12:00:23 Hi, everybody, I guess I don't see dennis so that's allowed another minute or 2.
12:00:40 For more people to join us, and I guess I would just say the housekeeping is really nothing important.
12:00:52 We are not meeting this Friday, so after today, next meetings next Tuesday.
12:01:08 I see Dennis is here. Hello, Dennis! Hello!
12:01:15 Everyone. So it's 10 o one the time on my computer.
12:01:32 So I guess we can started. Wow! More people be joining us like I said earlier that after today our next meeting is next week.
12:01:48 Tuesday on today's agenda the first one agenda is discuss qi migration.
12:02:01 We have some question already posted in the slack channel and I know other folks has expressed questions I'm concerned about a few weeks, so we can all try to get clarification as our questions today.
12:02:19 I don't know if Michigan stay kim are you here.
12:02:26 I think I see her name. I don't know if you feel comfortable.
12:02:31 Start with your question or Dennis, if you would like to do it differently.
12:02:37 Know we have other members of our attendees that wanted to have questions and what they will like to address.
12:02:47 So, Dennis, do you want, or him? Are you ready to
12:02:56 I mean start in kind of elaborate your question a little bit more.
12:03:04 So we can understand the better. yeah i'm still looking to see where I put them. I filed them away.
12:03:08 Okay, take give me a minute moment. Sorry that's all right I sent them out yesterday, and that was it.
12:03:18 In the meantime, I mean dennis I don't know if you have anything you want to mention, or while we wait for him.
12:03:28 All right. Okay, if you're ready. just let it stop yeah I've got him right now. But if Dennis wants to go ahead, then he can do it.
12:03:43 Okay, Well, I guess that leaves it in my cart Then that's how you did.
12:03:48 Oh, sorry. Oh, okay, Dennis is back just a quick word Thanks.
12:03:54 I was just gonna mention about Bug fest that obviously
12:03:59 But first ended Friday, and we did get through all of our test cases for acquisition.
12:04:08 So I just wanted to say a quick thank you to all of folks that participated in that, all of you that tested different cases.
12:04:15 Very helpful, you know. We found we found a handful of bugs and some more complex than others.
12:04:24 So you know it's it's kind of an unfortunate part of the process.
12:04:28 But a really important part of the process or process depending on where you are in the world.
12:04:33 And there are still a few bugs that we're looking to address.
12:04:37 So we now have 2 more weeks to essentially harden this release to make sure that we resolved all those bugs that were found.
12:04:46 And yeah, we'll be you know prepping for pretty upcoming release.
12:04:51 So just a quick thank you to everyone that that participate in that helped us out.
12:04:55 Appreciate. So him I guess. then we are moving on to your questions whenever you're ready, and how Kim you might be muted if you're talking while we're working stone has her hands up cursing do you want to
12:05:44 come while we're waiting for kim I know one of the issues on that you had brought up on the slack channel.
12:05:51 Was that the challenge with receiving items that had been created previously, and a different version of folio. And I was wondering if we could just walk through a demo of of the Dennis had shared like what you could do to prevent
12:06:09 from creating that that duplicate ghost holdings.
12:06:15 Dennis, you I sure if you have an order example, maybe we could use that, and I can.
12:06:24 I can talk through it. Okay? Oh, I do I should I do have 3 keywords that we haven't received yet, so I can.
12:06:36 I guess I can show that what it looks like let me hold up and yours.
12:06:40 Let's take it with that so there was there should have been a migration path for this, and i'm just looking into.
12:06:51 Why, for orders that were already created with locations.
12:06:58 The locations Weren't replaced with holding references But yeah, if you can share your screen .
12:07:12 Be able to not highlight. Okay, What happened and Why, it's happening, and how you can make sure it doesn't happen. if you don't want it to multiple Processor can share.
12:07:25 Okay, I don't know what that's so I have share!
12:07:29 Spring clicked, and and me go to the screen. Are you seeing my folio screen?
12:07:36 No, not yet, No. okay. Usually it's always challenging when I click on share screen, one part is to ensure multiple modes of events sharing option.
12:07:49 Click. Oh, okay, Okay, sure. So are you seeing a receiving screen?
12:07:57 Yes, Buddy, So this is this po 1, 1, 6, 5, 5 has 5 lines.
12:08:04 We have and received but those the peer was created. I mean pretty keyword at that already verify. so.
12:08:17 Oh, no, that's This was something else I was looking at 4 lines.
12:08:22 Okay, 4 lines. So these 4 titles that we haven't received So i'm just gonna open so the the location here.
12:08:34 If you close this close, this Okay, third pain, Yeah, you can see in the result list that says locations here.
12:08:40 And so presumably on order test test, I mean, not yet. not yet.
12:08:47 In library is the name of one of your locations. Yes, and the location.
12:08:55 This location comes from tenant settings the list of locations that you can put in in order.
