FOLIO Fridays

FOLIO is coming in only 6 months and we are getting really excited to share it with everyone. We’ve adapted an approach used at Cornell that we hope will start to introduce FOLIO to library staff who haven’t had the opportunity to spend much time with it yet. FOLIO Fridays will provide a chance for EVERYONE across the Five College Libraries to become familiar with our new library services platform. The goal is to incorporate FOLIO into your routine at a modest pace. By spending a little time each week, you will become acquainted with the user interface, navigation, and terminology. By springtime, those who will use FOLIO regularly will be ready to start more formal training specific to your work.

What are FOLIO Fridays?

Each week, we’ll focus on a short, single activity, designed by one of the FOLIO Working Groups. We will kick off the day with a brief Zoom call for everyone to see the activity and ask questions. Instructions will be provided for staff to perform the activity on their own or in small groups at their institution. Local FOLIO folks will be available to answer questions. In the afternoon, staff can join a second Zoom call to share their experience and ask additional questions.

What aren’t FOLIO Fridays?

FOLIO Fridays are NOT formal training, nor are they a substitute for formal training which will come later in the spring.

 

What is the Friday schedule?

9:30-10am – Introductory Zoom Call

Whenever works for you – work on FOLIO Friday activity

Additional local drop-in times may be available

3:30-4pm – Sharing Experiences Zoom Call

I’m very busy. How long will this take?

Everyone is super busy right now and we’ve designed the activities with that in mind. Weekly activities are intended to take 20 minutes or less. The morning Zoom call will only be about 15 minutes plus time for questions.

What if I don’t work on Fridays?

We understand that no weekday works for everyone. With that in mind, all Zoom calls will be recorded and made available for later viewing. Likewise, all activities will be documented so they can be done at a later time.

 

Who should participate in FOLIO Fridays?

EVERYONE! While not all FOLIO Friday activities will be part of your regular work once we go live this summer, we expect everyone will take advantage of this opportunity to play around in the FOLIO sandbox to see what all the fuss is about.

When does this start?

FOLIO Fridays will begin Friday, January 14th.

How will we get support during FOLIO Fridays?

In addition to support at your local campus, you can join the FOLIO Friday channel on the Five College FOLIO Slack workspace. FIT and Leads members will be monitoring the channel and answering questions in real time. New to Slack and want to join? Request an account.

 

We can’t wait to share all the cool things about FOLIO with you. Stay tuned for more information early next week.

 

Sent on behalf of the FOLIO Implementation Team (FIT) and Working Group Leads

FOLIO Implementation Team (FIT)

Aaron Neslin, Five College Library Services Platform Coordinator

Steve Bischof, Project Manager

Anya Arnold, Implementation Coordinator, EBSCO

Kat Berry, University of Massachusetts Amherst

Rob O’Connell, Smith College

Janet Ewing, Mount Holyoke College

Jen Bolmarcich, Hampshire College

Susan Kimball, Amherst College

 

FOLIO Working Group Leads

Aaron Neslin, Five College Library Services Platform Coordinator

Lucinda Williams, Co-Lead, FOLIO Acquisitions WG (FAWG)

Kathleen Norton, Co-Lead, FOLIO Acquisitions WG (FAWG)

Jack Mulvaney, Lead, FOLIO Electronic Resources Management WG (FERM)

Colin Van Alstine, Metadata Management Committee (MM)

Susan Kimball, Lead, Circulation/Users for FOLIO WG (CUFF)

 

5C Record Merge Virtual Open House, 9/10, 2-3:30 pm ET

The 5C Record Merge Working Group invites you to an open house on Friday September 10, 2021. The purpose of this open house is to update the 5C community on the working groups’ activities and review and comment on recommendations from the working group. The recommendations concern the MARC field 856 $y and $z in both the bibliographic and holdings records, the MARC field 853 in the holdings records and 891 in the bibliographic records, and the LKR fields. This open house will be virtual and will also be recording for those that are unable to attend. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, September 10, 2021
  • Time: 2:00 -3:30 pm
  • Zoom URL
  • Passcode: bibmerge

Agenda:

  • Presentation: We are still putting final touches on this.
  • Introduction & Welcome
  • Updates & Timeline
  • Round 5 Cleanup Projects
  • Review and Comment on Recommendations
    • 856 $y and $z in the holdings and bibliographic records
    • 853 in the holdings and 891 in the bibliographic records
    • LKRs

Open House Recording Now Available

Thank you to everyone who attended the recent Inventory and Record Merge Working groups open house held on 2/26/2021. We reviewed 4 workflows and gathered many more through the survey sent out before the open house. Here are links to the resources covered in the open house:

We will share the results of the survey, comments from the open house, and revised workflows based on open house discussions to help us determine the needed functionality in FOLIO with FIT. Our work focused on metadata and cataloging. All of the working groups are looking at their workflows in FOLIO. If you have questions about those workflows in other FOLIO areas such as users or acquisitions, contact your FIT liaison or the appropriate working group. Also, if you have more comments or ideas for workflows, use this Form to make sure we get your ideas and other workflows to FIT.

Again, thank you everyone for your hard work and great conversations.

 

5C Inventory & Record Merge Survey to Gather Workflows

The Inventory Working Group and Record Merge Working Group invites you to an open house on February 26, 2021. The purpose of this open house is to update the 5C community on the working groups’ activities and review metadata functionality in FOLIO. We will have 4 potential metadata and cataloguing workflows to review.

