FERM & FAWG Joint Meetings Report

FOLIO Implementation Consultant, Anya Arnold, was visiting this week with many groups at the Five Colleges. Several decisions were made which will impact our FOLIO use going forward. The first of these is the decision to go forward with implementation in June/July with licenses/agreements for continuing electronic resources including the orders accompanying those new resources. This means that e-journals and e-journal packages, ebook packages, and databases will be implemented this summer using the FOLIO modules of Organizations, Agreements, Licenses, and Orders.

Another decision made jointly by FAWG (FOLIO Acquisitions Working Group) and FERM (FOLIO Electronic Resource Management) is that we will always use the same two-letter institutional codes to denote the individual schools in the Five Colleges. These codes will be in CAPS followed by a space in most FOLIO modules. In the Acquisitions module, the prefix will be the two-letter code (no space) followed by numbers. The codes used will be the same ones we are currently using in FOLIO: AC-Amherst, HC-Hampshire, MH-Mt Holyoke, UM-UMass, SC-Smith. We anticipate that this can be used in apps that will not be brought up this summer and are working with members of the other working groups to make sure this method will be used globally in FOLIO.

Please reach out to a member of FAWG, FERM or FIT (FOLIO Implementation Team) if you have any questions about these recent decisions or other general FOLIO concerns/comments. We would love to hear from you!

Sprint Review 74-75

  • 0:00 – Introduction, Q3.2 hotfixes, Q4 (Edelweiss) Release Plan, Highlights
    • UNAM – whole team needed to move onto another project, replaced by Israel Durán Martínez, Isela García Bravo, and Arturo Rendón Crux (almost full FTE)
    • Oleksandr Vidinieiev and Cheryl Malmborg joined Vega
    • 2 will continue to get hotfixes until one month after Q4 release (January 2020)
    • Q4 (Edelweiss) deadlines haven’t changed – development by 12/4, release by 12/20
  • 9:10 – Thunderjet (Acq): Dennis Bridges, Andrei Shumski, Mikita Siadykh
    • Opening PO setting – “Save and Open Order”
    • 13:18 – Receiving items with open requests
  • 16:10 – Spitfire: Maksym Dryha
    • Requests with fulfillment preferences (pickup and delivery)
  • 23:15 – Folijet: Ann-Marie Breaux, Vlad Velytskyi, Masha Aloshyna, Igor Gorchakov
    • empty field values in Inventory and other UI fixes
    • 27:10 – HRID page in Inventory settings, searching in logs
    • 32:11 – Pubsub module
  • 37:55 – Concorde: Dmytro Popov, Sergiy Sergiyenko, Viktor Soroka
    • Loan history backend and frontend validation
    • 45:50 – circ rules editor improved searching for location, new user permissions
  • 53:10 – Vega: Kostyantyn Khodarev
    • Patron loans and notifications on checkout
  • 58:30 – Stripes-force: Rasmus Wølk, John Coburn
    • New component called MessageBanner for displaying notes to users
    • UI-Users routing refactor (one of the oldest modules with lots of code styles – much more responsive post-refactor and much easier to develop with and to test)
  • 1:12:48 – Core Functional: Matt Connolly, Michal Kuklis
    • Updates to search and filter in inventory, screen layout changes, placeholders for preceding and succeeding titles
    • 1:18:29 – UI updates in requests – reorder queue and prevent requests from inactive users
  • 1:23:03 – QA Update: Anton Emelianov
    • Still in a negative bug trend (opening more than are closed)
    • Better descriptions in test cases for future bugfests

Sprint Review 72-73

  • 0:00 – Introduction, Q3.2 Recap, Q4 (Edelweiss) Release Plan, Highlights
    • Vladyslav (Vlad) Velytskyi new to Folijet
    • Svitlana Zmiivska and Anna Melnyk new to Vega
    • Q3.2 delayed a few days due to bugs – more hotfixes in Daisy, with more critical fixes being deployed continually through to January 2020
    • Q4 (Edelweiss) development deadline by 12/4, for release by 12/20
  • 9:10 – Spitfire: Yurii Danylenko
    • Request fulfillment – slip settings and forms with variables
  • 14:45 – Thunderjet: Aliaksei Chumakou, Andrei Shumski
    • Mapping normalized ISBNs from Inventory to Product ID field in a PO Line
  • 20:30 – Finance – allocating and transferring money between funds
  • 27:10 – Vega: Oleksandr Antonenko
    • Permissions – search and sort
  • 29:26 – Folijet: Taras Tkachenko, Igor Gorchakov
    • Match Profiles and Action Profiles
  • 33:52 – Data Import rules – allow users to make changes with CLI
  • 38:10 – Concorde: Volodymyr Rohach, Yevhenii Maltsev
    • Users: Anonymizing Fines/Fees
    • Circulation Rules editor – locations searchable in a menu that shows child locations and drops in the full path
  • 43:45 – Core Functional: Matt Connolly, Cate Boerema
    • Inventory enhancements – default collapsing and searching in sidebar
  • 47:04 – Loan rule settings – examples of rolling and fixed schedule policies
  •  54:25 – Closing

Bibliographic Record Merge -Update

You might have read that there is a shift in the FOLIO implementation timeline. In light of this decision, the working group has an amended timeline. 

