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Meetings

DateItemsWho

Single tenant with multiple libraries SysOps, TC, AI

Display empty fieldsCharlotte, Khalilah, Laura

Orders - Inventory relationships

Inventory - Agreements relationships


2020-10-02-21TBD
2020-10-16Agenda: Lack of permissions in other appsall
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

Dennis
2020-05-15

Minutes: Cross-app searching

Use cases


Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2243
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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2141


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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1018

Minutes

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2243

Minutes

all
WOLFcon
  • Cross app search & search enhancements

 

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1705


  • 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 

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1994

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

Minutes: Single tenant with multiple libraries high-level requirements 

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1994

Khalilah
2019-11-15

cancelled


2019-11-08Minutes: POL and AgrL connection from orders' sideside3Dennis, Owen, Ann-Marie, SMEs
2019-11-06

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyMODORDERS-110
 

Charlotte, Dennis
2019-11-01

Minutes: POL and AgrL connection from orders' side

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2141

Dennis, Craig, Owen, Ian
2019-10-25cancelled
2019-10-18Minutes: lack of permissions in other apps
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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-492


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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1753
 

Dennis, Owen
2019-07-19

Minutes: Container

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-492

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1753
 

Dennis, Owen
2019-07-05

Minutes:  Container

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-492

Charlotte, Dennis
2019-06-28

Minutes: Container

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-492

Charlotte
2019-06-14

Minutes:  Agreements - Orders integration

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1753

Dennis, Owen
2019-06-07

Minutes:

  1. Agreements - Orders integration

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1753
 

  1. Orders - Inventory integration

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUIIN-548

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUIIN-547
 


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

Minutes: Agreements - Orders integration

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyERM-239

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyERM-240

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyERM-242

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

Owen, Dennis
2019-03-15

Minutes: ERM | Manage Admin/Platform Details

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1300
Owen, Dennis
2019-03-08

Minutes: Vendors & organizations

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

Owen, Dennis
2019-02-01

Minutes: Vendors & organizations

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1544

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
EBSCODeveloper - eHoldings, Codex
Index Data

Product Owner - Codex Search Implementation; Inventory Management;

Librarian. Analyst

EBSCODeveloper - External Systems Integration, EBSCO Hosting
EBSCOProduct Owner - Acquisitions

ZBW, Kiel

Metadata Librarian
Heather ThoeleTexas 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
hbz, CologneILS Analyst
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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2665

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2243

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1705

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2426

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2455

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyMODORDERS-110

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1398

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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