WOLFcon 2020: Full Schedule

4:00pm CST

FOLIO Product Council - MVP Strategy (closed session)

• Walk through MVP goals status: https://docs.google.com/document/d/1vm-wRa-pRQ_CwxOdLmiOsJ2tTo8x-jBWF7xWV2iFU_w/edit
• Onboarding process
• Determine next steps to revise plans and / or address objectives
• Discuss more agenda items while meeting F2F

Moderators

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016 Ask me about Battledecks@ER&L!Ask... Read More →

Tuesday January 21, 2020 4:00pm - 5:30pm CST
Room 206T, Evans Library

7:30am CST

Breakfast

Wednesday January 22, 2020 7:30am - 8:30am CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

8:30am CST

Plenary Opening Session

Welcome - David Carlson;
Overview of the Open Library Foundation & WOLFcon Housekeeping - Ginny Boyer;
Good Intentions: Forging a Pathway off the Road of Insanity - Evviva Lajoie
Library based Open Source Software communities often discuss their desires to be more inclusive and to bring diverse voices to the table, but what is actually stopping us from doing so? In this talk, Evviva will outline barriers to adoption and community building, identify some of the systemic structures that are holding us back and explore pathways forward that could, through collective action, save us from being forced to live within walled gardens of national boundaries and proprietary systems.

Speakers

David Carlson

Dean of Libraries, Texas A&M University

Dean of Libraries at Texas A&M University since July, 2012. Previously, served as Dean of Library Affairs at Southern Illinois University Carbondale for eleven years. Other selected professional positions include Triangle Research Libraries Network, University of Louisville and University... Read More →

Ginny Boyer

Evviva Weinraub

Wednesday January 22, 2020 8:30am - 10:00am CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

9:30am CST

WOLFcon Code of Conduct Community Support Volunteers (closed session)

Open or Closed? Closed

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Speakers

Peter Murray

Open Source Community Advocate, Index Data

Peter Murray is the Open Source Community Advocate at Index Data, a software development and consulting enterprise with expertise in networked information retrieval and management based on open standards. He received an MLIS from Simmons College and a Bachelor of Science degree in... Read More →

Wednesday January 22, 2020 9:30am - 10:30am CST
Reveille 1 1239 TAMU, College Station, Texas 77843

10:00am CST

AM Break

Wednesday January 22, 2020 10:00am - 10:30am CST
TBA 1239 TAMU, College Station, Texas 77843

Break, Food

10:30am CST

GOKb – Cooperative Management of e-Collections

This Working Meeting aims at giving a general overview of the GOKb, and the discussion of its usage scenarios and some challenges encountered.

Speakers

Daniel Rupp

Wednesday January 22, 2020 10:30am - 11:30am CST
Laurel Meeting Room 1239 TAMU, College Station, Texas 77843

GOKb

10:30am CST

FOLIO - Working Meeting 6

Zoom link: https://zoom.us/j/147792921

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host2) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Wednesday January 22, 2020 10:30am - 11:30am CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

10:30am CST

FOLIO Product Council – FOLIO Project input and engagement -

How is PC meeting the objectives laid out in our charter: https://wiki.folio.org/display/PC/FOLIO+Product+Council+Charge? Are we getting the input we need to make effective decisions and recommendations? Should we change the format of any of our meeting or invite any other relevant individuals or groups on a regular bases, like with monthly the SIG Conveners updates and Technical Council updates?

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Wednesday January 22, 2020 10:30am - 11:30am CST
Reveille 1 1239 TAMU, College Station, Texas 77843

10:30am CST

Title level requests or item level, how to's and why's

Agenda or outcome: Workarounds to handle item level requests and possibly leverage to develop true Title level requests

Proposed moderator: Cate Boerema

Primary audience: Implementing libraries and Resource access librarians

Required attendees: Magda Zacharska, Cate Boerema, Siska Humlesjo

Open or closed? Open

Session recording: https://drive.google.com/drive/folders/188IdKWk7vVu5GMPb2tAd1f3n_0KWmnvv

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Cate Boerema

Director of Product Management, FOLIO Lead PO, EBSCO

Product management, product ownership, project and capacity planning, requests app, circulation apps, RA SIG, "core" module planning, JIRA process etc.

Wednesday January 22, 2020 10:30am - 11:30am CST
Corps 2 1239 TAMU, College Station, Texas 77843

10:30am CST

Business processes I: Acquisitions/Inventory

Agenda or outcome: Basic walk through of placing an order, receiving and item, paying for that item. Pre-order searching, duplicate detection. Understand how this interacts with Inventory.

Proposed moderator: TBD

Primary audience: Metadata Management/Resource Management

Required attendees: Dennis Bridges, Charlotte Whitt, Ann-Marie Breaux

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Dennis Bridges

Senior Director and Product Owner, EBSCO Information Services

Wednesday January 22, 2020 10:30am - 11:30am CST
Ross 1 1239 TAMU, College Station, Texas 77843

10:30am CST

System update strategies

Agenda or outcome: Application and database update strategies. Achieve consensus on practices for upgrades and desires for future directions.

