2018-05-25 Meeting notes

 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?

Acquisitions Update

• Update on Vendors Module
• What the Small group has been working on
• What we will be working on in the next few weeks

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

• The Acq Small Group met with some experts on this topic
• They are working on a mockup to share to Discuss

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

• We will tackle loading EDIFACT invoices as the first step in implementing EDI
• Ann-Marie has a discuss post to ask for feedback around this topic: https://discuss.folio.org/t/edi-messages-going-in-and-out-of-your-systems/1822/3

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