12:09:01 Records comes from tenant settings. So if you select one of these titles and you click on the piece just anywhere on that row, Yeah.
12:09:18 There's a very subtle difference here so what you're seeing.
12:09:25 So you see, orderline location, the top thing and this is the reason why there's 2 things here is because your order.
12:09:38 It initially could have referenced a specific location and depending on what the create.
12:09:44 Inventory setting is you. You might have different locations for your pieces when when a holding is involved.
12:09:55 Ultimately. Now these will stink up. But the idea was we showed the orderline locations.
12:10:03 Just so you can confirm that point of receipt that your piece is going where it was intended to go, or the user can change it if they need to.
12:10:11 So you're seeing name and code over top of that last field, because it's actually actually referencing a littleation.
12:10:21 So this is what you're seeing is the name and the code for that location, and it lines up exactly with the order.
12:10:29 So the order location is on order. item, not yet in library.
12:10:32 And then the the code for that location is on order.
12:10:37 All one word, and you see the same thing below so if you hit the X.
12:10:46 You'll notice a big change right away now because because for this order line.
12:10:56 You've said that you want holding records because you've said that in the create inventory setting you have the option of selecting a holdings, and this should have happened when you actually created the order line originally, But because
12:11:13 it was created in a previous release. you would always have had a location originally right, we weren't we weren't adding this connection.
12:11:22 So the behavior now is, you can actually associate this with a specific holdings record.
12:11:27 So you could pick on order. Item not yet in library and you'll see.
12:11:34 The heading is select holdings so you're actually now referencing a holdings record here. I'm.
12:11:40 Pointing at the screen. But you can't probably see what i'm, pointing at.
12:11:43 So I'm going to try and submit it you also have an option below that for create new holdings for location.
12:11:52 So the idea here is that the user can actually choose now whether they want to use an existing holdings record.
12:12:01 They want to create a new holdings record for this particular peace and it's associated item record.
12:12:11 So if you click on that, create holdings for location, this pops up the location selection modal, right?
12:12:18 These are your locations. So if you pick a location here, and you might even choose, you could search on order there, filter for on order, so on order.
12:12:35 Let by the amount in library, if you save and close you'll see that now it looks like it like it originally did right,
12:12:46 Yes, the so the difference. So the reason why it's creating a new holdings for you, because it thinks that you intentionally indicated for this piece that you want a new holdings.
12:13:02 Record. So this is kind of a, you know, not the most graceful migration path, because you now have to actually do something here to not duplicate holdings for these older orders.
12:13:17 So all you need to do is clear that and make sure it's referencing a whole links, and you'll know that it's referencing holdings when you have the header select holdings so you'll know for sure that
12:13:27 this is actually associated with the holdings record. if it just says name and code, that is a naming code of a holding of a location which will result in new holdings being created for that location.
12:13:42 Yes, Well, that makes sense. So if you save and close now I can't, because I don't want to receive it.
12:13:49 Well, you don't have to receive but you could just save and close it.
12:13:52 However, what I won't make you do that because it it should update the order as well.
12:14:00 So when you make this change to a piece, should swap the location out of your purchase.
12:14:08 Order line for the holdings reference and there could be an issue going on there.
12:14:13 I haven't had a chance to test this since since we started chatting in slack.
12:14:18 But oh, I don't actually have to receive it you can just say it, and that should update saving the colds right?
12:14:27 You want me to? Yeah, Okay. So when I say in the code, if I go back in, you will see this is safe and close to.
12:14:40 So it's now associated with your with your , and then, if I go back to Pl, I would see it right.
12:14:48 Is that what you want me to to the book? Yeah, So I think the pol?
12:14:55 It looks like the Pl. it's still still got a location represented, but you could click on the Pl.
12:15:03 But I want to pause for questions here, because I think we've got a few hands up.
12:15:07 Oh, sorry, kristen if you want me Marie says in chat first. So maybe in Maria. if you want to ask your question first.
12:15:18 Then i'll go okay, and i'm i'm not on my headset.
12:15:22 So hopefully, you can hear me. Okay. dennis we just found in data import that there's a section of settings that we were going to add a couple of sentences at the top, and then we realized it needed kind of a page of
12:15:36 exploitation and examples. So I I wonder if, for some of these complicated things, and I think receiving is definitely one of the more complicated.
12:15:49 If it might make sense to put one of those little information eyes and then link out to more info, because that's what we decided to do for the field projections where we need to.
12:16:04 , , explanation. so yeah yeah I think That's a fair point.
12:16:11 And and you're now seeing here in the order the header the header is actually holding right under the location accordion.
12:16:21 It's now showing you that this purchase order line is actually referencing a specific holding.
12:16:29 So the the header there is holding instead of location, and that I can show on the other po l line.
12:16:37 With this Mpo number what their original pl location was.
12:16:42 Just as a company. if that would help 100 to demonstrate. Yeah, you could.
