2023-11-28 Acquisitions Meeting notes

2023-11-28 Acquisitions Meeting notes

Date

Nov 28, 2023

Attendees

Aaron Neslin

Kathleen Norton

Nick Hardebeck

Alissa Hafele

Kayla Valdivieso

Peter Sbrzesny

Ann Crowley

Kimberly Pamplin

Rhonda Fuhrmann

Catherine Tuohy

Kimberly Smith

Sabrina Bayer

Dennis Bridges

Kimberly Wiljanen

Sara Colglazier

Dung-Lan Chen

Kristin Martin

Stephanie Larrison

Dwayne Swigert

Linh Chang

Steve Selleck

Jackie Magagnosc

Lisa Smith

Susanne Gill

Jamie Jesanis

Martina Schildt

Sven Thomsen

Jean Pajerek

Mary Moran

Sylvia Hamann

Joe Reimers

Masayo Uchiyama

Timothy Nelson

John Banionis

Nancy Pelis

Winter White

 

Agenda

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

:02

Housekeeping

Dung-Lan

  • Next meeting is next Tuesday, Dec. 5th at 1 pm Eastern

  • Checking in re: upcoming holiday break of scheduled SIG meetings

    • Meet on Dec. 19th, Tues

    • Dec. 22nd (Fri) & 26th (Tues.), Jan. 2nd (Tues.) cancelled

    • Will resume meeting on 1/5

:12

PC Updates

Kristin Martin

  • Upcoming: meeting whether we want an Entity Management SIG (November 30): agenda forthcoming

  • Application formalization group (cross council) work has begun

    • Make FOLIO more implementable

    • Meeting weekly on Wednesdays at 1 PM Eastern Time

  • Poppy Bugfest has concluded except for ECS (extended consortial support)

    • Release date around the 18th

    • Does not change timeline for Quesnalia right now

  • Invite SIG conveners to meeting on 12/14

    • Quarterly updates

    • Oral report will be more question-based, e.g.:

      • What is going well?

      • What are you wondering about?

      • What should be on Product Council's radar?

    • If you have anything that you feel should be highlighted in Product Council meeting on 12/14, let Dung-Lan know.

:19

Implementer's Topics, #110

Dennis Bridges

  • Deleting acquisition units

    • Only thing stopping users from deleting an acq unit is having users assigned to it. (If they have permissions). 

    • If associated with orders or other apps, can cause problems with other records once deleted.

  • Bug

  • Shouldn't be able to delete at all. Maybe deprecating is better? 

  • Created PO was then lost to user once acq unit was deleted.

  • Might be that some of the restrictions are staying a place, in which case definitely a bug.

  • Should we allow deletion?

  • Check for records associated or deprecation (addition "Inactive" status) would work

:30

Implementer's Topics, #111

Dennis Bridges

  • Widgets in Dashboard for Acq Apps

  • Martina - the Bienenvolk development team is starting to extend the Dashboard functionality to add an ACQ related widget

  • E.g. - Show all items overdue, that I've ordered and haven't been delivered (precondition for claiming)

  • Would make sense to have Owen on for discussion. 

  • Bringing specific use cases would be helpful in informing development

  • Friday meeting agenda, probably in the new year

  • Martina Schildt | VZG 12:35 PM
    Here are the WOLFcon sched Details with slides: https://wolfcon2023.sched.com/event/2afabf08b39240a88c7715c20c2c2add

:36

Implementer's Topics, #112

Dennis Bridges

  • Retro fit a POL as a Package and/or add POL to Open Ongoing Order to handle Name Change (other instances)

  • Happens regularly with ongoing orders where things change over time

  • When already created as straightforward title link to inventory, ongoing subscription order - stuck and cannot do anything

  • Need for ability to convert standard POLs to Package POLs and to add POLs in the future. Reasons to have both

  • Flexibility ideal for ongoing orders - all about history, longevity, information

  • Seems like converting standard POL to package POL would not be problematic.

    • Would need to change title to package name.

    • Receiving workflow would from that point on be independent.

  • Going back the other way would be more complicated. Is it also a relevant use case to change a package POL into a standard POL? 

    • Can't imagine why you would need to do that. 

    • Never have synchronized for an ongoing order. 

  • For adding POLs, would that make sense for one-time orders? 

    • No. If you place a one-time order, you know what you are ordering. Only time it doesn't come into play is multi-volume, that's about quantity and price though

    • Far more likely for ongoing orders.

  • Once ordered, would it be dangerous to allow any given person to add something extra to that? 

    • Needing another permission for it would add a bit more complexity

    • Kimberly Pamplin 12:56 PM
      Would order history show that it was added later?

      • At the moment it would not. Should be added. Maybe even that a POL was deleted.

    • scolglaz 12:57 PM
      I am not worried
      POL date created would show it

  • Kimberly Smith - Is there anything in compliance or auditing where we would be relying on the software to put an internal control in place? 

    • Easiest way to implement is user must have edit order permissions

    • More complicated would have it separate - Edit order permissions and add POL to open order permissions

  • Sara - Not sure what we're worried about or that people will go in sneaking orders. Don't see how you could do it inadverntently.

  • Kimberly Smith - Something to think about if it could be done maliciously. 

Action items