The first meeting of the Five College record merge working group will be later in February. This group will establish a charge based on some previous brainstorming. Some examples of the recommendations this working group has been asked to develop are: What is the scope of records we want to include for de-duplication?
What local fields from each record needs to be included in a new record?
What record should be used as base for a new record?
What criteria should be used for matching?
Should this work be done in conjunction with another vendor? With EBSCO? In-House?
The members of the committee are Rebecca Henning (Amherst), Colin Van Alstine (Smith), Jennifer Eustis (UMass), Sharon Domier (Five Colleges/UMass) and Steve Bischof (FIT)
FIT has created a graphical representation — a funnel — to help clarify roles and responsibilities and conceptualize decision-making. The funnel is specifically for the Five College beta testing and migration aspects of the project; we know that many staff are becoming involved with the open source FOLIO community and that is great! We are happy to encourage that as well. The funnel image outlines the responsibilities and expectations of staff participating in each part of the FC project and illustrates how recommendations, feedback, and decision-making will proceed.
Look for your local FIT member to be discussing the funnel at an upcoming institutional staff meeting.
One of the Goals of the Five College FOLIO project is to align workflows and provide an improved user interface to our users. By aligning workflows we can rely on each other for support and ideas and consistent data can be addressed inconsistent ways within end-user interfaces.
Successful system migrations include a preparation stage where data is cleaned. Correcting errors and aligning fields across the Five Colleges prior to moving to FOLIO will aide in a smooth data transfer. Further, clean data enables library staff to manage our resources so our patrons have an improved search and retrieval experience.
Aleph Advisory Group (AAG) is currently coordinating efforts across the Five Colleges to align bib/item formats, and to correct incorrectly assigned call number types. We are also considering what data can be left behind (i.e. old patron records), This is a large effort that is starting to pick up steam! Do you have a suggestion for a data clean up project? Contact your local FIT or AAG representative.
The latest FOLIO Forum provided an update to the FOLIO Roadmap. Harry Kaplanian, FOLIO Product Manager from EBSCO reviewed how the Roadmap process is used to manage development work on the project. He also demonstrated several functions currently in FOLIO.
Kat Berry delivered a presentation at a FOLIO Day at the University of Lisbon, Portugal on November 30th. This FOLIO Day was very similar to the one we had at Hampshire College last October 2017. The presentation focused on how the Five Colleges made the decision to move to FOLIO and why we are adopting a single tenant model for our consortia.