2021-02-19 Resource Management SIG Meeting Notes

Announcements/Updates

• Product Council minutes, 2021-02-18
  • Roadmap update
  • Community Council Nominations
    • deadline Feb. 25

Vendor Ref number updates (repeating and new types)

Vendor red number updates:

• can add multiple vendor ref number to orders
• and along with a vendor reference type
• new language for types:
• 
• What is the difference between ongoing and continuations?
• each library can use whatever it wants (not enforced), but the language has been standardized
• the invoice view shows these added vendor ref numbers
• do need to match invoices to POLs (common usage)
• For EDIFACT, the vendor reference comes in, and this process allows for that vendor ref Number to be related to the vendor invoice line
• this increases the options available to match these things that will need to have relationships
• searchable in orders
• from chat (Matching on the SNA was the way OLE edifact invoicing was implemented. It isn’t a required way to match. )
• from chat (While our subscription agents have our POs at the moment, they will need to be updated to include the -1 (we will be a one-line po library))
• trying to finish of the matching of the logic of invoice lines to order lines
  • looking for matching in searching
  • can grab info from one place and copy it to the other
• suggestion to export POs to have vendor update Order#s
• Folks want to know how proposals, JIRA,s SIG work, etc, fits into the dev timeline, which release, etc
• This feature does not have a ranking attached to it (curious about process and priorities attached to rankings)
• look at info for UXPROD2622
• Very much want to understand how the loops are closed, and developed, etc
  • tied to the roadmap theme, goals, plans, efforts from the SIGs, etc
  • how to get on the same page
• Developing themes for development (related to roadmap)
• Sometimes it is a balance of what can be added quickly and what takes longer dev time
• Maybe there should be summaries of what just happened in the dev cycles, and then to talk about what is planned for the next dev cycle (all of this is also laid out in JIRA). 
  • maybe a regular update for this in RM SIG?
• dev team had worked on TAGS in Inventory, but could not assigned in the UI, thunderjet 
  • now tags in inventory
• from chat (What I haven’t done for a while, and I definitely need to do is give an update on the medium to long term goals for ERM ) Owen S
• Suggestion: before bugfest, do the summary and plan as mentioned above from R1 to R2 moves
• want to get stories, dev ready
• On Inventory, create a new POL from Inventory - - coming...

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• super cool happenings
  • if ONLY one record for placing an order against it
  • new service as of IRIS that will allow user to stay in Invoices, use a Z39.50 target, and bring in a single record
  • settings that control this are maintained in Inventory integrations (Single Record Import)
  • can use Library of Congress of OCLC to grab a record
  • there is also an ID for the external identifier type (say, LCCN or OCLC)
  • best practice use a specific target defined by the ID type (but there are an array of possibilities)
  • 
  • when enabled, you will need a OCLC # to grab the record (this is a pull from OCLC, not a push from OCLC)
  • the wicked cool  part is that one can pick OCLC from the import dropdown to bring in the record
  • from chat (Can you search with ISBN? )
  • the status of the order produced a holdings and an item
  • also, set some of the marc field protections, configured in settings
  • The step to overlay can bring in a new version of the record, or can bring in an all different record to overlay that record
  • this step will focus the overlay on the current record that is open
  • from chat (Will we be able to specify additional import profiles for the process? I'm thinking if we have a standard practice with deleting or adding certain fields would be able to do it on import rather quickmarc post-import )
  • would not include local data because it is pulling the master record (for this single import)
  • will be coming as part of IRIS