Proposed moderator: Jason Root

Primary audience: SIG members, Implementers Group, Core Platform Team

Required attendees: At least one person from the core team (e.g. Jakub, Wayne)

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jason Root

Texas A&M

Wednesday January 22, 2020 10:30am - 11:30am CST
Corps 1 1239 TAMU, College Station, Texas 77843

10:30am CST

VuFind - Working Meeting 1

Wednesday January 22, 2020 10:30am - 11:30am CST
Oak Meeting Room 1239 TAMU, College Station, Texas 77843

VuFind

11:30am CST

Ensuring Sustainable Programs with It Takes a Village

What does it take to make sure programs are sustainable? In 2017, IMLS funded a LYRASIS project to assess how open source software applications serving cultural and scientific heritage organizations attain long-term sustainability, known now as "It Takes a Village" (ITAV). The ITAV Guidebook can act as a roadmap for all types of programs, not only open source software. Using the four facets outlined in the Guidebook - Technology, Governance, Resources and Community Engagement, ITAV can be a tangible tool for ensuring sustainability, regardless of where a program currently sits within its life cycle. The framework can also help those working with or evaluating whether to use and/or support open source and other programs based on their sustainability efforts. The session will include an overview of the framework, how it is being used by programs and time for questions.

Speakers

Laurie Arp

Wednesday January 22, 2020 11:30am - 12:30pm CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

11:30am CST

External Integrations & Source of Truth

Agenda or outcome: Using the Caiasoft integration as a starting point, discuss where/how external systems should be allowed to make changes to data in FOLIO. How can we maintain a consistent, reliable source of truth and accommodate automated workflows with external applications?

Proposed moderator: Jacquie Samples

Primary audience: MM, RM, RA, Tech Council?

Required attendees: Cate Boerema, Vince Bareau

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF2) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jacquie Samples

Head, Metadata & Discovery Strategy Department, Duke University Libraries

Jacquie Samples is Head of the Metadata & Discovery Strategy Department in the Technical Services Division at Duke University Libraries. Prior to that, she was the team lead for Electronic Resources & Serials Cataloging from 2011 to 2016. Previously, she worked at North Carolina State... Read More →

Wednesday January 22, 2020 11:30am - 12:30pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

All

11:30am CST

FOLIO - Working Meeting 12

Wednesday January 22, 2020 11:30am - 12:30pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

11:30am CST

Item state functionality from orders to shelf

Agenda or outcome: Broader understanding among SMEs and POs on item state functionality

Proposed moderator: TBD

Primary audience: RA, RM and MM SMEs & RA, RM and MM POs

Required attendees: Emma Boettcher, Ann-Marie Breaux, Laura Wright(?)

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Emma Boettcher

Wednesday January 22, 2020 11:30am - 12:30pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

11:30am CST

Business processes II: Agreements, Licenses, eHoldings, Agreement Lines

Agenda or outcome: Workflows for setting up an agreement, mapping a license, linking PO lines to agreement lines, working with either eHoldings or internal KB

Proposed moderator: TBD

Primary audience: ERM Subgroup

Required attendees: Owen Stephens, Ian Ibbotson

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Martina Schildt

Systems Librarian, Headquarter of the Common Library Network GBV (VZG)

Martina Tumulla

hbz – North Rhine-Westphalian Library Service Center

Wednesday January 22, 2020 11:30am - 12:30pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

11:30am CST

FOLIO infrastructure overview

Agenda or outcome: Everyone at the table present their infrastructure and deployment strategy.

Proposed moderator: Ian Walls

Primary audience: SysOps SIG, Implementers, DevOps, Core Team

Required attendees: Would like to have someone from DevOps

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Ian Walls

FOLIO Implementation Lead, ByWater Solutions

Wednesday January 22, 2020 11:30am - 12:30pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

11:30am CST

Supporting FOLIO Community Testing/Implementation Part I: User Support

Agenda or outcome: Discuss the types of situations encountered (e.g. user errors, software bugs, migration/implementation issues) and how they can best be supported.
This session, the first of two on the support process for FOLIO testing and implementation partners, outlines the initial triage of software issues that will be handled by the implementing or testing partners and, where applicable, support institutions. This includes the process by which vendors are supporting their implementation partners, how self-hosting institutions are supporting their own implementations, and how questions, problems, and lessons that come up during implementation are filtered back into the general FOLIO Community.

This session will be continued in Part II, this afternoon, which consists of a panel of dev and support folks who will

Review the process for reporting software bugs
Discuss the service level agreement

Proposed moderator: Kelly Drake/Holly Mistlebauer (rotate)

Primary audience: Staff of implemented and implementing sites, plus the people who support them

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Kelly Drake

Project Manager - FOLIO, Fenway Library Organization

Holly Mistlebauer

IT Project Manager/Librarian, Cornell University

On the FOLIO project, I am......the Product Owner for fees/fines and patron/item blocks...a member of the Capacity Planning Team, which plans the work for most of the FOLIO dev teams...Lead Product Owner for the Prokopovych and UNAM teams

Wednesday January 22, 2020 11:30am - 12:30pm CST
Hullabaloo

Testing

12:30pm CST

Lunch

Wednesday January 22, 2020 12:30pm - 1:30pm CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

1:30pm CST

Setting Up Reference Data When Implementing

Agenda or outcome: Reference Data & Custom Mappings will control much of what library staff will see when creating/working with records in Inventory. This is envisioned as a show-and-tell discussion where libraries who have been working with these settings discuss what they have done and why/how they have made these choices.

Proposed moderator: Christie Thomas

Primary audience: MM + RA + Data Migration

Required attendees: Ann-Marie Breaux

Open or closed? Open

Zoom link:: https://zoom.us/j/713077983

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF-TC) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Christie Thomas

Head, Data Management Services, University of Chicago Library

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

All

1:30pm CST

Working with GOKb APIs

This Working Meeting presents both scope and functionalities of the current GOKb APIs in some detail, and aims at identifying further requirements from participants.

