OLE Blog

FOLIO Codex: The Core Metadata at the Heart of the FOLIO Platform

Event:  FOLIO Codex: The Core Metadata at the Heart of the FOLIO Platform
Time: Wednesday, August 16, 2017 at 11:00AM EST / 1600 GMT
Recording Here

As a platform for library-centric apps, FOLIO’s approach to metadata involves creating a generalized view of the various types of records (bibliographic, holdings, authority, patrons, etc.) that all FOLIO apps must understand while retaining the detailed records for apps that can understand and make use of that detail. For instance, the app that checks in and checks out physical books does not need to understand the precise nature of the MARC 245 indicators and subfields; it just needs a title to display on the screen to confirm to the operator that the item at hand is the item being checked out. Likewise, an app that counts the usage of a particular thesis does not need to understand the metadata elements that distinguishes a thesis advisor from the degree candidate. This subset of metadata is being called the FOLIO Codex.

This generalized view of metadata enables some unique capabilities in the FOLIO platform.  For instance, the source descriptive metadata record (be it MARC or Dublin Core or MODS or BIBFRAME) can be stored outside FOLIO with the codex record storing just a pointer to where that source record is located.  The FOLIO community calls this “cataloging-by-reference” and we anticipate it will be a more efficient workflow than that used for copy cataloging now.  Another advantage is that many sources of records — from national bibliographic utilities, consortial central catalogs, and local institutional repositories — can coexist in the same FOLIO system.

In this Forum, Kristen Wilson and Lynn Whittenberger will offer an overview of the FOLIO Codex concept and planned implementation.  Vince Bareau, Sebastian Hammer, and Ian Ibbotson then join Kristen and Lynn for a panel discussion answering questions from the Forum attendees and the FOLIO community.

SPEAKERS:

  • Lynn Whittenberger, North Carolina State University
  • Kristen Wilson, North Carolina State University
  • Vince Bareau, EBSCO
  • Sebastian Hammer, Index Data
  • Ian Ibbotson, Knowledge Integration

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE website.

How to “Invent” with FOLIO

Event: How to invent things that meet challenges in libraries
Time: Wednesday, July 26, 2017 at 11:00AM EST / 1600 GMT
Download Recording Here

Everyone is not an inventor, but with the help of the user experience (UX) driven design method, everyone can learn how they can help improve and innovate the way libraries work in the future. This down-to-earth and practical method is what is being used to design and develop FOLIO to be a system that addresses real library challenges. We would like to share it with as many people as possible to let library professionals invent solutions for workflow challenges in their local institutions. The solutions could be apps or plugins for FOLIO, but they do not have to be: The principles of the UX driven design method can be used more generally to create solutions that are more low-tech — the focus is on creating solutions.

The starting point for the way the FOLIO system not only looks and feels — but what it does and how it does it — is based on researching library workflows and iterating over solution ideas with library professionals until a practical and good solution is reached. This process can be divided into 6 steps:

  1. Spot a problem
  2. Find the cause of the problem
  3. Ask questions
  4. Ideate
  5. Test your solution
  6. Adapt or restart

In this forum, Filip will help library professionals utilize this method to invent things that meet challenges in libraries and turn their workflow frustrations into useful solutions.

SPEAKERS: Filip Jakobsen, UX lead, FOLIO; CEO & founder, Samhæng

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE

FOLIO Roadmap Update

Event: FOLIO Roadmap Update
Time: Wednesday, June 28, 2017 at 11:00AM EST / 1600 GMT
Download Here


The FOLIO platform continues on a fast development track. In this forum, you will hear an update on the roadmap for releasing version 1 of the platform and see a live demo of the components of the system now in place. Hear Harry Kaplanian present the short, medium and long term project goals and deliverables. Watch FOLIO developer Kurt Nordstrom give a demonstration of the platform as it exists today and take advantage of the opportunity to ask Harry and Kurt questions about the project and its progress.

Paula Sullenger will discuss onboarding new FOLIO participants, including how to register for community updates, navigate through the various communication channels and find information about FOLIO.

Rachel Fadlon will highlight outcomes of recent FOLIO in-person meetups and discuss the process for organizations to host their own meetup.

SPEAKERS:

  • Harry Kaplanian, Senior Director of Product Management, Software Services at EBSCO Information Services
  • Kurt Nordstrom, Software Engineer at Index Data
  • Paula Sullenger, Assoc. Dean for Information Resources, Texas A&M University
  • Rachel Fadlon, Marketing Manager, SaaS, EBSCO Information Services

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the FOLIOForum Code of Conduct.

A recording of this Forum will be made available on the OLE website.

FOLIO Innovation Challenge and FOLIO Services from EBSCO

Event: FOLIO Innovation Challenge and FOLIO Services from EBSCO
Time: Wednesday, May 24, 2017 at 11:00AM EST / 1600 GMT
Register Here

This past March, EBSCO announced the FOLIO Innovation Challenge, a program that will award grants between $5,000 and $20,000 to libraries based on the innovative solutions they propose that advance technology for libraries. There are three rounds for this program with deadlines in May, 2017, December, 2017, and March, 2018. EBSCO is providing the primary funding for the development of FOLIO and is looking forward to giving back to libraries and helping to further support innovation with this program. EBSCO is continuing to help support the growth of the FOLIO community through other programs and service offerings to help make it easier for libraries to adopt FOLIO.

