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Meetings

DateItemsWho

Single tenant with multiple libraries SysOps, TC, AI

Orders - Inventory relationships

Inventory - Agreements relationships

FOLIO-2088 - Getting issue details... STATUS

UXPROD-961 - Getting issue details... STATUS

UX Demands: Horizontal scrolling


Join Tech Leads meeting on May 12th - 8 am ET

Tentative Agenda:

  1. Define and describe the architecture for how to keep data in sync across multiple apps

  2. Define and describe the architecture for seamless push and pull of data between apps (interaction)

FOLIO-1331 - Getting issue details... STATUS

FOLIO-1273 - Getting issue details... STATUS


2021/05/05

Agenda:

  1. Searching in Folio
    1. requirements and concerns
    2. ways in running systems
all
2021/04/30

Agenda:

  1. Elastic Search
Magda
2021/04/16

Minutes:

  1. Permissions documentation
    1. Discuss draft proposal for implementing a new permissions UI
Erin, all
2021/04/07

Minutes:

  1. Batch Update/Edit Requirements
  2. Dashboard 
  1. Kelly
  2. Owen
2021/03/24

Minutes:

  1. UX demands
    1. Chicago UI reported issues
Kristin, Gill, Kimie, John, all
2021/03/19

Minutes:

  1. Permissions documentation
Erin, all
2021/03/10

Minutes:

  1. Display of empty fields
Charlotte, Khalilah, all
2021/03/05

Minutes:

  1. Permission documentation
Erin, all
2021/02/24

Minutes:

  1. Roadmap requirements

2021/02/19

Minutes: 

  1. Permission documentation
    • terminology
Erin, all
2021/02/10

Agenda:

  1. Productivity Statistics
  2. Audit trail
  1. Laura
  2. Björn, all
2021/02/05

Agenda:

  1. AI topics to focus on
    1. permissions documentation

2021/01/27

Minutes:

  1. Deletion of user records
  1. Maura, Björn Muschall
2021/01/22

Minutes: 

  1. Maintain relationships when moving holdings/items
  2. Review the proposed UX patterns
    1. Catastrophic Error message


  1. Dennis
  2. Khalilah
2021/01/13

Agenda:

  1. Tags
    1. Search and update tags across all apps a - review requirements for Tags phase 2
  2. ES and cross-app searching


  1. Ann-Marie
  2. Magda
2020

2020-12-16

Minutes

  1. Review the proposed UX patterns
    • Keyboard shortcut lists 
    • Export Results lists (updated)
Khalilah
2020-12-11

Minutes:

  • Deletion of user records
Maura Byrne, all
2020-12-02

Agenda:

Folio data modeling

Jason Kovari, all

2020-11-18Minutes: NotificationsOwen
2020-11-13

Minutes: Review the proposed UX patterns

    • Export Results lists
    • Keyboard shortcut lists 
    • Results list column display 
    • Catastrophic Error message
Khalilah
2020-10-21

Minutes: Dashboard

UXPROD-612 - Getting issue details... STATUS

Owen
2020-10-16

Minutes: Lack of permissions in other apps

UXPROD-2129 - Getting issue details... STATUS

all
2020-09-23Minutes: General printing of records and data from the different FOLIO appsall
2020-09-18Minutes: General printing of records and data from the different FOLIO appsCharlotte, all
2020-08-21Agendavision statement for an entity management appJason, all
2020-07-29Agenda: Documentation plansMarcia
2020-07-24Agenda: Sorting of "cards"Owen, all
2020-07-10

Attempt for consistent display and filtering when you open different apps

Agenda

all
2020-07-01

Cross-app searching

Minutes

Dennis, all
2020-06-17
  1. Item status update (Emma Boettcher)
  2. Welcome Marcia Borensztajn / Technical writer (Documentation)