Speakers

Moritz Horn

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Laurel Meeting Room 1239 TAMU, College Station, Texas 77843

GOKb

1:30pm CST

Metadata Workflows

Agenda or outcome: Share examples and models from our sandboxes and implementations. Identify and discuss solutions into any unanticipated needs for example, additional "metadata source" values

Proposed moderator: Laura Wright

Primary audience: Metadata Management SMEs

Required attendees: Charlotte Whitt, Laura Wright

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Laura E. Wright

Assistant Director, Metadata Production, Cornell University

Cataloging, Metadata Management, Dogs, Beer

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

1:30pm CST

FOLIO Working Meeting 11

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

1:30pm CST

Course Reserves in and out of FOLIO

Agenda or outcome: The Course Reserves app debuts in the Spring of 2020. This presentation will demonstrate the apps functionality and integration with VuFind, as well as outline steps for set up and implementation.

Proposed moderator: TBD

Primary audience: Interested and committed FOLIO implementers intending to use the Course Reserves app

Required attendees: Kelly Drake

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Kelly Drake

Project Manager - FOLIO, Fenway Library Organization

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

1:30pm CST

Business processes III: Financial management

Agenda or outcome: Walkthrough of Library expenditures, including export of vouchers to accounting system, fiscal year roll over

Proposed moderator: TBD

Primary audience: Resource Management SIG

Required attendees: Dennis Bridges

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

1:30pm CST

Database solutions and backup strategies

Agenda or outcome: Determine viable backup strategies. Recommendation for a database solution as community standard.

Proposed moderator: Dale Arntson

Primary audience: SysOps SIG, Implementers, DevOps

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

1:30pm CST

VuFind - Working Meeting 2

Wednesday January 22, 2020 1:30pm - 2:30pm CST
Oak Meeting Room 1239 TAMU, College Station, Texas 77843

VuFind

2:30pm CST

PM Break

Wednesday January 22, 2020 2:30pm - 3:00pm CST
TBA 1239 TAMU, College Station, Texas 77843

Break, Food

3:00pm CST

SWORD Protocol - Update and Activities

Presentation on the status of V3 of the SWORD protocol that brings it up to date with current RESTful API standards and includes new features for data and large files. Will include an overview of the specification and current implementation activities.

Speakers

Christopher Spalding Neil Jeffries

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

3:00pm CST

Material type needs from orders to shelf

Agenda or outcome: Ensuring that material type will function as needed by RA, RM and MM

Proposed moderator: Andrea Loigman, Dennis Bridges, Charlotte Whitte

Primary audience: RA, RM and MM SMEs and POs

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF2) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

All

3:00pm CST

FOLIO - Working Meeting 24

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

3:00pm CST

OPEN MEETING SLOT

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

Open timeslot

3:00pm CST

Experiences in Implementing FOLIO ERM

Agenda or outcome: By WOLFcon, Cornell expects to have implemented FOLIO ERM. This session will explore the experience, how we prepared for it, and what we learned. Peter McCracken can coordinate, others from Cornell could also present.

Proposed moderator: Peter McCracken (also main speaker)

Primary audience: ERM, Migration

Required attendees: Owen Stephens, Ian Ibbotson

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Peter McCracken

Electronic Resources Librarian, Cornell University Library

I'm the Electronic Resources Librarian at Cornell University, and have been here since June 2016. Starting in 2019, I run a (very small) group called "E-Resources and Acquisitions Strategy", in which we'll try to make things better in our corner of the library, and then tell the world... Read More →

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

3:00pm CST

Connecting to campus identity providers

Agenda or outcome: This session is a presentation from implementers about connecting FOLIO to the library's identity providers such as Banner or SAP. We will discuss what steps are required to successfully implement this integration

Proposed moderator: Patty Wanninger

Primary audience: Interested and committed FOLIO implementers

Required attendees: User Management SIG

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Patty Wanninger

Senior FOLIO Implementation Consultant, EBSCO Information Services

I've been working for EBSCO almost 5 years helping libraries implement FOLIO. I also participate in the community as a PO for User Management.

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

3:00pm CST

Supporting FOLIO Community Testing/Implementation Part II: Software Support

Agenda or outcome: This session, the second of two on the support process for FOLIO testing and implementation partners, outlines the process whereby a FOLIO community testing or implementation issue becomes a software support issue, and will conclude with a discussion of the service level agreement.
During this session a panel of development and support folks will discuss and actively demonstrate the support process after the local triage process, discussed in Part I (11:30 Wednesday), has been completed.

Proposed moderator: Kelly Drake/Holly Mistlebauer

Primary audience:

2020 & 2021 Implementers, especially those responsible for reporting and resolving bugs and implementation issues.

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Kelly Drake

Project Manager - FOLIO, Fenway Library Organization

Holly Mistlebauer

IT Project Manager/Librarian, Cornell University

Wednesday January 22, 2020 3:00pm - 4:00pm CST
Hullabaloo

Testing

3:00pm CST

Index Data - FOLIO Implementors Meeting

Agenda or outcome:

Proposed moderator:

Primary audience:

Required attendees:

Open or closed?

Wednesday January 22, 2020 3:00pm - 5:00pm CST
Oak Meeting Room 1239 TAMU, College Station, Texas 77843

6:30pm CST

OLE Community Dinner

Private Dinner by Invite Only

Wednesday January 22, 2020 6:30pm - 9:00pm CST
University Club, Mezzanine, 11th Floor 401 Joe Routt Blvd, College Station, TX 77840

OLE

7:30am CST

Breakfast

Thursday January 23, 2020 7:30am - 8:30am CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

8:30am CST

Plenary Session - Participating Projects Presentations

Project participants share how each community manages community/governance, and how each community generally manages project development.

