Acquisitions SIG
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The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time and every other Friday 9-10am Eastern U.S. time. 

TUESDAY MEETING ZOOM LINK

Join from PC, Mac, Linux, iOS or Android:  https://zoom.us/j/353648867  Meeting ID: 353 648 867.  

One tap mobile:  +16468769923,,353648867# US (New York)   +16699006833,,353648867# US (San Jose)

Dial by your location : +1 646 876 9923 US (New York)    +1 669 900 6833 US (San Jose)  or  Find your local number: https://zoom.us/u/adpH5ITcgX

FRIDAY MEETING ZOOM LINK 

Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727

See FOLIO meetings with Zoom for more information on how to connect.

Or mobile phone one-tap (US Toll):  +16465588656,675766727# or +14086380968,675766727#

Or Telephone:

Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp


See FOLIO meetings with Zoom for more information on how to connect.


Recordings


New member Onboarding info/resources -

______________ _______________________________________________________________________________________________________________________________________________________________________

Upcoming: Friday, June 9, 2023



Upcoming: Tuesday, June 6, 2023

Housekeeping -

  • Next scheduled meeting, Friday (May 9 at 9 am), since both Dennis & Joe are away this week, we are looking for topics or interest in still meeting this Friday

Business -

  • Test rollover demo/walk thru by Ann Crowley (Thank you, Ann!) plus Q&A
  • What you do in FOLIO in preparation for FYRO - implementers' FYRO experience sharing & Q&A



Tuesday, May 30, 2023

Housekeeping -

Business -

Notes: 2023-05-30 Acquisitions Meeting notes

Recording: 2023-05-30 video



Friday, May 26, 2023

Housekeeping -

Business -

  • WOLFcon 2023 brainstorming

Notes: 2023-05-26 Acquisitions Meeting notes

Recording: 2023-05-26 video



Tuesday, May 23, 2023

Housekeeping -

  • Please read PC Update notes below from Kristin. Thank you!!
  • Mark your calendar - WOLFCon 2023, August 22-24, The University of Chicago
  • WOLFCon 2023 Proposal Form (proposal submission deadline - Monday, June 5, 2023)
  • Next meeting, Friday, May 26, at 9 am Eastern

PC Update (Kristin Martin) -

  • Don't forget to vote! Voting closes on May 29. Ballots sent to all interested community individuals by email. Reach out to Marko Knepper or Boaz Nadav-Manes if you can't find your ballot.
  • Special Meeting on Data Import: June 1. All are invited. There are some background reading documents
  • PC meeting 2023-05-04
    • Revisions to Release Management Stakeholders group to manage the critical service patch
    • Aligning reality with expectations - what can the PC work on, and how could some additional funding help? Some ideas for PO coordinator or development coordinator
  • PC meeting 2023-05-11
    • Review of new consortia functionality
    • Finalization of membership of Release Management Stakeholders

Business -

  • Update from PO Team

Notes: 2023-05-23 Acquisitions Meeting notes

Recording: 2023-05-23 video



Tuesday, May 16, 2023

(Zoom call cancel pending - PO Team busy with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Friday, May 12, 2023

(Zoom call cancelled - PO Team busy with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Tuesday, May 9, 2023

(Zoom call cancelled - PO Team tied up with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Tuesday, May 2, 2023

(Zoom call cancelled - please read PC Update notes from Kristin below. Thank you!)

Housekeeping -

  • Next scheduled meeting, Tuesday, May 9, at 1 pm Eastern
  • A one-pager of Getting Started with Acquisitions was created mostly to help with new Acquisitions SIG members onboarding (courtesy of Molly Driscoll, THANK YOU, MOLLY!!)

PC Update (Kristin Martin) -

  • 2023-04-20 Product Council Meeting
    • New terminology is accepted by PC and should be added to the docs.folio.org website
    • SIG updates! See the notes for what's been happening. A highlight: Dennis has been doing some work with consortia and the User Management SIG.
  • 2023-04-27 Product Council Meeting
    • PC approved a new UI for configuring the number-generator (part of "service configuration" in the area of settings
    • Discussion around workflow support: we are going to form a new SIG to further explore and document features and user stories for development in this area. The development team is led by Texas A&M, and they are offering product owner support, and are interested in recruiting additional developers.
    • Discussion of "expectations vs. reality" to help PC prioritize influencing the product as it does not direct the product or control resources.



Friday, April 28, 2023

(Meeting cancelled)



Tuesday, April 25, 2023

Housekeeping -

Business -

Notes: 2023-04-25 Acquisitions Meeting notes

Recording: 2023-04-25 video 


Tuesday, April 18, 2023

Housekeeping -

  • Next scheduled meeting - Tuesday, April 25, at 1 pm Eastern
  • FOLIO Councils Elections nomination form - deadline has been extended to Monday,  April 24

Business -

Notes: 2023-04-18 Acquisitions Meeting notes

Recording: 2023-04-18 video



Friday, April 14, 2023

Housekeeping -

  • Next meeting, Tuesday, April 18, at 1 pm Eastern

PC update (Kristin Martin ) -

  • Elections for all councils!
    • Nominations are due by April 19, 2023 using this nomination form.
    • Criteria: be from a member institution. Each member institution may have only one person elected in a seat per Council.
    • Terms are two years. Individuals can serve for up to four consecutive terms
  • WOLFCon in Chicago, August 22-24
    • Heather volunteered to serve on FOLIO liaison group, but other individuals interested in planning WOLFCon? Contact me!
  • Tri-Council Meeting
    • Reviewed FOLIO Terminology document and Evaluation Process for New FOLIO Features
  • 2023-04-06 Product Council Meeting
    • More discussion around Product Owner recruitment and support

Business -

Notes: 2023-04-14 Acquisitions Meeting notes

Video: recording 2023-04-14



Tuesday, April 11, 2023

Housekeeping -

  • Reminder - Amelia Sutton will showcase UMass' Batch Voucher Export Workflow - scheduled for ou next meeting, Friday, March 14, at 9 am Eastern

Business -

Notes: 2023-04-11 Acquisitions Meeting notes

Video: Recording 2023-04-11



Tuesday, April 4, 2023

Housekeeping -

  • Next meeting, Tuesday, April 11, at 1 pm Eastern

Business -

  • Status of the acq-sig-topic stories and a quick update Dennis made to the implementers page
  • Discuss/review Implementers Topics (#84 & #85 @John Banionis , #86 Sara Colglazier )

Notes: 2023-04-04 Acquisitions Meeting notes

Video: 2023-04-04 Recording



Friday, March 31, 2023

Housekeeping -

  • Next meeting, Tuesday, April 4 at 1 pm Eastern

Business -

Notes: 2023-03-31 Acquisitions Meeting notes

Video: 2023-03-31 Recording



Tuesday, March 28, 2023

Housekeeping -

  • Implementers Topic #75 to be discussed this coming Friday (March 31 at 9 am Eastern), also our next meeting
  • Kristin Martin won't be able to attend this Friday's meeting hence PC update moved up to today's agenda

PC update (Kristin Martin ) -

  • Meeting 2023-03-23
    • Update from the Prioritization and Roadmap Group - piloting new prioritization process with RA SIG, review of existing roadmap
    • Prioritization process (from presentation in May)

