2021-05-21 Meeting notes

Minute taker?

@Jesse Lambertson

 Announcements/Updates

• Product Council Minutes 2021-05-20

@Kristin Martin

Meeting next week (May 28): Yes

• info about the new community council

• nominate through june 4

• updates from app interaction SIG

  • working to make apps work better together

Upcoming receiving testing that will need to be done to validate UXPROD-1925

@Dennis Bridges

• working on UXProd-1925

  • calls for a link btween POL and Holdings record in Inventory

  • will have an impact on how locations are added to or in orders

  • will affect receiving piece locations

  • will more connect orders and Inventory records 

  • question from chat (Could there be any potential impact on the POL / Agreement integration that I should be aware of?  / I guess if there is a change to the POL interface )

  • wanting more steps to link the various records that folks use

  • date of starting? May 31

  • one-time or ongoing? (really, should not affect serials, but this scenario is mostly for one-time)

  • any situation in which the manual add pieces box is checked

  • would we want to edit and then receive?

  • this change will allow a more robust search

  • the location can be changed at any point (since the  connection will be made to the holdings)

  • wolfCon is coming up (but might conflict with testing) https://wolfcon2021.sched.com/

  • #

  • Looking at columns (

    Here's the page Dennis is viewing: https://folio-org.atlassian.net/wiki/display/RM/Refining+available+columns+in+order+search+result+list)

  • from chat (Is ability to Sort by each column in the display implied, or are some sortable and some not? ) not all would be sortable, but dependent on what data is there (comment from Dennis)

  • Juniper release is coming soon

    • improvements 

    • implementation of keyboard of shortcuts in all acquisitions apps

    • there is a keyboard-shortcut list now

    • hoping for keyboard-shortcut comments (for Juniper)

    • #

    • Also working on the ability to print orders (can save to PDF or print)

    • #

    • Display of linked instances in POLs

      • it would be helpful in a case of a package order to see what titles are included

      • there is an accordion now - down at the bottom

      • same data points in the inventory search area

Implementer's topics

All

• 9 Order Material Type

  • required

  • custom fields

  • would be super if custom fields were able to be filtered

  • searchability and filterability for custom fields are being investigated by the UM SIG right now 

• 8 Ongoing Orders

  • how do you know which orders are subscriptions?

    • can't tell by the default view

    • if you check subscription, the renewal date, etc will not be required

    • from chat (I think the two fields that are currently required in Honeysuckle/Iris are renewal interval and renewal date. So, hoping those two will no longer be required. )

    • for subscription, 1 sub to 1 POL (recommended by Martina)

    • review data is NOT required for non-subscription

• 7 Update on plans Acquisition Unit restrictions

  • Some action items are inactive, but the options are not invisible

  • These are controlled by permissions

  • line description (question by KM)

    • not new

    • description of the POL