At this meeting, the RM team heard reports from two small groups who reviewed some of the work documented in Boston.
Financial Management
- Scott Perry and Kim Maxwell reviewed and added detail the financial management activities document
- One important point that has come up multiple times is the the difference between accounting at the university level and the library level
- University level systems are usually flatter with only a few pots of money
- Library systems are broken down into many more funds, because libraries are trying to track and understand more about their spending, including:
- Who is authorized to spend funds
- What subject areas are being supported
- The source of the funds
- There may be a way that FOLIO can support the libraries needs using a less complex structure
- Tagging is one possible solution to this problem that seems to have gotten a positive response from the group
- The parts of the document that relate to paying invoices may need to be broken out into a separate workflow – the important part to consider for this discussion is the affect that paying an invoice has on your funds
- Reporting will need a lot more detail too, as funds play into many other types of reports
- A few people from the group will document this workflow in practice using video, screenshots, and/or text
- Scott
- Kristen
- Kim
- Due date for this work is Jan. 6
First-time/One-time purchase
- Bill Verner, John Ballestro, and Ann-Marie Breaux reviewed and added detail to the first-time/one-time acquisition activities document
- They got partway through the document and will finish next week
- We will wait until their work is finished to do a more complete review
- A few people from the group will document this workflow in practice using video, screenshots, and/or text
- Bill
- Kristin
- John
- Due date for this work is Jan. 6
Renewals
- Charlotte and Filip are still working on transcribing the work from Boston
- The renewals activity document should be complete by the end of the day
- Virginia and Martina will review it when it's ready and aim to report back on Jan. 6
Knowledge base work done by Marc Johnson
- Marc Johnson of K-Int has posted some preliminary work modeling the intersection between a knowledge base and FOLIO
- He has posted a write-up and begun a conversation on Discuss
- Some members of the group have already been contributing to the discussion, but we would like to have an RM meeting dedicated to the topic
Logistics
- Meetings are cancelled for the next two weeks
- People can use the open WebEx sessions for other meetings if they like
- The next meeting will be Jan 6.