CU Boulder and FOLIO An Update CU Libraries Summit Innovative Practices Showcase 2020 Paul Moeller and Nicole Trujillo University of Colorado Boulder
Today status of the project
What is FOLIO? The Future of Libraries is Open FOLIO is a collaboration of libraries, developers and vendors building an open source library services platform. It supports traditional resource management functionality and can be extended into other institutional areas. https://www.folio.org/ For academic libraries, FOLIO represents the only open source innovation platform and community that provide market choice.
Platform Advantages FOLIO is an open tool being developed by an innovative collaboration of libraries, developers, and vendors The modular design and extensibility of the platform will allow libraries to choose components and workflows that they desire and not be forced to work with a bundled set of services FOLIO is being built with an eye for moving beyond MARC Will support multiple knowledgebases Full collection view
Key Short Term Goals Develop a market viable product by summer of 2020 Have 5 or more institutions go live on the product by summer 2020 Build a community/project that is appealing to prospective adopters and contributors
Long Term Strategy A feature rich, stable system that can be used to run libraries of all sizes A healthy, vibrant and sustainable community An innovative, technically advanced platform that can be used to build other applications and help solve wider problems for the library and beyond A community owned and directed product roadmap
Early Implementers Chalmers 2019 2020/2021 Simmons (FLO), Wentworth Institute of Technology (FLO), U Alabama, U Chicago, U Leipzig, GBV, Texas A&M, Duke, Lehigh, Five Colleges, Missouri State, Cornell, National Library of Florence, Warner, Spokane Public Library https://wiki.folio.org/display/COHORT2019/FOLIO+Implementation+Group
CU Boulder in FOLIO Became a partner in Open Library Environment (OLE) in 2017 Why? Engagement with OLE and FOLIO honors the expectations for preferencing content and supporting technologies that are open, interoperable, universally plan. Improve marketplace Cost/limitations of commercially available tools Micro services, adaptability Moving beyond MARC Create solutions instead of workarounds Opportunity to learn about FOLIO and to examine our needs
Our Commitment Voting member on OLE Board Leslie Reynolds 0.5 FTE developer committed by CU to project Mark Stacy and Daniel Trinh A member of CU staff to serve on the Product Council Debbie Weiss, Paul Moeller (Product Council acts on behalf of the OLE Community and FOLIO partners to express and champion priorities in the development of the FOLIO Library Service Platform, and ensure the relevance and cohesiveness of the FOLIO project). Contribute efforts of other relevant staff as needed and available. Steve Brown, Steve Selleck, Deborah Hamrick, Kimberly Lawler, Chris Long, Nicole Trujillo, and Erin Block have contributed to Special Interest Groups or Bug Busting efforts
Current Engagement Continue to contribute to development of FOLIO Needs Assessment Task Force 2019 conducted assessment of current/future LSP needs 2020 assessing if/how FOLIO meets our needs
A look at FOLIO
What does it look like User Interface?
What does it look like Staff Interface?
Apps and settings on top
App you are working in
Three pane view
Three pane view
Three pane view
Show me the apps!
Data Import App
Data Export App
Working in the apps
Looking at Open Loans for a Patron
Editing a MARC record
Adding an item to a course
Details about an item requested through Project ReShare
What are all the apps?
Information and User Guides for FOLIO Apps Agreements Check in Check out Codex search Course Reserves (v.1 release date 4/10/20) Data Export Data Import eHoldings eUsage Finance Inventory Invoices Licenses Local KB Admin MARCcat OAI PMH Orders Organizations (previously Vendors) Receiving Requests Settings Users
How do I preview what the apps do?
How do I preview what the apps do? Demo site https://wiki.folio.org/ Open Library Foundation YouTube site https://www.youtube.com/channel/UC4Vs5mb1qgOXPZgso1LESUw/vide os Get involved!