12:16:49 You could show a one of the other lines yeah it'll because it will. the other lines will still have there.
12:16:57 It's just I close it yeah of course I lose it.
12:17:00 Okay, So there there's some key things happening here just while you're navigating to this it's it's important what the receiving workflow is which is in this case.
12:17:22 Sanchez. So because it's synchronized when you change the location of a piece that updates your purchase order, you you might even add quantity and you could add pieces there, and it'll increase the quality of the purchase
12:17:35 order and the creative entrepreneurs setting.
12:17:40 So if create inventory includes holdings, then you know. so it could be.
12:17:47 Instance, holdings or instance foldings item it will behave in this way, if it's not if creative inventory does not include holding, and it behaves the same way that it that it always has because you're telling
12:18:03 us system. you're not telling the system to create a holdings records. So there won't be a reference to a holdings.
12:18:08 So It'll always just be a location reference so this is this example, one that is linked or isn't linked.
12:18:17 So you're seeing just name and code this one this is a location.
12:18:21 This is a pretty keyword that is not automatically linked.
12:18:26 So this this pe up i'm sorry i'm pointing it So this location here says our order with the code at the end was the poly location in our prettiest order.
12:18:43 So the other one let me go back. And so the other one we did to change in the inventory, I think is this one right?
12:18:52 I forgot myself, so you can. Oh, no, not a , Yeah. Move 3, 3.
12:18:57 Yeah. sorry. no paying attention this one. So you can see that pl location after we made that receive in the receiving A.
12:19:09 We make that workaround update, or you know the what Dennis described.
12:19:15 So this location now becomes our holding location now i'm sorry. How is that?
12:19:20 What is the different location than what the other one is?
12:19:24 Well, Tennessee, you can explain that they are all on location on order, but our pl location has a location code in parentheses at the end of the the same location. right?
12:19:36 I mean, you know it's displaying yeah so the the holdings, this holdings that was created has a permanent location of on order.
12:19:49 Item not yet in library that's. How the holding is built like the name of the holding, is actually the name of the low, the permanent location of that holding.
12:19:59 So it is a location but it's seeing that it's a direct reference to a holding.
12:20:09 So the location is coming from the holding record specifically and I think it may look a little weird, because the location name the same as the status on order, just because that's the way chicago chooses to do
12:20:24 things where it everything starts, is on order, and then, after first receipt, moves to whatever the real location.
12:20:33 But this is not our system. This is Oh, sorry, but Chicago does a similar thing.
12:20:41 You do something similar, but i'm just trying to understand what i'm looking at because it's really hard to tell whether or not the holdings are linked or not.
12:20:51 Yeah, I mean the the easiest way to tell if the holdings is linked.
12:20:55 If you scroll down to the location area. Oh, sorry.
12:21:00 Go back to the Pl. Yeah. Oh, it's very it's very straightforward. And I move this upstairs hard.
12:21:12 Okay, scroll down. Yeah. if it says holding over top of it, then a holding is, it is directly related to a holding.
12:21:24 Can number one doesn't save holding I mean that it just that holding is just not there in the other one.
12:21:29 So there. Yeah, essentially, there's no holdings reference yet, even though it had the same name, and it would sort of look like it is.
12:21:38 Yeah, it doesn't stay holding over top of it yeah this one name him.
12:21:43 And Okay, yeah, Can you go to the instance for this one, this one?
12:21:53 Oh, yes, because the other thing that i'm wondering is when you go to the holding statement for this one, and then we show the holding location.
12:22:04 Well, well, but it won't show up poly go into the details Oh, that's what you try.
12:22:14 Yes, I didn't realize. Oh, gosh 2 yeah it doesn't have the connection, because this is the pre key we order.
12:22:21 But if you go to the other one that you just updated, oh, that one should have , in this holdings as well. Also you could.
12:22:32 You should be able to figure it out from either direction, from the inventory side or from the purchase order line side.
12:22:39 Sorry of lace. I don't like you type in yeah so because we we changed, we added the reference by editing peace.
12:22:54 Sorry our our our system the live is slow Yes, to see Oh, yeah, So this one's got the pol link where the other one didn't.
12:23:03 Yeah. So how can we add that reference without individually editing every piece, or for, like the 30,000 plus continuation orders we have, where we might not have pieces in there like what's going to be the best way to do that for the
12:23:16 Niger. Good question. I wonder if there's some kind of a way they could hit an endpoint somehow, Dennis, and do it directly.
12:23:28 Yeah, I think that would probably , you know you would.
12:23:35 You need to use a script i'm thinking like actually the easiest way to do that.
12:23:43 Well, and you might not want to do it for certain orders, like. If you have no pieces, then by far the easiest way would probably just be to unopen it and reopen it, because the system will we'll update
12:24:00 the the links to a holdings if you do that now that you're running kiwi.
