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Housekeeping
- Discussion topics in the planning – Fiscal Year Rollover
PC Updates (Kristin Martin ) - written only, away today
- No PC meeting April 14 or April 21 - Happy Spring Break!
- SIG Updates 2022-04-07
- Still looking for members for Support SIG, meet Monday at 10 AM ET. It would be great to get some implemented institutions or Acquisitions experts there
- need interim convener for MM SIG this summer
- Discussed the need to support implemented libraries when doing FOLIO upgrades, but ran out of time for larger discussion
- WOLFCon - what ideas do you have? Looking to get more details than just brainstorming at this point. How can we take advantage of an in-person/hybrid all-hands meeting?
- Looking for dedicated individuals to help plan. See slack channel: #folio-wolfcon-planning-group
- 2022-03-31 Product Council Meeting notes
- Update from the Priorities for FOLIO Development subgroup
- See the full prioritization process and leave comments here
- This would replace the system of institutional rankings in Jira
Business/Implementer’s Topics
- Video working group – updates & plan
- Implementer's Topics - discuss #33 and continues if time permits -- see Implementer's Topics list for more details - Acquisitions/Resource Management implementers
Chat from meeting
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Closed Captioning
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Discussion items
| Time | Item | Who | Notes |
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| :00 | Housekeeping | Dung-Lan | - Fiscal year rollover will be discussed soon
- If you have anything you want to talk about please add it to the implementers list
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| PC Updates |
| - Kristin out.. Check PC Notes.
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| Wolfcon |
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| :13 | Video working group |
| - 7 people have volunteered to be on this group.
- Need a doodle poll to be sent out to set up first meeting
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| :15 | Upcoming UAT's | Dennis | - 3 UATs session coming up related to morning glory
- should happen in a few weeks
- Fund export, voucher export, order export
- There will now be a specific permission for voucher
- From Scott Perry (he/him) to Everyone 08:20 AM
Is this sFTP?
- Dennis: no, This was a cosmetic change for voucher export. We still haven't done any changes to the way vouchers are exported.
- From Julie Brannon (she/her) to Everyone 08:21 AM
Great to see voucher export moved out of Settings - thank you!
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| :25 | Implementer’s Topics Order and Invoice: Link to vendor Organization record #35 | Dennis | - Need to create enhancement. It is possible to do and it does follow the standard we have been setting.
- In invoices, the organization name appears in the header. People have said this is difficult to see, it's not easily noticed. Would you be expecting that to be a hyper link as well?
- no, just when it's in line on the details screen.
- From Lisa Smith to Everyone 08:28 AM
Any way to check the vendor address quickly within the invoice would be appreciated!
- Dennis: The primary address shows in reference details, but not other address you have for the vendor.
- From Sara Colglazier (MHC/5C) to Everyone 08:28 AM
Adding the Code would be really great - From Scott Stangroom to Everyone 08:29 AM
where would the hyperlink take you? to the org record or to the vendor site?- The organization record in the organization app
- Sara: Going back to the code: Does the code remain static, and I can change the name and it wont effect anything??
- Yes
- From Scott Perry (he/him) to Everyone 08:32 AM
This is a good use case for batch edit.
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| :34 | Implementer’s Topics on POL: re: Related invoices #37 |
| - Sara: For ongoing orders where you receive many things and you pay each time, you want it to show only the piece received on the invoice.
- In Kiwi, the piece is no longer displayed there.
- From Lisa Smith to Everyone 08:37 AM
I'd like to see both the subscription info & comment field to the display! - From Virginia Martin to Everyone 08:38 AM
+1 Sara, we like that Aleph feature at Duke as well - From Kimberly Pamplin to Everyone 08:38 AM
+1 - From Lisa Smith to Everyone 08:40 AM
Both subscription info & comment are valuable for ongoing orders - From Kimberly Pamplin to Everyone 08:42 AM
We would find the dates (subscription from/to) really helpful as well, but could probably put in the comment field as a workaround. - From Lisa Smith to Everyone 08:43 AM
I'd like to see both fields in both POL and invoice. Related invoices is useful in both Orders app and Invoice app. We have staff who are heavy 'order app' users & others that are heavy 'invoice app' users. - From Lisa Smith to Everyone 08:52 AM
I'm willing to scroll to see both!
We have been using the comment field to record what vol# we are paying for. - Summary: It's important to have the comment field, but would want to want to have subscription information if it's available.
- Owen: Subscription dates from the order or invoice?
- Dennis: Invoice
- :58 Owen shared his screen to share an example where a field has 4 pieces of information combined in one cell.
- From Julie Brannon (she/her) to Everyone 08:57 AM
Here's the JIRA to "remove pieces column from related invoice accordion" | Jira |
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| server | FOLIO Issue Tracker |
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| serverId | 6ccf3fe4-3301-368a-983e-20c466b11a49 |
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| key | UIOR-817 |
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and it looks like its in Lotus rather than Kiwi - From Virginia Martin to Everyone 08:58 AM
I'd be happy to see this information as Owen is demonstrating now - From Sara Colglazier (MHC/5C) to Everyone 08:58 AM
Nice! - From Virginia Martin to Everyone 08:58 AM
(regarding subscription period, volume #, etc. per invoice) - From Sara Colglazier (MHC/5C) to Everyone 08:59 AM
But the Comment field can be more extensive and more free texty ... just FYI - From Owen Stephens to Everyone 09:00 AM
We also sometimes truncate free text fields in MCLs to stop this kind of over run Sara
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