Speakers

Demian Katz

Paula Sullenger

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Sebastian Hammer

Thursday January 23, 2020 8:30am - 9:30am CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

9:30am CST

Real-life and structural review of Inventory

Agenda or outcome: How are we actually using/planning on using Inventory? Particulary how are non-catalogers/non-metadata providers using Instance, Holdings, and Item data? Based on use cases, revisit core and required elements, custom elements. How do we plan to provide governance and oversight around elements in Inventory records? What are the implications of making elements required vs optional?; How is it optimized or not optimized for your particular use cases? What options could we put in place to support the variety of needs and use cases for inventory

Proposed moderator: Laura Wright

Primary audience: FOLIO implementers (MM, RM, RA); Tech Council rep?

Required attendees: Christie Thomas, Charlotte Whitt, Laura Wright

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Laura E. Wright

Assistant Director, Metadata Production, Cornell University

Cataloging, Metadata Management, Dogs, Beer

Thursday January 23, 2020 9:30am - 10:30am CST
Corps 2 1239 TAMU, College Station, Texas 77843

9:30am CST

FOLIO - Working Meeting 30

Thursday January 23, 2020 9:30am - 10:30am CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

9:30am CST

Project Incubation in the ReShare Spirit

The presenters will share some of the history and background of Project ReShare and how they have informed the formation of the project's governance structure, inspired by FOLIO and conversations with the OLF.
Project ReShare can potentially be a valuable model for how projects can coexist and support each other on the FOLIO core platform. We hope to inspire a lively discussion.

Speakers

Nora Dethloff

Anne McKee

Sebastian Hammer

Thursday January 23, 2020 9:30am - 10:30am CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

ReShare

9:30am CST

Whiteboards I: Analyze Cross-App Whiteboard Requirements

Agenda or outcome: 1. During the earlier specific sessions, place whiteboards in every SIG / group meeting for people to define crossapp issues; 2. This session is an open session with everyone interested to talk about these issues (at the end of the conference)

Proposed moderator: TBD

Primary audience: All interested in cross-app questions

Required attendees: App Interaction members

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Martina Schildt

Systems Librarian, Headquarter of the Common Library Network GBV (VZG)

Thursday January 23, 2020 9:30am - 10:30am CST
Ross 1 1239 TAMU, College Station, Texas 77843

9:30am CST

Development Communication Channels/Methods best practices

Agenda or outcome: How should we discuss and promote best practices across the community to make sure people are aware and that information is shared?

Proposed moderator: TBD

Primary audience: Developers

Required attendees: Tech Council

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 9:30am - 10:30am CST
Corps 1 1239 TAMU, College Station, Texas 77843

9:30am CST

Accessibility Testing 101

Agenda or outcome: The is a general track session that will introduce practical how-to on evaluating products and websites with regards to accessibility. The material will be useful for both a developer learning how to code for accessibility and individuals interested in ensuring products and websites are accessible.

Proposed moderator: TBD

Primary audience: General

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 9:30am - 10:30am CST
Ross 2 1239 TAMU, College Station, Texas 77843

Testing

9:30am CST

OLE Board Meeting - INVITE ONLY

Thursday January 23, 2020 9:30am - 12:00pm CST
Traditions Meeting Room 1239 TAMU, College Station, Texas 77843

OLE

10:30am CST

AM Break

Thursday January 23, 2020 10:30am - 11:00am CST
TBA 1239 TAMU, College Station, Texas 77843

Break, Food

11:00am CST

Planning and Implementation: Considerations and Challenges of FOLIO Project Management

Agenda or outcome: This session is a general session track with an open meeting afterward. The session will be divided into two parts. The first part will be programming related to project management. We expect to have a panel to discuss a set of questions regarding the individual's institutional planning for FOLIO with a Q&A session. The second part minutes will allow the FOLIO Implementers Group to have a face to face discussion about any issues and help plan future meetings of the group.

Proposed moderator: TBD

Primary audience: Interested and committed FOLIO implementers

Required attendees: FOLIO Implementers Group members

Open or closed? Open

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 11:00am - 12:00pm CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

11:00am CST

The future of libraries

Agenda or outcome:

Proposed moderator:

Primary audience:

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 11:00am - 12:00pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

All

11:00am CST

Reporting LDP 101: Using the Library Data Platform (LDP) for Library Reporting

Agenda or outcome: This session provides an introduction to using the Library Data Platform (LDP) as your reporting data warehouse, with instruction on SQL style and strategy for querying data to generate library reports, working with data elements for cross-app queries, connecting to the LDP with reporting applications, and understanding LDP data sources and data structure.

Proposed moderator: Angela Zoss

Primary audience: people who need to get data but may not necessarily be writing queries, data analysts, administrators, Reporting SIG SMEs

Required attendees:

Open or closed? Open

Zoom link: https://cornell.zoom.us/j/5196061050

NOTE: this is not the standard meeting room Zoom link, but is the Zoom being used for all reporting sessions.

Moderators

Angela Zoss

Interim Head, Assessment and User Experience, Duke University Libraries

Thursday January 23, 2020 11:00am - 12:00pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

LDP

11:00am CST

Entity Management (a subgroup of Metadata Management)

Agenda or outcome: This group was originally proposed at the 2019 face to face FOLIO meeting. It's time to start concrete planning for how entity management (including but not limited to authorities) will be accomplished in the FOLIO environment.

Proposed moderator: Jason Kovari

Primary audience: Metadata Management

Required attendees: Jason Kovari, Christie Thomas, Laura Wright

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jason Kovari

Director, Cataloging & Metadata Services, Cornell University

Thursday January 23, 2020 11:00am - 12:00pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

11:00am CST

OLF Marketing and Communications Team - Open Discussion

The OLF Marketing and Communications Team invite all community members to come talk to us about their marketing, outreach issues.We will also share some of our observations of the communities' current communication channels (website and social media) and give some helpful feedback.

