Serials questions and considerations

Who?

• Evolved from Data alignment through serials, receiving, inventory and discovery ad hoc group

• We need SMEs in the area of serials management with an understanding of FOLIO

  • PO?

  • SIG convener?

Why?

• Noticing a marked increase in print serials activity

  • Claiming

  • Binding

  • Routing

• Currently duplicating a LOT of data in FOLIO - not the original vision (Copy number, Enumeration & Chronology exist in Receiving and Inventory)

  • Multiple fields (will) make up enumeration in forthcoming records

• Is our approach working?

• Conversations happening in multiple places (e.g. ACQ SIG and MM SIG)

What are our goals? What are the risks?

• Does data need to be stored in inventory?

• How do we expose it to discovery?

• How do we "reunify" the data?

• Implications on search?

• Single store/multiple stores?

• Required elements?

  • Managing serials and monographs in the same structures

  • Not every library uses every application - applications should be self-contained

• What data is the "source of truth"?

  • Data flow: POL → Receiving → Inventory (assuming all 3 are in use)

Design constraints

• Each module needs to be able to stand on its own and operate independently of other modules

• Need architectural assessment

• MARC as primary export mechanism

  • Alternate: EDGE-RTAC (how Locate gets FOLIO data)