Alissa Hafele, Ann Crowley, Bethany Blankemeyer, Bill Verner, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jean Pajerek, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Linh Chang, Lisa Maybury, Lisa Smith, Lloyd, lmwillia, Mark Arnold, Martina Schildt, Mary Moran, Masayo Uchiyama, Michael Phillips, Nancy Finn, Nancy Pelis, Okay Okonkwo, Peter Sbrzesny, Sara Colglazier, Sarah Dennis, Scott Perry, Scott Stangroom, Shannon Burke, Suzanne Mangrum, Suzette Caneda, Steve Selleck, Tara Barnett, Victoria Anderson, Winter White
Today, want to review details of what needs to be exported.
Original purpose was to bulk edit allocations
Now it's about what is being exported.
Dennis: Is it clear what these are?
From Lisa Smith to Everyone 12:10 PM Michigan State is most interested in exporting invoice & POL information.
From Dung-Lan Chen to Everyone 12:12 PM I am glad fiscal year rollover came up as that's something coming up soon for our library in less than three months. I'm looking to arrange discussions/revisit of this topic.
From Ann Crowley to Everyone 12:13 PM +1 Dung-Lan
From Scott Perry (he/him) to Everyone 12:16 PM Us too.
Yes. Very valuable.
From Lisa Smith to Everyone 12:18 PM I think our accounting dept would like exporting of fund info.
From Scott Perry (he/him) to Everyone 12:20 PM This is also helpful for day to day work with fund balances by Acq staff. Currently if you call up a fund you don’t see the valuable information for those working on orders (available balance for one) on the first display under funds.
Dennis: If exporting in this way, you are getting group information. If there is a mono group and a serial group, this fund may be a part of multiple groups. If it is, you will get multiple groups. Right now this export doesn't include an export of group summary.
From Ann Crowley to Everyone 12:21 PM Our funds are only linked to 1 group
From Scott Perry (he/him) to Everyone 12:21 PM Our funds are linked to multiple groups. Not exporting the group summary information is fine with me
From Ann Crowley to Everyone 12:22 PM We could create a pivot table to get the total group information
From Bill Verner to Everyone 12:22 PM We would not care about exporting the group summary
Dennis: How how a priority is exporting group data? You can easily calculate, but it's not exported as a summary.
From Ann Crowley to Everyone 12:22 PM no (it's not)
From Lisa Smith to Everyone 12:22 PM +1
From Sara Colglazier (MHC/5C) to Everyone 12:22 PM Fund + Expense more important
From Scott Perry (he/him) to Everyone 12:24 PM Group summary here is not important to me.
From Scott Perry (he/him) to Everyone 12:25 PM I created a group of all funds to get summary for all expense classes.
32 minutes after the hour
Discuss the exporting of invoice information if time allows