2018-04-20 Meeting notes

Announcements/Information

WOLFcon schedule update

Acquisitions FOLIO Forum: Recording is available

WOLFcon:

• • Schedule still being developed
  • RM workshops on Tuesday, Wednesday, Thursday AM
  • FOLIO meetup on Monday: current FOLIO SIG participants welcome to participate

Acquisitions FOLIO Forum:

• • Dennis walked through series of screenshots for different Acquisitions areas
  • Demo of live code that is available now

 Khalilah provided update on eHoldings development (slides here):

• • Custom titles and custom packages in current development
  • Completed since last update:
    • Sort and Filter
    • Custom Embargo
    • Coverage date
    • Coverage statement
    • Provider Detail Record: search within list of packages (partial)
    • Full Page editing (partial)
    • Right click support
  • Work in progress (complete by May 11):
    • Provider Detail Record: search within list of packages (remaining)
    • Create/Edit Custom Package
    • Create/Edit Custom Title
    • Full Page editing (partial)
    • Mockups of eHoldings UI design updates
    • Knowledge sharing with ERM group
  • Future work (mid May-July):
    • Package Detail Record: search within list of titles
    • Custom title/custom package updates
    • Edit Detail Record Updates
    • View Detail Record Updates
    • Search Results Updates
    • Search Updates
    • Accessibility Updates
    • Integration requirements identified at WOLFcon?

Demo of eHoldings app updates:

• • Added sort capabilities
  • Filter/search packages in Provider screen
  • Custom coverage dates

eHoldings integration – requirements definition:

• • Work with RM SIG, Acquisitions subgroup, ERM subgroup to define integration requirements

Acquisitions small group update

• Exchange rate discussion

• Discuss making payments without creating POs

• Reveal updated Orders design

Acquisitions small group updates:

• Would it be useful to make a payment against a fund without a PO?
  • Kirsten mentioned free invoice – payment is just connected to vendor/fund – good for customs payments
  • Could have code associated with them so it would be easier to report on these types of payments
  • Having some sort of note or memo field would be useful for describing what the payment was used for – captured in reporting
  • Exchange rate and currency questions from webinar:
    • System will have default currency
    • Currency conversion could happen at two points: when the money becomes available and when you process the invoice
    • Don’t have control over exchange rate – process invoice in ILS and reconciling transaction later on based on the actual exchange rate – ideally, would be able to adjust original to reflect reality
    • Being able to have default exchange rate but being able to manually edit that before you send it off to university for payment
    • Being able to do some sort of reconciliation to the original invoice after payment
• Update to orders design:
  • Hierarchy of POs – POLs within POs