12:24:08 But where there are pieces involved, if you unopen the order, you risk like depending on what workflow it is you.
12:24:15 The system might require you to delete the pieces to unopen it.
12:24:20 So if you have pieces, then you would need a script to update the piece locations, and that would in turn update the order location for you.
12:24:33 Yeah, and should be pretty straightforward, but would unopening and reopening also affect situations around.
12:24:43 Like conferences or if there's payments argue attached, or i'm just trying to think like if we've been, if we've already got payments on these people what the implications of trying to do
12:24:57 something like that could be to me. This is a good thing to try in your test system.
12:25:04 And kind of yeah get through with your with your systems under or sorry with your system's office, or with your hosting provider on a few orders before you try to attempt anything for a whole bunch.
12:25:22 But it seems to me like they're they're should be a way that you could do some kind of a batch job. That's that's hitting the database directly instead of having to go through each 1 1.
12:25:35 By one. Yeah. and and it it probably be I mean you're not gonna do this from the Ui.
12:25:45 But unless you just want to edit the pieces, that would definitely be the easiest way, at least like the the least risk is just as you receive to make sure that the correct, the correct that the holdings link is there unless you want to
12:26:02 create second holdings, and in your case, where you have this on-order workflow it's probably you know you never want to create a second on order holdings.
12:26:18 So. if as you're receiving, you change the location to where it needs to be, then you might not even need to worry about this, because it should sort of itself out. but then you're left with a dangling holding actually the system will ask you if
12:26:37 you want to delete it. so so if you if you click on one of these one of these lines that we haven't worked with yet receiving I mean this this piece yeah, one of the pieces that we haven't
12:26:57 changed yet. So let's change the location here to the holding so click the x, and then select the existing holdings so, and then save. and if there's no other you don't associate with that holding record like when
12:27:17 there's anything else on it that's it no yeah So let's click on a piece again, and then create new holdings for location.
12:27:29 Pick any other location. Now this is going to create a holding record but we should be.
12:27:37 We'll be deleting it shortly yeah this is a This is always a high risk, but i'll help you fix whatever goes around. here.
12:27:48 If anything goes wrong, save and close just because people are watching though it's gonna ask you, and and don't do anything yet.
12:27:56 So because we're moved this now to the second floor it's asking us, because there's nothing left on that it's existing holdings.
12:28:05 The on-order holdings is asking the user. Do you want to keep that holding record?
12:28:10 Or do you want to delete it so if we were going to follow this through? We could delete that holding, or we could leave it alone, and the system will create a second floor holdings for us and then and I wouldn't do this I wouldn't
12:28:25 even bother, because this this should show you at least what's happening.
12:28:30 So we could say that. then we could move. it back and delete the second floor holdings right, because there's nothing else on that holdings.
12:28:39 The system's going to say do you want to remove this and in fact, it's checking, if any other pieces are, or any other orders are referencing that holdings as well. so it's not just inventory records but
12:28:49 It's also order lines referencing that holdings because it doesn't want you to delete holdings record that has other orders that already reference it.
12:29:00 So if you hit cancel here, you can just cancel this and we don't, we don't actually have to move it Council here, and Julian Sarah has questioned Jessica and I
12:29:12 don't like Christian. so I I probably have more but i'll let him talk I I guess the last thing i'll just say, and this was more of a comment.
12:29:23 But if these types of enhancements are made and there's more and more libraries already on folio, I think we do need to have some sort of a reasonable path for libraries, upgrading their data to be able to
12:29:35 take advantage of them, and how and individually editing all of your pieces doesn't seem like the of reasonable past No, and that's what I was saying.
12:29:47 There should be a script that you can run that basically looks at all of your locations and finds the holding reference that location and puts it into the Pl: So it's not something that you should have to do by
12:30:03 hand and there's there there should have been a script i'm just not sure why it wasn't run, or maybe hosting team wasn't aware of it.
12:30:17 Well, when you say there should have been a script.
12:30:18 Is that a script the hosting team has to create themselves?
12:30:23 I mean like you, know like it's? just a matter of like having this information be shared so that it's not like one person goes on to Kiwi, and then the rest of us are like, Oh, there should have been a no
12:30:33 there are. there are upgrade scripts that are tested as part of that bug festival preparation. right?
12:30:38 So it should have been part of the sweet of scripts also.
12:30:48 This is the behavior our library, observe. And then I think I guess, Cornell responded.
12:30:53 They also had the same. But I don't know if other library who have migrate to K.
12:30:58 We have also this kind of similar, you know, behavior or issues, they observed so.
12:31:06 But I can only ask, or you know, trying to figure out from what I can see from our end.
12:31:11 So that's what I want to add, julie I guess you are. Yes, I have a quite I have a I What I think is going to be a really quick question, and that is you were you were demonstrating this from
12:31:27 clicking on the expected piece line. Can you see the same information if you click the receive button instead?
