Christine, Thanks for posting the minutes. I'm looking forward to a bit of lively discussion on the list and the August meeting. I need to keep learning. Leslie
Leslie St. John PINES Consultant Georgia Public Library Service A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 lstj...@georgialibraries.org www.gapines.org ----- Original Message ----- From: "Christine Burns" <christine.bu...@bc.libraries.coop> To: open-ils-general@list.georgialibraries.org Sent: Monday, June 1, 2015 5:31:18 PM Subject: [OPEN-ILS-GENERAL] Acquisitions Interest Group Meeting Minutes Hello The Acquisitions Interest Group met during the 2015 Evergreen Conference. When: Thursday May 14th, 2015, 12:00pm PDT Evergreen Conference 2015 Lunch Meeting Where: Riverside Restaurant, Best Western Plus Hood River Inn Attendance: Christine Burns - BC Libraries Cooperative Debbie Luchenbill - MOBIUS Elaine Hardy - Georgia Public Library Service Kathy Ellerton - University College of the North Leslie St John - Georgia Public Library Service Liam Whalen - BC Libraries Cooperative Lindsay Stratton - Pioneer Library System Lynn Floyd - Anderson County Library Martha Crawwley - Cumberland Co. Public Library Mary Llewellyn - Bibliomation Millissa Macomber - Burlington Public Library Mina Edmondson - York County Library System Ruth Frasur - Hagerstown Jefferson Township Library Tina Jordan - Georgia Public Library Service 1) Introductions Most of us have at least one site using Acquisitions or are in the process of testing / implementing the Acquisitions module 2) Continue discussion from the Acquisitions session “Oh! The Places Acquisitions Can Go!” Development / Wishlist (Please note - this is not the official list) 1. Ability to sort on a Purchase Order 2. Batch updater on a selection list 3. Incorrect status display for PO when multiple statuses exist 4. PO Interface should have additional Action menu at bottom or “navigate back to top” button – very tedius to have to scroll up and down 5. View/Place order should not open a new tab 6. Control for fiscal year – allow for multiple fiscal year 7. Rollover fund tags 8. Better way to name funds to tell them apart 9. Ability to credit and remove money from funds 3) Admin documentation -There is a need for more Acquisitions administration documentation -More info needed on how to setup the Acquisitions module 4) Acquisitions Training Some discussions regarding Acquisitions training strategies Sitka / MOBIUS using similar model 10-12 hours of training split into 5 sessions -Administration -Selection -Ordering -Receiving / Invoicing -Follow-up Everyone is in agreement that hands-on training / practice is required to understand the Acquisitions module / workflows 5) Current Projects for Acquisitions development Work is being done to simplify EDI Setup 6) How to Increase group Activity - Regular quarterly meetings We will start with quarterly meetings via IRC Next Meeting – Thursday August 13th 1:00pm EST / 10:00am PST - Increased communication via Evergreen channel Posting “ah ha” moments to the General Listserv Asking questions on the General Listserv - Reporting bugs on Launchpad 7) Action Items 1. Leslie / Elaine - will post the Development list from Acquisitions session “Oh! The Places Acquisitions Can Go!” Once the list is posted we can start creating a list of requirements / specifications 2. Christine - Create Launchpad bug / wishlist reports When receiving EDI Invoices - invoice details are "hidden" automatically – would like them to display automatically Ability to remove old "Acquisitions queues" from the Inspect Queue interface 3. Christine – Update Acquisitions Interest Group wiki page - http://wiki.evergreen-ils.org/doku.php?id=acq:interest-group 4. Christine – Add next AIG meeting to Evergreen Community Calendar -- Christine Burns Co-op Support BC Libraries Cooperative 1-888-848-9250 https://bc.libraries.coop/