Business -

Notes: 2023-03-28 Acquisitions Meeting notes

Video: 2023-03-28 Recording



Tuesday, March 21, 2023

Housekeeping/announcement -

  • Martina Schildt's presentation re: "Claiming levels requirements analysis" planned for Tuesday, March 28 at 1 pm Eastern
  • Amelia Sutton will showcase UMass' Batch Voucher Export Workflow (planned for Friday, April 14 at 9 am Eastern)
  • Appinteraction_crossapp will meet on March 22 from noon - 1 pm Eastern to discuss printing use cases, requirements and related UX/UI questions.  The group is collecting printing use cases and requirements here.
  • Next meeting - Tuesday, March 28, at 1 pm Eastern

Business -

  • Review if any questions/thoughts regarding UIIN-2922 that was discussed last Tuesday (March 14) - please talk with your colleagues who are directly involved in the process if they don't attend ACQ SIG regularly.  Thank you!!
  • If time allows, continue discussing Implementers Topics (#84 and continues) – didn't happen

Notes: 2023-03-21 Acquisitions Meeting notes

Video: 2023-03-21



Friday, March 17, 2023

Housekeeping/announcement -

  • U.S. daylight saving time started Sunday, March 12. Please check & adjust FOLIO meetings time on your calendar if applicable
  • Orchid bugfest runs thru March 17, please participate if you can
  • Next meeting - Tuesday, March 21, at 1 pm Eastern
  • Martina Schildt's presentation re: "Claiming levels requirements analysis" postponed until Tuesday, March 28
  • Appinteraction_crossapp group will meet on March 22 from noon - 1 pm Eastern to discuss printing in FOLIO.  The group is collecting printing use cases and requirements here
  • Seeking a volunteer to take notes for today's meeting

PC update (Kristin Martin) -

  • From 2023-03-16 meeting:
    • Revised FOLIO terminology being reviewed by councils, and will be added to wiki, docs if affirmatively approved.
    • Next Tri-Council meeting is on 4/13 - will look at Evaluation Process for New FOLIO Functionality
  • 2023-03-09: SIG updates

Business -

Notes:  2023-03-17 Acquisitions Meeting notes

Video: 2023-03-17 Recording



Tuesday, March 14, 2023

Housekeeping -

  • Next meeting- Friday (3/17) at 9 am Eastern, we will be discussing Implementers Topic #81 plus Martina Schildt's presentation - "Claiming levels requirements analysis"
  • Appinteraction_crossapp group will meet on March 22 from noon - 1 pm Eastern to discuss printing in FOLIO.  The group is collecting printing use cases and requirements here

Business -

  • Joe Reimer will review how to participate Orchid Bugfest & claim test cases (ppt link here)
  • Discuss view acquisitions data permissions in Inventory (ex. the use of Acq Unit in Orders) - comments welcome in UIIN-2292
  • Encourage attendees to claim a test case or two with the remaining time we have

Notes: 2023-03-14 Acquisitions Meeting notes

Video: 2023-03-14 Recording



Tuesday, March 7, 2023

Housekeeping -

  • Next meeting - Tuesday, 3/14/23 at 1 pm Eastern
  • Orchid bugfest started March 6 and will run thru Friday, March 17, please participate if you can (reach out to Oleksandr Bashtynskyi via Slack if you encounter any issue bugfest Orchid)
  • FYI - Friday, March 17 (9 am Eastern) - Discuss Implementers Topics #81; Topic #75 discussion is planned for Friday, March 31.  

PC Updates (Kristin Martin ) -

  • Notes for meetings prior to March 23, 2021 are available here.

    • Bugfest for Orchid is underway. You can find further Bugfest information here and the whole release timeline here.
    • Oleksii is looking for assistance in preparing the Release Digest for Orchid and moving forward (see the release digest for Morning Glory here)
    • Some brainstorming on WOLFCon, at preliminary stages - but interested in any SIG thoughts.
    • Onboarding Group continuing to refine presentation and piloting it with small group; Khalilah Gambrell providing onboarding for new development team from the National Library of Australia.
    • Interesting in recruiting more assistant POs or full POs from the FOLIO community, like the work Aaron Neslin is doing with Dennis.
    • Prioritization and Roadmap Group plans to share some preliminary work around the end of this month. Still looking for a good pilot project for new prioritization tool.

Business -

  • Presentation/Q&A - Chicago's Invoicing/Voucher Workflow (Huge thanks to Scott Perry!!)
  • If we have time after Scott's presentation/Q&A, we may continue discussing Implementers Topics

Notes:  2023-03-07 Acquisitions Meeting notes

Video: 2023-03-07 Recording



Friday, March 3, 2023

(cancelled)



Tuesday, February 28, 2023

Housekeeping -

  • FYI - FOLIO Forum presentation (2/22/23), FOLIO Reporting in Practice (highly recommended - a great presentation!!)
  • Friday, March 3 - Dennis is not available (on holiday)
  • Tuesday, March 7 - Scott Perry will present Chicago's invoicing/voucher workflow

Business -

  • ACQ SIG survey feedback & discussion
  • Special thanks to Molly Driscoll who is working on "Getting Started"/Tips & Tricks FOLIO wiki Guide (will be shared when available)

Notes: 2023-02-28 Acquisitions Meeting notes

Video:  2023-02-28 Recording



Tuesday, February 21, 2023

Housekeeping -

  • Next meeting - Tuesday, Feb 28 at 1 pm Eastern

Business -

Notes: 2023-02-21 Acquisitions Meeting notes

Video: 2023-02-21 Recording



Friday, February 17, 2023

(Cancelled)


Tuesday, February 14, 2023

(Cancelled - Product Owner away this week)



Tuesday, February 7, 2023

Housekeeping -

Business -

Notes: 2023-02-07 Acquisitions Meeting notes

Video: 2023-02-07 Recording



Friday, February 3, 2023

Housekeeping -

  • Next meeting - Tuesday, Feb. 7 at 1 pm Eastern
  • Reminder ACQ SIG survey open thru Feb. 14 - "Thank You" to those who have responded! We welcome any thoughts/feedback to help improve SIG experiences for all (smile)

PC Updates (Kristin Martin ) -

2023-01-26 Meeting notes

  • Onboarding Working Group presentation - submit comments/questions about slides by next week Thursday, Feb. 9
  • Still looking for more Product Owners

No meeting this week: Prioritization Process and Roadmap group underway. Still working on defining key terms in the FOLIO project. Onboarding Working Group continues.

