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Recording

Note

NOTE: IMPLEMENTERS SIG USES ZOOM’S AI NOTES FUNCTIONALITY.If you would prefer that we turn this off for any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Attendees

  • ADD YOURSELF PLEASE!
    Chuck Koontz (Biola U)

Notes

Time

Topic

Notes

Housekeeping

  • ?

Shelf Checking Strategies in FOLIO

  • Define Shelf-Checking/Inventory

  • Shelf-Checking at UMass (Patrick Waite)

  • Shelf-Checking at Stanford (Laura Krueger)

  • Other strategies known to the group

PC Update by Charlotte Whitt

The FOLIO Implementation Group meeting focused on shelf checking strategies in FOLIO. Two speakers presented their approaches:

  1. Patrick Waite from UMass:

  • Uses a process where stacks management scans barcodes on floors

  • Runs scanned data against FOLIO database using SQL and Python scripts

  • Produces reports to find misplaced books, inconsistent barcodes, etc.

  • Uses LDP Light database to avoid overloading FOLIO system

  • Shared code repository for others to use

  1. Laura Krueger from Stanford's David Rumsey Map Center:

  • Conducts first-ever shelf read for their special collections

  • Uses Tableau dashboard to generate shelf lists by location 

  • Manually checks items against spreadsheets, noting errors/issues

  • Process is very time-intensive due to unique nature of collection

  • Facing challenges with call number ordering in FOLIO

Key discussion points:

  • Different approaches for general vs. special collections

  • Importance of barcode placement for efficient scanning

  • Challenges with call number sorting in FOLIO

  • Potential use of FOLIO APIs or apps like bulk edit for data extraction

  • Interest in sharing and adapting processes across institutions

The meeting concluded with appreciation for the presenters and an agreement to continue discussions on Slack.

Action items