Thursday January 23, 2020 11:00am - 12:00pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

OLF

11:00am CST

FOLIO and ReShare - opportunities for integration

While Project ReShare has separate membership and governance, it is based on the same software platform as FOLIO and it uses the same app model and UX-first principles as FOLIO. As an ILS-neutral resource sharing solution, ReShare will be able to integrate with any ILS, but the close kinship between the projects offer special opportunities for slicker workflows and better functionality. Project ReShare would like to invite a brainstorming session, to learn what FOLIO community members might desire in a closely integrated resource solution, and how the two projects might best support each other.

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Speakers

Sebastian Hammer

Thursday January 23, 2020 11:00am - 12:00pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

ReShare

11:00am CST

Whiteboards II: Analyze Cross-App Whiteboard Requirements

Agenda or outcome: Have a private meeting for App Interaction members at the end of the conference on invitation to further analyse the raised issues

Proposed moderator: Martina Schildt

Primary audience: App Interaction group

Required attendees: App Interaction Group

Open or closed? Closed

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Martina Schildt

Systems Librarian, Headquarter of the Common Library Network GBV (VZG)

Thursday January 23, 2020 11:00am - 12:00pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

12:00pm CST

Lunch

Thursday January 23, 2020 12:00pm - 1:00pm CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

1:00pm CST

Corporate Giving Trends: Optimizing the Opportunity

Please join Texas A&M Development Officers to learn strategies in fundraising for your projects and your communities!

Thursday January 23, 2020 1:00pm - 2:00pm CST
Hullabaloo

All

1:00pm CST

FOLIO Plenary Session - Arkivum & Shanghai Library and FOLIO

We would like to share our work on Perpetua at WOLFcon, as the first non-core app to be integrated with FOLIO’s platform. We would like to present during a FOLIO plenary session. It would be a fantastic opportunity to introduce ourselves to the FOLIO community and begin to engage and collaborate. Perpetua is a software solution for safeguarding, preservation and providing access to a wide range of digital content types that are often part of the library remit. This includes scholarly outputs, research data, special collections and institutional records. Arkivum is integrating Perpetua as an app into the FOLIO ecosystem, which will provide support in FOLIO for preserving and safeguarding digital content for the long-term. Perpetua builds upon and integrates several community open source solutions including Archivematica for digital preservation and Access to Memory (AtoM) for archive information management and online access. Along with open specifications and APIs, Perpetua fits well with the FOLIO philosophy and fills a gap in FOLIO capabilities (e.g. as identified in the FOLIO working group whitepaper on special collections and archives). This includes the ability for libraries to use Perpetua within FOLIO to store, preserve, manage and access their special collections and archives using archival standards (ISADG etc.) and be able to describe both physical and digital content that they hold. Perpetua will integrate with the FOLIO codex and its Data Model. For example, this will ensure that special collections are discoverable alongside other resources in a uniform way. Users will be able to search for content through the codex and then be directed to Perpetua where they can view the full record for matching content. If items are in digital form (e.g. images, audio, video, documents etc.) then users will be able to view/play them directly in Perpetua. Likewise, for digital content that already exists in FOLIO, e.g. in repositories or other applications, we are looking at how this could be transferred into Perpetua for additional safeguarding and preservation.

Strive for Revive in the Frontier of a New Horizon: the Case of Shanghai Library
Members of the library will present a summary of the requirements for upgrading Shanghai Library’s platform. They will discuss the needs of needs of being a metropolitan public library, a research library, and the center of a whole-city library alliance. They will discuss the basic functional modules scheduled in the Shanghai Library's upgrades in 2021, as well as the aspects that need to be coordinated and supported by the international FOLIO community. They will also introduce considerations for the future of the FOLIO community in China, such as code contribution, an app store, compatibility evaluation, alliance service, etc.

Thursday January 23, 2020 1:00pm - 2:00pm CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

1:00pm CST

FOLIO Stakeholders Meeting - INVITE ONLY

Thursday January 23, 2020 1:00pm - 6:00pm CST
Traditions Meeting Room 1239 TAMU, College Station, Texas 77843

FOLIO

2:00pm CST

FOLIO & OpenAthens integration

Agenda or outcome: This session will focus on authentication needs that have arisen thus far amongst FOLIO early adopters. It will include a case study on Chalmers University of Technology's FOLIO launch which included an OpenAthens integration aimed, at the outset, at increasing ease of access and supporting log-ins for various user groups, including community walk-in users. Integrating a SAML-based, library-centric tool like OpenAthens also answered questions about how to increase visibility of resource usage, provide actionable statistics, and empower the library to meet security, privacy, and UX recommendations in the digital library environment. The session will start with a presentation, demonstration and include time for discussion and questions.

Proposed moderator: TBD

Primary audience: Libraries considering authentication options for FOLIO, Discovery services and content access.

Required attendees: Amanda Ferrante (EBSCO), Librarian (Chalmers)

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 2:00pm - 3:00pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

All

2:00pm CST

Release management post go-live 1

Agenda or outcome: As institutions begin to go live on FOLIO we need to discuss how we will approach release management. Issues range from whether we schedule regular releases (i.e. quarterly) to how we make patches available, how testing is coordinated, who is responsible for said testing, whether modules will be certified, how many versions will be officially supported, etc. The list is long.

