question from slack (For those of you who are in production with Orders or are soon to implement, how are you handling the configurations for the Order app Settings of "Instance status," "Instance type," and "Loan type"? Since there is just one default setting for all orders, do you have a workflow in place for changing those settings on the items once they are created when the default value is not the correct one for what is ordered? If so, do you do that at time of order, time of receipt, some other time? We are trying to wrap our heads around what this process should look like in a high volume setting. )
want to get away from flag system, loan types are applied to items, etc
these are all elements set in the system
Need to figure out the default Instance settings
Instance status come form bib record status in current system (UChicago)
when it gets work or updating, it gets updated to usually 'cataloging complete' or something like that
not going to migrate firms orders that are over 4 years old (UChicago)
Duke will pick default values
but this is a workflow value
students often add the wrong data
Really want to simplify the loan type
messy loan rules in Aleph
location is a common denominator in loan rule issues
Would location from from holdings that controls the loan type? (Dennis)
those who know the settings know how things should be set, but not everyone knows all the settings
But it seems, according to Duke, that so much of the work and decisions ae passed upstream
the appropriate knowledge base is well distributed with some staffing models (locally determined issues)
material type is used a lot in circ rules (UChicago is not using it)
Coming from the RM Implementers issues page: Acquisitions/Resource Management implementers
3. ReEncumber box (Order Status as Open after invoice is fully paid - encumbrance rolls over to next year)
granular decision: do you want 'this' order to re encumber or not?
purchase order status, in some situations, would have to be changed to 'not re-encumber' at a specific time
paid but not received would not want to be re-encumbered
4. Finance App: Adding groups to Funds UI enhancement
need some kind of search functionality
providing groups by selector?
providing group by funds?
assign groups and funds at the same time
There are lots of ways of doing this
from chat (
Here is the feature that covers some enhancements to groups https://folio-org.atlassian.net/browse/UXPROD-2562. In the attached design mocks you will see a workflow enhancement for how you can assign funds to groups)
6. Purchase Orders editing
docs don't cover what fields are editable, but may cover what is 'closed' and what is 'pending'
Editable while open?
Mention of some spreadsheet of fields maintained by Dennis
payments are associated with the invoice
system won't let you delete the order
there is a column for 'can edit'
spreadsheet for all the fields.
Order wiki page:
https://folio-org.atlassian.net/wiki/display/RM/Acquisitions+Orders+Module
of you click cancel, you won't be able to reopen the PO
please revisit the recording to track this conversation
manually adding pieces to a POL (instead of having the system creating them) - tick box
If the order has to be unopened to edit, will it delete the item records? NO
struggling with the renewal data and the purpose
information in some of the fields will most likely need to change
some workflows have changed (and will change)
UChicago does not want to full out subscription because the dates and related data points would also have to be changed
issues and challenges around renewal dates