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