BSLW Testing: Ongoing 2019-2020:  Work on BSLW sample sets, deciphering reports, and collection codes

 Open House for BSLW Reports: Mid-late February 2020:  Provide an open house on deciphering BSLW reports and updates 

 Deduplication Profile: May 2020:   Work on deduplication profile

 Open House on Deduplication Profile: June 2020:  Share deduplication profile with community

 Refine Deduplication profile & retest: August 2020:   Based on feedback from open house, make any modifications to profile

 Full test with test FOLIO & test EDS: September – December 2020:  Complete full test with refined/tested deduplication profile and community input

Please note that all dates are tentative and subject to change. For feedback, you can reach the working group on its Slack channel #5crmwg, via email, phone, or in person. 

FOLIO timeline

The FOLIO Implementation Team met with the leads of the Five College Libraries working groups and representatives from FCLC earlier this week.   We discussed the current FOLIO software development plan released by the FOLIO Product Council at the end of September and what we perceived as gaps in software functionality.   Based on the pace of the software development and the set of features that will be available in early 2020 the Five College FOLIO Implementation Team has decided to focus our efforts on Electronic Resources Management and Acquisitions.  The new plan we are developing will propose implementing parts of Electronic Resource Management and Acquisitions in FOLIO during the summer of 2020.

The plan is to continue work on implementing the other modules with the goal of having all modules live by the summer of 2021.  The FOLIO community will simultaneously continue to complete and add new features which we think are important for our implementation as a consortium.


We plan on presenting a detailed project plan that reflects these changes later this fall.

Chalmers University is up and running on FOLIO!

A message From FOLIO Product Manager Harry Kaplanian of EBSCO Information Services:

As of Monday, Chalmers University is up and running on FOLIO!

Thank you all in the FOLIO community for all your hard work and effort over the last 3 (or more) years to make FOLIO real. You have volunteered your knowledge and experience of libraries, workflows and defined the key problems that needed to be solved in order to make FOLIO viable.   This first “go live” milestone is the result of all your hard work, and the entire community has participated in this achievement.

Chalmers University is actively fulfilling loans, requests, adding and updating users while maintaining physical inventory and maintaining e-resources with the following applications:

FOLIO applications running at Chalmers FOLIO integrations to
Check in, Check out & Requests EBSCO Holdings IQ
Users OpenAthens
Orders GOBI
Inventory Bibliotheca selfcheck machines
Orders The union catalog of Sweden
Organizations EBSCO Discovery Service

In return, this has provided the community valuable feedback for FOLIO which will make FOLIO substantially better for the next round of early adopters in the following areas:

  • Critical performance & reliability issues
  • UI concerns and improvements
  • Critical security defects
  • General defects and feature “misses”

I would also like to specifically call out and thank:

  • The FOLIO POs and UI designers who ensured that FOLIO features were prioritized, defined and ready for development and tested
  • The hours of testing from staff librarians from the community libraries and at Chalmers
  • Special thanks to Holly for her tireless efforts in helping organize priorities to get FOLIO into a usable state

I would also like to thank the community developers for helping to accelerate FOLIO feature development by:

  • Being active participants in the community with quality code
  • By adapting industry standard best practices
  • For unblocking releases in a timely manner so that the release timeline was not impacted
  • For being on call when needed to investigate and fix problems often going above and beyond in solving key performance, security and stability issues

I would also like to thank the PC for it’s hard work in providing oversight in community process, roadmap alignment and organization of SIG structures and governance to define the requirements critical for FOLIO and the community developers to build the features needed by the greater FOLIO community.

Everyone who worked on this project in big and small ways please take a moment and celebrate, you are a part of academic library automation history.

For a bit fun, Chalmers took some time this weekend and created this fun video https://chalmersuniversity.box.com/s/rhjyvoci0up40kxfcqgltccbm68wy4z2.

If I’ve missed anyone, please forward.

Thank you!

Harry Kaplanian


Sprint Review 70-71

  • 0:00 – Teams
    • Mariia Aloshyna new to Folijet
    • Roman Barannyk new to Vega
  • 1:05 – Daisy Release (Q3.2) public on 2019-09-30
    • Elderflower (Q4) public on 2019-12-20
    • Definition of Done updates from last sprint are now operational
  • 5:49 – Sprint highlights
    • Backend searching (SQL searches that can span multiple indexes)
    • CI/CD architecture
    • Skipping team highlights, as most teams are doing demos later in the recording
  • 11:18 – Vega: Dmytro Tur
    • Multiple item patron notices
    • 16:46 fee fine charge
  • 20:20 – Thunderjet (Acq): Ann-Marie Breaux, Aliaksei Chumakou, Yury Aniskou, Mikita Siadykh, Andrei Shumski
    • Organization permissions
    • 25:59 approval step before opening order
    • 29:08 invoice and voucher updates
  • 38:39 – Folijet: Ann-Marie Breaux, Sasha Yehorov, Igor Gorchakov, Oleksii Kuzminov
    • Choose jobs
    • 42:07 instance mapping
    • 48:37 Status of pub/sub work
  • 53:31 – Concorde: Sergiy Sergiyenko, Yevhenii Maltsev
    • Circulation rules editor
    • 1:00:04 Normalization of locations for rules
  • 1:06:04 – Library Data Platform: Roman Ruiz-Esparza
    • Test data generator
  • 1:09:14 – Stripes-force: John Coburn
    • MCL – “listing” component – column sizing and scrolling improved
  • 1:15:35 – Core Functional: Charlotte Whitt
    • Copy barcode – click the icon to copy to clipboard
    • Item condition status
    • Copy number no longer repeatable
  • 1:21:29 – QA Update: Anton Emelianov
    • Opening more bugs than we are closing – tighten up development to reduce bugs
    • Bugfest – 64 people, no POs – real users! Stressful exercise, but helpful to have unbiased feedback