In this session Andrew Nagy, Director of Software-as-a-Service Innovation at EBSCO, will walk through the details of the Innovation Challenge program as well as how EBSCO is building out programs to help make it easier for libraries to adopt FOLIO.

SPEAKERS

  • Andrew Nagy, Director of Software-as-a-Service Innovation, EBSCO
  • Peter Murray, Index Data

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the FOLIOForum Code of Conduct.

A recording of this Forum will be made available on the OLE website.

FOLIO SIGs: Update & Involvement

Event: FOLIO SIGs (Special Interest Groups): Update and Involvement
Time: Wednesday, April 26, 2017 at 11:00AM EST / 1600 GMT
Download Recording Here

Find out about each FOLIO SIG group’s activities, see some of their work and what functionality and design work is currently being discussed in their groups. A couple of new SIGs are underway and more information will be shared about the status of some proposed SIGs. Come and hear how you can find out about the SIGs and stay informed and get involved. Please join us and ask your questions about the work of the FOLIO SIGs.

SPEAKERS:

  • Chris Manley, Cornell University – User Management SIG
  • Doreen Herold, Lehigh University – Metadata Management SIG
  • Kim Maxwell, MIT University – Resource Management SIG
  • Debra Lamb, Cornell University – Resource Access SIG
  • Peter Murray, Index Data – Internationalization SIG
  • Harry Kaplanian, EBSCO – Consortia SIG
  • Lydia Pettis – Cornell University – Reporting SIG

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE website.

Resource Management in FOLIO: A First Look


Event: Resource Management in FOLIO: A First Look
Time: Wednesday, April 12, 2017 at 11:00AM EST / 1600 GMT
Recording Here

Resource Management within FOLIO is designed to support libraries in all of their selection and acquisitions needs across all print and electronic formats. Introduced in the last FOLIOForum, “The Kabalog,” FOLIO’s data model supports the intricate relationships that frequently occur in content bundled together for acquisitions purposes, as well as linking descriptive metadata, acquisitions information, and knowledge base information to avoid duplication and repetitive work. Reusable functionality to support lifecycle management will be coded into separate apps that can be plugged into any part of the system to provide a consistent user experience. Many of FOLIO’s modules will be designed to integrate with other selection and acquisitions work that may occur outside of FOLIO, from communication in emails to databases for selection.

Kristin Martin and Kristen Wilson, members of the Resource Management Special Interest Group, will provide an overview of the work done to date and an introduction to the functionality by sharing mock-ups, sketches and a prototype of work done to date.

SPEAKERS:

  • Kristin E. Martin, Electronic Resources Management Librarian, University of Chicago
  • Kristen Wilson, Associate Head, Acquisitions and Discovery, North Carolina State University

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE website.

The “Kabalog”

Event: The “Kabalog”
Time: Wednesday, March 29, 2017 at
11:00AM EST / 1600 GMT
Recording Here
Slide Deck Here

FOLIO is emerging into a world where there is a growing need to support a broadening spectrum of resources, expressed in a widening variety of metadata representations and formats. At the same time, organizations are being asked to reduce the effort involved in describing and managing the resources a library makes available.

In this forum, Marc will talk about the conversations that the FOLIO community have been having around the challenges and opportunities for resource and metadata management, and will share the current thinking on how we hope to embrace the potential of future approaches whilst supporting where we are now to provide the ability to incrementally migrate.

SPEAKER:

  • Marc Johnson, software developer at Knowledge Integration

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE website.

FOLIO Roadmap Update – Spring 2017


Event: FOLIO Roadmap Update
Time: Wednesday, March 15, 2017 at 11:00AM EST / 1600 GMT
Recording: We are working on a new recording. We hope to post soon.
Slide Deck: Here

The FOLIO Platform continues on a fast development track. In this forum, you will hear an update on the roadmap for releasing version 1 of the platform and see a live demo of the components of the system now in place.  This is an exciting time for the FOLIO community as the the first iterations of the prototype demonstrated last year can be seen in running code.  This forum is an update on the one presented last year when the development roadmap was first laid out.  What does the long term path for FOLIO development look like?  What is the development status of the first applications and the short term goals?  How might you be able to get involved? Come hear Harry Kaplanian present the short, medium and long term milestones along the FOLIO roadmap and Kurt Nordstrom give a demonstration of the platform as it exists today.

SPEAKERS:

  • Harry Kaplanian, Senior Director of Product Management, Software Services at EBSCO Information Services
  • Kurt Nordstrom, Software Engineer at Index Data

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

FOLIO Firsthand: FOLIO in the UK


Event: FOLIO Firsthand: FOLIO in the UK
Time: Wednesday, March 1, 2016 at 6:00AM EST/ 11:00AM GMT
Recording Here

In this forum, Diane Bruxvoort from the University of Aberdeen will discuss her institution’s interest in FOLIO. Diane will talk about the need for innovation and collaboration amongst libraries and will present how FOLIO may help further those objectives.

SPEAKERS:

  • Diane Bruxvoort, Special Collections and Museums as University Librarian and Director, University of Aberdeen

Please use the hashtag #FOLIOforum on social media for these events.

The Open Library Community Forum is sponsored by OLE (Open Library Environment) and is governed by the OLE Code of Conduct.

A recording of this Forum will be made available on the OLE website.