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:01 | PC Updates | Kristin Martin | Elections for new council seats for PC, TC, and CC: self-nominations are coming up. Institution must be a FOLIO member, and only one rep per institution can be on each council 4 rotating out of PC due to term limits. Encouraging new faces to join. Feel free to reach out to Kristin for more information.
WOLFCon submissions open Working on community prioritization - consolidate from across groups into one list. Working on Calendar Used to be one available with Wiki Google calendar to put regular meetings, deadlines, etc. For now, not populating with every SIG meeting. Everyone on PC has ability to edit and add.
SIG Reports 2025-04-17
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:09 | Receiving App - Arrange order of receiving pieces | Joe Reimers | Libraries would like the ability to arrange order of receiving pieces Sort in chronological order, but account for supplements, issues that don’t fit the pattern, etc. Can get funky when working with seasons and supplements Add Sequence:
When you assign a sequence everything else will get resequenced up or down. Does this make sense? Does it seem overly complicated or completely unnecessary? And does the name sequence work? Peter - big wish from serials app to get the option to sort receiving pieces in a better way than sorted now. Good idea to introduce new field and call it sequence. Could be quite cumbersome with a lot of receiving pieces. Hoping that when a new piece created, will automatically receive next number in the sequence. If generating in Serials, would like sequence number assigned based on publication date. Would then only need to edit the sequence if there were an error or if something unusual happens (extra piece, etc.) Sara - What about all of the ones that have already been received? Pattern will require that ongoing, open, or pending orders have a sequence. Objective is to look at publication date for best order indicator. By publication date - mean date received? Before serials app/outside of it would have to go by receipt date. - Very often get things out of order. Aiming for 80-90% being done programmatically. Some adjustment that needs to happen at the point of migration. Don’t know how to make it completely painless. Would like it made clear, what has happened, documented somewhere so that others down the road understand.
Lisa Smith, Mich State 12:23 PM
Records with many pieces may be tedious to manually reorder, but I think it would be worth it, because of the many pieces! Records with less pieces are not so bad to deal with if out of order. Dung-Lan - makes sense for publication date to be the order. Sometimes popular magazines have additional unexpected pieces coming. Do we just assign a month and then add it to the expected pieces? Add the date and it would sort correctly? For already received pieces, how to handle situation where an additional piece came after that month and other pieces already received. Sequence will continue across years, time, etc. Add sequence number and expose in edge-rtac so it can carried through to discovery layer. Haven’t tested to see if it will work with everything. Will it show in inventory as well? ~:32 Discussion regarding edge-rtac, inventory, and migrated items. Julie - New mode of serials receiving would not be feeding into receiving history in holdings in inventory? :37 - Holdings can include pieces from receiving or pieces added directly to holdings.
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:41 | Changing locations on unopened orders with received pieces | Dennis Bridges | Possible to unopen one-time order for which you have received some of the pieces. Synchronized. FOLIO looks at location and quantity and creates pieces. Receive some pieces, unopen PO. Asked if you want to delete holdings or item records as part of unopening. At the moment, even if you choose to delete, pieces already received are not deleted. Problem with that is, now that the order is unopened, if you make changes to POL location, will not be able to reopen the order. Because you have pieces that exist for location x and POL was linked to location x, but you’ve now changed location to z, when you try to open it again gets stuck because you have pieces already for location x. Potentially get POL out of sync. If you haven’t received anything, when you unopen, everything gets deleted. Can change location and it creates new pieces, so it doesn’t get stuck. Is this a real use-case that you would want to unopen a one-time order that has had receiving activity against it and change the location of the POL? When order is open, locations cannot be edited in orders. Debating whether to prevent users from unopening if pieces have been received or if should disable location accordion for POL. :47 - have one-time order with 5 things. Turns out one should go to one place, 4 others should go elsewhere. Can go to pieces and change it to be reading room rather than stacks? Will this now show as two locations on POL? Yes, will add new location to POL and update quantities. Stacks - 4 physical, Reading room 1 physical.
Another example, thought only 4 pieces, turns out there are 5. Add piece and give different location? POL will be updated with new quantity and location, but have to adjust cost (unit price). Wouldn’t have to unopen anything to be able to do that.
For synchronized orders, FOLIO wants you to edit location info by specifically editing pieces. While order is open, location data in POL is frozen. Dung-Lan - Order encyclopedia set. Receive vol 1-4. Have not yet received 5. Decide to move to stacks because of shrinking reference area. Can we unopen order and change to new location? Then change PO location to new location to receive the 5th piece? Lisa Smith, Mich State 12:54 PM
could you unreceive the pieces first, if you need to unopen and update the POL? Really about awareness and documentation
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