12:31:37 Yes, So So if you if you click receive yeah I don't really want to receive it, so does that in fact. Yeah, this is because this is how this is how my staff are receiving is by clicking that button.
12:31:56 So so exact same behavior here. if you choose a location you'll end up with the inactive field.
12:32:05 If you're selecting a holdings you're selecting the whole things from a dropout list.
12:32:09 So Yeah. So you can choose this dennis this job on order Has that code at the end?
12:32:17 But that's still the order holding now. the location hello, right this is this is the location field that you're you're searching for a location right now.
12:32:29 Yeah. So if you say that, then it looks the way it did in the piece record, Okay, it's just a little confusing, because before you could tell holdings versus name code and i'm just trying to figure out how how how we're
12:32:44 going to instruct the staff for what to look for if the label doesn't change.
12:32:52 I think maybe the easiest way is if it's a drop-down list.
12:32:55 So if you click the x by the location there no don't keep keep editing so in that location field there's an x click the x.
12:33:10 It changes to a drop-down list, so the drop-down list.
12:33:15 These are whole things. The select list is you're selecting a holdings record.
12:33:24 The the modal that pops up is to select a location.
12:33:30 So So if we select Okay, i'm sorry i'm i'm losing a little bit.
12:33:36 So what is it that which one do we want to Do if we don't want to create an additional holdings?
12:33:41 You want to select holdings. Okay, we would want to select a holding. So we wouldn't do the you know the the previous version, where you you know, selected a location.
12:33:55 Yeah, it's just a little confusing I mean i'm just trying to think i'm hoping we can do what Kristen was suggesting, which has come up with a way of fixing this before we actually
12:34:03 migrate. But i'm just trying to think a little bit of ahead about how on the world i'm going to, you know.
12:34:11 Explain this to Staff so that it makes sense. and i'm having a hard time making sense of it right.
12:34:19 Now, I don't want to take up too much time with this. but i'm just gonna have to you know play with this a little bit when I have a test system to look at we can try Yeah, you want me to try and I don't want to receive
12:34:32 it. So yeah, you can close out of this and go to the other questions.
12:34:35 I didn't want to take up too much time with this I just i'm just getting a little bogged down between the label and from what is being displayed to users who are not going to understand kind of some
12:34:49 of this background, and i'm trying to figure out what's the simplest way to explain it to people.
12:34:57 So, anyway. Yeah, i'm yeah so I see there's a different I'm just trying to make a distinction between the location and holdings because a lot of times people think of holdings and location as the same
12:35:09 thing, and we're gonna have to come up with an easy way to explain this to staff doing this work.
12:35:17 Yeah, Yeah. So I guess. Yeah. and it's the forces I mean it, I mean for me, Anyway, I mean I was just looking at.
12:35:31 Oh, I see, this is holding that's where I need to Make sure that this is changed to the holding instead of the pl location in order for that automatic appeal connection with holding to be created.
12:35:46 Updated. So let me fast. Just seems to be it one extra step.
12:35:50 But you know, works at a moment, boss, and and maybe in the in the acceptance testing, most folks were using the the pieces to change locations.
12:36:06 And we could make we could there maybe there's room to approve that for screen receiving area to make it a little more clearer.
12:36:17 But I think Sarah also has a question. There are a few people with their hands up there, and Kim.
12:36:23 And yeah, hi! So earlier of today I was also trying this out but I was trying it out with a non synchronous. So first of all, I was trying this out, and it had nothing to do with migration.
12:36:39 So we're on our sandboxes in keyb i'm playing in Tv, and so
12:36:48 But I was also having this where i'm ending up with extra holdings, records, and I do not get any.
12:36:58 And and so to backtrack also I was not using a one-time order, but an ongoing order, and my ongoing order is set up as a package pol.
12:37:09 And then I'm bringing the the inventory record in the fuel together, and then receiving as a as a receiving record, and then receipt, creating a piece and then receiving it.
12:37:23 And in that process I was trying to put it on. An existing holding is an existing holdings record.
12:37:31 But instead, my item, my new item would end up on the exists, the other, the already existing holdings record.
12:37:39 But in addition, I would now have this dangling holdings record, and I never got this pop-up that said, Oh, you now have this empty holdings record. If you want to delete it so i'm wondering is this
12:37:53 functional or is this what we're seeing or what was happening here?
12:37:57 This specific to if you have a workflow that's called synchronized blah blah blah or does it also work the same way for independent blah blah blah, and does it matter whether or not you're
12:38:09 using the package for ul function or not and how can I avoid having bullying's. records multiplying like bunnies.
12:38:19 Yeah, it's just based on the the create inventory setting.
12:38:28 So the actual receiving part of it, like how holdings were created is the same for all the work close.
12:38:34 If you have a piece that referenced as a whole name.
12:38:38 Then sorry. if you have a piece, that reference is a location, then a new holdings will be created for it.