Business -

  • Presentation - FYRO requirements analysis of the German networks and their libraries (see wiki) (by Martina Schildt )

Notes: 2023-02-03 Acquisitions Meeting notes

Video: 2023-02-03 Recording



Tuesday, January 31, 2023

Housekeeping -

  • Reminder:  next meeting, Friday, Feb. 3 at 9 am Eastern, "FYRO presentation" by German networks
  • ACQ SIG conveners survey

Business -

Notes from meeting: 2023-01-31 Acquisitions Meeting notes

Video: 2023-01-31 Recording



Tuesday, January 24, 2023

Housekeeping -

  • Reminder - Order History Functionality UAT opens thru Jan. 26.  We appreciate your participation!!
  • Invoices/vouchers workflow presentation/demo planning
  • Next meeting - Tuesday, Jan. 31 at 1 pm Eastern

Business -

Notes: 2023-01-24 Acquisitions Meeting notes

Video: 2023-01-24 Recording



Tuesday, January 17, 2023

Housekeeping -

  • Reminder - order history functionality UAT opens Jan. 18 and will run thru Jan. 26 (details see Dennis' post of Friday, Jan. 13 in Slack)
  • Mark your calendar for next Tuesday, Jan. 24, at 1 pm - "Lehigh's Patron Driven Acquisitions JIRA workflow" presentation by Dan Huang and Maccabee Levine of Lehigh University (Daniel Huang Maccabee Levine )

Business -

Notes: 2023-01-17 Acquisitions Meeting notes

Video: 2023-01-17 Recording



Friday, January 13, 2023

Housekeeping -

  • Confirming Friday meetings schedule change
  • Mark your calendar - FYRO presentation by German networks planned for Friday, Feb. 3, at 9 am Eastern
  • Next scheduled meeting - Tuesday, Jan, 17, at 1 pm Eastern

PC Updates (Kristin Martin) -

  • First Tri-Council meeting held 2022-01-13
    • Trying to define FOLIO terms
  • Demo of translations app created by Knowledgeware on 2022-01-05
  • Need to reconsider work for functional requirements for new FOLIO modules
  • Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
  • Onboarding Task Group will have update at the end of the month

Business -

Notes: 2023-01-13 Acquisitions Meeting notes

Video: 2023-01-13 Recording



Tuesday, January 10, 2023

Housekeeping -

  • Next scheduled meeting, Friday, Jan. 13 at 9 am Eastern

Business -

  • Demo order version history progression and Q&A
  • Revisit previously discussed "processing invoices against previous fiscal years" and clarification Q&A
  • Discuss Implementers' Topics #73 and continues

Notes: 2023-01-10 Acquisitions Meeting notes

Video: 2023-01-10 Recording



Tuesday, January 3, 2023

Housekeeping -

  • Happy New Year 2023!
  • Next meeting, Tuesday, Jan. 10 at 1 pm Eastern
  • Mark your calendar, Jan. 27 (Friday, 9 am Eastern) German networks will present - Findings of their testing of FYRO functionality 

Business -

Notes: 2023-01-03 Acquisitions Meeting notes

Video: 2023-01-03 Recording



(No meetings on Dec.20, Dec. 27, & Dec. 30 - holiday break.  The first meeting in 2023 will be Tuesday, Jan. 3, at 1 pm Eastern)



Friday, December 16, 2022

Housekeeping -

  • Today's is the last ACQ SIG meeting of 2022!
  • First meeting in 2023 will be Jan. 3 (Tuesday) at 1 pm Eastern
  • Happy Holidays!

PC Updates (Kristin Martin   ) -

Business -

Notes: 2022-12-16 Acquisitions Meeting notes



Tuesday, December 13, 2022

Housekeeping -

  • Reminder - December holiday break - 12/19/2022 thru 12/30/22
  • Last meeting in December - 12/16/22 at 9 am Eastern
  • First scheduled meeting in 2023 - Tuesday, 1/3/23 at 1 pm Eastern
  • The FOLIO Prioritization and Roadmap Group seeking community members to join the group, more info here (Martina Schildt )

Business -

2022-12-13 Acquisitions Meeting notes



Tuesday, December 6, 2022

Housekeeping -

  • Next meeting, Tuesday, 12/13
  • Holiday break in December - confirmed in the meeting today that we'll cancel meetings scheduled for 12/20, 12/27 & 12/30 due to holidays

Business -

Notes: 2022-12-06 Acquisitions Meeting notes



Friday, December 2, 2022

Housekeeping -

  • Next meeting, Tuesday (12/6/22) at 1 pm Eastern
  • Reminder - looking for owners of Implementers Topics #58 & #70

PC Updates (Kristin Martin )

  • Short update meeting on 2022-12-01
    • BugFest for Nolana is completed
    • Oleksandr Bashtynskyi taking over QA role from Anton Emeliov
    • New Module review process still collecting comments
    • Subgroup is categorizing SIG feedback
    • Roadmap work to get underway, still looking for volunteers

Business -

Notes: 2022-12-02 Acquisitions Meeting notes



Tuesday, November 29, 2022

Housekeeping -

  • Reminder - next scheduled meeting is this Friday, Dec. 2, at 9 am Eastern

Business -

  • Discuss how long after an exporting orders via EDIFACT people would generally need to download that exact EDIFACT file (1 day, 3 days, 1 week, 1 month)?  If you needed to rely on getting the file from FTP after 7 days would you choose not to use the EDIFACT order export?
  • Discuss Implementers' Topics #55 and continues (Julie Brannon )

Notes: 2022-11-22 Acquisitions Meeting notes



Tuesday, November 22, 2022

Housekeeping -

  • Next scheduled meeting, Tuesday (11/29) at 1 pm
  • Reminder - please respond to Owen's questions related to Serials Management posted in ACQ SIG slack channel on 11/18 when you get a chance if possible
  • Have a Safe & Happy Thanksgiving!

Business -

  • More discussion around the Order history functionality

Notes: 2022-11-22 Acquisitions Meeting notes



Friday, November 18, 2022

Housekeeping -

  • Reminder - next scheduled meeting, Tuesday, Nov. 22
  • Reminder - Nolana Bugfest is still up ... please help out testing if you can

PC Updates (Kristin Martin ) -

  • Call for participants for Roadmap and Prioritization group
  • PC Meeting 2022-11-17
    • Will be reviewing SIG notes and coming up with action items
    • Approved new review process for new modules, will be discussed with TC and CC after Thanksgiving
    • Discussion of TC's thoughts on the recommendations of Data Sync Working Group
  • PC Meeting 2022-11-10
    • SIG updates
  • PC Meeting 2022-11-03
    • New Onboarding Group getting started to help new FOLIO members
    • Call for support for the Documentation Technical Editor
    • Community Council is distilling results of "3 things" survey
  • PC Meeting 2022-10-27
    • Serials Management work (you'll hear more about this!)
    • Updates from other councils

Business -

  • "Serials Management in FOLIO" presentation (link to the slides) & feedback (Owen Stephens)

Notes: 2022-11-18 Acquisitions Meeting notes

Video recording Nov.18, 2022



Tuesday, November 15, 2022

(Meeting cancelled - PO on vacation)



Tuesday, November 8, 2022

Housekeeping -

  • Reminder - Nolana Bugfest started Monday, Nov. 7, and runs thru Friday, Nov. 18
  • Next scheduled meeting - Tuesday, Nov. 15, at 1 pm Eastern
  • Folio Forum Group seeking a volunteer from ACQ SIG to attend Forum group meetings and discuss what's going in the ACQ SIG with the Folio Forum Group (Heather McMillan)

Business -

  • Dennis will do a quick reminder on how to participate in Bugfest & Q&A – meeting will end early to encourage people using the remainder time to register (if needed) and start testing (thank you for participating in Bugfest!!)

Notes: 2022-11-08 Acquisitions Meeting notes

video recording Nov.8,2022



Friday, November 4, 2022

(meeting cancelled - PO schedule conflict with Charleston Conference)



Tuesday, November 1, 2022

Housekeeping -

  • Seeking a volunteer to take notes for today's meeting
  • Next scheduled meeting this Friday, Nov. 4, at 9 am Eastern
  • "Serials Management in FOLIO" presentation in PC meeting (Oct. 29) - presentation slides available thru google doc see link here, courtesy of Owen Stephens.