We would like to know about your metadata and cataloging workflows and to capture what those needs might be in FOLIO. Please use the linked Google form to submit this information. We would like to get the following information about each workflow: name, description, people involved, what FOLIO apps might be involved, how this workflow gets started, what the workflow is supposed to do in terms of an end result, and a brief outline of the steps involved. You can use the form as many times as needed to document each workflow. We realize that there will be unknowns. If you are unsure of some of your needs for a particular workflow, we understand. Please use the Comment section to make any notes about these unknowns or your questions. We will use this information to troubleshoot and advocate for our FOLIO future together!

Survey Details:

 Open House Details:

  • Day: Friday, February 26, 2021
  • Time: 2:00 -3:30 pm
  • Zoom URL

Tentative Agenda:

A presentation will be shared sooner to the date.

  • Introduction & Welcome
  • Updates from Inventory & Record Merge working groups
  • Discussions on 4 Workflows
    • Single Record cataloging
    • Multi Record cataloging
    • Batch Record cataloging
    • Batch Editing

This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Best,

Jennifer Eustis & Ann Kardos

On behalf of the

FOLIO Inventory and Record Merge Working Groups

Links to Recording of Open House and Documents for 5C Record Merge

Thank you everyone who attended the recent 5C Bib Merge Working Group Open House. As a community, we have agreed to go forward with these recommendations in the presentation slides. If you have comments about these decisions, please contact us via our Slack channel.

Below are links to recordings and documents.

Reminder: 5C Bib Merge Open House 7/17

Reminder: Everyone is Welcome to the Open House

The Record Merge Working Group invites you to an open house on July 17, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. environment.

Details:

  • Day: Friday, July 17, 2020
  • Time: 1:00 -2:30 pm
  • Zoom URL
  • Presentation
  • Meeting Recording will be shared afterwards

Agenda:

  • Introduction & Welcome
  • Review of Bib Merge Working Documents
  • Anti-oppressive additions to the Guidelines
  • Discussions
    • OCLC Numbers
    • Remove Notes with $5 of DLC
    • Decoupling Bibliographic records with holdings in both general and special collections
    • Clean-up projects. Where are we?

Working Draft Documentation:

The following are the working documents of the working group.

5c Bib Merge Working Group Open House – Save the Date

The Record Merge Working Group invites you to an open house on June 17, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, July 17, 2020
  • Time: 1:00 -2:30 pm
  • Zoom URL

Tentative Agenda: A presentation will be shared sooner to the date.

      • Introduction & Welcome
      • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
      • Changes to our Dedup Profile
      • Discussions
        • OCLC Numbers
        • Decoupling Bibliographic records with holdings in both general and special collections
        • Clean-up projects. Where are we?

Working Draft Documentation:

5C Bib Record Merge Open House: May 29, 2020

The Record Merge Working Group invites you to an open house on May 29, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, May 29, 2020
  • Time: 1:00 -2:30 pm
  • Zoom

Agenda:

Presentation Slides for Open House: Please note that we are still working on the slides at this time.

  • Introduction & Welcome
  • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
  • Brief Introduction to the Backstage Library Works Dedup Profile
  • Comment and Review of Working Group’s Decisions on 5C Shared Bibliographic Guidelines & Procedures
  • Discussion: Clean-up projects

Working Draft Documentation:

The following are the working documents of the working group.

Best,

Jennifer Eustis

On Behalf of the Working Group

Records Merge Working Group Invites you to 2 Open Discussions

The last records merge open discussion focused on special collections, analyzed sets, bound-with, and  electronic resources. A recording, summary, and images of notes can be found in the FIT Documents folder for the Record Merge Working Group. A word of warning about the recording – we broke out into groups which didn’t translate to the recording. The beginning and end was captured. If you were unable to attend or have more you’d like to contribute, post your comments to this form which is anonymous and only for internal use.

We are in the process of scheduling two additional open discussions. Save the date for these upcoming events:

  • April 30, 2019, 1:00 pm – 2:00 pm, The Annex: Open Discussion on (Not) Merging Suppressed Records
  • May 10, 2019, 9:30 am – 11:00 am, Mt. Holyoke: Open Discussion on Merging and What steps should be taken to prepare to Merge (or Not) on: Special Collections, Analyzed/Bound-withs/Cat Seps/etc., a third topic to be announced

We encourage everyone to continue the discussions on merging and how to prepare for the merge with their colleagues. If you have a group and a topic for the May 10th discussion that isn’t special collections or the analyzed/etc, let us know via the form, by email (jeustis@umass.edu) or Slack #5crmwg.

The Five Colleges Record Merge Working Group Launches

On June 5, 2018, EBSCO Information Services announced that the Five Colleges agreed to be an EBSCO FOLIO Beta partner. Since that time, much has happened to steer our Five Colleges towards FOLIO implementation. A new landing page for the FOLIO project was created. There is the FOLIO Implementation Team (FIT) whose members come from all the Five Colleges. And FIT has been working hard to coordinate implementation as can be seen from the documentation and regular updates communicated through Newsletters and now the Five Colleges FOLIO News.

 

As we enter Phase 03 of the implementation milestones or data migration and testing, FIT has launched the Record Merge Working Group. The members of this working group are Steven Bischof, Sharon Domier, Jennifer Eustis (lead), Rebecca Henning, and Colin Van Alstine. The Record Merge Working Group (5CRMWG) is tasked with creating a recommendations document for the merge, and, has also created a charge. Members of our working group will be reaching out to you to open and continue discussions on what it means to merge records, what records should be merged or not, and any questions about the merge. Our first group discussion is scheduled for April 12, 2019 from 9:30 am – 11:00 am in the UMass W.E.B. Du Bois Library in Room 1920. We encourage people to come in person. Realizing that is not always possible, a virtual option will be available.

 

As we work on the recommendations document, the 5CRMWG will share updates via this blog, Five Colleges listservs, and slack (via the #5crmwg channel). We encourage the entire Five College community to participate in these discussions.