2024-12-03 FOLIO Implementers Meeting Notes

Owned by Tara Barnett
Last updated: Dec 03, 2024 by Thomas Trutt
2 min read

Date

Dec 3, 2024

Agenda

  • Housekeeping (5-min.)

  • How do libraries do Inventory/Shelf-checks in FOLIO?

Homework and Pre-Reads

  • None! This does not seem to be documented. Please come with questions about inventory/shelf-checking.

    • Our definition of shelf-checking: By inventory, we mean making sure that the items in a certain shelving location are accounted for and are in the correct order. Some institutions call this shelf-reading or shelf-checking, among other terms. At some institutions this is a function of RA, at others it would more properly belong to MM.

Useful Resources

  • None so far!

Recording

NOTE: IMPLEMENTERS SIG USES ZOOM’S AI NOTES FUNCTIONALITY. If you would prefer that we turn this off for any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Attendees

  • ADD YOURSELF PLEASE!
    Chuck Koontz (Biola U)

Notes

Time

Topic

Notes

Time

Topic

Notes

 

Housekeeping

  • ?

 

Shelf Checking Strategies in FOLIO

  • Define Shelf-Checking/Inventory

  • Shelf-Checking at UMass (@Patrick Waite)

  • Shelf-Checking at Stanford (Laura Krueger)

  • Other strategies known to the group

  •  

 

PC Update by @Charlotte Whitt

 

The FOLIO Implementation Group meeting focused on shelf checking strategies in FOLIO. Two speakers presented their approaches:

 

  1. Patrick Waite from UMass:

  • Uses a process where stacks management scans barcodes on floors

  • Runs scanned data against FOLIO database using SQL and Python scripts

  • Produces reports to find misplaced books, inconsistent barcodes, etc.

  • Uses LDP Light database to avoid overloading FOLIO system

  • Shared code repository for others to use

 

  1. Laura Krueger from Stanford's David Rumsey Map Center:

  • Conducts first-ever shelf read for their special collections

  • Uses Tableau dashboard to generate shelf lists by location 

  • Manually checks items against spreadsheets, noting errors/issues

  • Process is very time-intensive due to unique nature of collection

  • Facing challenges with call number ordering in FOLIO

 

Key discussion points:

  • Different approaches for general vs. special collections

  • Importance of barcode placement for efficient scanning

  • Challenges with call number sorting in FOLIO

  • Potential use of FOLIO APIs or apps like bulk edit for data extraction

  • Interest in sharing and adapting processes across institutions

 

The meeting concluded with appreciation for the presenters and an agreement to continue discussions on Slack.

Action items

 

Â