2019-05-24 Meeting notes

Announcements/updates

• Presentation/Discussion on Notes App at ERM Subgroup meeting
• FOLIO is looking for Product Owners
• Updates from the Product Council
• KB providers at the FOLIO meeting

FOLIO product owners: follow link to learn more about getting involved.

Product Council (notes linked):

• Gap analysis still being compiled.
• Information regarding Ebsco's timeline and their development teams progress

ALA events: There is a Reception and several sessions. If you are attending ALA please come!

Ex Libris rep (did not catch name) will be attending the FOLIO meeting.

Others reaching out to Harrassowitz and OCLC.  Still waiting for confirmation.

Acquisitions development team:

* Orgs contacts/interfaces demo

* Purchase order automated status updates demo

* Voucher Mockup review

* Purchase Order template mockup review

Vendors app has transitioned into the Organizations app.

Small group has focused work on interaction between Organizations and other apps. This is the subject of the demo today.

Demo in current FOLIO snapshot stable.

Organizations do not necessarily need to be a vendor.

There is a Vendor checkbox that allows for more fields to be presented to house detailed information.

Contact People

• There is a global list of people so you can either assign them to a given organization OR
• You can create a new one
• when selecting and assigning, you can associate more than one at a given time. You can also select a few contacts, then keep searching for additional contacts. the window will keep track of how many total you have selected so you can then add them all one time.

Interfaces

• There are 7 hard coded types of interfaces for the time being.
• Like contacts, interfaces can be assigned to multiple organizations.

Organizations can have multiple accounts underneath it, so for example if you purchase content from Springer, but pay various subgroups inside Springer, you do not need to set up multiple organizations to accommodate the information. (please correct this note if I misunderstood this exchange)

Orders

• Demo of opening an order and receiving 4 items.
• Statuses automatically update. received 2 of 4, so status switched to partially received.
• Can sort orders by status (IE partially received)
  • FOLIO tracks the PO lines (received or pending) to determine the status of the order.
• Order lines search functionality demo
  • quick dip- they are working on this right now.
• Demo of creating an order from scratch and attaching titles.
  • Then Dennis opened the order and received the titles.
  • Q: do we need to load the titles into inventory before order creation?
    • not necessarily- it can happen a couple ways.
      • you can do it when you are creating the order.
      • You can load the title to inventory first and then attach to order
      • you can have inventory and order records created when loaded into FOLIO.