Proposed moderator: TBD

Primary audience: General

Required attendees: Tech Council

Open or closed? Open

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 2:00pm - 3:00pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

All

2:00pm CST

Community Outreach SIG F2F Meeting

Agenda or outcome: An opportunity for a face to face meeting for the SIG

Proposed moderator: Rachel Fadlon

Primary audience: Members of the Outreach SIG

Required attendees: Jessica Zairo, Kathleen McEvoy, Patrick Zinn, Carolyn Morris, Jana Agne, Peter Murray

Open or closed? Closed

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF2) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Rachel Fadlon

Director, Marketing, EBSCO Information Services

Thursday January 23, 2020 2:00pm - 3:00pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

2:00pm CST

Data Migration: Approaches at The University of Chicago, Texas A&M, Chalmers, University of Alabama

Agenda or outcome: Chicago, Texas A&M, and Chalmers/EBSCO will discuss the approaches they have taken, and experiences encountered, in migrating their library data to FOLIO.The presenters will be Dale Arntson for Chicago (via Zoom), Jason Root and Jeremy Huff for TAMU, and Theodor Tolstoy for Chalmers/EBSCO.

Proposed moderator: Patty Wanninger

Primary audience: Data Migration group, SysOps SIG

Required attendees: Dale Arntson, Jon Miller, Jason Root, Jeremy Huff, Theodor Tolstoy

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Patty Wanninger

Senior FOLIO Implementation Consultant, EBSCO Information Services

I've been working for EBSCO almost 5 years helping libraries implement FOLIO. I also participate in the community as a PO for User Management.

Speakers

Dale Arntson

Univ. of Chicago

Theodor Tolstoy

Jason Root

Texas A&M

Jeremy Huff

Texas A&M

Thursday January 23, 2020 2:00pm - 3:00pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

2:00pm CST

SIP2 and FOLIO

Agenda or outcome: Discuss SIP edge connector status, where it is currently working, the self check machines it has been tested with and future needs.

Proposed moderator: TBD

Primary audience: SysOps and Technical librarians

Required attendees: Magda Zacharska

Open or closed? Open

Session recording: https://drive.google.com/drive/folders/188IdKWk7vVu5GMPb2tAd1f3n_0KWmnvv

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 2:00pm - 3:00pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

RA/SO

2:00pm CST

Analysis of the functional scope of the OA Expenditures (APC) App

Agenda or outcome: Interviews will be conducted in Germany and Folio-Community regarding open access expenditures, to determine appropriate functional scope for an OA/APC App, and to determine the business models such an App could support. This would be a preliminary discussion to consider how such an app could work, and may lead to more concrete next steps.

Proposed moderator: Bjorn Muschall (speaker and researcher)

Primary audience: ERM Subgroup

Required attendees: Owen Stephens, Ian Ibbotson

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 2:00pm - 3:00pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

3:00pm CST

PM Break

Thursday January 23, 2020 3:00pm - 3:30pm CST
TBA 1239 TAMU, College Station, Texas 77843

Break, Food

3:30pm CST

Whiteboard session: Multiple Libraries in a Single Tenant vs. Multiple Libraries in Multiple Tenants

Agenda or outcome: How can FOLIO be implemented as a consortia with multiples libraries, but sharing a single tenant? What are the challenges and differences between supporting consortia in both approaches? Come here to brainstorm ideas; This session presents the two different approaches used by the 2020 implementing consortia and the effect of these on FOLIO architecture and functionality.

Proposed moderator: Kelly Drake

Primary audience: Consortia, RM SIG, ERM Subgroup

Required attendees: Dennis Bridges, Owen Stephens, Ian Ibbotson, Kelly Drake, Steve Bischof

Open or closed? Open

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Kelly Drake

Project Manager - FOLIO, Fenway Library Organization

Thursday January 23, 2020 3:30pm - 4:30pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

Consortia

3:30pm CST

Reporting LDP 102 - Metadata Management Reports Review

Agenda or outcome: This session provides a review of the Metadata Management reports currently being developed for the Library Data Platform (LDP).

Proposed moderator: Kevin Walker

Primary audience: query writers, MM SIG SMEs

Required attendees:

Open or closed? Open

Zoom link: https://cornell.zoom.us/j/5196061050

NOTE: this is not the standard meeting room Zoom link, but is the Zoom being used for all reporting sessions.

Speakers

Kevin W. Walker

Director of Branch Library & Research Data Service, The University of Alabama

Thursday January 23, 2020 3:30pm - 4:30pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

LDP

3:30pm CST

FOLIO - Working Meeting 47

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 3:30pm - 4:30pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

Open timeslot

3:30pm CST

OPEN TIME SLOT

Thursday January 23, 2020 3:30pm - 4:30pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

Open timeslot

3:30pm CST

Acquisitions, Inventory and ERM Migration: making it more efficient and automated

Agenda or outcome: Migration from previous systems to FOLIO, including ILSes/ERMs, with a focus on RM apps. How can you take data from disparate systems and bring it together?

Proposed moderator: TBD

Primary audience: Migration SIG, RM SIG, ERM Subgroup

Required attendees: Owen Stephens, Ian Ibbotson, Dennis Bridges

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 3:30pm - 4:30pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

RM/Migration

3:30pm CST

Architectural blueprint for 2020

Agenda or outcome: Discuss the underpinnings of the platform and what architectural changes/additions that might be made in 2020.

Proposed moderator: TBD

Primary audience: Developers

Required attendees: Tech Council

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Thursday January 23, 2020 3:30pm - 4:30pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

6:30pm CST

Evening Networking Reception hosted by Texas A&M University Libraries

Thursday January 23, 2020 6:30pm - 8:30pm CST
Century Ballroom 1&2, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

7:30am CST

Breakfast

Friday January 24, 2020 7:30am - 8:30am CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

8:30am CST

OPEN MEETING ROOM

Proposed moderator: TBD

Primary audience: General

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 8:30am - 9:30am CST
Corps 2 1239 TAMU, College Station, Texas 77843

All

8:30am CST

Data Migration: requirements and workflows

Agenda or outcome: Panel will discuss what data is needed and what workflows are effective in migrating legacy systems to FOLIO

Proposed moderator: Ian Walls

Primary audience: Data Migration Group, SysOps SIG

Required attendees:

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Ian Walls

FOLIO Implementation Lead, ByWater Solutions

Friday January 24, 2020 8:30am - 9:30am CST
Ross 1 1239 TAMU, College Station, Texas 77843

8:30am CST

Reporting LDP 104: Resource Management Reports Review

Agenda or outcome: In this session we will review the Resource Management reports currently being developed for the Library Data Platform (LDP).

