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Monthly Archives: February 2019

FOLIO@Duke Newsletter v. 1 no. 2

The FOLIO@Duke Newsletter is a communications tool intended to keep staff abreast of news, schedules and important information regarding the development and implementation of FOLIO at Duke. We will regularly convey four main cornerstones of the project in each newsletter. Those cornerstones are Steering Group Updates, highlights of the project’s driving values and road map, discussion of FOLIO design and functionality, and updates about Duke’s migration activities and timeline.

In this issue:

FOLIO SIGs Steering Group Update Watch This! Bee Facts

FOLIO Special Interest Groups (SIGs)

Thank you to all who have served on the various SIGs and SIG Subgroups! Your work helps make sure Duke’s needs are met by FOLIO.

Product Council

Data Migration

Reporting

Special Collections Working Group

User Management

Resource Access

Metadata Management

Resource Management

Consortia

Accessibility

FOLIO Implementation Group

Steering Group Update

The Data Retreat was held on February 11, and included participants from across the Duke University Libraries, facilitators, and representatives from technical services from the Goodson Law Library and the Ford Library. The focus was creating a SWOT (strengths, weaknesses, opportunities and threats) for DUL owned catalog, acquisitions, patron, and circulation data. We discussed data standards that are currently in use, challenges we face when data we receive is inconsistent, and the importance of having the systems external to our ILS having access to consistent data. There was agreement that it was time well spent and that another retreat should be held.

Watch This!

Folio Year in Review:

Panelists:
  • Christopher Spalding, EBSCO 
  • Michael Winkler, OLE 
  • Sebastian Hammer, Index Data

The leaders of the FOLIO project review highlights from the year past and discuss what they’re looking forward to in 2019.

Folio Roadmap Update

Presenter: Harry Kaplanian

Harry Discusses the FOLIO decision making of organizing the Jira issues for the project as well as lays out a FOLIO Milestones chart (at 18:24) with the planned releases up to Q2 2020.

Bee Facts

Cook something delicious using honey!

Implementation Timeline (Tentative)

2019

Quarter 3

Commit to implementing FOLIO ERM-focused apps

Organize working teams

Begin analyzing data for ERM

Quarter 4

Compose Team Charters

Define Tasks for Teams

Continue Work on Tentative Timeline

2020

Quarter 1

Local FOLIO Instance Ready

Deploy ERM test environment

Install Library Data Platform (LDP)

Collect custom ERM queries for LDP

Define service point strategy (circ desks)

Define location strategy

Define data migration for bibs/holdings/items

Quarter 2

Create ERM documentation

Train ERM staff

LDP training for staff

Test pre-built ERM queries

Notices strategy

Map items to inventory app

Map data for orders

Quarter 3

Tentative Go-Live for ERM!

Have a party!

Fines strategy

Load order data

Verify MARC data migration