[OPEN-ILS-GENERAL] Acquisitions Interest Group Meeting Minutes

[St. John, Leslie]

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 
lstjohn at georgialibraries.org 
www.gapines.org 

----- Original Message -----
From: "Christine Burns" <christine.burns at bc.libraries.coop>
To: open-ils-general at 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/