Proposed moderator: Sharon Beltaine

Primary audience: query writers, RM SIG SMEs, Conveners, Product Owners

Required attendees:

Open or closed? Open

Zoom link: https://cornell.zoom.us/j/5196061050

NOTE: this is not the standard meeting room Zoom link, but is the Zoom being used for all reporting sessions.

Moderators

Sharon Beltaine

Library Systems Analyst, Cornell University

Reporting, LDP, Metadb, Library Data Platform, Data Migration

Friday January 24, 2020 8:30am - 9:30am CST
Corps 1 1239 TAMU, College Station, Texas 77843

LDP

8:30am CST

AVAILABLE

Friday January 24, 2020 8:30am - 9:30am CST
Century Ballroom, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Open timeslot

8:30am CST

Controlled Digital Lending in FOLIO

Controlled Digital Lending
(https://en.wikipedia.org/wiki/Controlled_digital_lending) is a model
for increasing access to library holdings by circulating an electronic
copy of a physical work. The model is based on an interpretation of the
Fair Use principle of copyright law, written by legal experts and
endorsed by a substantial list of professionals. CDL is already offered
by several libraries, either based on homegrown solutions outside of the
ILS or through a lightweight service offered by the Internet Archive. As
far as we are aware, no present ILS has explicit support for managing
CDL alongside other forms of resource access. Sebastian Hammer would
like to invite a conversation about what strong support for CDL in FOLIO
might look like, and what might be the implications for resource access
and perhaps resource sharing. This would strictly be an informal
brainstorming session, but hopefully part of a wider conversation in
FOLIO over time.

Zoom link: https://zoom.us/j/147792921

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host2) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Speakers

Sebastian Hammer

Friday January 24, 2020 8:30am - 9:30am CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

8:30am CST

TC Tech Debt Discussion

Agenda or outcome: Walk through top Tech Debt Items discussing current actions and next steps. Brainstorming on how to best mitigate the issues

Proposed moderator: Jesse Koennecke

Primary audience: Primarily Product Council and Technical Council

Required attendees: Tech Council

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Friday January 24, 2020 8:30am - 9:30am CST
Reveille 1 1239 TAMU, College Station, Texas 77843

TC/PC

8:30am CST

UM and RA joint meeting on using the Users App

Agenda or outcome: General User app functionality and display. Reporting, searching, using the app, user mgmt processes.

Proposed moderator: TBD

Primary audience: RA and UM SMEs, RA and UM POs

Required attendees: Patty Wanninger, Khalilah Gambrell

Open or closed? Open

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 8:30am - 9:30am CST
Ross 2 1239 TAMU, College Station, Texas 77843

UM/RA

9:00am CST

OLF Board Meeting - INVITE ONLY

Friday January 24, 2020 9:00am - 3:00pm CST
Traditions Meeting Room 1239 TAMU, College Station, Texas 77843

OLF

9:30am CST

OPEN MEETING ROOM

Friday January 24, 2020 9:30am - 10:30am CST
Century Ballroom, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

All

9:30am CST

On-boarding new SMEs

Agenda or outcome: Sharing / developing processes and documentation for on-boarding new SMEs

Proposed moderator: Cate Boerema

Primary audience: SIG Conveners

Required attendees: SIG Conveners

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Cate Boerema

Director of Product Management, FOLIO Lead PO, EBSCO

Product management, product ownership, project and capacity planning, requests app, circulation apps, RA SIG, "core" module planning, JIRA process etc.

Friday January 24, 2020 9:30am - 10:30am CST
Corps 2 1239 TAMU, College Station, Texas 77843

Conveners

9:30am CST

FOLIO - Working Meeting 60

Friday January 24, 2020 9:30am - 10:30am CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

9:30am CST

OPEN TIME SLOT

Zoom link: https://zoom.us/j/677950242

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 9:30am - 10:30am CST
Ross 2 1239 TAMU, College Station, Texas 77843

Open timeslot

9:30am CST

Vendor orders, EDI & GOBI order API

Agenda or outcome: Q&A session on EDI and API order processing in FOLIO. Current status of EDI. Discuss vendors that need to be integrated.

Proposed moderator: TBD

Primary audience: Acquisitions SMEs, RM SIG

Required attendees: Ann-Marie Breaux. Dennis Bridges

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 9:30am - 10:30am CST
Corps 1 1239 TAMU, College Station, Texas 77843

9:30am CST

Presentation of VZG implementation process using the current system as an example

Agenda or outcome:
Presentation of VZG implementation process, using the current system as an example. Presenters will be Felix Hemme, Jana Freytag, and Martina Schildt

Primary audience: Implementing libraries

Open or closed? Open

Zoom link: https://zoom.us/j/158762227

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF Host1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Speakers

Martina Schildt

Systems Librarian, Headquarter of the Common Library Network GBV (VZG)

Felix Hemme

Systems librarian, ZBW – Leibniz Information Centre for Economics

Jana Freytag

Systems Librarian, Common Library Network Göttingen (VZG /GBV)

Friday January 24, 2020 9:30am - 10:30am CST
Reveille 1 1239 TAMU, College Station, Texas 77843

RM/Migration

9:30am CST

Architectural Blueprint Part 2

Agenda or outcome: Allow all members of the community to discuss how technical decisions are made and what processes are or should be in place to facilitate the right level of debate and discussion.