Business -

  • Demo Morning Glory Release highlights
  • Demo Nolana Release highlights

Notes: 2022-11-01 Acquisitions Meeting notes

Video recording Nov.1, 2022



Tuesday, October 25, 2022

Housekeeping - No meeting this Friday - next meeting is Tuesday, Nov. 1

Business -

  • Continue "Sara's Show & Tell: Packages Galore!" and Q&A from last Friday (by Sara Colglazier)
  • If time allows, discuss Implementers' Topics #55 and continues (Julie Brannon)

Notes: 2022-10-25 Acquisitions Meeting Notes

Video recording Oct.25, 2022



Friday, October 21, 2022

Housekeeping -

  • Reminder - next meeting, Tuesday, Oct. 25, at 1 pm Eastern
  • Collecting "show & tell" presentation topics that would be of interest or be helpful to your library/libraries' workflow

PC Updates (Kristin Martin  ) -

  • Product Council meeting 2022-10-13
    • SIG updates
    • We are revising the Roadmap; conversations have started
    • We are looking at pathways to support documentation going forward - expect to hear more
  • Product Council meeting 2022-10-20
    • Most of time was on a Q&A with the FOLIO China community. You can find links to the original presentation, the Q&A slides, and notes with the PC meeting.

Business -

  • "Sara's Show & Tell: Packages Galore!" and Q&A -- Sara Colglazier

Video recording Oct.21, 2022



Tuesday, October 18, 2022

Housekeeping -

  • Reminder - next meeting this Friday, Oct. 21, at 9 am EST (learning about Package orders from Sara)
  • FOLIO Documentation seeking volunteers for new roles - contact Alexis Manheim or Kirstin Kemner-Heek for details if interested
  • Seeking volunteers to join a small group to work on requirements re: item state, see UXPROD-1590 - Getting issue details... STATUS and UXPROD-1530 - Getting issue details... STATUS (Erin Nettifee)

Business -

      Cross App Workflow presentations and Q&A

  • Create an online order POL when there is not an instance existed in the system by Heather McMillan and Therese Corte (2 different processes from two library's on campus)
  • Bring in invoice data from Harrassowitz and process the invoice by Kimberly Pamplin

Video Recording Oct. 18, 2022



Tuesday, October 11, 2022

Housekeeping -

  • reminder - next week Zoom calls (presentations & show & tell planned) - 10/18 (Tuesday) & 10/21 (Friday) 

Business -

  • Continue the discussion regarding claiming phase 1 from Oct. 4 meeting  (Björn Muschall Sven Thomsen )
  • Review “Order history/change log” feature that was defined a while back

Notes: 2022-10-11 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-11T12:55/



Friday, October 7, 2022

Housekeeping -

  • reminder - next meeting Tuesday, October 11
  • collecting discussion topics/show & tell/presentation ideas for Friday, Oct. 21 meeting

PC Updates (Kristin Martin) -

  • 2022-10-06 Meeting notes
    • Conversation around need for documentation coordinator. Contract for Marcia Borensztajn to end. Looking for support to take on role locally (CC will work on position description) or to extend contact
  • 2022-09-29 Product Council Meeting notes
    • Updates from other councils, including work from Technical Council on the Architectural Blueprint, release information, and Treasurer's report at Community Council
    • SIG conversations are underway

Business -

  • Look at a narrow scope for claiming phase 1 (Dennis, 30 mins or so)
  • Order creation (Ann-Marie, 10 mins or so)
  • If time allows, discuss Implementers' Topics #55 and continues (Julie Brannon)

Notes: 2022-10-07 Meeting notes

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-07T08:55/



Tuesday, October 4, 2022

Housekeeping -

  • Reminder next meeting Friday, 10/7
  • October 18 (Tuesday) meeting will be demo/show and tell package orders by Sara Colglazier and WOLFCon 2022 presentation "Cross-app workflow" by Heather McMillan

Business -

  • Discuss questions from Product Council for SIGs (Kristin Martin)
    • List of questions -
      1. Can you share the purpose of your SIG: functional area/cross cutting/affinity group, etc?
      2. What areas does your SIG have responsibility for?
      3. What do you feel like your SIGs purpose is currently? Has it changed over time?
      4. Do you have product owners who regularly work with the SIG? Do you feel that your requirements are being successfully developed into FOLIO?
      5. How do you feel about the resources allocated in the development areas that are focused on?
      6. What are some of the challenges facing your SIG/subgroup? Are there ways in which you feel the SIG has been unable to accomplish it's mission?
      7. If you work on areas of development, do you feel like there are areas of development not resourced at all or significantly under-resourced?
      8. What has been successful with the SIG? What things contributed to that success?
      9. What could the Product Council do to help the SIG?
      10. Do you feel like the Roadmap accurately represents the work of your SIG (both desired and already accounted for)?
      11. How can we improve our communications with the SIG? Does the current monthly reporting work? Would have a dedicated PC meeting for your SIG be helpful?
      12. Is the SIG comfortable communicating with the PC and have a sense of when a PC conversation would be helpful?
      13. What functions should the PC be accomplishing and how would the SIGs like to have those need met?

Notes: 2022-10-04 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-04T12:55/



Tuesday, September 27, 2022

Housekeeping -

  • meetings during the week of October 17 (how best to use the meeting time scheduled for 10/18 and 10/21 as Dennis has project meetings conflict that week that he can't join us)

Business -

Notes: 2022-09-27 Acquisitions Meeting notes

Video Link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-27T13:00/



Friday, September 23, 2022

Housekeeping - reminder next meeting - Tuesday, 9/27/22, at 1 pm Eastern Time

PC Updates (Kristin Martin) -

  • 2022-09-15 Product Council Meeting notes
  • 2022-09-22 Product Council Meeting notes
    • Both meetings focused on a debrief of issues raised at WOLFCon.
    • The Scope Criteria Group has concluded it's work and two new groups have been formed, as recommendations from that group. Happy to accept other volunteers to be on the groups.
    • PC Members are performing a SIG review, and we will work with SIG conveners to schedule conversations with each SIG. Would like to make sure the PC is doing what it can to support the needs of the SIGS. Kristin will work with Dennis and Dung-Lan to schedule a time on the agenda for Acquisitions.
    • There will also be a revisit to the Roadmap, more information coming soon, but may be another volunteer opportunity
    • New quarterly cross-council meeting will occur, working with chairs of other councils to figure out process to make this happen
  • Library of Congress plans to migrate to FOLIO

Business -

Notes: 2022-09-23 Acquisitions Meeting notes

Video link https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-23T08:55/



Tuesday, September 20, 2022

Housekeeping - reminder next meeting scheduled for this Friday (9/23/22) at 9 am

Business -

Notes: 2022-09-20 Acquisitions Meeting notes

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-20T12:55/



Tuesday, September 13, 2022

Housekeeping - No meeting this Friday. Next meeting is 9/20 (next Tuesday) 