12:38:49 If you, If your piece references a holdings record then it is going to use that holding's record.
12:39:00 So there are like the reason why you're not running into the delete holdings.
12:39:10 I could only be because there are other items that are related to that holdings.
12:39:15 When you make the change, or there are other order lines that are referencing, that holdings records.
12:39:22 When you make the change, if not you should see the delete holdings, when you edit your piece, so it shouldn't shouldn't depend on the receiving workflow at that point it should just be adding the piece if there's if
12:39:45 There's nothing else related to it. the system should ask you if you want to delete it.
12:39:53 Okay, I'll i'll play more thanks and kim has her hands up for what?
12:40:03 So if changing the in receiving changes the holdings and you don't want holdings, should you be changing the location in your
12:40:20 Sorry there's some background noise here, should you be changing the location in the P.
12:40:28 O. L instead. So if you don't want holdings well like you don't want to have a holdings reference at all at this point in time, we do not.
12:40:41 But the thing is is that we find that our location is incorrect in the poly, and we need to update that I see.
12:40:57 So, even if there's if there's no holdings records involved.
12:41:02 If you change the location in receding it will update the pol.
12:41:09 So if you want to change the location, of the poly you wasn't noticing that that, happening though interesting so i'll go back and play with it.
12:41:22 Yeah, there could be. There could be an issue there. so Christmas, all right.
12:41:38 I know Kim had some questions. So this goes on too long.
12:41:43 But one more thing I'm thinking about is in our workflow right now, as Anne Ray note. if we have the on the order the way that Dunlon had also, and when we get full catalog records
12:41:57 we map to a real location at that point in time based on the call number that's being provided.
12:42:04 So that's how that happens. So like gobi does that for us, as part of the cataloging process.
12:42:09 When we've created the order in kiwi it will be an on order, and then, when we get the full cataloging, it will move to its real location.
12:42:21 Will that then update in the Pol because yeah we'll have that connection.
12:42:29 Now. when you when you get the full cataloging record, are you updating the purchase order line?
12:42:43 Well, right now in juniper we can't because there isn't that connection that's a really good question, and i'm not sure what the answer is I mean.
12:42:53 We're working on getting our Tv our keyw test instance up.
12:42:56 So we will definitely be and let you know if you don't know
12:43:00 I mean right now what we've ended up doing so we don't create even a second holdings is that we are a matching up the location when we receive so that we're receiving and the true location versus the like on
12:43:09 order location. If the full catalogings, are even loaded because we have a couple of workloads, one workflow is like we received, then we do full cataloging.
12:43:18 But another workflow. if we're getting records provided from like goby or other vendors is that records get loaded. Then we receive it. sounds like oh, and you're using the tool you're using the mark loading tool
12:43:32 right modified Lehigh tool. Yeah, but for not for not for loading the cataloging.
12:43:37 That just happens through day import. but you're you're doing something with your purchase.
12:43:44 Order lines or vendor reference numbers because right now you can't find, and you can't match to an instance or holdings or item via the purchase order line not We're not You're right I mean
12:44:00 we're we're matching the instance matching happens from the instance record when we so we create a brief instance record.
12:44:08 And then, when we get the floor cataloging that gets overlaid with full catalog, so it never once we create the initial instance, we don't have to use the order tool to then you know overlay that with a full
12:44:19 catalogue, right? But typically the match points there are gonna be purchase, order, line or vendor, reference number to find.
12:44:28 But we put the the number in the instance. record. proper. Okay, you're putting it into an identifier.
12:44:34 Yeah, Okay, So you're all right yeah okay that's how we do it.
12:44:39 So definitely something that we need to kind of include as a requirement.
12:44:45 We on the data import side. we're still working on the feature that allows you to match by purchase order, line and vendor reference number to update instances holdings, and items. after that we're going to be working
12:45:01 on the mark, order data and pulling that into data import somewhere in there.
12:45:06 I need to make sure that part of that work is ensuring that whatever needs to get changed over in the orders app or in receiving gets up updated properly.
12:45:23 When you import your final bibliographic data and your potentially your final location.
12:45:28 And final piece information if it's shelf ready well and i'm thinking, even even if it's not done through batch, but like with the example that we receive the item and on order, just like like like say one of the titles
12:45:45 that Dunlam was showing, and then it goes over to cataloging, and it gets updated if it's put in their like main collection or enter the stacks, or whatever you call it well that up and So the holdings
12:45:57 location gets updated. Will that display in the pol or It will Still, what's the holdings on order?
12:46:03 Not yet in library. So if somebody just updates the location manually in the holdings record, Dennis does that, And the holdings record is linked to a poly, does that change anything?
12:46:17 Location wise in the poly or the receiving info. That would that would change everything all the way through. Okay?
12:46:24 Good, because the the poly just holds a reference to the man holdings record, and then it fetches all the information.
