2023-12-12 Acquisitions Meeting notes

Date

Attendees

Aaron Neslin Alissa Hafele Ann Crowley Daniel Huang Dennis Bridges Dung-Lan Chen Jackie Magagnosc Jean Pajerek Joseph Reimers John Banionis Julie R. Stauffer Kathleen Norton Kimberly Pamplin  Kimberly Smith Kimberly WiljanenKristin Martin Lauren Seney Linh Chang Masayo Uchiyama Nancy Pelis Okay Okonkwo Peter Sbrzesny Rhonda Fuhrmann Sabrina Bayer Sara Colglazier Steven Selleck Susanne Gill Suzette Caneda Sven Thomsen Timothy Nelson, Winter White 

Agenda

Housekeeping -

  • Reminder - Acquisitions UAT Organization - Banking information runs thru this Friday (Dec. 15th), please participate if you can
  • Monthly SIG reports to Product Council will be this Thursday (Dec. 14th), if you have anything specific that you'd like SIG Convener to be included/highlighted in the report to PC, please reach out to the Convener. Also round-robin discussion questions proposed by PC -
    • What's one thing that happened within your SIG that is a particular accomplishment that you want to share with others?
    • What's something that you are wondering about in relation to FOLIO development?
    • What's something that you expect to be working on in the next quarter?
  • Polling re: next scheduled meeting - Tuesday, Dec. 19, at 1 pm Eastern

Business -

  • If POs don't have specific topics to discuss/review, checking in with joining a sub-group to discuss alignment of Item>piece>serial check-in data 
  • or continuing Implementers Topics discussion (after #112)

Discussion items

TimeItemWhoNotes
:02HousekeepingDung-Lan
  • Reminder - Acquisitions UAT Organization - Banking information runs thru this Friday (Dec. 15th), please participate if you can
  • Another UAT starting week of Jan. 8th, more details coming soon.
  • Monthly SIG reports to Product Council will be this Thursday (Dec. 14th), if you have anything specific that you'd like SIG Convener to be included/highlighted in the report to PC, please reach out to the Convener. Also round-robin discussion questions proposed by PC -
    • What's one thing that happened within your SIG that is a particular accomplishment that you want to share with others?
      • Willingness to shart, supportive especially in Slack environment
    • What's something that you are wondering about in relation to FOLIO development?
      • New features in releases
      • Ann Crowley 12:12 PM
        I often wonder when we discover a problem - how is it determined that this is critical to fix now or it is really a future fix with a future release .  Ex - Invoice approval issues
        • Not always clear whether something becomes part of a service pack, needs to be fixed now or in a later release
        • Support SIG helps determine priorities. Maybe need to have a meeting to cover process.
        • /wiki/spaces/DQA/pages/2657909
      • Who approves service patch justifications? 
        • Committee - Release Management Stakeholders Group
        • Group of people and need a certain number of approvals.
        • FOLIO Release Management Stakeholders
        • Want to make sure something truly is necessary.
      • Entry points and where to get involved. Especially with topics crossing apps (e.g. orders and bulk edit). 
    • What's something that you expect to be working on in the next quarter?
      • Features
      • Implementers Topics
    • Question - What is the council hoping to collect in asking these questions?
      • Wouldn't read too much into the questions.
      • Were getting book reports, but people were not engaging that much. Trying to mix up the format a bit. Things that might be more discussion oriented. Other SIGs might be interested in anything big happening. 
      • Is product council going to need to update road map? 
      • Sense of how things are going with SIG and help bring out more engagement
    • If you think of anything to add let Dung-Lan know
  • Polling re: next scheduled meeting - Tuesday, Dec. 19, at 1 pm Eastern
    • POs (Dennis & Joe) just finished with BugFests.
    • Prioritization of top features for Ramsons release. 
    • Scope locked in for Quesnalia release.
    • Working on putting together UAT sessions for Quesnalia release functionality.
    • Will start working on documentation for Ramsons which they will bring to group later.
  • MEETING FOR NEXT TUESDAY CANCELLED (12/19) 
:41Sub-group re: Serials ReceivingDennis Bridges
  • Dennis reached out to a number of POs who might interested. Agreed that they would be willing to take some time to address this.
  • Two options:
    • Use the Friday Acq meeting already in place
    • Add meeting that is the alternating Friday
  • Review the item data points in Inventory - item record fields that relate to serials (describe an item record as a serial)
  • Review the piece data fields that describe a piece as a serial
  • Review the upcoming check-in pattern that generates a label and data that exists there
  • Discuss most appropriate path forward for aligning these three things in a meaningful way
  • Looking at effective management of serials receiving across apps
  • Sara - Need people working in Inventory with items who are not Catalogers (RA, etc.) who help patrons find items.
    • With Serials often dealing with hundreds of items on a record
    • How does it get pushed out to discovery layers?
    • How libraries migrated in from other systems already - if we change now will have huge implications
  • Meet on alternating Friday - makes sense for it to be neutral territory 
  • Post to Slack channel & can mention in all-SIG conveners meeting



Will reconvene the first Friday of January - the 5th!

Chat

Action items

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