Date 28 Feb 2023
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 Cross ERM July 2021, Full June 2022 Cornell ERM January 2020, Full July 2021 Duke University Libraries Licenses & Organizations (July 2020), Inventory and Course Reserves (July 2021). Planning full implementation summer 2023. GBV implemented ERM in 2020, full implementation is planned. Michigan State University ACQ/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 State Full June 2020 Mount Holyoke College/5C 2020 Org/Agreements/eHoldings. 2022 July: Inventory, Orders, Receiving, Finance, Invoices, Users, Data Import & Export, Circ, Requests, Courses Skidmore College June 2021, all modules but not using ERM much yet Texas A&M University Libraries Full (minus ERM) Jan. 2022 University of Chicago ERM July, 2021, Most of the other apps in January 2022.
Discussion items Time Item Who Notes :00 Housekeeping Dung-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 PMImplementation Details Kimberly.Smith@mtsu.edu 12:00 PMLisa Smith, Mich State 12:07 PM Dung-Lan Chen 12:07 PM Julie Brannon (she/her) 12:08 PM Scott Perry 12:09 PM Sara Colglazier (MHC/5C) 12:11 PM Peter Sbrzesny 12:12 PM Nancy Pelis 12:13 PM Kimberly.Smith@mtsu.edu 12:14 PMAnn Crowley 12:15 PM :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 PMOnboarding 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