2023-02-28 Acquisitions Meeting notes

Owned by Heather McMillan
Last updated: Feb 28, 2023

Date

Attendees

  • Aaron Neslin, Ana Ugaz, Ann Crowley, Carol Sterenberg, Corrie Hutchinson, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jackie Magagnosc, Jenna Lanterman, Julie Brannon, Julie Stauffer, Kimberly Pamplin, Kimberly Smith, Kimberly Wiljanen, Kristin Martin, Lisa Maybury, Lisa Smith, Lucinda Williams, Mary Moran, Masayo Uchiyama, Nancy Pelis, Okay Okonkwo, Peter Breternitz, Peter Sbrzesny, Rhonda Fuhrmann, Sabrina Bayer, Sara Colglazier, Scott Perry, Shannon Burke, Sven Thomsen, Sylvia Hamann, Victoria Anderson, Winter White


Agenda

  • Housekeeping -

    • FYI - FOLIO Forum presentation (2/22/23), FOLIO Reporting in Practice (highly recommended - a great presentation!!)
    • Friday, March 3 - Dennis is not available (on holiday)
    • Tuesday, March 7 - Scott Perry will present Chicago's invoicing/voucher workflow

    Business -

    • ACQ SIG survey feedback & discussion
    • Special thanks to Molly Driscoll who is working on "Getting Started"/Tips & Tricks FOLIO wiki Guide (will be shared when available)

Of note from Today's Meeting

Institution  Folio status
College of Holy CrossERM July 2021, Full June 2022
CornellERM January 2020, Full July 2021
Duke University Libraries Licenses &  Organizations (July 2020), Inventory and Course Reserves (July 2021). Planning full implementation summer 2023.
GBVimplemented ERM in 2020, full implementation is planned.
Michigan State UniversityACQ/ERM in July 2021 - and implemented CIRC/CATALOGING in July 2022
Middle Tennessee State University (MTSU)Circulation, Finance, Orders, and tracking Licenses due to ongoing orders.
Missouri StateFull June 2020
Mount Holyoke College/5C2020 Org/Agreements/eHoldings. 2022 July: Inventory, Orders, Receiving, Finance, Invoices, Users, Data Import & Export, Circ, Requests, Courses
Skidmore CollegeJune 2021, all modules but not using ERM much yet
Texas A&M University LibrariesFull (minus ERM) Jan. 2022
University of ChicagoERM July, 2021, Most of the other apps in January 2022.


Discussion items

TimeItemWhoNotes
:00HousekeepingDung-Lan
  • FYI - FOLIO Forum presentation (2/22/23), FOLIO Reporting in Practice (highly recommended - a great presentation!!)
  • Friday, March 3 - Dennis is not available (on holiday)
    • If anyone has a topic they want to meet and discuss, we are happy to meet. let us know. 
    • Discussion that was scheduled for this Friday has been moved to March 15th. 
  • Tuesday, March 7 - Scott Perry will present Chicago's invoicing/voucher workflow
  • Please share in chat what parts of folio you have implemented, or when you plan too. We will capture this and share on the Acq wiki
  • Scott Perry 12:08 PM
    Here's the project wiki with implementers Implementation Details 
    • Kimberly.Smith@mtsu.edu 12:00 PM
      So, I just started at the university at the beginning of the month.  We have implemented FOLIO at our university.  I know they use it for Circulation, Finance, Orders, and tracking Licenses due to ongoing orders.
    • Lisa Smith, Mich State 12:07 PM
      Mich State implemented ACQ/ERM in July 2021 - and implemented CIRC/CATALOGING in July 2022
    • Dung-Lan Chen 12:07 PM
      Skidmore College, June 2021, all modules but not using ERM much yet
    • Julie Brannon (she/her) 12:08 PM
      Duke: Licenses &  Organizations (July 2020), Inventory and Course Reserves (July 2021). Planning full implementation summer 2023.
    • Scott Perry 12:09 PM
      Chicago: ERM July, 2021, Most of the other apps in January 2022.
    • Sara Colglazier (MHC/5C) 12:11 PM
      MHC/5C EBSCO hosted: 2020 (AUG?) Org/Agreements/eHoldings. 2022 July: Inventory, Orders, Receiving, Finance, Invoices, Users, Data Import & Export, Circ, Requests, Courses
    • Peter Sbrzesny 12:12 PM
      GBV: implemented ERM in 2020, full implementation is planned.
    • Nancy Pelis 12:13 PM
      Five Colleges/Mount Holyoke College: ERM (Summer 2020); other apps in July 2022 (Sara Colglazier better describes this in her response)
    • Kimberly.Smith@mtsu.edu 12:14 PM
      MTSU we implemented Full in the summer of 2021, but I am brand new, just started on 2/1
    • Ann Crowley 12:15 PM
      ERM January 2020, the rest of the modules July 2021
 :08 ACQ SIG survey feedback & discussion Dung-Lan
  • FOLIO Acquisitions SIG Survey Feb. 2023
  • Dung-Lan went through the slides discussing main points.
  • Overall: 
    • 56% of the SIG have been involved in the SIG 2 years or less. 
    • Education and Influence are the top two rewarding parts of participating in the SIG. 
    • Some areas for improvement: Onboarding, Timely agenda that also allows time to prepare for discussion.
  • Kristin: There is a group creating a new slide deck for onboarding. Will be ready in the next two to three months.
    • Kristin Martin 12:29 PM
       Onboarding
    • If people will introduce themselves as new, we can share with them the new slide deck. 
  • Some actions taken as a result: 
    • Conveners will stay after each meeting for a few minutes to allow for added feedback. 
    • At the start of each meeting, we will ask if any new attendee would like to introduce themselves. 

Will post a list on the Acq page with the information for what libraries have implemented. 


Bugfest

Action items

  •