Peter,
Great question! Below is me just brain storming.
Re the agenda – looks great to me
😉, but I have sort of volunteered Dennis .
The 4 components of rule: loan type, location, material type, patron group
Policies
Rules
Notices
Calendar
Holds, Pages, Recalls
Ordering of request
Hold shelf management
Patron notices
How to override a due date
How to override a permission
Check in/ check out – proxies
Getting a source record into the FOLIO
Setting up parent and child records
Music and multiple pieces items
Answer the following questions
Why/when would you suppress a record from staff
What should be in inventory
How would a cataloger use Inventory ?
What is the envisioned process of work ?
How would a access services person use inventory?
What is the envisioned process of work ?
--
Anya N. Arnold, MLIS
The Future Of Libraries Is Open.
Manager, FOLIO Consulting Services
M: 650.436.3862
aarnold@ebsco.com| www.ebsco.com | www.folio.org
From: Peter Murray <peter@indexdata.com>
Date: Friday, August 9, 2019 at 7:46 AM
To: Dennis Bridges <dbridges@ebsco.com>, Rachel Fadlon <rfadlon@ebsco.com>, "Anya N. Arnold" <aarnold@ebsco.com>, "Hartnett, Eric J" <ehartnett@library.tamu.edu>
Cc: Cate Boerema <cboerema@EBSCO.COM>, "forum_facilitators@ole-lists.openlibraryfoundation.org" <forum_facilitators@ole-lists.openlibraryfoundation.org>
Subject: RE: FOLIO Forum Ideas
CAUTION: External E-mail
Great! Thanks, Eric. I've started a planning document:
...and put in a draft of a forum description there. Dennis and Anya: could you took a look at that and adjust as needed? When that is done I can set up the webinar in Zoom.
Anya: thoughts on which area of apps it would be good to focus on next?
Peter
On Aug 8, 2019, 5:30 PM -0400, Hartnett, Eric J <ehartnett@library.tamu.edu>, wrote:
I could moderate on the 21st.
-Eric
From: forum_facilitators@ole-lists.openlibraryfoundation.org [mailto:forum_facilitators@ole-lists.openlibraryfoundation.org] On Behalf Of Peter Murray
Sent: Thursday, August 08, 2019 4:29 PM
To: Dennis Bridges <dbridges@ebsco.com>; Rachel Fadlon <rfadlon@ebsco.com>; Anya N. Arnold <aarnold@ebsco.com>
Cc: Cate Boerema <cboerema@ebsco.com>; forum_facilitators@ole-lists.openlibraryfoundation.org
Subject: Re: FOLIO Forum Ideas
If the point is to help gather testers, I think we'd want it to be based on that release, no?
Forum Facilitators: is someone available to take the lead on this? I'll be at an Index Data team meeting that day and can't host it.
Peter
On Aug 8, 2019, 5:12 PM -0400, Anya N. Arnold <aarnold@ebsco.com>, wrote:
Dennis,
I say do everything that we can currently do.. and then do a tease for what is coming 😉
--
Anya N. Arnold, MLIS
The Future Of Libraries Is Open.
Manager, FOLIO Consulting Services
M: 650.436.3862
aarnold@ebsco.com| www.ebsco.com | www.folio.org
From: Dennis Bridges <dbridges@ebsco.com>
Date: Thursday, August 8, 2019 at 12:39 PM
To: Peter Murray <peter@indexdata.com>, Rachel Fadlon <rfadlon@ebsco.com>, "Anya N. Arnold" <aarnold@ebsco.com>
Cc: Cate Boerema <cboerema@EBSCO.COM>, "forum_facilitators@ole-lists.openlibraryfoundation.org" <forum_facilitators@ole-lists.openlibraryfoundation.org>
Subject: Re: FOLIO Forum Ideas
Hi All,
I’d be happy to do another forum webex. August 21st would work best as it will give me a little time to prepare post Q3.1 release. Would you want this to be based on that release or the latest features available in the snapshot environment? None of the Finance app updates were included in the 3.1 release and there still isn’t much to show for invoices there. However, we could certainly look in detail at the Organization, Orders and receiving functionality that Anya has outlined below.
Cheers,
Dennis Bridges, MBA, PMP
Senior Director and Product Owner, EIS780-887-4416
From: Peter Murray <peter@indexdata.com>
Date: Thursday, August 8, 2019 at 1:11 PM
To: Rachel Fadlon <rfadlon@ebsco.com>, "Anya N. Arnold" <aarnold@ebsco.com>
Cc: Dennis Bridges <dbridges@ebsco.com>, Cate Boerema <cboerema@EBSCO.COM>, "forum_facilitators@ole-lists.openlibraryfoundation.org" <forum_facilitators@ole-lists.openlibraryfoundation.org>
Subject: Re: FOLIO Forum Ideas
CAUTION: External E-mail
Thanks, Anya! We don't have anything on the schedule at this point, and this sounds like a great idea. Dennis: are you up for it? It might be a little fast to put something together for August 14th. How does August 21st or August 28th look for you? We're moving to holding the forums once-a-month rather than every two weeks, so we have some flexibility with scheduling.
Copying the forum facilitators on this, too.
Peter
--
Peter Murray
Open Source Community Advocate
Index Data, LLC
On Aug 7, 2019, 4:31 PM -0400, Anya N. Arnold <aarnold@ebsco.com>, wrote:
Rachel/Peter
Today in the PO meeting it was brought up that testers were called for during the last PC meeting.
I recently conducted testing at the FCs in a room full of acquisition librarian and staff who manage the day to day of purchasing materials for the libraries. Our purpose was to go through the steps outlined in Test-rails. What we discovered is that if you have not been involved in the process you do not know what the envisioned flow of work is, which leads to confusion and frustration.
FOLIO like any other system thinks about and handles things differently than what they are used to.
It would be extremely helpful to have the POs starting with Acq demonstrate and talk through the process at a FOLIO Forum. This will help in level setting testers and the community at large.
I have CCed Dennis because I believe he should go first, if you agree that this could and should be done as a forum.
He could show:
- Adding an organization
- Creating an one time and an on-going order
- Creating the PO lines on those orders
- Talk about how the funds will link to orders
- Receiving those items
- How an aqc person might place holds on on-order items
Thanks,
--
Anya N. Arnold, MLIS
The Future Of Libraries Is Open.
Manager, FOLIO Consulting Services
M: 650.436.3862
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