2022-03-11 Acquisitions Meeting notes

• Only one meeting between last time.
• FOLIO Roadmap
  
  • Linked all of the themes to specific JIRA issues and development.
  • Meeting coming up with POs to see how accurate things are and that development work is represented. Also to adjust timeframes if needed.
  • Can start at high level in table and drill down to specific issues.
• BugFest for Lotus

• • Still a number of tickets unassigned.
  • First BugFest where they are moving toward automated testing.
• SIG Updates
  • 2022-03-10 Product Council Meeting notes/SIG Conveners Meeting

Staff Slips

• Julie Bickle, PO of Patron Notice and Staff Slips
• ~11 min after: explanation of Staff Slips
  • So far associated with Circulation
  • Four staff slips that are hard coded
    • Cannot change name, etc
    • Documentation for generating: How to generate staff slips
• Staff slips generated at check in:
• Transit Slip demo (~13 min. after)
  • Done when item is checked in
  • Returned item to a service point and item needs to be transited back to its original home.
  • All slips include tokens (fields in FOLIO); will not all necessarily get populated
• Hold Slip (~ 17 min. after)
  • Happens when an item is checked out and another patron wants it reserved when the item is checked back in.
  • Same as transit slip, happens when the item is checked in.
• Request Delivery Slip (~19 min after)
  • Very simlilar to hold slip; in addition patron has made request that it be delivered to a particular location (one of the addresses listed in the user profile)
  • Also occurs when item is checked in.
• Questions (~21 min. after)
  • This is just generating the paper part, how do we create what needs to happen so this is set up?
    • Two things to think about:
      • What triggers the generation of this slip? (In Circulation it's the check in; an event)
      • Which fields would you populate?
    • How do I cause the trigger?
    • Hold Slip Demonstration (~26 min. after)
      • Check out an item
      • Request > New
        • FOLIO knows item is checked out. Gives options to Hold item or Recall depending on Circulation rules.
        • Set Hold.
        • Place request for a particular person ("Requester Information")
      • Now if item is checked in, FOLIO will create hold request
      • Only get hold slip if there was a request on the item. (Predefined criteria for generating each of the slips.)
  • Can't add, remove, change slips at present.
  • Editing hold slip (~31 min. after) 
  • Generate a printable "Workslip" from order details
  • For acq: Might have tokens from PO or Piece 
• Pick Slip (~ 34 min. after)
  • Not created in check in, but in the request app.
  • 
  • May want such a drop-down? 
  • Pages/pick slips that are awaiting delivery.
  • Book is available on the shelf, go fetch it.
  • Search for item. If available, automatically get a "Page" request. Cannot put on hold.
    • Place request for a particular person.
    • Still have hold shelf (where it would be picked up).
    • Once you click "Print pick slips for Circ Desk 1" etc., it will print out all slips for items that need to be picked up.
• Two kinds of triggers: checking something in vs. drop-down.
• What could be triggers in acquisitions? (~38 min. after)
  • Receiving app
  • Select title
  • A couple of ways to receive:
    • Can click a piece in the table, then "Quick receive" - does not involve barcode
    • Receive button at top of table - can add barcode here
  • May be appropriate to generate a work slip at point of receipt.
• Could this offer functionality needed? (~41 min. after)
  • If request not empty, have a trigger to generate a slip to go with the thing. Might actually want to see the hold / request delivery slip here.
  • Acquiring item based on a request. 
  • Request column populated based on whether there is a request. 
  • Combination of request / rush when receiving.
  • From Julie Stauffer to Everyone 08:42 AM
    I can also see using workslips for other activities that have nothing to do with patron requests
  • Kristin demonstration in receiving ~44 min. after
    • Receive item
    • Enter barcode
    • Ideal place to get workslip:
    •