• Continue discussion on Welcome and Onboarding seriesSpreadsheet
    • Videos to be tagged with #FOLIOMemberOnboarding in the description of the YouTube video, which will show up in a link that look like  For each video, also add "For questions, email"
    • Fundamentals of the community: scheduled for June 30 (registration)
    • Introduction to SIGs: Presentation and Script; video
    • Common Terminology: Peter hasn't started working on yet
    • Communication Channels: video
    • Development structure: Presentation and Script; recording to be scheduled.
    • Institutional Membership: have volunteers from community council
    • Project Roles:
  • Previous Onboarding discussion notes:
    • Starting with the spreadsheet, we confirmed who would moderate each session.  We also identified two that we would turn into FOLIO Forums, with the remainder being short (5-10 minute) recordings that were part of an "Onboarding" series.
    • If you haven't already done so (way to go, Paul!), contact the person identified as the speaker to tell them what we're planning.  Rachel Fadlon will be in touch with Community Council to get someone(s) for the first session and work with Eric Hartnett (the host for that session) on arrangements.
    • The introduction and concluding remarks in a Google Doc

Forum plans:

  • Updates
    • Removed Shanghai Public Library—they are presenting at WOLFcon.  See previous minutes for its last entry in the "Forum Plans" table.

?:  Circulation


It has been a while since a review of the circulation apps was done and there are some exciting things happening.  Peter Murrayto ask the RA POs what they think about doing a demo now.

20200422: They will talk about it at one of their upcoming meetings now that they have restarted Zoom calls.

20200701: Peter to check in with RA and UM about demoing circ/users, since we haven't had this in a while.

?: Iris Roadmap Update


New Implementers, round 2

Rachel Fadlon to start working on.

  • How recent releases have impacted the decisions to go live.  Lessons learned by the library and the community, particularly about implementing with staff working remotely.  Also include discussions of how selection processes used non-RFP methods.
  • Representing different sizes, methods of implementing.
  • Self-implementing site and sites from the hosting organizations.
  • Five Colleges as a group implementation.
Review Idea Bank
  • John Hopkins "Databases" app from RM SIG. Not enough for a forum itself.  Maybe not enough for the only thing to include in a roadmap update.
  • "Notes" helper app demonstration.  Could be combined with something else.  Has come up recently with questions about how it works.
  • Update to the roadmap section of the website.
  • MARCcat update and demonstration.  Perhaps paired with recent announcement of National Library of Florence (BNCF) going live on FOLIO?
  • Report from the public library SIG.  Results of gap analysis for items that are specific to public libraries.
  • Collection analysis...cost-per-use wireframes.
  • Usage Statistics
  • Presentations could start to look at deployment, particularly in a hosted, non-hosted environment
  • Work to prep for migrations to FOLIO. Get implementation managers on a panel.
  • How FOLIO is impacting libraries now: view from Cornell – wait to reach out until we have better sense of implementation timelines; How are they viewing FOLIO from a strategic perspective
  • What is the international perspective on FOLIO? Can we get a panel of international sites (Australia, GVB) to give their perspectives? Plus, international update
  • Host a Forum in the Spanish language with roadmap discussion and demo, could be hosted by Lydia @ EBSCO, include UNAM development team. Rachel Fadlon to investigate.
  • Podcasting as a possibility to get developers to answer questions about the process, EBSCO has people who be able to edit
  • Panel of PO/SIG facilitator/developer together to discuss the full life cycle, moderated by product owner
  • Codex Revisited, based on the vision statement – including the entity formerly known as authority work.
  • Reverse RFP — Harry's document — if editing happens and it is updated.
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