Business -

  • Discuss workflow of noting Implementers Topics status
  • Discuss the display of EDIFACT export detail on PO and POL. The export history of a purchase order.
  • Continue to discuss Implementers' Topics - see Acquisitions/Resource Management Implementers

Notes: 2022-09-13 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-13T12:55/



Friday, September 9, 2022

Housekeeping -

  • next meeting, Tuesday (9/13) at 1 pm
  • If planning a conversation regarding FYRO experience/reflection/info sharing is still of interest within the group

PC Updates (Kristin Martin) -

Business -

Notes: 2022-09-09 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-09T09:00/



Tuesday, September 6, 2022

Housekeeping -

  • Reminder - we have a meeting scheduled for this Friday, 9/9, at 9 am

Business -

Implementer topics discussed: 

no.50 - Invoice approve/pay with pending Order and no.54 Creating and filtering pieces

Notes:  2022-09-06 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-06T12:55/



Thursday, September 1, 2022 (9:30 am - 11 am, EST)


Tuesday, August 30, 2022

      (meeting cancelled)



Friday, August 26, 2022

      (meeting cancelled)



Tuesday, August 23, 2022

Housekeeping -

  • Reminder - 8/26 (Friday) & 8/30 (Tuesday) meetings cancelled (preparation & traveling for WOLFCon 2022)
  • WOLFCon Acquisitions session will take place, Sept. 1 (Thursday) from 9:30 am - 11 am Eastern Time.  Zoom link will be shared when available

Business -

Notes: 2022-08-23 Acquisitions Meeting notes

Video : https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-23T12:55/



Tuesday, August 16, 2022

Housekeeping - 

  • WOLFCon Acquisitions session will be held at 9:30 am - 11 am (EST) on Sept. 1 (Thursday).  Zoom call link will be shared when it's available
  • Reminder August 30 (Tuesday) meeting is cancelled to accommodate traveling for WOLFCon.  How about August 26 (Friday) meeting?! Should we keep it?    

Business -

Notes: 2022-08-16 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-16T13:00/



Friday, August 12, 2022

    (Zoom call cancelled)



Tuesday, August 9, 2022

Housekeeping -

  • Next scheduled meeting - this Friday, 8/12, at 9 am

Business -

Notes: 2022-08-09 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-09T12:55/



Tuesday, August 2, 2022

      (Zoom call cancelled - Bugfest need your help ... please use the time to help test untested cases if you can - Bug Fest R2 2022 Morning Glory Thank you!!)


Friday, July 29, 2022

       (Zoom call cancelled - Dennis is away)



Tuesday, July 26, 2022

Housekeeping -

  • reminder - next meeting this Friday (7/29) at 9 am EST

Business - focusing on Morning Glory Bugfest

  • Dennis will demo how to login to test rails to claim test cases and how to complete one as show and tell
  • Bring any questions you might have regarding bugfest that Dennis will help address
  • If enough time left, the group can sign in (or sign up) test rails and claim a test case or two of your own (smile)

Notes: 2022-07-26 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-26T13:00/



Tuesday, July 19, 2022

        (Zoom call cancelled - please use the time to bugfest Morning Glory info and link here - Bugfest Morning Glory)



Friday, July 15, 2022

Housekeeping -

  • Morning Glory Bug Fest starts next Monday (July 18) and will run for two weeks - more info see Bug Fest R2 2022 Morning Glory.  Any question regarding Bug Fest or if you need a TestRail acct, please reach out to Anton Emelianov via Slack
  • WOLFcon 2022 schedule and registration info - see WOLFcon 2022
  • Planning of a FYRO reflection/experience sharing discussion in one of the upcoming ACQ SIG meetings

PC Updates (Kristin Martin ) -

  • 2022-07-07 Meeting notes
  • 2022-07-14 Product Council/SIG UpdatesMeeting notes
    • Conversations around PC role for the FOLIO product/project and using WOLFCon to clarify role and set strategic goals for next year
    • New officers: Jesse Koennecke stepping down from co-chair, Alexis Manheim coming on as co-chair; Kristin Martin continuing as co-chair and Peter Murray as secretary
    • Interest from Implementers SIG as well for implemented institutions to share rollover experiences

Business -

Notes: 2022-07-15 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-15T08:55/



Tuesday, July 12, 2022

Housekeeping -

  • Reminder - next meeting, Friday, July 15 (9 am Eastern)

Business -

Notes: 2022-07-12 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-12T13:00/



Tuesday, July 5, 2022

Business -

  • Discuss creating invoice lines from POLs with certain payment statuses
  • Discuss the relationship between POL and invoice line fund distributions

Notes: 2022-07-05 Acquisitions Meeting notes

Video:  https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-05T12:55/



Friday, July 1, 2022

(meeting cancelled - July 1, Canada Day)



Tuesday, June 28, 2022

Housekeeping -

  • Propose to cancel this Friday's meeting due to July 1, Canada Day

Business -

Review key features re:

  • The ability to change instance connection of POL
  • The ability to create Orders from Instance
  • The ability to create invoices from Orders

Discuss Implementers' Topics - see Acquisitions/Resource Management Implementers

Notes: 2022-06-28 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-28T12:55/



Tuesday, June 21, 2022

Housekeeping -

  • reminder - no meeting this Friday (6/24)

Business -

Notes: 2022-06-21 Acquisitions Meeting notes

Video Link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-21T12:55/



Friday, June 17, 2022

Housekeeping -

  • next meeting Tuesday (6/21) at 1 pm

PC Updates (@Kristin Martin) -

Business -

Notes: 2022-06-17 Acquisitions Meeting notes

Video: 2022-06-17 Acquisitions Meeting noteshttps://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-17T08:55/



Tuesday, June 14, 2022

Housekeeping -

  • Reminder - WOLFcon 2022 (Wednesday, August 31- Friday, Sept. 2), see list of possible ACQ SIG session topics for WOLFcon 2022

Business -

Notes: 2022-06-14 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-14T13:00/



Tuesday, June 7, 2022

Housekeeping -

  • No meeting this Friday, next meeting is Tuesday, June 14
  • Take a look at the power point slide presentation from the FOLIO Scope-Criteria Group that Kristin included in the PC updates below when you get a chance 

PC Updates (@Kristin Martin) - postponed from previous cancelled meeting (written updates, as Kristin can't make it)

Business -

Notes: 2022-06-07 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-07T13:00/



Friday, June 3, 2022

     (meeting cancelled)



Tuesday, May 31, 2022

Housekeeping -

  • Reminder – next meeting this Friday, June 3 (9 am Eastern)

Business -

Notes: 2022-05-31 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-31T12:55/



Tuesday, May 24, 2022

Housekeeping -

  • Reminder - Let Dennis know the approximate number of pieces (for expected pieces not received or for pieces received) that your library may export from Receiving at one time (post in ACQ SIG slack channel will do)
  • Reminder - Post any Acquisitions related topics you might have for discussion (if it's not already on) to the Implementers Topics list

Business -

Notes: 2022-05-24 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-24T12:55/



Friday, May 20, 2022

Housekeeping -

PC Updates (@ Kristin Martin) -

Business/Implementers' Topics -

2022-05-20 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-20T08:55/



Tuesday, May 17, 2022

Housekeeping -

  • We have a meeting scheduled for this Friday, May 20 (9 am Eastern)

