Joe has a list of features (both acq-sig-topics and other community contributed topics) they’d like to continue discussing. Clean and prioritize feature backlog & more information - continuation of a series of meetings on this (Acquisitions POs)
Dennis has some mock-ups on hierarchical lists in Finance app that he would like to get feedback on
\uD83D\uDDE3 Discussion topics
Time
Item
Presenter
Notes
:01
Housekeeping
Dung-Lan Chen
next FYRO discussion on Tuesday,
Dennis, Aaron amd Joe can make that meeting
UAT on printing routing slips starting next Monday
handling transitions from package POL to individual POL and vice versa
Sara: we need the ability to more extensively edit package POLs when they are open - without unopening the POL
Lisa in chat: We do need to edit titles that are connected to a package. I can't think of a reason we would delete a title. We would move or cancel titles.
Sara: user needs ability to remove package titles; sometimes titles are added by mistake, e.g. if added twice
Kimberly in chat: It'd be kind of nice if you could archive a title listed in the package as well. Like keep the history of it, but show it as no longer active.
Dennis: if you move a package title, would user expect to update the things that have been received?
Sara would not want that
Lisa in chat: Titles moves from one package to another all the time. Sara agrees.
Items need to stay associated with correct payment
Lisa: if there were a title change, she would not expect the receiving titles to move
but if it is move just because of a publisher change, receiving should follow
Joe has moved the issue to PO analysis, Dennis will link the other related ticket to UXPROD-2418
all related tickets are moved to PO analysis as well
is there a practical need to perform a duplicate check when opening a POL, when it alrady occurs in POL creation
Sara: this check is already happening
Dennis: this check can be enabled or disabled in settings
duplicate check happens when saving a POL (not when opening it)
sometimes save and open happens at the same time
one check should be sufficient: Susanne, Sara and Martina agree
Scott in chat: What is it searching?
ticket is moved to NOT NEEDED, as one check seems sufficient
:45
Hierarchical lists in acquisitions
Dennis Bridges
Dennis shows mock-ups and design possibilities
users have metioned challenges of navigating the finance app
Dennis shows mock-ups on browse functionality for finance app
user would first select a fiscal year > then in second pane the user would be shown a hierarchical representation of fund structure (instead of results list)
funds would be clickable
display gives good opportunity to see that e.g. all group assignments are correct
groups can span multiple ledgers
Sara in chat: How would this work/look if you have many groups assigned to each Funds?
Susanne in chat: probably in the same way as the funds - i mean the ledgers
Dennis: we would display all groups and within the groups user can see the funds
Kimberly in Chat: The expense Classes would be a lot of detail
Dennis agrees, that’s why expense classes will most probably be collapsed
Actions menu can contain CREATE actions if needed
user can click on ledger, group or fund and the related details pane will open with the existing and well known ACTIONS
to see the different elements, user would need the necessary acquisitions units
users could see the name, but the hyperlink would not be active
Lisa in chat: I like this. Could the fund code be used, instead of the full fund name? Or could there be a choice?
Sara in chat: Or at least also include the Fund Code
Dennis agrees
Scott in chat: Codes are definitely better
Users would like to see code vs. name or both at the same time
Heiko in chat: like it too. i think it can be a good way to visualize the fund structure of an Institution 👍
Susanne in chat: I really like it. Our libraries tend to change their funds and Ledgers. with this they can have a wonderful overview
Martina in chat: Agreed, this would be a very useful overview.
Sara in chat: What is the 21 results found counting?
Dennis needs to check with Kimie; maybe is not valuable here because it may count all results, even if listed multiple times
Kimberly in chat: I do like being able to visualize the "fund map"
Dennis proposes to only display active funds and to add a filter to reveal inactive fund
there could be a toggle to allow inactive funds to display
would be helpful to customize what is expanded by default.
some structures have more groups and some have more expense classes etc.
Susanne in chat: Maybe with (inactive) behind the Name?
Sara in chat: I have 1 Ledger but close to 30 Groups, and all my Funds are assigned many groups, so could the settings control what display open and what closed, so for me, I would want all the Groups to display with the carrot down, and then I can click open what ones I want to view in detail, along with Expense Classes