SIG Reports 2024-09-19

Acquisitions SIG

See Acquisitions SIG meetings agenda and notes wiki here for more details if interested

• Central ordering UAT ran from 8/27 - 8/30 (Dennis reviewed the results with the SIG on 9/10)
• Duplicate invoice UAT ran from 9/3 - 9/9 (Joe reviewed the results with the SIG on 9/10)
• Joe discussed/reviewed the latest mockup of claiming with the SIG on 9/10 & 9/10
• Dennis called for interest in joining a small group to discuss acquisitions integration.  The small group has met once and anticipates two more meetings to be held
• ACQ SIG is planning a meeting with GOBI integration as the topic.  Exact date TBD but it is anticipated to be one of the Tuesday's meetings in October
• The group made it to the last topic entered for Implementers Topics list (in 9/17 ACQ SIG meeting) with several topics skipped due to those who submitted the topics weren't present at the time. Will circle back to the skipped topics in later meetings when those who submitted are available to attend

App Interaction SIG

• On September 4th, the Cross-App SIG met about "Move holding/item data in Inventory should update POL-Instance connection accordingly".
• We also met about having an itemCost field on the FOLIO item record: UXPROD-4776 - Getting issue details... STATUS
• We've also been discussing our WOLFcon plans.

Consortia SIG

Documentation Working Group

ERM SIG

Both ERM SIG and Agreements Local KB Subgroup had one meeting each. In preparation for WOLFcon, both were around the same topic:

• 2024-09-18 ERM SIG meeting
• 2024-09-04 Agreements Local KB Subgroup Meeting notes

Libraries were asked to collect and describe use cases on ERM workflows that then were discussed in the SIG meeting. The collection of use cases can be found here: Collecting ERM workflow examples for WolfCon 2024. Everyone is welcome to add more.

The use cases will build the basis for two sessions at WOLFcon 2024. These are joint sessions between the ERM SIG and the Workflow SIG. The sessions are:

1. https://wolfcon2024.sched.com/event/1eerS/workflows-and-electronic-resource-management
2. https://wolfcon2024.sched.com/event/1eerV/outcomes-workflows-and-electronic-resource-management 

The eHoldings Subgroup had one meeting: 2024-09-11 Agenda and Meeting notes. Discussions focussed on implementers' topics which are collected here: eHoldings subgroup#Current/Possible-topics:

1. Updates on eHoldings search

2. Implementers topic #6 revisit: Additional metadata to display on Agreement accordion in eHoldings record view

3. Implementers topic #8: Multiple AGLs to one eHoldings title/package record

Metadata Management

• Magda presented the results of the Bulk edit UAT.
  • Bulk edit of FOLIO Instance’s notes UAT showed that the existing implementation is confusing as most participants attempted update instance with source MARC using Instance fields option. Proposed new UI options contain the label "Instances with source FOLIO" and "Instances with source MARC". What that acutally means is ~"Instance with source FOLIO = instance with no underlying SRS", because the instance source is just a string field and can contain any value other than FOLIO. Magda will work more on this.
  • With Ramsons the Bulk edit app supports editing instance administrative notes and all instance notes types.
  • The Bulk edit roadmap has been shared with the SIG.
• UXPROD-4746: Sort, filter, and mapping changes for Dates
  
  • Decission that the instance fields publicationPeriod.start and publicationPeriod.end will be removed from the instance schema. These fields are not surfaced in the UI and will be replaced by new fields:
    • Date type: Controlled list, included in MARC mapping rules
    • Date 1: Text box - allows for four characters (alphanumeric) - no validation on UI; validation on backend and if data does not pass validation, it should be considered as 0000
    • Date 2: Text box - allows for four characters (alphanumeric) - no validation on backend and if data does not pass validation, it should be considered as 0000
  • The dates will be displayed in the Inventory result list in a new column calles Date after the Publishers column.
  • A new filter for the date data is added to the search & sort pane.
• UIIN-2889: Spaces entered in Call number field are not saved; trailing and leading spaces are removed and the call number will be found in Browse. White spaces before the call number is also removed. Only impacts newly entered data, not existing/legacy data. Existing data has to be fixed separately.
• Version History / Change Tracker
  
  • We're currently in the process of collecting use cases. This has to be done by September the latest.
  • Kimie has created mockups (WIP) how the change tracker would look like in Inventory.
  • The SIG agrees that the list of fields is good.
  • For privacy reasons there has to be a setting to turn off what user made changes.
  • We also talked about how long to store version logs or how many version logs should be stored. There has not been overall agreement but a feeling that having the latest 10-15 versions or 2-3 years of logs available in the UI would be okay for the beginning. Fetching older logs via the API could be okay for some users, but not the general librarian.
  • We also have to define what an update is that triggers an entry in the history. We added a section on the wiki page for what should not be considered an update, e.g. checking out an item.

Open Access SIG

Reporting SIG

Resource Access

User Management