2023-03-20 Takeaway from Support SIG

Date

20 Mar 2023

Attendees

• Thomas I. Trutt

• Jenn Colt 

• Laura E. Daniels 
• Frances B. Webb 
• Ann Marie Crowley 

Goals

• Gather some general information about and advice the projects

Discussion items

I spoke with the other members of the FOLIO Support SIG about the renaming project. I asked for any information that they may have around naming conventions, connected systems and who may be a good addition to the initial working group.

• Location codes
  • no one knew of any real naming conventions except for codes used for the Annex location
  • (Observation) Codes have become disconnected from location names due to collection moves and location closures
  • Location codes are known by venders, and are included in batch files
    • Venders would need to be alerted of any code changes
    • Staff processing batch jobs would have to check for wrong codes and clean them up
    • Not a show stopper but needs to be taken into consideration
  • Location codes are used by D&A and indexed in SOLR
    • There has been an alert added, to watch for changes in the number of locations in FOLIO
• Reporting
  • Reports that use location names and/or codes will need to be updated
  • -- Extends to data dashboard

Would it be better to make all the changes at once or smaller projects?

One large change would be preferable. The general feeling was that staff could become frustrated as well as it would cause more confusion if there where incremental changes. One large change would be easier to communicate to staff.

Other Suggestions:

• Prior to the the move to FOLIO a report was ran show number of items on each location. It would make sense to re-run this report to see what locations have little or no items attached to them.
• Kroch Asia - Are all the sub-locations still needed/ wanted?

Suggestions for other group members:

Pedro Arroyo - Does the majority of updates to the macros used by TS/LTS. Has a lot of historic knowledge that may be useful to the project group.