Business -

2022-05-17 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-17T12:55/



Tuesday, May 10, 2022

Housekeeping -

Business -

2022-05-10 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-10T12:55/



Friday, May 6, 2022

Housekeeping -

PC Updates (Kristin Martin) 

Business/Implementers' Topics -

2022-05-06 Acquisitions Meeting notes

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-06T08:55/



Tuesday, May 3, 2022

Housekeeping -

  • Please participate UAT for batch voucher and invoice export when it’s ready
  • Next meeting - Friday (5/6/22) at 9 am Eastern

Business -

2022-05-03 Acquisitions Meeting notes

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-03T13:00/



Tuesday, April 26, 2022

Housekeeping -

  • Feedback regarding question from App Interaction SIG - "Is there any desire or need to have field-based permissions?" (posted in ACQ SIG slack channel on 4/25/22)

Business -

2022-04-26 Acquisitions Meeting notes

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-26T12:55/



Friday, April 22, 2022

Housekeeping -

PC Updates (Kristin Martin )

        (PC had been on spring break for two weeks that nothing new from PC to report since the last updates done two weeks ago)

Business/Implementers' Topics -

2022-04-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-22T09:00/


Tuesday, April 19, 2022

Housekeeping -

Business -

  • Continue discussing "POL & Inventory matching" (please bring any cases or issues you've experienced to share with PO and Developers for continuous refining or updating the functions)
  • Demo new export (invoices & fund information) functionality

2022-04-19 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-19T12:55/



Tuesday, April 12, 2022

Housekeeping -

  • No meeting this coming Friday
  • Seeking speakers to share fiscal year rollover experiences

Business/Implementers Topics -

2022-04-12 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-12T12:55/



Friday, April 8, 2022

Housekeeping

  • Topic in the planning – Fiscal Year Rollover (forthcoming)

PC Updates (Kristin Martin ) - written only, away today

  • No PC meeting April 14 or April 21 - Happy Spring Break!
  • SIG Updates 2022-04-07
    • Still looking for members for Support SIG, meet Monday at 10 AM ET. It would be great to get some implemented institutions or Acquisitions experts there
    • need interim convener for MM SIG this summer
    • Discussed the need to support implemented libraries when doing FOLIO upgrades, but ran out of time for larger discussion
    • WOLFCon - what ideas do you have? Looking to get more details than just brainstorming at this point. How can we take advantage of an in-person/hybrid all-hands meeting?
      • Looking for dedicated individuals to help plan. See slack channel: #folio-wolfcon-planning-group
  • 2022-03-31 Product Council Meeting notes
    • Update from the Priorities for FOLIO Development subgroup
    • See the full prioritization process and leave comments here
    • This would replace the system of institutional rankings in Jira

Business/Implementer’s Topics

  • Video working group – updates & plan
  • Quick demo of invoice/fund/budget/voucher export that will be available in Morning Glory, UAT tests for those will be available soon
  • Implementer's Topics - discuss #33 and continues if time permits -- see Implementer's Topics list for more details - Acquisitions/Resource Management implementers

2022-04-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-08T08:55/



Tuesday, April 5, 2022

(meeting cancelled)



Tuesday, March 29, 2022

Housekeeping - no meeting this Friday (4/1/22)

Business -

  • Discuss Kiwi migration

Implementers Topics -

2022-03-29 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-29T12:55/



Friday, March 25, 2022

Housekeeping -

PC Updates (Kristin Martin)

Business/Implementer’s Topics

  • Video tutorials group – additional participants needed to help identify a list of short tutorial videos of key acquisitions functions. Your time and efforts spent could make a difference to countless many others who will maneuver in Folio Acquisitions later!
  • Continue to discuss "Ability to change the instance connection of a purchase order line" which started in the last meeting on 3/22/22
  • Implementer's Topics - discuss #33 and continues if time permits -- see Implementer's Topics list for more details - Acquisitions/Resource Management implementers

2022-03-25 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-25T08:55/



Tuesday, March 22, 2022

Housekeeping -

Business -

2022-03-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-22T12:55/



Tuesday, March 15, 2022

Housekeeping -

Business -

2022-03-15 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-15T13:00/



Friday, March 11, 2022

Housekeeping -

PC Updates (Kristin Martin)

Business/Implementer’s Topics

2022-03-11 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-11T09:00/



Tuesday, March 8, 2022

Housekeeping –

  • Reminder - we’ll meeting this Friday, March 11

Business –

2022-03-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-08T13:00/



Tuesday, March 1, 2022

(meeting cancelled)



Friday, February 25, 2022

Housekeeping -

  • No meeting next week (Feb. 28 – March 4)
  • Next meeting, Tuesday, March 8 at 1 pm
  • Acquisitions SIG wiki page update

PC Updates (Kristin Martin)

  • Updates from Data Sync Working Group (they presented here too)
  • Considering how to manage meetings and input across the global - new cross-council group investigating (Sharon Wiles-Young, Anya Arnold, Peter Murray, Mike Gorrell)
  • Updates from the other councils
  • documentation updates - now with versioning: https://iris.docs.folio.org/docs/

Business/Implementer’s Topics

2022-02-25 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-25T08:55/



Tuesday, February 22, 2022

Housekeeping –

  • Reminder - we’ll meeting this Friday, February 25
  • Reminder - no meeting next Tuesday, March 1
  • Both Acquisitions SIG Calendar and Community Calendars have been updated with our current Tuesday/Friday meeting schedule

Business –

  • Summarize the discussion re: “exporting adjustment details in voucher summary” from last Tuesday
  • Highlights of the Lotus release (10 minutes)
  • Discuss #25 & #26 (and continue if time allows) both invoice related from Implementer’s topics list (details see the list - Acquisitions/Resource Management implementers)

2022-02-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-22T13:00/


Tuesday, February 15, 2022

Housekeeping -

  • Friday meetings schedule update

  • Cancel Tuesday March 1 meeting?! (Dennis is away that week)

Business -

2022-02-15 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-15T12:55/



Tuesday, February 8, 2022

Housekeeping -

  • reminder please respond to the poll regarding changing Friday meetings schedule if you haven't done so already

Business -

2022-02-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-08T13:00/



Friday, February 4, 2022

PC Update (Kristin Martin)

Business -

  • Continue to discuss Display "Rush" in receiving and on invoice - review UXPROD-3179 UXPROD-3179 - Getting issue details... STATUS  
  • Discuss if current over-encumbered is calculated as expected. MODFISTO-283 - Getting issue details... STATUS
  • Highlights of the Lotus release (Dennis B.)

