2017-12-08 Meeting notes

 Inventory workshops

• wiki pages set up with membership
• Collecting batch loading use cases for December 18 workshop

• Batch loading of data, data transformations
• Watch 12/7 Metadata Management SIG meeting to catch up
  • Notes: 2017-12-07 Meeting notes
  • Recording: https://drive.google.com/drive/folders/0B7G8S7WF6N20YUM4My1oRTIxSHM
• Planning to test three use cases, two from MM and one from RM
• Looking for an RM member to help select the RM case

• Receive Items
  • Can arrive through PO line or invoice
  • Receiving History overlay for details of items that are partially received
  • Question: For patron request during ordering, can there be a notification for the patron triggered so they are notified when the item is received?
    • Receiving is not driving functionality, so this feature may come into play at another later stage of the process.
  • Question: Edit receiving history to correct mistakes?
  • Question to SIG: Are there cases where we are receiving items without orders?
    • Gifts - historically need dummy orders
      
      • Find a way to track this information without using an order record.

      • Could a gift be a PO Line Type that is associated with a workflow that better fits a gift instead of an actual order to Vendor that would be expecting an invoice item?

    • Exchanges - does someone need to develop an app for these?
  • Question to SIG: What is more relevant to see in Received column - # received or # not received?
  • Question to SIG: Receiving History - how/when would you be wanting to see this?
  • Question: Receiving partial amount - What will happen in background for invoice? Partial encumbrance remains for the remaining unreceived items?
  • Question: Receiving for ebooks/other eresources when access is activated without something to "receive"?
  • Check in vs. Receiving coming soon
  • Question: Need a new category for eresources instead of forcing them into the monographic receiving method? Access confirmation?
  • Question: How are standing orders managed/received? Check in.
  • Next step for Acq small group after check-in: Go through some workflows to ensure that all variables are accounted for.