2018-03-09 Meeting notes

Minute Taker?

@Eric Hartnett

Announcements/updates

• FOLIO Roadmap Update: Recording here

• ER&L Update

• Product Council

• Tags subgroup

  • New wiki page

  • Discuss Post

• Workflows update

  • Discuss Post: Teams

  • Discuss Post: To-Do

  • Discuss Post: Workflows

• Inventory app Workshop #1 - Follow up meeting on batch importing - Filip will send out invitation

  • List of participants

@Kristin Martin

 ER&L update:

• Workflow presentation - most questions were about storing emails in FOLIO and sending emails out from FOLIO.

• Possible FOLIO integration with CORAL, another open source project? Would act as a bridge to FOLIO ERM.

Product Council:

• WOLF Con will be May 7-10. Hotel information will be sent out next week, you need to book quickly.  A spreadsheet will also be sent out to gather the head count.

Tags subgroup:

• See the wiki and discuss post links on the left

Workflows:

• See the discuss post links on the left

Fiscal year rollover walk-through

@Dennis Bridges

Fund structure: One budget per fiscal year but two budgets can be open at the same time. Funds can be closed/archived if they're no longer needed.

Finances: Rollover is managed from a ledger. Sweeping budget transfers funds into selected fund in the current fiscal year.  Funds are separated by type.

Current plan is to allow the upload of a csv file of allocations.

Need more discussion about batch edits.

Conversation will be moved to a discuss post.

Side note: Subscription to proto.io (prototype application) may be cancelled so prototypes may be moving to another place. Reasoning - it's clunky and slow for designers. It could break a lot of links from discuss posts/presentations/etc.