Implementer's Topics (regular Friday topic)

#23 on the list - Invoices: voucher generation process feedback (see link below for Implementers Topics list)

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-04T09:10/



Tuesday, February 1, 2022 

Housekeeping -

  • Please rank UXPROD-3435 UXPROD-3435 - Getting issue details... STATUS if possible particularly if this is a very important feature for your library 
  • Reminder - we are meeting this Friday, Feb 4, 2022 at 9 am EST

Business -

  • Update on the EDIFACT order UAT (Dennis B.)
  • Discuss use cases for deleting receiving records
  • Display "Rush" in receiving and on invoice - review UXPROD-3179 UXPROD-3179 - Getting issue details... STATUS  

2022-02-01 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-01T12:55/



Tuesday, January 25, 2022 

Business -

  •   Continue to discuss review order/invoice export to csv requirements
  •   Discuss UXPROD-3525 UXPROD-3525 - Getting issue details... STATUS Please rank if possible as it'd be very helpful to know how important this feature is for your library
  •   Discuss another implementer topic from Acquisitions/Resource Management implementers list if time permits

2022-01-25 Acquisitions Meeting notes

Video recording: https://drive.google.com/drive/folders/1GGYd4-1lki43QtjWRYFyhGZzR2M7G5XY 



Friday, January 21, 2022

PC Update (Kristin Martin)

2022-01-13 Product Council/SIG Conveners Meeting notes

  • Review for SIG Conveners update
  • New prioritization system under development

2022-01-20 Product Council Meeting Notes

  • Action setting with SWOT analysis
  • Finalizing Roadmap presentation and will want further input from SIGs

Business –·        

  • Discuss MODINVOICE-328 - Allow editing of subscription dates after an invoice is paid
  • How many of you will have more than 1000 pieces for a single title in receiving? https://issues.folio.org/browse/UIREC-191
             -- Describe use cases
  • Review order/invoice export to csv requirements

2022-01-21 Acquisitions Meeting notes

Video: https://drive.google.com/drive/folders/1GGYd4-1lki43QtjWRYFyhGZzR2M7G5XY



Tuesday, January 18, 2022 

Housekeeping

  • Reminder - please participate if you can "EDIFACT order export UAT" (scheduled for 1/18/22 - 1/20/22)

Business

  • EDIFACT (reserves 15 minutes Ann-Marie Breaux) 
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-18 Acquisitions Meeting notes



Tuesday, January 11, 2022 

Housekeeping 

  • New Convenor! 

Business 

  • EDIFACT order user acceptance testing 
  • Follow up questions from Dennis Bridges regarding the discussion on additional use cases for canceling orders
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-11 Acquisitions Meeting notes


Friday, January 7, 2022

Housekeeping 

  • Still seeking a new Convener in January 2022.  As mentioned, we have a person who is tentatively willing, but would like others to have a chance to volunteer. If you are willing and able to volunteer, please contact Susan Martin , Heather McMillan , and Dennis Bridges  no later than Friday, January 7, 2022 via direct message in Slack.  If I do not receive any volunteers, I will see if our tentative person is still willing. 

I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

Updates 

PC Update (Kristin Martin : Just one PC meeting since the last Friday meeting: 2021-12-16 Product Council Meeting notes

  • We are finalizing the Roadmap and need to update the wiki page with the new information
  • Also reviewed the results of an implementer's SWOT Analysis

Implementer's Topics 

#22 on the list "Orders: Inconsistent terminology between filters, detail pane, and .csv export for "Date opened"" Julie Brannon 

Acquisitions/Resource Management implementers

Business 

  • Follow up questions from Dennis Bridges regarding the discussion on additional use cases for canceling orders
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid
  • Discuss "Release encumbrances" for Ongoing orders

2022-01-07 Acquisitions Meeting notes


Tuesday, January 4, 2022 

Housekeeping 

  • We will meet on Friday, January 7, 2022.
  • Still seeking a new Convener in January 2022.  As mentioned, we have a person who is tentatively willing, but would like others to have a chance to volunteer. If you are willing and able to volunteer, please contact me, Heather, and Dennis no later than Friday, January 7, 2022 via direct message in Slack.  If I do not receive any volunteers, I will see if our tentative person is still willing. 

I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

Business 

  • Discuss additional use cases for canceling orders
  • Discuss "Release encumbrances" for Ongoing orders
  • Discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-04 Acquisitions Meeting notes

Tuesday, December 28, 2021 - Canceled

Friday, December 24, 2021 - Canceled

Tuesday, December 21, 2021 - Canceled

Tuesday, December 14, 2021 

Housekeeping

Seeking a new Convener in January 2022.  I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

If anyone is interested, please reach out to us. We also welcome questions about the position. 

Topics


Friday, December 10, 2021 

Housekeeping

Meeting schedule for the rest of 2021 - Last meeting of 2021 will be Tuesday, December 14th.  We will resume our meetings on Tuesday, January 4, 2022. 

Updates

  • PC Updates: SIG update from 2021-12-09 meeting.
  • New process for reviewing modules: PC review from a functional standpoint and then passes on to TC for review from technical side

  • Need new Product Owners for the following areas

      • Loans, Check-in, Check-out, Loan information on Item Details (interim - Cheryl Malmborg)
      • Requests (interim - Brooks Travis)
      • Item State (interim - Charlotte Whitt)
      • Courses (interim - Charlotte Whitt)
  • Support SIG is looking for more members! Check with Anya Arnold.

Implementers Topics (regular Friday topic) 

We are going to go back and start covering the topic beginning with #14 and onward.  We are allocating 30 minutes with a hard stop on these. 

Regular topics 


Tuesday, December 7, 2021 


Tuesday, November 30, 2021 

  • EDIFACT invoice discussion - Ann-Marie
  • Usability question regarding managing fund grouping from the group record


Tuesday, November 23, 2021

  • WolfCon 2022 - Acq SIG discussion WolfCon 2022 Acq SIG brainstorming
  • EDIFACT invoice discussion - Ann-Marie
  • Should PO template show hide apply when viewing orders or just editing. Are there use cases for hiding the field during both view and edit?
  • Usability question regarding managing fund grouping from the group record


Tuesday, November 16, 2021 

  • Smoke Testing for Kiwi 
  • WOLFCon 2022 - Acq SIG discussion   (15 minutes) 
  • Presentation of handling of subscriptions using prediction patterns  (Peter Sbrzesny and Martina Schildt)  


Friday, November 12, 2021 

Housekeeping 

  • Friday, November 26th meeting will be canceled due to the US Thanksgiving holiday.  
  • Survey on Acquisitions SIG management: please take some time to complete this survey regarding the Acquisitions SIG.  Dennis, Heather, and Susan are interested in knowing your thoughts in order to improve.  It should take about 15 minutes of time.  The survey is set to close on 11/20/2021, so please do it this up-coming week! Thanks. 
  • The survey is available here: https://mtsu.ca1.qualtrics.com/jfe/form/SV_7VUuSkW7SL51w90 and was posted on the Slack channel as well. 

Updates

Topics 

  • EDIFACT invoices and Kiwi (Ann-Marie) (20 minutes hard stop) 
  • Presentation of handling of subscriptions using prediction patterns  (Peter Sbrzesny and Martina Schildt) 30 minutes or to the end of the hour 

Implementers Topic (15 minutes hard stop - if there's time) 

  • Topic #15 packages (submitted by Sara Colglazier). 



Tuesday, November 9, 2021 


Tuesday, November 2, 2021 


Friday, October 29, 2021 

Updates

  • PC Update - 5 miuntues 
  • Bulk Edit Update - 5 minutes 
  • EDIFACT invoices and Kiwi (Ann-Marie) - 20 minutes 

Implementers Topics

We are going to go back and start covering the topic beginning with #14 and onward.  We are allocating 15 minutes with a hard stop on these. 

