- Reports use translation tables; these would need to be changed to the new location names/ codes.
Suggestion:
instead of deleting unused location move them to a new 'library' instead. There is a worry that any removal of locations may impact financial reports. The VOID location should be used for locations that the are active but are not tied to a physical library; ie serv, remo.
Joanne is going to provide a report of holding records tied to each location to show possible electronic resources. Tom will incorporate this data into the working sheet.
Proposed update timelines
- Name changes only: approximately 4-weeks
- Code changes: approximately 6-weeks
Items that will need to be updated:
- Add hock queries
- Data dashboards
- Reference sites
Main takeaways:
Reporting will need to made of aware of any changes as soon as possible. Considering our timeline for July we will need to ensure that the reporting group has all changed by the beginning of June. The group will be tied up with end of year reporting but can start working on queries in a separate branch. A lot of the changes, like data dashboards, can't be made unit the changes in FOLIO are made. We will need to communicate this delay to library staff.
Linda has agreed to join the working group as reporting group repisentative.