2020-02-07 Resource Management Meeting Notes

Minute Taker?

@Heather Thoele

Announcements/Updates

• Product Council: https://docs.google.com/document/d/1xO0jRfJgi38mkU4_6I_CgSQFDfH0no3bqfYRrdxj11c/edit

• Other?

 @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 2020

@Dennis 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