Regular business 


Tuesday, October 26, 2021


Tuesday, October 19, 2021 


Friday, October 15, 2021 

  • PC Update 
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53 am and continuing  
  • Review receiving enhancement mock-ups
  • Continue display acq information on instance conversation from Tuesday. 
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor


Parking Lot Items 

  • Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
  • Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
  • Vouchers batch export question:  I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same.  https://wiki.folio.org/x/zgQGAg
  • Discussion on the note app functionality in Acq 

All Meeting Notes

TitleCreatorModified
2023-05-30 Acquisitions Meeting notesKimberly PamplinMay 30, 2023
2023-05-26 Acquisitions Meeting notesKimberly PamplinMay 26, 2023
2023-05-23 Acquisitions Meeting notesKimberly PamplinMay 23, 2023
2023-04-25 Acquisitions Meeting notesKimberly PamplinApr 25, 2023
2023-04-18 Acquisitions Meeting notesHeather McMillanApr 18, 2023
2023-04-11 Acquisitions Meeting notesHeather McMillanApr 14, 2023
2023-03-21 Acquisitions Meeting notesHeather McMillanApr 04, 2023
2023-04-04 Acquisitions Meeting notesHeather McMillanApr 04, 2023
2023-03-07 Acquisitions Meeting notesHeather McMillanMar 15, 2023
2023-02-28 Acquisitions Meeting notesHeather McMillanFeb 28, 2023
2023-02-21 Acquisitions Meeting notesHeather McMillanFeb 21, 2023
2023-02-03 Acquisitions Meeting notesKimberly PamplinFeb 17, 2023
2023-02-07 Acquisitions Meeting notesHeather McMillanFeb 07, 2023
2023-01-31 Acquisitions Meeting notesHeather McMillanJan 31, 2023
2023-01-24 Acquisitions Meeting notesHeather McMillanJan 24, 2023
2023-01-17 Acquisitions Meeting notesHeather McMillanJan 17, 2023
2023-01-13 Acquisitions Meeting notesHeather McMillanJan 13, 2023
2023-01-10 Acquisitions Meeting notesHeather McMillanJan 10, 2023
2023-01-03 Acquisitions Meeting notesHeather McMillanJan 03, 2023
2022-12-16 Acquisitions Meeting notesKimberly PamplinDec 16, 2022
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2021-03-23 Acquisitions Group Meeting Notes



The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time and every other Friday 9-10am Eastern U.S. time. 

TUESDAY MEETING ZOOM LINK

Join from PC, Mac, Linux, iOS or Android:  https://zoom.us/j/353648867  Meeting ID: 353 648 867.  

One tap mobile:  +16468769923,,353648867# US (New York)   +16699006833,,353648867# US (San Jose)

Dial by your location : +1 646 876 9923 US (New York)    +1 669 900 6833 US (San Jose)  or  Find your local number: https://zoom.us/u/adpH5ITcgX

FRIDAY MEETING ZOOM LINK 

Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727

See FOLIO meetings with Zoom for more information on how to connect.

Or mobile phone one-tap (US Toll):  +16465588656,675766727# or +14086380968,675766727#

Or Telephone:

Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp


See FOLIO meetings with Zoom for more information on how to connect.

Find recordings of recent meetings on our Google Folder: 

https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6



Notes for meetings prior to March 23, 2021 are available here. 

______________________________________________________________________________


Up-Coming: Tuesday, October 19, 2021 

  • EDIFACT invoices and Kiwi (Ann-Marie) - 20 minutes  (hard stop) 


CURRENT:  Friday, October 15, 2021 

  • PC Update 
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53 am and continuing  
  • Review receiving enhancement mock-ups
  • Continue display acq information on instance conversation from Tuesday. 
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor


Tuesday, October 12, 2021 

  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 

Tuesday, October 5, 2021

  • Continue UAT Receiving results
  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 

Friday, October 1, 2021 

  • PC Update - Kristin Martin 
  • Continue UAT Receiving results
  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 


Tuesday, September 28, 2021 

  • UAT Receiving results
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53am and continuing  - NOT COVERED 
  • Question:  Does it make to remove case sensitivity for acquisition units? Ie. should law, LAW or Law always be considered the same name?
  • Continue Discussing renewal integration (Ongoing order information)  - NOT COVERED 


Tuesday, September 21, 2021

  • Discuss displaying invoice line amount on POL instead of invoice amount  (discussed in meeting) 
  • Discuss instance matching (discussed in meeting) 
  • Continue Discussing renewal integration (Ongoing order information)
  • EDI Orders 

Friday, September 17, 2021 

  • PC Update  - 10 minutes Kristin M.  
  • Bulk Edit Presentation  - 20-30 minutes Magda 
  • UAT Receiving Testing 
  • Order renewal integration (see Dennis's poll in the channel) 
  • EDI Orders 

Tuesday, September 14, 2021 - CANCELED 

Tuesday, September 7, 2021 - CANCELED 

Friday, September 3, 2021 

Housekeeping  

  • Tuesday, September 7, 202, 1pm Eastern time meeting is CANCELED

Updates

Business (some old and some new) Dennis (50 minutes) 

  • Upcoming Receiving UAT 
  • Discussion around this question: If we replace the piece "Caption" field with copy number, enumeration and chronology. Which of those new fields should be populated with your current piece Caption field information?
  • EDI Orders  (again) 


Parking Lot Items 

  • EDI Orders 
  • Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
  • Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
  • Vouchers batch export question:  I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same.  https://wiki.folio.org/x/zgQGAg
  • Discussion on the note app functionality in Acq 

All Meeting Notes

TitleCreatorModified
2023-05-30 Acquisitions Meeting notesKimberly PamplinMay 30, 2023
2023-05-26 Acquisitions Meeting notesKimberly PamplinMay 26, 2023
2023-05-23 Acquisitions Meeting notesKimberly PamplinMay 23, 2023
2023-04-25 Acquisitions Meeting notesKimberly PamplinApr 25, 2023
2023-04-18 Acquisitions Meeting notesHeather McMillanApr 18, 2023
2023-04-11 Acquisitions Meeting notesHeather McMillanApr 14, 2023
2023-03-21 Acquisitions Meeting notesHeather McMillanApr 04, 2023
2023-04-04 Acquisitions Meeting notesHeather McMillanApr 04, 2023
2023-03-07 Acquisitions Meeting notesHeather McMillanMar 15, 2023
2023-02-28 Acquisitions Meeting notesHeather McMillanFeb 28, 2023
2023-02-21 Acquisitions Meeting notesHeather McMillanFeb 21, 2023
2023-02-03 Acquisitions Meeting notesKimberly PamplinFeb 17, 2023
2023-02-07 Acquisitions Meeting notesHeather McMillanFeb 07, 2023
2023-01-31 Acquisitions Meeting notesHeather McMillanJan 31, 2023
2023-01-24 Acquisitions Meeting notesHeather McMillanJan 24, 2023
2023-01-17 Acquisitions Meeting notesHeather McMillanJan 17, 2023
2023-01-13 Acquisitions Meeting notesHeather McMillanJan 13, 2023
2023-01-10 Acquisitions Meeting notesHeather McMillanJan 10, 2023
2023-01-03 Acquisitions Meeting notesHeather McMillanJan 03, 2023
2022-12-16 Acquisitions Meeting notesKimberly PamplinDec 16, 2022
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2021-03-23 Acquisitions Group Meeting Notes



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