Open House Recording Now Available

Thank you to everyone who attended the recent Inventory and Record Merge Working groups open house held on 2/26/2021. We reviewed 4 workflows and gathered many more through the survey sent out before the open house. Here are links to the resources covered in the open house:

We will share the results of the survey, comments from the open house, and revised workflows based on open house discussions to help us determine the needed functionality in FOLIO with FIT. Our work focused on metadata and cataloging. All of the working groups are looking at their workflows in FOLIO. If you have questions about those workflows in other FOLIO areas such as users or acquisitions, contact your FIT liaison or the appropriate working group. Also, if you have more comments or ideas for workflows, use this Form to make sure we get your ideas and other workflows to FIT.

Again, thank you everyone for your hard work and great conversations.

 

5C Inventory & Record Merge Survey to Gather Workflows

The Inventory Working Group and Record Merge Working Group invites you to an open house on February 26, 2021. The purpose of this open house is to update the 5C community on the working groups’ activities and review metadata functionality in FOLIO. We will have 4 potential metadata and cataloguing workflows to review.

We would like to know about your metadata and cataloging workflows and to capture what those needs might be in FOLIO. Please use the linked Google form to submit this information. We would like to get the following information about each workflow: name, description, people involved, what FOLIO apps might be involved, how this workflow gets started, what the workflow is supposed to do in terms of an end result, and a brief outline of the steps involved. You can use the form as many times as needed to document each workflow. We realize that there will be unknowns. If you are unsure of some of your needs for a particular workflow, we understand. Please use the Comment section to make any notes about these unknowns or your questions. We will use this information to troubleshoot and advocate for our FOLIO future together!

Survey Details:

 Open House Details:

  • Day: Friday, February 26, 2021
  • Time: 2:00 -3:30 pm
  • Zoom URL

Tentative Agenda:

A presentation will be shared sooner to the date.

  • Introduction & Welcome
  • Updates from Inventory & Record Merge working groups
  • Discussions on 4 Workflows
    • Single Record cataloging
    • Multi Record cataloging
    • Batch Record cataloging
    • Batch Editing

This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Best,

Jennifer Eustis & Ann Kardos

On behalf of the

FOLIO Inventory and Record Merge Working Groups

5C Record Merge Open House Recording Now Available

Thank you everyone who attended the recent 5C Bib Merge Working Group Open House. If you have any further comments on keeping or removing the 539 from bibliographic records, you can find the report in our 5C AAG Google Drive; if you don’t have access to this folder, let me know and I can send you the report. During this open house, the working groups shared information on what they are doing for a sharing FOLIO environment. If you have comments about these decisions, please contact any of the working group leads, your FIT liaison or post on our 5C FOLIO Slack channel.

If you are interested in a report on a MARC field in either bib or holdings records that is currently not in the shared reports folders, just let me know.

Below are links to recordings and documents.

Again I would like to than the members of the 5C working groups, the working group leads, Aaron Neslin, Steve Bischof, and our 5C FOLIO Implementation Team. GO TEAM!

Links to Recording of Open House and Documents for 5C Record Merge

Thank you everyone who attended the recent 5C Bib Merge Working Group Open House. As a community, we have agreed to go forward with these recommendations in the presentation slides. If you have comments about these decisions, please contact us via our Slack channel.

Below are links to recordings and documents.

Reminder: 5C Bib Merge Open House 7/17

Reminder: Everyone is Welcome to the Open House

The Record Merge Working Group invites you to an open house on July 17, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. environment.

Details:

  • Day: Friday, July 17, 2020
  • Time: 1:00 -2:30 pm
  • Zoom URL
  • Presentation
  • Meeting Recording will be shared afterwards

Agenda:

  • Introduction & Welcome
  • Review of Bib Merge Working Documents
  • Anti-oppressive additions to the Guidelines
  • Discussions
    • OCLC Numbers
    • Remove Notes with $5 of DLC
    • Decoupling Bibliographic records with holdings in both general and special collections
    • Clean-up projects. Where are we?

Working Draft Documentation:

The following are the working documents of the working group.

5c Bib Merge Working Group Open House – Save the Date

The Record Merge Working Group invites you to an open house on June 17, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, July 17, 2020
  • Time: 1:00 -2:30 pm
  • Zoom URL

Tentative Agenda: A presentation will be shared sooner to the date.

      • Introduction & Welcome
      • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
      • Changes to our Dedup Profile
      • Discussions
        • OCLC Numbers
        • Decoupling Bibliographic records with holdings in both general and special collections
        • Clean-up projects. Where are we?

Working Draft Documentation:

Recording Available for the 5C Bib Merge Open House

The 5C Bib Merge Working Group Open House recording and chat script are now available. Below you will find those links along with links shared during the discussion.

We are asking for help with reviewing note fields. Some of the reports for the 5XX have to be downloaded. If you experience issues, contact the working group. Please note that it is not necessary to use a $5 for every single note field. This only pertains to a note MARC tag that allows a subfield 5 and where the information needs to be associated to a particular resource and institution. In contrast, we are asking that institutions set aside the use of local fields 9XX, X9X, XX9. The exceptions are 019 for the old OCLC number and 099 for local call number. For more guidance on these and other fields, see our Shared Bib guidelines. If you have questions or comments, don’t hesitate to contact the working group via Slack or email.

5C Bib Record Merge Open House: May 29, 2020

The Record Merge Working Group invites you to an open house on May 29, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, May 29, 2020
  • Time: 1:00 -2:30 pm
  • Zoom

Agenda:

Presentation Slides for Open House: Please note that we are still working on the slides at this time.

  • Introduction & Welcome
  • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
  • Brief Introduction to the Backstage Library Works Dedup Profile
  • Comment and Review of Working Group’s Decisions on 5C Shared Bibliographic Guidelines & Procedures
  • Discussion: Clean-up projects

Working Draft Documentation:

The following are the working documents of the working group.

Best,

Jennifer Eustis

On Behalf of the Working Group

Updated – Attend Virtually the 5C Record Merge Open House for Updates on Shared Bibliographic Records

Update: The 5C Record Merge Working Group strives to ensure that all can attend by providing a virtual option to our open houses and meetings. In light of recent institutions’ restrictions and COVID-19, this Friday’s open house will have the option to attend virtually via a Zoom scheduled meeting. We expect attendance numbers well below 50 and the in person meeting is still scheduled as this falls within Smith’s restriction of how many can meet in person for an event. Of course, please use your best judgement. Our documents can be viewed online which includes the presentation for this Friday. Lastly, to facilitate feedback and communication, we encourage you to send us your comments.

The Record Merge Working Group invites you to an open house on March 13, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage everyone to join us in particular those who have a stake in our future shared bibliographic environment. And there will be snacks.

Details:

  • Day: Friday, March 13, 2020
  • Time: 1:00 -2:30 pm
  • Location: 5C Library Annex in Hatfield

Agenda:

Presentation Slides for Open House: Please note that we are still working on the slides at this time.

  • Introduction & Welcome (5 min.)
  • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration (10 min.)
  • Brief Introduction to the Backstage Library Works Dedup Profile (5 min.)
  • Comment and Review of Working Group’s Decisions on 5C Shared Bibliographic Guidelines & Procedures (40 min.)
  • Discussion: Potential Clean-up projects (15 min.)

Working Draft Documentation:

We ask the community to understand that these documents are currently skeletons. Over the next year, we will be adding and refining them and are the group’s working copies.