2018-09-28 Meeting notes

Date

Attendees


Discussion items

TimeItemWhoNotes

Minute taker?Kristen Wilson
 10

Product Council Update

  • Changes in Index Data Resources: see minutes from 9/20/2018
  • New quality control process: see minutes from 9/27/2018

 Changes to Index Data involvement

  • Recent announcement that EBSCO will be cutting back Index Data's time on the project
  • Some developers will be rolling off, but core individuals will be staying on
  • New developers from the EPAM team will do short term work on some apps
  • There was concern expressed at the Product Council meeting because people trust Index Data and worry about the disruption of a transition
  • People should talk to leadership or PC reps at their institution if they have additional questions concerns about this change.

Quality control process

  • FOLIO is implementing a new QC process to identify and correct bugs in the software
  • Anton Emelianov will be the lead
  • There is a new QC dashboard that will be internal for now
  • The PC feels positive about this work – it's good to get an early start addressing any issues.
40Acquisitions:
  • Acquisitions Update
    • New Development Teams
    • Backlog reorg
      • Epics
      • Features
    • Prioritization Updates
  • Finance UAT Update

Finance UAT (user acceptance testing)

  • The UAT will start Monday, Oct. 1.
  • The call for participants has gone out and more details will be sent to volunteers this afternoon.
  • The UAT will focus on creating ledgers, funds, budgets, and fiscal years.
  • Some features, like tags, are still being stabilized and issues resolved.

Acquisitions

  • A few new development teams are joining Stacks to speed things up
  • The main one will be the Thunderjet team, with help from Folijet and FSC
  • To facilitate this, some changes are being made in JIRA that will help distribute work
  • The acquisitions teams recently completed an integration between FOLIO acquisitions and GOBI.
  • Once this is finalized, Dennis will work with RM SIG members from Harrassowitz and WT Cox to see if they also want to do an integration.
  • Acquisitions is really focusing on orders right now and hope to do a UAT soon.
40ERM:
    1. See minutes from 9/26/2018
    2. Opportunity to continue discussion from ERM subgroup and invitation for others to prepare their data models
      1. Deadline for dataflow homework: October 10th 2018 - folder for examples https://drive.google.com/drive/folders/1E0GXyht_oLMcrD0ld23wLTdqxWiTIYyh
      2. Don’t hesitate to ask questions during work - address Martina + Martina directly or via Slack
      3. Interest from: Chicago, Cornell, Texas

Martina Schildt presented a data flow diagram representing the proposed FOLIO environment for the German library networks. The major systems covered included:

  • Link to model: https://docs.google.com/presentation/d/104-5B8Ip2cyxPIdcMCqy1OYu0XtCaoy-Te57w-5UykI/present?token=AC4w5VjvQMqnUBXm5FMvELXzKOuDzDPJOQ%3A1537863383507&includes_info_params=1#slide=id.p1
  • FOLIO
    • They will use ERM, Inventory, and Acquisitions
    • ERM will support local package management, licenses and holdings, package metadata, and related titles
  • GOKb
    • Data from GOKb will be downloaded into FOLIO ERM
    • Data will include package metadata and contents
    • GOKb will be the site of global and consortial package management
  • Union catalog
    • FOLIO will push package metadata, holdings, coverage statements, and identifiers to the union catalog
    • The union catalog is the site of full bibliographic metadata and cooperative cataloging
  • ILS
    • The legacy ILS will be used for acquisitions, invoices, etc.
    • FOLIO will send regular updates to here
  • Discovery
    • The discovery system will ingest bib records from the union catalog, plus license and holdings information from FOLIO ERM
  • ZDB
    • A cooperative journals database that contains titles and packages
    • Data from ZDB will be pushed to GOKb

The ERM group would like others to share their own data flow models

  • The goal will be to help gather requirements for integrations with other systems, including commercial KBs and discovery tools
  • Martina and Martina will be available to help and people can use the German model as a starting point
  • They would like models submitted by Oct. 10, with the aim of discussing them at the Oct. 17 ERM meeting

Action items

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