2021-03-11 Resource Access Meeting Notes
Date
Attendees
Patty Kishman
Christine Tobias
Karen
Discussion Items
| Time | Item | Who | Description | Goals/Info |
|---|---|---|---|---|
| 2min | Administrivia | PC-Update:
|
| |
presentations by implementing libraries | ||||
documentation | ||||
| RA Documentation Review | Set steps for our documentation efforts - we talked about last week:
What do we think is missing in this architecture?
| |||
| the implementation process | @all libraries/SMES who implemented or trained | sharing training experiences |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Reasoning | Link to supporting materials | Comments |
|---|---|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
Notes
presentations by implementing libraries - Training
- Andy (Cornell): Cornell go live July 1st 2021
- New FOLIO training group is formed – 11 participants
- February – April: FOLIO Friday and Demo Days
- May/June: Formal training for staff – “train the trainer” model
FOLIO Fridays – getting staff to see and experience FOLIO in Cornell FOLIO training instance – show them FOLIO Demos prior to FOLIO training
- Self-guided exploration – creating materials that people can use for self-guided explorations of FOLIO
- Erin (Chat): https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources Andy has added a number of their tutorial pieces here - thanks Andy!
- 2 Tutorials form Cornell are included on this FOLIO Wikipage: https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources
1. Basics – Terminology, Check-in, Check-out
- 2. more advanced – Requesting, Seraching in Inventory
- 3. planned – basis of the formal training
- Working in Google docs and creating manuals
Additional FOLIO resources
- Community Contributed Resources https://folio-org.atlassian.net/wiki/display/FOLIOtips/Community+Contributed+Resources
- Cornell Training Documentation Confluence page (intern)
- FOLIO Documentation Website https://docs.folio.org/docs/
- Individual Apps: Information, Tips and Tricks: Information and User Guides for FOLIO Apps
Differences from January’s internal presentation: Move up the timeline to begin with formal training - now last 2 weeks of April
3 part series (one in the morning, one in the afternoon and one in the evening)
- 9 sessions in total – encourage to attend “in Person”, but it will be also recorded
"Quick and Dirty" approach to get documentation and training started - And many demos and overviews as possible
Questions: How do you train students? What are the plans?
- Some students, but not pressing in timeline and it will be the “train the trainer” - approach / Student supervisor who will then train their students
- FOLIO Training group will do training except for e.g. reserves (reserve staff to train reserve)
- Cornell specific documentation and training – here is how we do it in Voyager and this is how it is in FOLIO
Teaching our self and recording that process – learning by doing
- Question: self-guided exploration
- Take and downloaded testrail documentation and rewrite it to facilitate self-guided exploration (manuals)
- Everyone has access to training instance
- Staff shall train themselves, so by the time of the training session, they can ask questions
- Erin (Duke) - Ra planned for 2022
- FOLIO Training Curriculum
- 6 to 7 people started meeting in Jan 2019 - six month documentation and training focus on documentation not so much on training
- now group of 3 people, who are dedicating more time to training
Building a Course catalog: 3 levels: introductory, intermediate, advanced
Table describing the course: Name, Prerequisites, Goals, Target Audience, Length, Processes/Workflows
FOLIO 101 - FOLIO Terminology and Navigation
- Each areas (MM, RA, RM, ERM, LDP) different plans and proposal for training
- Circ 101 – has a lot of topics, how to condense the stuff down (prerequisites FOLIO 101)
Contains: Main circ apps, specific circulation terminology, lean and practice certain workflows
- Item management 101
- User management 101
- Course reservers 101
- Circ 201 - intermediate class
- course pathways per library
For the departments suggestions for training courses
- courses for students, staff, manager
Superuser identifies in all these areas- they will take the training and give recommendations to improve the trainings
Training virtually even if back to office space
- Staff wants time to practice in the training
Question: How many persons need to be trained? Number of training?
Circ about 50 -75 beyond research librarian as well – spend time at desk
Student 100-150 - Train the trainer model maybe
Recommended Course Pathways - 6 libraries
- David (Chicago) - July 2021
- Testing phase for honeysuckle and then for iris / Combine it with training
- List of tasks to test and divided them into different google forms
FOLIO Testing – Check out - 5-10 simple und short tasks
- Follow the description in the form and then feedback / upload screenshots
- Planning to start next week
- Feedback will be pulled in spreadsheets for evaluation
- Planning introductory / training section for 2-3 forms at a time / in total approx. 15
Simpler to complex - FOLIO 101 + basic check-in/check-out
- Practice of their own and then forms to give feedback
- It is not training – more searching for bugs
- Are the rules set up correctly – testing the behavior of configuration
Shared folder for all the forms
- Biggest feedback of training test group – 20-30 tasks in one form and then less tasks in one form
- Go-live date depends on Fiscal year rollover
balance perception of FOLIO – need positive impressions of FOLIO
- Christine (chat): That is key to success...positive staff perception!
- Jana (GBV)
- current system works well – high standards to meet with FOLIO
- Involve staff with new system
- FOLIO Days – demoing the FOLIO Apps
different because of network, serval libraries to do hosting for
- Via online training – test system for every library – split training between superuser / admins and using FOLIO staff
- Teach the teacher – approx. 2 to 4 people for each library
- ZBW has wikipage and teams involving them in testing process - important for accepting the new system
Do you plan on recording the training session?
- Duke: yes
- Cornell: yes - Recording as fall back – asking them to go to the sessions