“First FOLIO at MSU” Implementation Advisory Working Groups

“First FOLIO at MSU” Implementation Advisory Working Groups

First FOLIO at MSU logoAs the migration process moves forward, we’re excited to draw on the many skills and strengths of our Libraries team. For this purpose, the Steering Committee has created Implementation Advisory Working Groups (IAWGs), small specialized groups targeting crucial needs. 

Currently, our IAWGs include:

OpenAthens IAWG

Chairs: Mark Arnold and Brooks Travis

Members: Andrea Miller, Matt LaPage (EBSCO)

Projects:

  • Connection to existing University Identity Provider(s)
  • Provisioning resources and configuring access
  • Updating existing URLs in Library resources (e.g. PURLs) to Athenized links
  • Documentation, training staff and faculty who will maintain resources going forward
  • Troubleshooting access issues before go-live

ERM IAWG

Chairs: Mark Arnold and Lindsey Taggart

Members: Chris Edwards, Andrea Miller, Tracy Patton, Dwayne Swigert, Anya Arnold (EBSCO)

Projects:

  • Population of Holdings Link Manager (HLM)
  • Entry of organizations/vendors; agreements; financial and usage data 
  • Migrating data from the Serials List as available
  • Record clean-up
  • Building workflows
  • Documentation, training staff and faculty who will maintain resources going forward

FOLIO IAWG

(this IAWG will likely form subgroups as we go, targeting specific apps)

Chairs: Mark Arnold and Brooks Travis

Members: Raegan Wiechert, TBD (Coordinator of Public Services), Anya Arnold (EBSCO)

Projects:

  • Identify cataloging records to be migrated
  • Identify other data for migration and work with EBSCO to determine the best method to do so (Acquisitions data, patron data, existing checkouts, etc.)
  • Determine needed loan rules and other circulation configurations
  • Configure and migrate/populate records for Acquisitions
  • Identify various system maintenance reports and data load processes needed (eg. those currently performed by MOBIUS, like OCLC, headings error reports, bulk updates for things like eMO and MARCIVE) and work with EBSCO to automate or build systems to facilitate them in FOLIO
  • Migrate data
  • Remove records from SWAN/MOBIUS

EDS (EBSCO Discovery Service)

Chair: Rachel Besara

Members: Crystal Dicke, TBD (Coordinator of Public Services), Matt LePage (EBSCO)

Projects:

  • Learn and convey the relevancy ranking used. 
  • Resolving various subject terms and controlled vocabularies
  • Updating instruction and RIS communication materials to reflect the new interface
  • Training and documentation for RIS employees and RIS student workers
  • Troubleshooting problems with EDS on user side (workflow, expectations)
  • Work with RIS and other Library faculty to determine the standard configuration for EDS results, including what records, if any, apart from our actual holdings are included (eg. OpenAccess, journals we want to provide easy access to via ILL, etc.)

E-Resources

Chair: Lindsey Taggart

Members: Chris Edwards, Andrea Miller, Tracy Patton, Dwayne Swigert

Projects:

  • Acquiring e-resources previously purchased via MOBIUS through other avenues
  • Joining additional consortia as appropriate

Resource Sharing and Fulfillment Services

Chairs: Rachel Besara and Tom Peters

Members: Shannon Conlon, Sue McCrory, Dwayne Swigert

Projects:

  • Reciprocal Borrowing Agreements
  • InstantILL
  • RapidILL
  • Tipasa optimization/rethinking

Communications

Chair: Tom Peters

Members: Melissa Eiken, Nathan Neuschwander, TBD (Coordinator of Public Services)

Projects:

  • Print communications
  • Liaison communications
  • Online communications

Chairs will be in contact with groups to establish meetings, goals, and timelines.

If you’d like to join any group, or if you have ideas for something we’ve missed, please contact a member of the First FOLIO at MSU Steering Committee:

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