12:46:33 So if you change anything in the holdings that it's so you'll see that the ol.
12:46:41 Is closed. It won't like pause it to be open or something weird like that.
12:46:44 There's no logic going from inventory back to borders.
12:46:51 Okay in that way. It would be a good thing to test out, though, Kristen, I think, and just confirm.
12:46:56 But that that's really reassuring but that sounds like that's that.
12:47:01 That's what I would hope So Yeah, yeah it's similar to what we do with location.
12:47:06 We keep, we capture a uuid, and then the the Ui just grabs the name from that index.
12:47:14 So if you change the location of your holdings, that will change the the name of the holdings right?
12:47:21 So it will display that way in the order line and that's something we we try to kind of follow as a pattern and polio.
12:47:33 Is that one place is kind of the source of truth the owner of the real information, and everybody else that needs that information like borders out meeting holdings. information just references over there, so that it's not getting copied around and you don't have to run
12:47:50 the risk of versions of that information getting out of sync with each other. Yeah.
12:47:57 So if you're just updating the inventory records when the overlay is done, there there might not be anything that you actually need to do to the order.
12:48:09 If I understand Christians question correctly. so I just look at
12:48:16 I just look, for example. So there was disorder that was created, approved, opened before we migrate to Kiwi, and then it was received in Kiwi.
12:48:27 Shortly after we migrate to Kim, and then it was cataloged because it was a kind of rush order.
12:48:32 So I just look at it. So in the holding there is this P.
12:48:39 Ol number. You know the shows up that's the connection that we were looking for right?
12:48:44 Is that what your question? Sorry I was trying to find?
12:48:48 And when you follow the the the link back to the pol, does it show the location of the holdings records?
12:48:55 Oh, here it is. now. Okay, let me show you share.
12:49:00 So this title is the one i'm not talking about this book we read order and pretty key.
12:49:08 We received in keyword tag in keyw so in holdings.
12:49:15 Here you can see there's pl number so if I go back to my pl.
12:49:27 Oh, yeah, I see it here. So the whole yes to updated.
12:49:31 And because part of the part of the holdings name is that I believe that's a call. number right?
12:49:40 Yes, after the floor. that's the call number Yes, yeah so So when that's added, whatever point that's added, it will also show here that's part of the holding information that's a good question Don land you know
12:50:01 if you're running the kiwi hot fix 2 or just the initial key re-release don't want near unmute mute.
12:50:21 Sorry I didn't realize, yeah according to our system library and he said, that we are hot fixed, too, and then we are Monday. It was just we didn't know about it, and just all of a sudden we we came in.
12:50:40 So we are on key week now, anyway. we didn't even get a try run.
12:50:45 But that's fine the only reason i'm asking is because I thought our sandbox was on Tv and I'm so far, not seeing I can see the receiving history in my holdings, but I don't have a
12:50:59 hyperlink for the Pl. so I was just wondering if this is I'm.
12:51:03 Just not on the same flower hot fix. Yeah, thanks. The receiving.
12:51:11 Oh, I see you actually do see the you do see the acquisitions information in the accordion.
12:51:23 But you don't see a hyperlink of any kind Yeah, correct?
12:51:30 I mean that's why? I was wondering if if i'm Just not, Thank you for your suggestion.
12:51:35 Yeah, that Emac, could you be a? I have to look back at the things that were fixed.
12:51:42 But should be a previous version. but so we're getting close to time here, and I think there were some other.
12:52:01 There were some other questions about kiwi Tv updates think we've talked about a lot of these already, Dennis.
12:52:19 Can I ask a quick question? So the synchronized in the receiving synchronized with item is that automatics. That's the automatic choice.
12:52:30 If you choose, one-time order that is automatically set for that right.
12:52:34 Because in our templates that I said that before key we you know we're not the before Queue.
12:52:43 It was a box you know, you checked about, you know, receiving pieces.
12:52:46 That was the option. oh, is it was Kiwi.
12:52:51 Now you have a true choice, either synchronized or independent.
12:52:55 But in our template it was you know I noticed that all templates now becomes synchronized.
12:53:02 But I didn't pursue it your default was oh, all our tempates templates currently set for one-time orders.
12:53:14 So I just thought, maybe because it's the one-time order that just automatically stick the synchronize as the receiving tool setting.
12:53:23 That's is that the default Yes, yeah the synchronized basically equals.
12:53:31 Well, the better way to say that maybe the independent workflow equals manually add pieces for receiving it's. actually the same toggle underneath.
12:53:43 The wording is just different. Okay? So saying, the mechanism is different.
12:53:48 Yeah, I don't know Kim to you on the list of question you posted?
12:54:01 Did we get 2 of them, or do you want to? Oh, okay,
12:54:12 Some of them are just things that of note that we were finding that our keyword search in the Poly was not working.