Minutes

Emma

Marcia

2020-06-12

Cross-app searching

  • Dennis to show some mock-ups

Minutes

UXPROD-2243 - Getting issue details... STATUS

Dennis
2020-05-15

Minutes: Cross-app searching

Use cases


UXPROD-2243 - Getting issue details... STATUS
all
2020-04-22

Minutes: Interaction between Agreements and Orders + others

  • continue renewing orders and agreements
Dennis, Owen
2020-04-17Minutes: Interaction between Agreements and Orders + others
  • renewing orders and agreements
Dennis, Owen
2020-04-08

 Minutes

  •  UXPROD-2373 Allow for the display of piece information on Holding records in inventory
  • UXPROD-1608 Holdings record, Accordion Receiving history
Dennis, Charlotte
2020-04-03

Minutes: Interaction between Agreements and Orders

  • universal linking

UXPROD-2141 - Getting issue details... STATUS


2020-03-27Minutes Permissions/restrictions, tenant setups
2020-03-11Minutes: Agreements/Orders: mini-bundles, P&E scenarios, memberships
2020-03-06MinutesPermissions/restrictions, single tenant with multiple libraries
2020-02-12 / 2020-02-21cancelled
2020-02-07

Transfer Donor information from order to discovery

UXPROD-1018 - Getting issue details... STATUS

Minutes

Dennis
2020-01-29
  • cross-app search: Pre-order searching to identify what is owned and what must be purchased

UXPROD-2243 - Getting issue details... STATUS

Minutes

all
WOLFcon
  • Cross app search & search enhancements

  UXPROD-1705 - Getting issue details... STATUS


  • Permissions/restrictions: UX/UI, recommended perms


  • record maintenance: process conversation;
    • i.e. what happens in other apps if I delete a record; when I close an agreement, cancel an order
all
2020-01-15
  • idea of making item material type optional
  • making elements required/optional
  • required/optional being configurable at the tenant level

Minutes

Charlotte, Laura, all
2020-01-10
  • implications of making elements required/optional
  • required/optional being configurable at the tenant level

Minutes

Laura, all
2019-12-13

Minutes: Single tenant with multiple libraries high-level requirements 

UXPROD-1994 - Getting issue details... STATUS

Khalilah, Uschi & Martina S., all
2019-12-04Minutes: Wolfcon plannings
2019-11-20

Minutes: Single tenant with multiple libraries high-level requirements 

UXPROD-1994 - Getting issue details... STATUS

Khalilah
2019-11-15

cancelled


2019-11-08Minutes: POL and AgrL connection from orders' side3Dennis, Owen, Ann-Marie, SMEs
2019-11-06

Minutes: Cleanup inventory records when an order is Cancelled or Deleted

MODORDERS-110 - Getting issue details... STATUS  

Charlotte, Dennis
2019-11-01

Minutes: POL and AgrL connection from orders' side

UXPROD-2141 - Getting issue details... STATUS

Dennis, Craig, Owen, Ian
2019-10-25cancelled
2019-10-18

Minutes: lack of permissions in other apps

UXPROD-2129 - Getting issue details... STATUS


2019-10-04Minutes: API integration for creating orders
2019-09-27Minutes: Creating an order from an instance recordCharlotte, Dennis
2019-09-20Minutes: Hosting and platform feesOwen, Dennis
2019-09-13canceled
2019-09-06AgendaCustom Fields Khalilah
2019-08-30canceled
2019-08-23Minutes: Permissions, ACQ UnitsDennis, Craig, Ian, Jag, Andrea
2019-08-16

Minutes: Container

UXPROD-492 - Getting issue details... STATUS


2019-08-07Minutes: Consortia SIG meeting
2019-07-26
Minutes: Agreements - Orders integration

UXPROD-1753 - Getting issue details... STATUS  

Dennis, Owen
2019-07-19

Minutes: Container

UXPROD-492 - Getting issue details... STATUS

Charlotte, Dennis
2019-07-12
Minutes: Agreements - Orders integration

UXPROD-1753 - Getting issue details... STATUS  

Dennis, Owen
2019-07-05

Minutes:  Container

UXPROD-492 - Getting issue details... STATUS

Charlotte, Dennis
2019-06-28

Minutes: Container

UXPROD-492 - Getting issue details... STATUS

Charlotte
2019-06-14

Minutes:  Agreements - Orders integration

UXPROD-1753 - Getting issue details... STATUS

Dennis, Owen
2019-06-07

Minutes:

