2021-03-11 Resource Access Meeting Notes

Date

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

TimeItemWhoDescriptionGoals/Info
2minAdministrivia

PC-Update:


presentations by implementing libraries





documentation





RA Documentation Review

Set steps for our documentation efforts - we talked about last week:

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

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly 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

    • 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