Especially looking forward to claiming functionality.

• Scott Perry (UChicago) 8:23 AM
  Very excited about the donor control.  Thank you.

• Will claiming functionality be in line with Serials Management? 

  • List of features related to Serials Management planned for Quesnalia

Open

:27

BugFest Poppy

• Thank you, keep up the good work.

• Ended meeting early to allow time for testing.