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2021-04-29 Meeting notes

2021-04-29 Meeting notes

Owned by Stephanie Buck
Apr 29, 2021

  • Finalize report column headers here
    • Agreed on columns linked above
    • Optional fields could be selected in configurations
  • Configuration settings for Reports
    • Notifications
      • Steph to look in notes
    • Permissions for report writing?
      • Ad hoc reports
        • Credentials (GVSU)
      • Timed reports
    • Data retention
      • 15 months (default)
      • Other
      • Rolling cleanup (GVSU 13 months)
    • Report retention
      • Not kept in FOLIO, not needed
    • Optional data fields (listed above)
    • Manual/ad hoc
    • Automated
      • Daily
      • Weekly
      • Monthly
      • Annually


  • Mikhail’s question (CaiaSoft Accession)
    • We have question regarding UXPROD-2880 "Remote storage: automatically split holdings" it is stated, that "FOLIO checks the current instance for the existence of a holdings record with a location which matches the new item’s permanent location".
    • Could it be more than one holding with remote location for the instance? (AFAIK technically it could)
      • Yes
  • If there are more than one such holdings, should Folio take the random one of them?
    • Mapping table/accession table (on the server that both FOLIO and CaiaSoft have access to - not part of CaiaSoft) tells the system what to do. (Accession table)
    • Use case continuing resources, multipart titles of any format (several volumes of an item)
    • In FOLIO, once location changed to remote
    • Multiple holdings within Remote storage (law, reference, special collections) (Laura has created API to talk to FOLIO about location changes for Cornell)
    • Some libraries will want to create a pre accession job where they manually update item and holdings data, then have CaiaSoft API find the data
  • Steph will set up separate CaiaSoft pre-accession meeting