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|
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.
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.
Folio Year in Review:
- 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.
Implementation Timeline (Tentative)
Commit to implementing FOLIO ERM-focused apps
Organize working teams
Begin analyzing data for ERM
Compose Team Charters
Define Tasks for Teams
Continue Work on Tentative Timeline
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
Create ERM documentation
Train ERM staff
LDP training for staff
Test pre-built ERM queries
Map items to inventory app
Map data for orders
Tentative Go-Live for ERM!
Have a party!
Load order data
Verify MARC data migration