2023-02-28 Acquisitions Meeting notes

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.

: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 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

• Question: What is Bugfest

• Kimberly Pamplin 12:51 PM
  There is a #bug-fest Slack channel that is helpful for questions. The Orchid BugFest page is here: https://folio-org.atlassian.net/wiki/pages/viewpage.action?spaceKey=FTC&title=Bug+Fest+R1+2023+Orchid

• Julie Brannon (she/her) 12:51 PM
  Here's a link to the Orchid BugFest page with links to a kick off meeting slide deck and instructions for joining Bug Fest 🙂 https://folio-org.atlassian.net/wiki/x/W4g0

• Kimberly.Smith@mtsu.edu 12:57 PM
  I think that additional credentials are needed to get into the Bugfest wiki

• Kimberly Pamplin 12:57 PM
  This has information about setting up a WIki: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4230028
  You actually set up the Wiki through https://folio-org.atlassian.net/secure/Dashboard.jspa

• Click "Sign up for an account"