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2023-12-12 Acquisitions Meeting notes

2023-12-12 Acquisitions Meeting notes

Dec 12, 2023

Date

Dec 12, 2023

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 Wiljanen@Kristin 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

Time

Item

Who

Notes

Time

Item

Who

Notes

:02

Housekeeping

Dung-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.

        • Defect Priority Definition for Functional Issues

      • 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) 

:41

Sub-group re: Serials Receiving

Dennis 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