12:54:20 The duplication duplicating option does not keep the location. One thing that we really wanted to ask about was that we are unable to change key fields when we're changing a one-time record to an
12:54:39 ongoing one. In other words, we need to change the fund, and it will not change.
12:54:53 Interesting to your your. Are you getting an error message when you try to change the fund information?
12:55:00 It just says that it can't be safe are there invoices associated with your order already.
12:55:11 That I don't know that probably is one there but it's been paid, and it's been paid.
12:55:17 Yeah, there there was an issue with if you if you edit the fun distribution.
12:55:28 In a certain way it was leading the encumbrance transaction and creating a new one, and we added a restriction in kiwi that prevents the system from deleting an encumbrance that is referenced by
12:55:45 an invoice. The The main reason for that it is we're trying. we're trying to stabilize the approval of invoices and the opening and unopening of borders and removing transactions is one of the
12:56:02 root causes of the problems like deleting and replacing an encumbrance changes the uuid, and then you end up with an invoice that references the wrong in conference, and then it can't be
12:56:14 approved, or it can't be paid and they get stopped so, and this is now back to Kiwi.
12:56:21 But in Kiwi we were working on essentially, plugging some of those holes which had a better way of saying that.
12:56:31 But trying to make it more difficult for a user to cause problems for themselves.
12:56:42 And lotus. We were working on, making sure that that those restrictions are handled properly, and that you have that ability again.
12:56:52 So it may depend on how you were trying to change the fund distribution, and that's going to sound ridiculous.
12:57:01 But if you were hitting the little trash can and actually removing the fund distribution, and then adding a new one versus just changing the fund, Id There was a difference in the way transactions were being updated, or you know, in some
12:57:18 cases they were being deleted, and anyone was being created So that could be part of the problem that you ran into there.
12:57:25 Yeah, I think they were just trying to change it from one fun code to another one.
12:57:33 If i'm good together. Yeah, I I also wonder if you're going from one time to ongoing.
12:57:41 If those are in if they're different funds and maybe different ledgers, Is there an app group associated that might be associated with one of the bugs, But not the other.
12:57:55 I don't think so on that score we should all be in within our the same ledger.
12:58:04 I think. Okay, and you don't have a separate ledger for ongoing versus one time.
12:58:11 No, Okay, and you don't have kind of separate acquisitions groups for one time versus ongoing.
12:58:17 Not that I know of, but that is a question for me to ask. Yeah.
12:58:23 But so we could get some more information. about. it it could be a bug that you're running into there, and we we should be able to resolve it.
12:58:35 But I it may stem from the the tighter management of transactions in Kiwi, which is this kind of short-term pain for long-term gain.
12:58:53 Because it should mean that there fewer problems with with invoices, especially
12:59:02 But it may mean that you need to wait till Lotus before you can actually make the change.
12:59:06 You want to make account creating a new order or or having the hosting team getting getting involved and helping you make those changes.
12:59:19 Yeah. So that's basically all the time we have for today. But if there are more, you know, there are more questions or concerns that folks have about migrating to this new version of folio.
12:59:39 I think it's perfectly relevant to have some of those discussions in this group.
12:59:45 I'm not sure how others feel about that but obviously, there are a lot of things that we could be talking about, and we want to continue going through that implementers topics list because a lot of you have added stuff there that you want
12:59:56 to want to discuss and maybe that needs to be our priority.
13:00:02 But it seemed like, you know, some of you are kind of in the middle of this migration right now.
13:00:08 This is. these are important topics. So we we kind of bump that up the we bump these up the list.
13:00:19 And yeah, i'm hoping that was valuable But if you have, you know, feedback about that feel free to to let us know.
13:00:28 And we could continue this discussion again. I think if if there are more sort of targeted things that folks want to talk about.
13:00:36 I think dumb land you mentioned. maybe fiscal year, Rollover.
13:00:40 There are libraries that are getting ready for their fiscal year.
13:00:42 Rollovers. So you know I think there are other sig groups, maybe where they're, you know, implementers can talk about their experiences.
13:00:53 But i'm not a 100% sure and I think if it's acquisitions related that you know i'm happy to participate in discussions with with the group here and contribute like you know, folio-specific context and
13:01:09 you guys can share workflows and talk about the strategies you're using.
13:01:14 I just want. i'm happy to do that mentioned the physical year over.
13:01:17 I have in mind is totally just within acquisitions. And then, in my previous system, we have a prep.
13:01:25 Work we have to do. make sure the center that does so.
13:01:29 Stuff should be? No, it will be rolling over so that's where I what's worried.
13:01:36 Yes, but totally within physical acquisitions that's what I was So if others are interested in that topic, maybe maybe we have a little time put aside to to discuss that in our next meeting, and we can kind of split the meeting,
13:01:52 into that and some discussion about the implementers topics. looked like Anne was good at a question. but maybe that maybe your question was an answer to her interested in that for Hero.