FOLIO Work flow demos

Owned by Kelly Drake
Last updated: Sep 20, 2021 by Mike Gorrell
1 min read

The following demos, and meeting recordings, focus on how FOLIO sites in production (or nearly so) handle specific actions / activities / workflows. The purpose of these sessions is not to identify or prioritize features within FOLIO that might be developed down the road; the idea is to provide an opportunity for those in production to show how they are accomplishing day-to-day library operations in the current version of FOLIO. 


NOTE ABOUT VERSIONS: As of September 2021, FOLIO is supporting the most recent release (Juniper) and the one prior (Iris). Eventually FOLIO Will define its first and subsequent Long Term Support Releases (LTS) and the process identified in this document will be used to determine how many releases are supported in which ways. Until that time be aware that some of these demos are against releases that are no longer supported.


https://docs.google.com/document/d/1KTe1K5aURVO4oWF6_IdQJqdOf_JQ4IBJgmbuYYO5NJw/edit​

TopicDateLibraryFOLIO versionLink
Metadata management  11/4Lehigh - Lisa McColl
ByWater Libraries - Ian Walls		Goldenrod https://drive.google.com/drive/folders/1L1GNBEc_pxiOL4dzeCa2-ZJT-8ARPChe?ths=true
Metadata management

11/7MO State - Raegan Wiechert
Simmons - Andrew Clark 		Goldenrod https://drive.google.com/drive/folders/1L1GNBEc_pxiOL4dzeCa2-ZJT-8ARPChe - Start at 5:30
Acquisition workflows12/1

Chalmers - Marie Widigson  **Begins at approx 6 minutes into the recording**
Lehigh - Michelle Suranofsky   **Begins at approx 30 minutes into the recording**

Goldenrodhttps://drive.google.com/drive/folders/1L1GNBEc_pxiOL4dzeCa2-ZJT-8ARPChe
Acquisitions workflows12/8Missouri State UniversityGoldenrod

https://drive.google.com/drive/folders/1L1GNBEc_pxiOL4dzeCa2-ZJT-8ARPChe

Circulation Rules Exploration (FOLIO Forum)12/2

Cheryl Malmborg

MSU - Brooks Travis

Chalmers 


Goldenrod

ERM

 

Cornell's ERM implementation experiences (Emma Raub)
https://drive.google.com/file/d/1g6HkZZ-hBHqynULTO3gLQ3hy00uaLwa9/view?usp=sharing
ERM 

 

Implementation of License app: workflows and go-live experiences at Duke

(Virginia Martin, Julie Brannon)


https://drive.google.com/file/d/18zwH29Ti0RPYuzlMR15zQJee8ARQjCoF/view?usp=sharing
ERM

 

  1. How to structure licenses in License app - real life examples
  2. (Felix Hemme - ZBW, Peter McCracken - Cornell)

https://docs.google.com/document/d/1KTe1K5aURVO4oWF6_IdQJqdOf_JQ4IBJgmbuYYO5NJw/edit

ERM

 

FOLIO Forum: FOLIO Roadmap Update and ERM Demonstration

(ERM demo by Owen Stephens)