Bibliographic Record Merge — Updates

The 5C Record Merge Working Group is currently working on a match profile, which we sometimes refer to as a mapping. This match profile will include all the MARC fields in our bibliographic records that are part of the merge and notes on what to do on merge. In short, these notes will be the decisions that we make for each field. For example, for 590 field, do we map this to a 500 note and add a subfield 5 with the code for the owning institution? The merge profile will also add comments on the type of behavior we’d like to see on merge, whether certain fields need to be normalized, what to do with like or exact matches, etc. 

One of our first steps towards this match profile is to look at our collection codes. Our decisions are not based solely on location. However, this first entry will help us see what collections and/or locations we have across the 5C and ask questions as to what should be included and excluded. This process is just fine tuning what we recommended in our Recommendations Document.

Alongside this work, the members of the group will be doing small tests with Backstage to tease out more questions and start forming a decision narrative for the merge profile. You can follow our tests from our Sample Tests with Backstage spreadsheet.

FOLIO sprint 67,68,69

  • 1:19 – Q3.1 and Q3.2 release discussion; important “Definition of Done” change
    • Not many team changes – Anatolii switched from folijet to EPAM, Bohdan joined EPAM
    • Q3.1 bugfix update done on time
    • Q3.2 module release (Daisy) public by 2019-09-25
    • Q4 (Elderflower) public by 2019-12-20
    • Expanded Definition of Done to include proper documentation of APIs, use pull request guidelines
  • 10:43 – Acquisitions
    • Thunderjet (Acq): Dennis Bridges, Aliaksei Chumakou, Andrei Shumski, Mikita Siadykh
    • Password management 12:43
    • Linking orders to invoices 16:44
    • Assigning acquisitions units to orders 19:18
    • Templates 26:08
  • 31:37 – eHoldings app and tags
    • Spitfire: Maksym Dryha
    • Filtering note types 31:37
    • Searching by tags 33:21
    •  Adding/deleting notes 34:45
  •  40:11 – Data Import (Bib/Acq), File Upload
    • Folijet: Ann-Marie Breaux, Sasha Yehorov, Taras Tkachenko
    • field mapping profiles for Data Import app 40:11
    • refined integration between SRS and Inventory: suppress-from-discovery option 43:39
  •  48:43 – Patron notices, staff slips and other core features
    • Vega: Maxim Didenko and Oleksandr Antonenko
    • Users app password reset 48:43
    • Circulation staff slips; checkout notes 50:26
  • 52:59 – Anonymizing loans, circ rules and other core features
    • Concorde: Viktor Soroka, Dmytro Popov
    • improvements to locations display in Settings app; location code validation; new cancel/save button demoed in Users app 52:59
    • saving patron group for anonymized loans 58:32
  •  1:01:11 – Stripes, UX, Accessibility
    • Stripes-force: Ryan Berger and Rasmus Wølk
    • UI app template for developers 1:01:11
    • overall UI improvements 1:08:00
  •  1:10:25 – Resource access (loans, requests etc), inventory and other core features
    • Core Functional: Zak Burke, Michal Kuklis, Magda Zacharska
    • Inventory app: new lookup tables; improvements to search. Fix “add all permissions” button in Users app 1:10:25
    • Requests app move request to another item; improvements to search/filter widget; improvements to UI connections to back end 1:15:33
    •  title-level requests 1:19:45
  • 1:25:25 – FOLIO Platform, CI/CD
    • Core Platform: Eric Valuk
    • CQL array modifiers; CQL query across tables 1:25:25
  • 1:28:40 – QA update
    • QA Update: Anton Emelianov

– Sprint breakdown by Colin Van Alstine

Inventory Working Group progress

The Five College Inventory Working Group is picking up steam. We started back at the beginning of June, with the task to review the MARC to Inventory instance record mappings. Our goal is to decide if the standard FOLIO mapping will work for what we want and need to see in our Inventory instance records.

Members have been reading through MARC mapping suggestions, searching for records in our Five College FOLIO instance and testing if we have what we think staff will need when using Inventory. Stay tuned! We’ll be reaching out to colleagues in each of the colleges to view and test sample Inventory records soon!