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2020-11-10 Meeting Notes

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Date

Attendees

Brooks Travis

Kelly Drake

Tom Wilson

Goals

Discussion items

TimeItemWhoNotes

Production Library -
Metadata Record Management Workflows

Metadata record management staff from MSU, Simmons and Lehigh will walk through their workflows.

  • This is the first of what we hope will be at least several sessions focused on how FOLIO sites in production (or nearly so) handle specific actions / activities / workflows. The purpose of these sessions is not to identify or prioritize features within FOLIO that might be developed down the road; the idea is to provide an opportunity for those in production to show how they are accomplishing day-to-day library operations in the current version of FOLIO (Goldenrod). There are a variety of places we could start, we decided to begin with MARC record loading and management which would include importing records, singly or in batch, from different sources (e.g., OCLC, other bib utilities, record vendors), editing MARC records, singly or in batch and overlaying, and exporting MARC records for use elsewhere (e.g., union catalogs, record cleanup, etc.).


MARC Record Load Workflows and Workarounds

Staff from production libraries will demo their marc record load workflows and workarounds as they currently exist in Goldenrod.  

  • Lehigh - Lisa McColl
  • MSU -  Raegan Wiechert Mark Arnold, Brooks Travis
  • Simmons - Andrew Clark

MARC record editing

  • Editing prior to loading into FOLIO
  • Editing after loaded into FOLIO
    • Export
    • Edit
    • Re-import
  • Using QuickMARC

MARC record exporting to third parties

 

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