2021-03-11 Resource Access Meeting Notes

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Jana Freytag	PC-Update: FOLIO Strategic Objectives and Initiatives - published December 11, 2020 Community Council election - Elections underway and voting ends March 12 at 5:00pm EST. The names of nominees can be found here: https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Council+Elections Results will be published Monday, March 15 at 12 o’clock (EST)	Notetaker: Martina Tumulla
	presentations by implementing libraries
	documentation
	RA Documentation Review	(OLD ACCOUNT) Erin Nettifee	Set steps for our documentation efforts - we talked about last week: Documentation group spinning up soon A lot of our basic functionality is already documented: https://drive.google.com/drive/folders/1v2u0rKtYRZxqV5KTssCGDvkgkv11kdzq?usp=sharing Circulation Documentation - Needs What do we think is missing in this architecture? cross-app workflow documentation? more "behind the scenes" docs? e.g., things libraries should know about workarounds, tips for how to do things more efficiently, other? docs for RA features that take place in Users? docs for RA workflows in Inventory?
	the implementation process	@all libraries/SMES who implemented or trained	sharing training experiences

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue

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