2018-11-16 Meeting notes

 Announcements

• Check out the demo of Agreements in the ERM Subgroup Meeting
• ERM update at the Product Council yesterday
• No meeting on Friday, November 23
• Charleston Conference: any discussion/updates?

ERM update:

• K-Int continuing to work on ERM
• Rename mod-ERM to mod-Agreements; focusing on modular nature of FOLIO; doesn't change functionality
  • Agreements brings together license, package information, usage, acquisitions information - resource management
• November 27: prototype will be presented to VZG board
• Potentially demo Agreements on November 30, depending on development
• Major decisions made by ERM subgroup will come to the RM SIG
• Discussion about keeping communication lines open between ERM subgroup and larger RM SIG

Charleston Conference:

• Ann-Marie reported on "A Path to Happiness in Acquisitions" panel at the conference, FOLIO came up tangentially

Receiving and check-in:

• How we arrive at receiving vs check-in:
  • open PO line → create Inventory
    • if instance, create instance/holding record
    • if container, create container record
  • box for Check-in item on PO line; if no, carry on with Receiving workflow
  • if you have multiple copies of something, you will have multiple lines of receiving
  • up to the person using the system to decide whether or not to use Check-in; if you make a mistake and need to check-in later, you can do that
  • Check-in does not differentiate between standing orders and subscriptions
  • ability to create an item record for a piece
  • need to be able to see the invoice and how we got the item

Link to Receiving and Check-in presentation: https://prezi.com/view/aJY1ZDvKnducOIbBXvck/