2018-08-31 Meeting notes

ERM Update

• Review minutes from PC Meeting

• Kirstin gave an update on the ERM Project Plan:
  • GOKb is fully integrated in FOLIO for v1 - you download the metadata from GOKb into FOLIO and use it with other FOLIO services - the problem with eHoldings is that it only contains data from EBSCO's kb - if you don't use the EBSCO kb you won't have any data in FOLIO
  • Tricky situation for institutions that don't use GOKb as their kb provider. Those institutions can still pull in bibliographic data from GOKb to link up to ERM functionality, but they will have to activate the resource within their external kb as well.
  • Consortial and reporting features are integrated
  • Discussion of integrating other kbs will be necessary moving forward
    
    
• Peter is going to investigate whether or not the ProQuest/SerialsSolutions kb data can be integrated into FOLIO
  
  
• Bjorn gave an update on the eUsage app:
  • Enter your SUSHI credentials and the app will automatically harvest COUNTER statistics on a monthly basis
  • The stats are stored and will be made available to other FOLIO apps like ERM through APIs
  • Aim to finish the UI and harvesting process by October 2018; will then start working on allowing for manual upload of non-COUNTER statistics
  • In-app reporting in the ERM app using eUsage app data
  • Link to eUsage app Project Plan: https://docs.google.com/document/d/1idybVzkap6b7cu4h8_o5e9MLPXLl1mZsUsDLERJOrc0/edit?usp=sharing

Announcements/PC Updates

• No PC Meeting this week
• Acquisitions update

• Proof of concept for workflow functionality going up to PC soon
  
  
• Acquisitions small group update:
  • Finance sample data will be populated next week
  • Orders module is being integrated into testing environment next week as well - able to create POs and PO lines
  • In queue: handful of issues enhancements from UAT for Vendors app, Acquisitions units/teams in the works

• Nine developers assigned to batch loading
• Types of records: MARC bib data, EDI invoicing, MARC holdings, MARC authority, delimited/flat files (interim solution: convert to MARC before loading), order API data (not via Batch Loader)
• MARC details: binary and XML, JSON is out of scope for v1
• Miscellaneous: loading single records into FOLIO, rollback the load, scheduler, queuing the loads, exporting files from FOLIO, full bib/holdings/item data migration from previous library system
• Starting with one use case and fitting it against the wireframes to make sure the design works
• User stories: only research spikes so far, no UI stories yet, no backend stories yet
• Next steps: finalize UI and requirements, understand MARC loader development done to date, outline backend architecture, write backend stories, write UI stories
• Timeline: prelim release in mid-October 2018 - live in January 2019
• Stuck on a name for the batch loader

FOLIO Data Migration Subgroup Survey

• Report on needs for migrating historical data
• Deadline Sept. 14

• Kristin will create another version of this document that we can put our comments in
• Institutional needs for migrating historical data - we should think about it in terms of acquisitions data (ERM data too if you have an integrated ERM)