Proposed moderator:

Primary audience: Developers

Required attendees: Technical Council

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 9:30am - 10:30am CST
Ross 1 1239 TAMU, College Station, Texas 77843

10:30am CST

AM Break

Friday January 24, 2020 10:30am - 11:00am CST
TBA 1239 TAMU, College Station, Texas 77843

Break, Food

11:00am CST

Reporting LDP 103: Resource Access and User Management Reports Review

Agenda or outcome: This session provides a review of the Resource Access and User Management reports currently being developed for the Library Data Platform (LDP).

Proposed moderator: Angela Zoss

Primary audience: RA, UM, and Reporting SIG SMEs, Conveners, Product Owners

Required attendees: Sharon Beltaine, Angela Zoss, Nassib Nassar

Open or closed? Open

Zoom link: https://cornell.zoom.us/j/5196061050

NOTE: this is not the standard meeting room Zoom link, but is the Zoom being used for all reporting sessions.

Moderators

Angela Zoss

Interim Head, Assessment and User Experience, Duke University Libraries

Friday January 24, 2020 11:00am - 12:00pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

LDP

11:00am CST

Beyond the Books

Agenda or outcome: Document metadata needs for non-book materials; what works in the current model; what doesn't work in the current model? What additional needs are there and where/how might they be met?

Proposed moderator: Jessica Janecki

Primary audience: MM & special materials communities, .e.g archives, music & media specialists

Required attendees: Aaron Trehub

Open or closed? Open

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 11:00am - 12:00pm CST
Corps 2 1239 TAMU, College Station, Texas 77843

11:00am CST

FOLIO - Working Meeting 66

Friday January 24, 2020 11:00am - 12:00pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

11:00am CST

Release Management Part 2

Friday January 24, 2020 11:00am - 12:00pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

Open timeslot

11:00am CST

Product Council - Beyond the MVP

• PC members prepare approximately 2 minute summary of their own WOLFCon experience and add ideas about necessary PC actions
• “What happens after MVP?”
• How do we continue a roadmap?

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Friday January 24, 2020 11:00am - 12:00pm CST
Hullabaloo

11:00am CST

EBSCO services integration with FOLIO

Agenda or outcome: Q&A session on the EBSCO services that are available for integration today, with regards to EDS, HLM, GOBI, subscriptions, EDI. Discuss the process for getting support when libraries start their FOLIO migration

Proposed moderator: TBD

Primary audience: Anyone responsible for the migration to FOLIO within a library

Required attendees: Dennis Bridges, Khalilah Gambrell, Ann-Marie Breaux

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 11:00am - 12:00pm CST
Ross 1 1239 TAMU, College Station, Texas 77843

12:00pm CST

Lunch

Friday January 24, 2020 12:00pm - 1:00pm CST
Century Ballroom 3&4, Texas A&M Hotel and Conference Center 1239 TAMU, College Station, Texas 77843

Break, Food

1:00pm CST

FOLIO - Working Meeting 72

Friday January 24, 2020 1:00pm - 2:00pm CST
Reveille 2 1239 TAMU, College Station, Texas 77843

Open timeslot

1:00pm CST

OPEN SESSION ROOM

Friday January 24, 2020 1:00pm - 2:00pm CST
Ross 2 1239 TAMU, College Station, Texas 77843

Open timeslot

1:00pm CST

Product Council F2F - Setting our 2020 agenda

• Report outs from SIGs and groups: Accomplishments and plans form WOLFcon. These will be short and time-limited.
• Wrap up and define next steps / agenda items

Zoom link: https://zoom.us/j/493167934

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF5) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University

Friday January 24, 2020 1:00pm - 2:00pm CST
Hullabaloo

1:00pm CST

FOLIO Product Owner knowledge sharing meeting

Agenda or outcome: FOLIO Product Owner knowledge sharing meeting, to discuss best practices and suggestions to help raise the skills of the POs overall. We will solicit topics before the meeting and then select 5 or 6, to spend 10 minutes apiece discussing.

Proposed moderator: Ann-Marie Breaux

Primary audience: POs or people thinking about becoming POs.

Required attendees: FOLIO Product Owners

Open or closed? Open

Zoom link: https://zoom.us/j/314122275

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF3) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Moderators

Ann-Marie Breaux

Vice President, Workflow Management Services, EBSCO

Friday January 24, 2020 1:00pm - 2:00pm CST
Corps 1 1239 TAMU, College Station, Texas 77843

1:00pm CST

OPEN MEETING ROOM

Friday January 24, 2020 1:00pm - 2:00pm CST
Reveille 1 1239 TAMU, College Station, Texas 77843

ReShare

1:00pm CST

Campus financial system integration

Agenda or outcome: Discuss key data elements that need to move between FOLIO and the campus financial system such as Banner and others. Discuss strategies for gaining access to technical documentation, API's, and sandboxes for development and testing. Also should include a discussion on any legal/privacy issues that must be dealt with.

Proposed moderator: TBD

Primary audience: SysOps, Acquisitions & Circulation staff

Required attendees: Dennis Bridges, Holly Mistlebauer (?)

Open or closed? Open

Zoom link: https://zoom.us/j/587079970

Zoom notes: If you want the recording of this meeting uploaded to your SIG space, send the date, time, and Zoom account (OLF1) to Anne Highsmith hismith@email.tamu.edu or Peter Murray peter@indexdata.com.

Friday January 24, 2020 1:00pm - 2:00pm CST
Ross 1 1239 TAMU, College Station, Texas 77843