2021-03-11 Resource Access Meeting Notes

Date

Mar 11, 2021

Attendees

@Erin Weller

@(OLD ACCOUNT) Erin Nettifee

@Andy Horbal

@Elizabeth Chenette

Patty Kishman

@Monica Arnold

@David Bottorff

@Brooks Travis

@Laurence Mini

@Martina Tumulla

@morganm@gvsu.edu

@Deb Maddox

Christine Tobias

@Cornelia Awenius

Karen

@Molly Driscoll

@Rameka Barnes

@mey

@Cheryl Malmborg

@Jana Freytag

Discussion Items

Meeting Outcomes

Notes

presentations by implementing libraries - Training 

• Andy (Cornell):  Cornell go live July 1st 2021 

  • New FOLIO training group is formed – 11 participants 

  • February – April: FOLIO Friday and Demo Days

  • May/June: Formal training for staff – “train the trainer” model

  • FOLIO Fridays – getting staff to see and experience FOLIO in Cornell FOLIO training instance – show them FOLIO Demos prior to FOLIO training 

  • Self-guided exploration – creating materials that people can use for self-guided explorations of FOLIO

  • Erin (Chat): https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources Andy has added a number of their tutorial pieces here - thanks Andy!

  • 2 Tutorials form Cornell are included on this FOLIO Wikipage:  https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources 

  • 1. Basics – Terminology, Check-in, Check-out 

  • 2. more advanced – Requesting, Seraching in Inventory 

  • 3. planned – basis of the formal training 

  • Working in Google docs and creating manuals

  • Additional FOLIO resources

    • Community Contributed Resources  https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources 

    • Cornell Training Documentation Confluence page (intern)

    • FOLIO Documentation Website https://docs.folio.org/docs/

    • Individual Apps: Information, Tips and Tricks: Information and User Guides for FOLIO Apps

  • Differences from January’s internal presentation: Move up the timeline to begin with formal training - now last 2 weeks of April 

  • 3 part series (one in the morning, one in the afternoon and one in the evening)

  • 9 sessions in total – encourage to attend “in Person”, but it will be also recorded 

  • "Quick and Dirty" approach to get documentation and training started - And many demos and overviews as possible 

  • Questions: How do you train students? What are the plans?

  • Some students, but not pressing in timeline and it will be the “train the trainer” - approach / Student supervisor who will then train their students 

  • FOLIO Training group will do training except for e.g. reserves (reserve staff to train reserve) 

  • Cornell specific documentation and training – here is how we do it in Voyager and this is how it is in FOLIO 

  • Teaching our self and recording that process – learning by doing

  • Question: self-guided exploration

    • Take and downloaded testrail documentation and rewrite it to facilitate self-guided exploration (manuals)

    • Everyone has access to training instance

    • Staff shall train themselves, so by the time of the training session, they can ask questions 

• Erin (Duke) - Ra planned for 2022

  • FOLIO Training Curriculum 

  • 6 to 7 people started meeting in Jan 2019 - six month documentation and training focus on documentation not so much on training 

  • now group of 3 people, who are dedicating more time to training 

  • Building a Course catalog: 3 levels: introductory, intermediate, advanced 

  • Table describing the course: Name, Prerequisites, Goals, Target Audience, Length, Processes/Workflows

  • FOLIO 101 - FOLIO Terminology and Navigation 

  • Each areas (MM, RA, RM, ERM, LDP) different plans and proposal for training 

  • Circ 101 – has a lot of topics, how to condense the stuff down (prerequisites FOLIO 101) 

  • Contains: Main circ apps, specific circulation terminology, lean and practice certain workflows

  • Item management 101

  • User management 101

  • Course reservers 101

  • Circ 201 - intermediate class

  • course pathways per library

  • For the departments suggestions for training courses 

  • courses for students, staff, manager

  • Superuser identifies in all these areas- they will take the training and give recommendations to improve the trainings 

  • Training virtually even if back to office space 

  • Staff wants time to practice in the training

  • Question: How many persons need to be trained? Number of training? 
    Circ about 50 -75 beyond research librarian as well – spend time at desk
    Student 100-150 - Train the trainer model maybe 
    Recommended Course Pathways - 6 libraries 

• David (Chicago) - July 2021

  • Testing phase for honeysuckle and then for iris / Combine it with training

  • List of tasks to test and divided them into different google forms

  • FOLIO Testing – Check out - 5-10 simple und short tasks 

  • Follow the description in the form and then feedback / upload screenshots 

  • Planning to start next week 

  • Feedback will be pulled in spreadsheets for evaluation  

  • Planning introductory / training section for 2-3 forms at a time / in total approx. 15 

  • Simpler to complex - FOLIO 101 + basic check-in/check-out

  • Practice of their own and then forms to give feedback

  • It is not training – more searching for bugs 

  • Are the rules set up correctly – testing the behavior of configuration

  • Shared folder for all the forms 

  • Biggest feedback of training test group – 20-30 tasks in one form and then less tasks in one form 

  • Go-live date depends on Fiscal year rollover

  • balance perception of FOLIO – need positive impressions of FOLIO 

  • Christine (chat): That is key to success...positive staff perception!

• Jana (GBV)

  • current system works well – high standards to meet with FOLIO 

  • Involve staff with new system

  • FOLIO Days – demoing the FOLIO Apps 

  • different because of network, serval libraries to do hosting for 

  • Via online training – test system for every library – split training between superuser / admins and using FOLIO staff 

  • Teach the teacher – approx. 2 to 4 people for each library 

  • ZBW has wikipage and teams involving them in testing process - important for accepting the new system 

• Do you plan on recording the training session?

  • Duke: yes

  • Cornell: yes - Recording as fall back – asking them to go to the sessions