00:11:12 Joe Reimers (EBSCO): Half an hour earlier 00:11:13 Kristin Martin: This is at 9 Eastern 00:11:48 Owen Stephens: Main page is atΒ https://folio-org.atlassian.net/wiki/spaces/ACQ/pages/1117224961/Serials+subgroup 00:11:52 Heather McMillan (TAMU): Kimberly did it πŸ™‚ 00:12:23 Owen Stephens: We're looking for topics both in general and for the first meeting. Please add any you have to this pageΒ https://folio-org.atlassian.net/wiki/spaces/ACQ/pages/1117159427/Parking+lot+Future+topics 00:15:51 Kristin Martin: When is the first meeting? 00:16:06 Dung-Lan Chen: Would serials print holdings display in Discovery or Library Catalog be part of the discussions realm of the Serials subgroup? 00:16:13 Joe Reimers (EBSCO): It's my fault, I have a standing 9:30 00:17:46 Dung-Lan Chen: Got it. Thank you, Owen! That makes sense! 00:17:48 Joe Reimers (EBSCO): I think it's safe to say that at least initially, anything that relates to print serials is fair game for discussion 00:19:16 Dung-Lan Chen: Reacted to "I think it's safe to..." with πŸ‘ 00:21:17 Kimberly Smith: I am in support of having sort work anywhere it can 00:21:29 Kimberly Pamplin: Reacted to "I am in support of h..." with βž• 00:21:32 Jessica Glomb: Reacted to "I am in support of h..." with πŸ‘ 00:21:39 Dung-Lan Chen: The invoice sorting by date doesn't work in POL but it works on PO main screen. I agree it looks like a bug. 00:22:11 Joe Reimers (EBSCO): Reacted to "The invoice sorting ..." with πŸ‘πŸ» 00:22:14 Martina Schildt: Reacted to "I am in support of h..." with πŸ‘ 00:22:20 Martina Schildt: Reacted to "The invoice sorting ..." with πŸ™ 00:22:27 Paivi Rentz: Reacted to "The invoice sorting ..." with πŸ‘ 00:26:53 Lisa Smith, Mich State: Is this in trillium?ll 00:27:29 Dung-Lan Chen: Coming back to another SIG meeting for the demo would be very helpful, Joe!! 00:27:40 Jessica Glomb: Is Lists a new app being added? 00:27:47 Dung-Lan Chen: Thank you! 00:29:22 Martina Schildt: Thanks Joe 00:32:02 Joe Reimers (EBSCO): I think this is potentially another something for Lists 00:32:57 Kristin Martin: Are there ways to pull those out through a reporting tool? 00:33:30 Kimberly Smith: I would say any kind of change that needs to be communicated to vendors would be another use case 00:33:39 Susanne Gill (BVB): Reacted to "I would say any kind..." with πŸ‘ 00:35:12 Joe Reimers (EBSCO): IP changes are the worst 00:35:54 Susanne Gill (BVB): Reacted to "IP changes are the w..." with πŸ‘ 00:36:23 Dung-Lan Chen: We added a new set of IP range a year or two years ago for dorms and our Systems Librarian reached out to ER providers to add the new IP range. He missed a few that we discovered later and remedied. I think having a way to gather vendor contact in one shot is useful! 00:37:31 Aaron Neslin: I'd rather have as much through Lists as possible so that things are as universal as possible across apps 00:37:39 Kimberly Pamplin: Reacted to "I'd rather have as m..." with βž• 00:38:00 Kimberly Pamplin: It seems like Lists might have more flexibility as well 00:38:28 Sara Colglazier: Reacted to "I'd rather have as m..." with βž• 00:39:01 Sara Colglazier: Reacted to "It seems like Lists ..." with βœ… 00:39:05 Susanne Gill (BVB): Reacted to "I'd rather have as m..." with βž• 00:39:06 Susanne Gill (BVB): Reacted to "It seems like Lists ..." with βœ… 00:39:10 Aaron Neslin: Reacted to "It seems like Lists ..." with βœ… 00:40:50 Dung-Lan Chen: Reacted to "It seems like Lists ..." with βœ… 00:42:08 Paivi Rentz: Regarding Export vs. List - if one of these allowed saving the selected export fields, I would probably lean toward using that application. Otherwise, I prefer using the Export functionality. I use that currently to export data for reconciling against our campus financial system. 00:46:11 Paivi Rentz: Yes, I have recurring exports and would like to be able to save the export parameters 00:46:32 Joe Reimers (EBSCO): I believe if you run the same query on a regular basis, it should save that every time you re-run it 00:46:39 Kristin Martin: Reacted to "Yes, I have recurrin..." with πŸ‘ 00:47:07 Paivi Rentz: Query yes, but you cannot save the export parameters 00:47:24 Sara Colglazier: It is coming, I just forget what flower 00:47:33 Dung-Lan Chen: Reacted to "It is coming, I just..." with πŸ‘ 00:48:15 Sara Colglazier: Invoices!!! 00:48:18 Paivi Rentz: Reacted to "It is coming, I just..." with πŸŽ‰ 00:48:24 Susanne Gill (BVB): Reacted to "It is coming, I just..." with πŸ‘ 00:48:31 Joe Reimers (EBSCO): I've also been told that the infrastructure exists for canned reports. We haven't done anything with it yet, but it's something we could explore 00:48:44 Kimberly Smith: Reacted to "I've also been told …" with πŸ‘ 00:48:56 Dung-Lan Chen: Reacted to "I've also been told ..." with πŸ‘ 00:50:51 Owen Stephens: Are there examples of that cross app reporting yet @Sara Colglazier ? 00:51:26 Owen Stephens: Is that β€œFQM” @Sara Colglazier ? 00:51:42 Owen Stephens: Something like FOLIO Query Manager I think? 00:52:17 Aaron Neslin: Folio query machine 00:52:32 Owen Stephens: Reacted to "Folio query machine" with πŸ‘ 00:53:35 Owen Stephens: There is an overlapping feature with Dashboard that is perhaps worth mentioning is to combine Lists (or the underlying FQM) with Dashboards https://folio-org.atlassian.net/browse/UXPROD-4808 00:54:20 Aaron Neslin: Reacted to "There is an overlapp..." with πŸ‘ 00:54:29 Susanne Gill (BVB): Reacted to "There is an overlapp..." with πŸ‘ 00:56:00 Joe Reimers (EBSCO): The challenge I'm wrestling with regarding FQM is how we want to handle aggregation (e.g. total expenditures, fund balances, etc.). Lists can look at transactions, but handling the math is still a question mark. 00:56:10 Martina Schildt: Reacted to "There is an overlapp..." with πŸ‘ 00:58:26 Joe Reimers (EBSCO): I think we can do math, but should we? Should we explore canned reports? Can we rely on Excel to math transactional outputs? 01:00:11 Dung-Lan Chen: Canned reports was one of the basic functions provided in our previous ILS. 01:00:32 Daniel Huang, Lehigh University: Personally I prefer math outside of the ILS? 01:02:03 Kimberly Smith: I like to math outside of the ILS as a check on the math happening in the ILS (like Finance app totals) 01:02:34 Lisa Smith, Mich State: Reacted to "Personally I prefer ..." with πŸ‘πŸ» 01:02:45 Lisa Smith, Mich State: Reacted to "I like to math outsi..." with πŸ‘πŸ» 01:04:06 Martina Schildt: Thank you