| Item | Who | Notes |
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| Minute taker? | Bethany Greene (Deactivated) |
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Announcements/Information WOLFcon schedule update Acquisitions FOLIO Forum: Recording is available | | WOLFcon: - Schedule still being developed
- RM workshops on Tuesday, Wednesday, Thursday AM
- FOLIO meetup on Monday: current FOLIO SIG participants welcome to participate
Acquisitions FOLIO Forum: - Dennis walked through series of screenshots for different Acquisitions areas
- Demo of live code that is available now
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| E-holdings development update | | Khalilah provided update on eHoldings development (slides here): - Custom titles and custom packages in current development
- Completed since last update:
- Sort and Filter
- Custom Embargo
- Coverage date
- Coverage statement
- Provider Detail Record: search within list of packages (partial)
- Full Page editing (partial)
- Right click support
- Work in progress (complete by May 11):
- Provider Detail Record: search within list of packages (remaining)
- Create/Edit Custom Package
- Create/Edit Custom Title
- Full Page editing (partial)
- Mockups of eHoldings UI design updates
- Knowledge sharing with ERM group
- Future work (mid May-July):
- Package Detail Record: search within list of titles
- Custom title/custom package updates
- Edit Detail Record Updates
- View Detail Record Updates
- Search Results Updates
- Search Updates
- Accessibility Updates
- Integration requirements identified at WOLFcon?
Demo of eHoldings app updates: - Added sort capabilities
- Filter/search packages in Provider screen
- Custom coverage dates
eHoldings integration – requirements definition: - Work with RM SIG, Acquisitions subgroup, ERM subgroup to define integration requirements
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Acquisitions small group update | | Acquisitions small group updates: - Would it be useful to make a payment against a fund without a PO?
- Kirsten mentioned free invoice – payment is just connected to vendor/fund – good for customs payments
- Could have code associated with them so it would be easier to report on these types of payments
- Having some sort of note or memo field would be useful for describing what the payment was used for – captured in reporting
- Exchange rate and currency questions from webinar:
- System will have default currency
- Currency conversion could happen at two points: when the money becomes available and when you process the invoice
- Don’t have control over exchange rate – process invoice in ILS and reconciling transaction later on based on the actual exchange rate – ideally, would be able to adjust original to reflect reality
- Being able to have default exchange rate but being able to manually edit that before you send it off to university for payment
- Being able to do some sort of reconciliation to the original invoice after payment
- Update to orders design:
- Hierarchy of POs – POLs within POs
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