Date
Attendees
- Paul Trumble
- Scott Stangroom
- Ann Crowley
- Tim Whisenant
- Kirstin Kemner-Heek
- Dennis Bridges
- Felix Hemme
- Martina Tumulla
- Owen Stephens
- jmulvaney@library.umass.edu
- Virginia Martin
- Heather Thoele
- Ann-Marie Breaux (Deactivated)
- Michael Arthur
- Eric Hartnett
Discussion items
| Item | Who | Notes |
|---|---|---|
| Minute taker? | Kirstin Kemner-Heek | |
| Announcements/Updates | Kristin Martin , others | No PC meeting this week. The FOLIO Stakeholders were meeting in Cologne to discuss the MVP proposal. No other announcements |
| Renewals and ongoing orders | Review of assumptions of ongoing orders and design plans. Dennis Bridges Please link slides here! Type "ongoing order" has a special renewal field with renewal field, renewal interval, review period, manual review. Options "automatic renewal" and "manual renewal". Question: what happens when the renewal date is reached (automatic renewal). Answer: systems renews the order at that date. Order is now not connected to a fiscal year. PO number doesn't change with renewal (single or multiple). Encumbrance will be renewed for the recent year if checkbox is checked. Additional costs for a PO are added with the invoice. Is just entered as payment. No encumbrance are considered. How are encumbrances calculated? Watch minute 8:50 am to 9:10 - reencumbrance sums up all payments for the recent period and calculates that sum as new encumbrance. Reencumbrance for each POL and each fund. If reencumbrance is not possible because of several reasons, order is flagged "alert". Needs more discussion. Annual increases? Not yet addressed. Could be part of renewal information. | |
Jira features review: any questions regarding
| Ann-Marie Breaux (Deactivated) |