| ER&L FOLIO Open House Debrief | All who attended ER&L | RM SIG Open House: 2 April 2017 8 SIG members, 25 non-SIG attendees - Kristin gave a quick intro to FOLIO and RM SIG
- Showed Filip’s prototype, especially for workflows and task lists
- Questions
- Circulation prototype – is it further along? How integrated with OCLC is it? (KEM comments: not clear how circ relates to OCLC?)
- We know we need to work effectively with all the other systems that are important to libraries.
- Linking out to OCLC will obviously be important
- Want electronic resources to be automatically activated in KB for access
- Infrastructure behind the to-do lists: will it gather metadata and KPIs(Key Performance Indicators) so that performance can be tracked? Help manager tweak the workflow to make the time expectations more realistic; automatically send reminders if KPIs are missed; allow manager to reassign tasks.
- Have workflows at managerial overview level and at an individual level
- Benchmarking
- Getting reports and stats without an SQL person, in very small shops
- Reporting SIG: not much work to date; some folks used to doing own reports, but some need easy-to-run reports; in the roadmap
- Have a reports store where community members can draw on reports that others have created
- Can workflow have tasks that move out of the system – like having a step that says “go to EZ Proxy and set this up”
- Workflows: some things will be steps in the system that it does; some will be checklists, e.g. Send license to Legal
- One library uses SharePoint Task Manager: EBSCO renewals; would like to be able to set future dates for reviewing each account in FOLIO, without having to go into SharePoint
- Be able to search lots of workflows in the workflow store without having to scroll through every individual one
- Part of an implementation may be to figure out which default workflows to start with
- A lot will be controlled by the permissions related to individual staff members
- “Really pretty and something that I would want to start working on immediately”
- Love the idea of e-mails and CRM integrated into a library system
- How do you deal with the privacy issues around trouble tickets
- What if all e-mail ends up in the system, and you’re just trying to find the one important one
- Be able to use a ticketing system, perhaps with a triage unit who would assess the tickets and route properly for resolution
General ER&L Comments - Recognition in FOLIO is high
- People are ready to move beyond the general to see specific and want to see feature development as opposed to only abstract ideas
- Some concern about sustainability of project
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