2020-02-07 Resource Management Meeting Notes

Date

Attendees

Discussion items

ItemWhoNotes
Minute Taker?Heather Thoele

Announcements/Updates

 Kristin Martin

Receiving print serial issues and the connection with Inventory

  • A show and tell from the University of Chicago
Natascha Owens

Natasha Owens – demonstrated receiving print issues in their ILS and how it interacts with their holdings.   

In folio – we would want the checked in issues to show in Folio’s receiving history and in inventory, and display to public.

Discussion around how some libraries want to  attach a call number at check in, some do not. Some material need an item record at check in, some do not.

Receiving updates for Q1 2020Dennis Bridges
  • Piece information in folio is connected to title. Not far from being able to show pieces that do not have item records in inventory.
  • Process of receipt in folio is similar to overall flow demonstrated by Natasha.
  • Ability to search what needs to be received by title or product ID. (product id = issn or isbn)
  • Before was a receiving order or a check in order. Now there is a receiving app for both. There is a full history now for receiving in one area.
  • Demonstrated an order for one time, ongoing and package.
  • Now the ability to order a package and have multiple titles received against that package.
    • Containers are still on the radar. However, not there yet.
  • Demonstrated adding an agreement to a pol
  • Patterns for subscriptions are planned for the future

Action items

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