App Interaction SIG
Page tree

Versions Compared

Old Version 84

changes.mady.by.user Martina Schildt

Saved on

compared with

New Version 85

changes.mady.by.user Martina Schildt

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Meetings

DateItemsWho

Single tenant with multiple libraries SysOps, TC, AI

Orders - Inventory relationships

Inventory - Agreements relationships

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyFOLIO-2088

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-961

UX Demands: Horizontal scrolling


2021/04/21



2021/04/16

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)

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyFOLIO-1331

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyFOLIO-1273

all, TC, Tech Leads?
2021/04/07

AgendaMinutes:

Dashboard 

  1. Batch Update/Edit Requirements
  2. OwenDashboard 

Cancelled

it is a public holiday for some institutions and Bugfest
  1. Kelly
2021/04/02
  1. 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

Agenda:

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

Agenda: 

  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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-612

Owen
2020-10-16

Minutes: Lack of permissions in other apps

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2129

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
2020-08-21Agenda: vision 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

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

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
2020-03-06Minutes: Permissions/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' side3Dennis, 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
2019-10-18

Minutes: lack of permissions in other apps

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2129


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
2019-09-06Agenda: Custom 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

Ann-Marie Breaux

EBSCOProduct Owner - Tags, Data Import, EDI, GOBI-FOLIO Integration
Brooks TravisMissouri State UniversityProduct Owner - Requests

Carole Godfrey

EBSCODeveloper - eHoldings, Codex

Charlotte Whitt

Index Data

Product Owner - Codex Search Implementation; Inventory Management;

Librarian. Analyst

Craig McNally

EBSCODeveloper - External Systems Integration, EBSCO Hosting

Dennis Bridges

EBSCOProduct Owner - Acquisitions

Heather Thoele

Texas A&M University LibrariesACQ Small Group convener

Ian Ibbotson

https://www.k-int.comDevelopment Lead of agreements + licenses

John Coburn

EBSCOStripes-Components Lead

Khalilah Gambrell

EBSCOProduct Owner - eHoldings, Codex, EBSCO Hosting

Kirstin Kemner-Heek

VZG, Göttingen

Project Lead agreements + licenses

Kristin Martin

University of ChicagoRM SIG convener

Laura Daniels

University of Colorado BoulderMM SIG convener

Lloyd Chittenden

Marmot Library Network

Consortia SIG convener

Mark Deutsch

DukeDeveloper - ERM

Martina Schildt

VZG, GöttingenERM subgroup co-convener

Martina Tumulla

hbz, CologneERM subgroup co-convener

Mike Gorrell

Index DataTC convener

Niels Erik Gilvad Nielsen

Index DataDeveloper - Inventory (Instances, Holdings, Items), Check In, Check Out etc.

Owen Stephens

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

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-2129

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-612

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-961

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyFOLIO-2088

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1647

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.


Recent space activity

Recently Updated
typespage, comment, blogpost
max5
hideHeadingtrue
themesocial

Space contributors

Contributors
modelist
scopedescendants
limit5
showLastTimetrue
orderupdate