  1. Agreements - Orders integration

UXPROD-1753 - Getting issue details... STATUS  

  1. Orders - Inventory integration

UIIN-548 - Getting issue details... STATUS

UIIN-547 - Getting issue details... STATUS  


2019-05-24Minutes:
  1. Update on order templates 
  2. Update on ACQ teams/units 
Dennis
2019-05-17

Minutes: Agreements - Orders integration

ERM-239 - Getting issue details... STATUS

ERM-240 - Getting issue details... STATUS

ERM-242 - Getting issue details... STATUS

Owen, Dennis
2019-05-03Minutes: Agreements - Orders integrationOwen, Dennis
2019-04-22Minutes: F2F Washington preparationall
2019-03-29

Agenda: Address information

Discuss post: https://discuss.folio.org/t/library-mailing-addresses/2360

Darcy
2019-03-22
Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis
2019-03-15

Minutes: ERM | Manage Admin/Platform Details

UXPROD-1300 - Getting issue details... STATUS
Owen, Dennis
2019-03-08

Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis
2019-03-01
Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis
2019-02-22
Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis
2019-02-15
Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis
2019-02-01

Minutes: Vendors & organizations

UXPROD-1544 - Getting issue details... STATUS

Owen, Dennis

For further information, please find our meeting documentation in the related Google drive folder.

Members

NameOrganizationFunction / Title / Notes
EBSCOProduct Owner - Tags, Data Import, EDI, GOBI-FOLIO Integration
Brooks TravisMissouri State UniversityProduct Owner - Requests
EBSCODeveloper - eHoldings, Codex
Index Data

Product Owner - Codex Search Implementation; Inventory Management;

Librarian. Analyst

EBSCODeveloper - External Systems Integration, EBSCO Hosting
EBSCOProduct Owner - Acquisitions
Texas A&M University LibrariesACQ Small Group convener
https://www.k-int.comDevelopment Lead of agreements + licenses
EBSCOStripes-Components Lead
EBSCOProduct Owner - eHoldings, Codex, EBSCO Hosting
VZG, Göttingen

Project Lead agreements + licenses

University of ChicagoRM SIG convener
University of Colorado BoulderMM SIG convener

Marmot Library Network

Consortia SIG convener
DukeDeveloper - ERM
VZG, GöttingenERM subgroup co-convener
hbz, CologneERM subgroup co-convener
Index DataTC convener
Index DataDeveloper - Inventory (Instances, Holdings, Items), Check In, Check Out etc.
http://www.ostephens.com/Product Owner agreements + licenses

Requirements to rank or revisit

UXPROD-2665 - Getting issue details... STATUS

UXPROD-2243 - Getting issue details... STATUS

UXPROD-1705 - Getting issue details... STATUS

UXPROD-2426 - Getting issue details... STATUS

UXPROD-2455 - Getting issue details... STATUS

MODORDERS-110 - Getting issue details... STATUS

UXPROD-1398 - Getting issue details... STATUS

UXPROD-2129 - Getting issue details... STATUS

UXPROD-612 - Getting issue details... STATUS

UXPROD-961 - Getting issue details... STATUS

FOLIO-2088 - Getting issue details... STATUS

UXPROD-1647 - Getting issue details... STATUS

About us

The App Interaction SIG reviews workflows and data flows between FOLIO apps to clarify relationships and agree on future development steps. Its role is to determine gaps in cross app functionality and develop mechanisms and solutions to support required functions. For this outcome to be achieved it defines app interactions for all types of resources as well as all kinds of use cases for the various needs of institutions. As part of defining workflows between FOLIO apps, different scenarios for varying external partners and sources are taken into consideration.

Communication Channels

See FOLIO Communication Spaces for more details about the project's communication channels.

Meetings

The App Interaction Group meets via Zoom:

For more details, see the meeting minutes or recordings..

SIG Convener

For more information about the App Interaction SIG, contact the  convener, Martina Schildt.


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