2026-07-23 Resource Access Meeting Notes

Date: Jul 23, 2026 

Recordings

NOTE: RESOURCE ACCESS SIG USES EITHER ZOOM’S AI NOTES FUNCTIONALITY OR MICROSOFT COPILOT TO PROCESS THE TRANSCRIPT. If you would prefer that we do not use AI any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

@Cornelia Awenius

@Katie Rahman

@Anja Kakau

@Scott Peterson

@Steve Strohl

@Adrienne Detwiler

@Joseph A Molloy

@Erin Weller

@Nina Morgenstern

@Heather Dolson

@Tim Auger

@Martina Tumulla

@Karen White

@Jamie Jesanis

@Jacob Dudley

@Kara Hart

@Robert Heaton

Discussion Items:

Meeting Notes

AI-Generated minutes (pardon any errors)

📄 Discussion Points

Administrative & Meeting Schedule Update (00:08:22 – 00:12:12)

• Upcoming Schedule: Katie Rahman reminded attendees that there will be no meeting next week due to a scheduled "calendar calming" week. The next official Resource Access SIG meeting is scheduled for Thursday, August 6th.

EBSCO Reorganization & Product Owner Assignments (00:12:12 – 00:18:24)

• Team Restructuring: Tim Auger provided an update regarding recent organizational restructuring at EBSCO. The Volaris and Vega development teams have merged into a single development team retaining the Vega name. Due to this consolidation, the total scope of modules owned by the Vega team has expanded significantly.

• Product Owner Responsibilities: Tim Auger has taken over the Product Owner (PO) role for a number of circulation modules. Additionally, he is carrying over oversight for SIP2, OpenRS, InReach, and remote storage modules from the former Volaris team.

• Wiki Documentation & Commitment: Updated module PO ownership details will be published on the FOLIO Wiki by Kalilah shortly. Links were shared in chat pointing to the Directory of Product Owners and the module responsibility matrix. Tim reiterated that EBSCO remains fully committed to the FOLIO platform and community collaboration model.

• WolfCon Presentation Coverage: Tim noted that he will meet with colleagues later today to arrange coverage for scheduled WolfCon sessions previously assigned to staff who have recently departed EBSCO. He expects to provide definitive updates regarding session leaders prior to or during the next meeting.

WolfCon Schedule & Resource Access Sessions Review (00:18:24 – 00:28:20)

• Schedule Overview: Katie Rahman posted the preliminary WolfCon schedule link in chat and shared her screen to review sessions relevant to the Resource Access group. Potential scheduling conflicts previously raised by Cornelia Awenius were successfully resolved by Jennifer (Five Colleges) through schedule adjustments.

• Pre-Conference Workshop (Monday, Aug 31): Cornelia Awenius and Katie Rahman will host an all-day, in-person workshop titled "Building FOLIO Circulation Rules". The workshop requires separate registration and will cover core policy definitions, practical exercises in constructing circulation rules, and analysis of system behaviors when modifying rules or loan policies.

• Tuesday, Sept 1 Session: Cornelia Awenius will present "Making Interlibrary loan work and FOLIO a practical solution for Germany".

• Wednesday, Sept 2 Sessions:

  • 1:10 PM: A session on "For use at location, reading room, circulation" detailing functional updates across requests, check-in, check-out, user records, and item behavior (also documented in the Trillium release notes).

  • 2:20 PM – 3:10 PM: Tom Trutt's presentation "Unlocking circulation reporting efficiency, what's new in the lists app".

  • 2:45 PM – 3:10 PM: A session on "Circulation workarounds", which partially overlaps with Tom Trutt's presentation.

• Thursday, Sept 3 Sessions:

  • 1:10 PM: Susan will present virtually on "Patron Notices 101", offering a foundational session on setting up notices that requires no prior expertise in circulation settings.

  • 2:20 PM – 2:45 PM: Tom Trutt and Laura Daniels (Metadata Management SIG) will co-present "The State of Item State".

  • 3:30 PM: Dedicated Resource Access SIG session co-hosted by Katie Rahman and Susan.

• Recording Policies: In response to a query from Jacob Dudley, it was noted that pre-conference workshops are not recorded. Standard conference sessions are typically recorded for YouTube, though individual presenters and vendors may opt out of having their recordings posted publicly.

Resource Access SIG Planning for WolfCon (00:28:20 – 00:37:47)

• Session Structure: The group discussed effective formats for the hybrid Resource Access SIG meeting at WolfCon. Cornelia Awenius noted from past experience that open-ended or decision-heavy meetings (such as gap list working sessions) do not translate well in hybrid settings, whereas centered presentations with open Q&A function much better.

• Proposed Agenda: Anja Kakau and Cornelia Awenius suggested presenting the extensive prioritization work done on older JIRA reviews and gap lists, followed by an outline of upcoming dev team requirements and next steps. This presentation format would showcase progress and help recruit new participants attending WolfCon. Jacob Dudley supported establishing a clear outline of prioritization goals prior to the meeting.

• Jargon & Accessibility: Karen White and Robert Heaton recommended minimizing acronyms and defining domain terms clearly during WolfCon sessions ("MUA = minimize the use of acronyms") so that new participants are not intimidated or excluded by specialized terminology.

Meeting Conclusion & Personal Update (00:37:47 – 00:39:44)

• Katie Rahman explained that her video feed lighting was unusual because she was logging in from a hotel room following a break-in at her home where doors were damaged and a vehicle was stolen. Attendees expressed their sympathy in the chat and call.

• With no further items raised, the meeting concluded 30 minutes early.

✅ Decisions Made

• WolfCon SIG Meeting Format:

  • Decision: The dedicated Resource Access SIG session at WolfCon will feature a structured presentation on prior prioritization work, gap lists, and future roadmap steps, rather than an open decision-making working session.

  • Made By: Consensus reached by Cornelia Awenius, Anja Kakau, Jacob Dudley, and Katie Rahman.

  • Rationale: Hybrid meetings function best when anchored by a presentation, and this approach serves as an effective orientation for potential new members attending the conference.

• Acronym Minimization Standard:

  • Decision: Presenters will minimize acronym usage and explicitly define technical terms during WolfCon presentations.

  • Made By: Karen White, supported by Robert Heaton and group chat consensus.

  • Rationale: Heavy acronym usage creates barriers to entry for newcomers seeking to join SIG initiatives.

📄 Action Items and Follow-up

• WolfCon Presentation Coverage:

  • Responsible Individual: Tim Auger

  • Task: Coordinate with EBSCO colleagues to confirm coverage and assign replacement presenters for WolfCon sessions originally scheduled for former staff.

  • Deadline / Checkpoint: Report back before or during the August 6th SIG meeting.

• WolfCon SIG Meeting Topic Refinement:

  • Responsible Individuals: Katie Rahman & Susan

  • Task: Discuss and refine the proposed WolfCon SIG presentation (reviewing prioritization work and future roadmap steps) during their upcoming meeting.

  • Deadline / Checkpoint: During the calendar calming week / prior to the August 6th SIG meeting.

• PO Responsibility Documentation:

  • Responsible Individual: Kalilah

  • Task: Publish the updated FOLIO Product Owner module responsibility matrix on the FOLIO Wiki.

  • Deadline / Checkpoint: Upcoming weeks.