2018-10-05 Meeting notes

Minute taker

@Bethany Greene (Deactivated)

Updates/Announcements from the Product Council

@Kristin Martin

• Product Council Meeting Minutes (10/4/2018):

  https://docs.google.com/document/d/16GLGGBv2f8XV5Y6Ec64pAhdkIXp_Wk9g1yG2ArVlUDA/edit

• EBSCO is offering more developer support for ERM and Acquisitions modules

Update on Data Import

@Ann-Marie Breaux (Deactivated)

• Development has started on Data Import; working on landing page screen

• Discussing mapping incoming information and setting defaults (mapping profiles)

Acquisitions Activities:

• GOBI API Integration

• Proposed workflow for ordering and checking in "containers"

@Ann-Marie Breaux (Deactivated)

@Dennis Bridges

• FOLIO Order API; Ann-Marie showed GOBI example; once you place an order in GOBI, GOBI will send order information to FOLIO to automatically create an order

• Ordering and checking in "containers": revisited conversation about structuring orders

  • "Container" could be a package; would enter "container" for Order Format in order to mirror what is happening in Inventory

  • Populate the details in the Container in the "Container Details" section, where you would see "Item Details" if the order was for an item rather than a package of some sort

  • The system will create a Container record in Inventory

  • Question about using Inventory material types in Order records, we discussed not wanting to use Inventory material types in Orders - might make sense to have a field "Container or Instance"?

  • The package isn't physical or electronic, the things within the package could be physical or electronic

  • Discussion of check in and how to associate titles with Containers; periodicals often don't come with PO numbers so you have to search around the ILS to find the order record in order to check in; wouldn't know what Container to put it in without PO number

  • For reporting purposes, how to indicate if a Container is a mix of physical/electronic; need to do at the PO level; need physical, electronic, and P+E

  • Containers could also be used for P+E items

  • Format information (physical, electronic, both) available at the Order level

  • Further discussion needed; walk through use cases for next week on Ordering side

   

  • Plan is to start UAT for Finance on Monday