Meeting Notes

Attendees: Khalilah, Kristen, Steve, Peter, Harry, and Bethany

Regrets: Oliver

eHoldings app update

Development (Austin team)’s focus: Pagination, Custom Coverage, and Filters & Sorts
User Acceptance Testing (UAT) – planned for mid-December

Codex and eHoldings update

Development (EBSCO team) is building a service/interface to the EBSCO KB API that the Codex will call to get title records from EBSCO KB to power Codex Search app slated for alpha release.
Title records will only return/include codex eligible fields.

Inventory & Electronic Holdings discussion update

KG and Kristen participated on the 11/21 Inventory Management discussion on the display of electronic holdings on an Inventory record
KG’s Key Takeaway: Integration of eHoldings title + package information with Inventory records as a way to streamline workflow (no need to manage eHoldings in two apps) as eHoldings would be the only source to manage eHoldings information.

Integration requirements

Teams are focused on alpha release but are aware that integrations need to be discussed sooner than later.
Goals for December and January

Knowledge of other FOLIO apps [Action Item: KG to work with other teams to schedule demos]
Have access to a document (if/when available)that outlines Codex/Inventory/eHoldings/Acquisitions capabilities. Will aid in identifying opportunities for integration.
Create Google Doc to document eHoldings requirements collected [Action Item: KG will provide]

Next Meeting: Wednesday, December 20^th @ 2pm ET.

Attendees: Kristen, Peter, Steve, Harry, and Khalilah | Regrets: Oliver and Bethany

eHoldings App Update: Revised development complete date is end of December due to development challenges with OKAPI 2.0.

Khalilah presented revised eHoldings Group’s objectives based on the first group meeting and Oct. 20th RM SIG Meeting. As a group, we agreed on the following objectives
- Participate in eHoldings Group app User Acceptance Testing (UAT) for mid-December. Action Item: Khalilah will provide UAT documentation and guidelines to the group.
- Provide requirements for integration with the following FOLIO apps:

Group discussed the approach for gathering integration requirements with FOLIO apps.
- Will focus on gathering requirements tied to services not the user interface.
- Will contact each SIG Convener and Product Owner to discuss readiness to collaborate with this group on integration requirements. (Action Item for Khalilah)
- Once we know readiness of other groups to discuss integration, then we will identify the first group we will kickoff requirements discussion and a determine deadline to complete requirements. Will ask the other groups to provide 1-3 representatives for integration requirements discussion.
- Will use Google Docs to track approach, questions, and requirements. (Action Item for Khalilah to create)

Addressing functionality gaps with the eHoldings app was also discussed by the team.
- Note that some of the features discussed on the call (e.g. import holdings) are already on the FOLIO Feature Backlog – View Resource Management Tab. (https://docs.google.com/spreadsheets/d/15eO29vY2qp-FeUaoA292J-KwDy4c9z8dg-Pfp2fDymw/edit#gid=437046970). Priority has been confirmed by the Product Council.
- Any gaps identified by this group will be discussed and then added to the backlog.

Next meeting: Due to the Thanksgiving holiday, our next group meeting will be Wednesday, November 29^th at 2pm ET.