2022-10-21 Acquisitions Meeting notes

Date

Attendees



Agenda

  • Housekeeping -

    • Reminder - next meeting, Tuesday, Oct. 25, at 1 pm Eastern
    • Collecting "show & tell" presentation topics that would be of interest or be helpful to your library/libraries' workflow

    PC Updates (Kristin Martin  ) -

    Business -

    • "Sara's Show & Tell: Packages Galore!" and Q&A -- Sara Colglazier

Discussion items

TimeItemWhoNotes
Housekeeping
  • Housekeeping -

    • Reminder - next meeting, Tuesday, Oct. 25, at 1 pm Eastern
    • Collecting "show & tell" presentation topics that would be of interest or be helpful to your library/libraries' workflow
 :04 PC Update
:09

  • Sara's presentation on packages
  • went live with organizations and eholdings in Aug 2020
  • July 2022 live with folio 100%
  • Migrated orders as pending, most were the on going orders. 
  • Packages - 
    • Cover record
    • Umbrella 
    • vendor/publishers record

Types of order I am using the package function for

    • Approval plans (Titles linked from Inventory, but received via receiving) 
    • print plus online (print linked to inventory via receiving and received, online linked to agreement line)
    • "Comes With" or Combination subscriptions (print linked to inventory via receiving
    • CAT SEP or Analyzed standing orders 
    • Memberships
    • CSFs or AAFs for subscriptions to things with many parts/modules/subunits/collections 
    • things with annual or regular additions

Showed examples for 

  • Gobi approval plan order
  • print plus online

Action items

  •  
https://folio-org.atlassian.net/wiki/spaces/ACQ/pages/5509100/2022-10-21+Acquisitions+Meeting+notes
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