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FOLIO@Duke Newsletter v. 1 no. 6

Header FOLIO@Duke Newsletter

Upcoming Duke FOLIO Forum

Steering Group Update

Watch This!

Bee Facts

Duke FOLIO Forum

November 20, 2019
9:30 a.m. – 11:00 a.m
Korman Assembly Room (Perkins 217)


Update on international FOLIO project

Lightning Talks by members of international FOLIO project Special Interest Groups

  • User Management
  • Reporting
  • Data Migration
  • Other Special Interest Groups

Duke’s updated timeline

Approach to implementation


Steering Group Update

Over the past month the Steering Group has been discussing how to tackle the tasks we’ll need to complete for implementation of the ERM-focused apps in the third quarter of 2020, and the rest of the FOLIO apps in third quarter 2021. Historically, we’ve focused on our functional areas with a team for circulation, one for cataloging, and one for acquisitions. We know that each one of those areas affects the others, and are very aware that we need to facilitate discussions on those cross-functional areas with appropriate subject matter experts. We’ve been discussing how to set up the working groups to accomplish that. We’ll be sharing more at the Duke FOLIO Forum on November 20.

Watch This!

Bee Facts

It may not seem obvious at first, but the pollination prowess of bees affects much of what, how and why we eat. And it goes far beyond honey served from a jar. Thor Hanson is a biologist and author of the book Buzz: The Nature and Necessity of Bees. Francis Lam talked with Hanson about the importance of bees and honey to not only our food supply, but their greater connection to the evolution of both plants and humans.

Implementation Timeline (Tentative)


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


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