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Reminder - "GOBI integration" related demo/show & tell is schedule for next Tuesday, Oct. 29th, at 1 pm EST
Reminder - US Daylight Saving Time ends Sunday, Nov. 3rd, clock moves backward for one hour
Both POs bot only available for the first half hour due to Sprint meeting conflict
:04
Update on integrations discussion group
Dennis Bridges
Update on integrations discussion group
Group of folks getting together to talk about acquisitions integrations that we currently have for FOLIO or are lacking in FOLIO. Have started by looking at acquisitions' workflow and looking at how organizations are using FOLIO. Outlining process that includes time. Building a value stream map, time taken for each process and between each process.
Two maps:
One for firms orders and one for ongoing
Two meetings left scheduled for upcoming weeks. Work on ongoing order map.
Potentially may need more.
Begin talking about ideal integrations and maybe the format for those integrations. Possibly enhancement to those integrations.
Hopefully come out with a list of potential features.
Link to instance and holding, but don’t create items from POL. When receiving do not have ability to add accession number, or barcode, or use the number generator. Is there a setting that could be added to activate these fields for those institutions that don’t create items in inventory when ordering?
Have items in inventory eventually but they are imported in from the union catalog.
Piece has to have an item record connected to capture barcode, etc. currently.
May have created a story for this already? - Giving users ability to link items. Presumably if you had item record in inventory, would you want users to have to link the thing? This is the item for this piece.
If we could have this option would be great.
Would add barcode and accession numbers in receiving. Would not touch inventory record.
In normal receiving process, users would not go to inventory at all.
Don’t want it to generate items when an order is opened. Always use Instance, Holdings. Creating item from POL would create a duplicate.
Option to link an item record to pieces that didn’t generate items.
Does it ever happen where you have a piece linked to an item and want to change to a different item?
Very good question
Definitely can happen that by accident an item is deleted in union catalog and deleted from inventory. Create a new item. Edge case.
Usually piece would stay connected to the same item.
Might cause more problems allowing it to be changed than just allowing to add a connection if there isn’t one. Could possibly use APIs to link item record, but not necessarily expose in UI.
Would definitely be an option.
When item is created, the other data you might have in the piece (enumeration, chronology, copy number) - is that all in the item record already?
Yes, information is imported from external source as well.
Do you add that data to the piece?
Would add to receiving piece, but would not need to overwrite anything on item.
Presumably creating patterns?
Yes
Problematic that when you link the piece, the piece updates the item record?
Yeah, because authoritative source is the union catalog item.
Martina to write up use cases and add them.
:31
Open Discussion - Quesnalia Encumbrances and EDIFACT orders
Sara Colglazier - Quesnalia - put invoice in. Now put in a credit. When credit is input, even though have always marked release encumbrance - created a new encumbrance.
Seems to be only for one-time, haven’t looked at ongoing.
If anyone else sees this and could report back on Slack.
Susanne Gill (BVB) 8:35 AM Does anyone one Quesnelia use EDIFACT orders?
No affirmative responses
Lisa Smith, Mich State 8:35 AM Is there a "recalculate" button in Quesnelia?
WOLFCon - thought I heard about a recalculate button to recalculate encumbrances that were not correct
Sara - Might be in the same place as release encumbrance in budget. As soon as this releases that went away.
Susanne - Recalculate budget totals - actions menu for budgets - can recalculate the total budget
EDIFACT orders in Quesnalia different than in Poppy
Kimberly Smith (MTSU) 8:40 AM Recalculating budget totals There are cases when, after deleting financial transactions like pending payments, credits, payments, and encumbrances, a library may need to recalculate the totals on the impacted budget. Budget totals are recalculated entirely based on transactions.