2021-04-23 Resource Management SIG Meeting Notes

Minute taker	Jesse Lambertson
Announcements Product Council Minutes 2021-04-22 Kristin to step down as SIG Convener 6/30/2021 Looking for new convener/co-convener Congratulations to Dennis!	Kristin Martin	looking at the road map, the PC will be working with the relevant groups, in the new org structure, to work out the future steps etc. This is a change, but that is the overall plan update from capacity plan, taking the form of the pointing scheme deadline for the pointing exercise is April 30 WolfCon 'save the dates' are listed
UXPROD-1995 - Getting issue details... STATUS UXPROD-1925 - Getting issue details... STATUS Related to UXPROD-2373 - Getting issue details... STATUS ?	Dennis Bridges	think about keyboard shortcuts included in the r2 release (not in Iris) keys for escape, close, etc the shotrtcuts need to be implemented in each app In orders app, there is the ability to hide and make viewable fields in a poll, Dennis would like to capture which fields folks would like to have which data points viewable in Orders folks at Duke talking about information that is helpful with ongoing order vs one time orders (different data is needed to represent these two types of orders) This functionality would be tied to your browser session there are some global technical hurdles that need to be overcome to work out this functionality When POLs are searched, this taxes the system a lot Looking for ways to make this better cross index sub queries the full view of the PO is not enough More information from the PO could be incorporated when you select, would the better mode to combine PO 'header' with info from the POL? from chat (What’s the maximum number of POLs you are likely to see on a single PO? ) Answer: You could have up to 999 POLs on a PO from chat (Is the basis for that maximum a real use case or just a system limit that happens to have been implemented? (I’m sort of assuming the latter) from chat (Yes, we are Cornell do use multiple line items for one time orders. Having the PO and POL information together would be nice to see. When I look at the PO I also think of it as the header. ) multiple POLs on a single PO can cause issues of tracking, cleanup, etc The looking at PO in orders does not provide enough information to be helpful POL has so much more information each POL has to be clicked into to see what is actually what (to know which titles are associated with each order) from chat (I’m interested in how this is solved in a UI/UX sense because there’s a parallel to Agreements + Agreement Lines and I’ve wondered if we need to have an Agreement Line search like the POL search … but OTOH don’t want to end up recreating the same problem being discussed here (although obviously there are differences in the two scenarios and what is the key information) ) key distinctions between ongoing and one-time (context is so different) don't want to click between 2 records to figure things out no way to filter between one-time and ongoing (order type is in the header, the PO) But order status, type, etc are very important we need to continue to talk about search (not perfect, even if it's quick) How to rethink the back end WHILE integrating some of the PO and POL info better from chat (There’s search and there’s display right? // For example I could see some of the issues resolved by an additional pane (if we had the room!)) from chat (I’m not saying that’s the right way to do it, but it seems like a possible approach ) elasticSearch opens more doors for data coming from other apps, not just the app in which you're currently working Possible display that shows the PO and the POL info ref: UXPROD-491 from chat (tbh I don’t think UXPROD-491 takes us in the right direction for what we are needing for Orders ) from chat (sure, just the point being the need for enhanced view of parent-child relationships on POs and POLs) from chat (Rather than another pane why not expand each pol as you click with PO persisting on top ) Acquisitions data on holdings and item records: UXPROD-1995 - Getting issue details... STATUS UXPROD-1925 - Getting issue details... STATUS how to display order information on holdings record ultimate decision was to include: POL, order status, and price POL links back to it it was suggested that a POL status could be included (received, awaiting receipt, partially received, etc) Clicking on the Inventory app, one could see the order info displayed in the holdings record also, the 'type' and the 'subscription' would be very helpful from chat (I'm wondering why this section is titled "Acquisition" instead of "Orders"? Why not just be very clear that this section is about orders?) from chat (If there are many items associated with the holdings record, how do I know what order information is for which item ) Cw suggests all the acquisitions data display elements could be fixed at one time If multiple items are associated with a holding, to which item would a price displayed be associated acquisitions data will also show on item records ref UXPROD-1647 and others display issues are important alongside display issues!! Q: should a Jira be added to get this into the mix? Will need feedback before taking next steps will circle back Implementing a print template for POs talk about next week
Implementors' Questions