Announcements/Updates GOKb Update Forum: Recording here Product Council updates What should we do with next week's meeting? New Inventory Packages subgroup being formed. Representation from RM SIG member?
| @Kristin Martin | How do people find out about Forums? They are currently announced in the bi-weekly newsletter, listed on Trello, and posted on a number of public listservs People would like to see them sent to the SIG lists as well. @Michael Winkler will look into this
Product Council updates The PC is looking for nominations for the next chair-elect People can talk to their PC reps if they would like to nominate someone Nominations are due by June 1
Inventory packages sub-group Upcoming meetings June 1 – We will cancel to allow sub-groups more working time June 8 – @Eric Hartnett will convene June 15 – details TBD June 22 – We will cancel to due ALA
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Acquisitions Update | @Dennis Bridges, @Ann-Marie Breaux (Deactivated) | Vendors Stacks and the Acquisitions Small Group have been working on updates to the vendors module in the test environment A major area of work includes reviewing all fields and determining characteristics such as whether they are required or repeatable and whether they can be searched or filtered by. Vendors is not ready for a walk through yet, because we are still waiting on test data for this module Test data should be available within the next couple of weeks; Dennis will schedule a walk through then
Finance Dennis is expecting this module to be released to test within the next week or so The group is also reviewing field parameters for this module The group will also work on creating test data for Finance
Cancellations Payments The group also meet with some experts to talk about whether a PO and invoice should be required for every payment The decision was that a payment needs to reference either a PO or an invoice. It does not have to reference both, although it can and likely will in most cases They will publish a summary on Discuss for comment
Instances The group has discussed the question of whether an order must be linked to an instance in inventory The initial feeling is that if there are purchases that are relevant to acquisitions only, they should not require an inventory record – one example might an Amazon Prime subscription
Interaction with ERM Following WolfCon, the Acq Small Group has identified some next steps for discussing the detail of how orders and ERM will interact They will follow up with the ERM group in a couple weeks
Contacts and organizations Currently, contacts are stored on the vendor record Based on the WolfCon discussion, vendors may need to be decoupled from contacts slightly ERM will need to reference people and organizations who are not necessarily vendors The groups will need to identify when and how this should be done
Batch loader The batch loader group has been working on requirements for bringing information from vendor systems into FOLIO They've been outlining use cases from the acq and cataloging points of view The goal is to complete requirements by the end of June
Orders API Ann-Marie and Dennis have also been working with GOBI on designing an API that will allow real time transfer of data between FOLIO and vendor systems via an API We can also talk with reps from Harrassowitz and WT Cox about their interest We will still need to support the MARC approach, which is still used by many vendors
EDI MARCCat editor – work will begin on this soon Questions and feedback People are eager to begin seeing demos and test data Will there be user acceptance testing for acquisitions? Since Stacks uses its own JIRA implementation, they need to work on moving information into the main FOLIO JIRA account to support UAT This in in progress and will result in a Acquisitions kanban board with epics and tasks Dennis expects the Acquisitions Small Group to participate in UAT, and possibly members of the larger SIG as well
Martina suggested it would be great to show the demo acquisitions site during the German Library Day – we should be on track for that goal Watch for more activity on Discuss regarding all these topics
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