Serials questions and considerations

Who?

• Evolved from Data alignment through serials, receiving, inventory and discovery ad hoc group
• We need SMEs in the area of serials management with an understanding of FOLIO
  • PO?
  • SIG convener?

Why?

• Noticing a marked increase in print serials activity
  • Claiming
  • Binding
  • Routing
• Currently duplicating a LOT of data in FOLIO - not the original vision (Copy number, Enumeration & Chronology exist in Receiving and Inventory)
  • Multiple fields (will) make up enumeration in forthcoming records
• Is our approach working?
• Conversations happening in multiple places (e.g. ACQ SIG and MM SIG)

What are our goals? What are the risks?

• Does data need to be stored in inventory?
• How do we expose it to discovery?
• How do we "reunify" the data?
• Implications on search?
• Single store/multiple stores?
• Required elements?
  • Managing serials and monographs in the same structures
  • Not every library uses every application - applications should be self-contained
• What data is the "source of truth"?
  • Data flow: POL → Receiving → Inventory (assuming all 3 are in use)

Design constraints

• Each module needs to be able to stand on its own and operate independently of other modules
• Need architectural assessment
• MARC as primary export mechanism
  • Alternate: EDGE-RTAC (how Locate gets FOLIO data)