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As part of our FOLIO hosting agreement with EBSCO, CUL has access to weekly these the every-other-week “Explore Sessions.” The Explore Sessions also has its own Slack channel on the FOLIO Slack. If you would like to be added, please contact Debra Howell at dlh19@cornell.edu You should join the Slack channel to view session dates and topics.
All sessions are on Thursdays Save-the-Dates for future sessions (note: all sessions are from 2-3pm ) at this link: https://umass-amherst.zoom.us/j/461514582
- April 15: Claiming - lets get this conversation started …
- April 22: Data Import 101
- April 29: EDIFACT Invoices
- April 15- 29 we will have special guest, Ann-Marie Breaux, to lead us and teach us
April 8, 2021 - Bug Fest Testing Iris LIVE - Part 2
- Link to the recording: https://umass-amherst.zoom.us/rec/share/e5olGrFUW5iGgFExWHmxlIWnrdnqePQzuuwMyY3qQSub8vQ[…]-JL1PWdG3Pc83tSC1.MBAFCxGpiPWBbm3d?startTime=1617904452000
April 1, 2021 - Bug Fest Testing Iris LIVE - Part 1
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Some previous session recordings can be found here: https://
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March 25, 2021 - Holly discussing workflows and fees/fines
- Link to the recording: https://umass-amherst.zoom.us/rec/share/R_RrxMnEdcoxFabBxzUxiMrYXv_gVxLgKd8PEC0iEY-OLHC[…]-3HYpFGipepqfxcpE.VRq2eVfdTzFeBTuL?startTime=1616694987000
March 18, 2021 - Fees and fines: review settings and permissions
- Link to the recording: https://umass-amherst.zoom.us/rec/share/2NdvBJNFyFIpc8v6_RF2DtgNLGSMSZD_3V936ZNpiW5e29QY6NMZr7mxftp6cYRp.lha1LisXS-o8Mz_4
March 11, 2021 - Claiming with the current tools and demonstration of what is planned for claiming. Overview of the Package POL and what it means for receiving.
- Link to the recording: https://umass-amherst.zoom.us/rec/share/Oa59p5mJNzbpw85bb1KCfTqR4CEtnnhsvEt81edsBIKKzxT75YuN2MzX4wtveHg.xCrCPBMXAxq1ojXN
March 4, 2021 - Receiving and Un-receiving
- Link to the recording: https://umass-amherst.zoom.us/rec/share/WO9FlReYG_CHuXex-J4QB02SNFx3STvusqItsoEqt0imgVx[…]PUXcUSaSSs6oJv9ck.u7d_ET10pHZlVqKx?startTime=1614884118000
February 25, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 3
- Link to the recording: https://umass-amherst.zoom.us/rec/share/KQFxbETJOgIm2mMjyYAj_T9qduHgM9v5tSV4qseFfj_lYbs[…]HfWdemiAL-nkLk-Iw.obHAK5q7CDdhwYpr?startTime=1614279357000
February 18, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 2
- Link to the recording: https://umass-amherst.zoom.us/rec/share/XEaUfcRupoQCaKb8PCz0zMWFfXZDJet2fJaW0jxgVUJr4CLXM4jYWI9-gOv-cgnb.ePStZzrV8LNZxVcB?startTime=1613674497000
February 11, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 1
- Link to the recording: https://umass-amherst.zoom.us/rec/share/fiS5S6AvzI3P9aoo2c4Oi9dIGlZDz9-rXhFD0v7-8iIncNv[…]tR2x0IUDAz2RmNK6z.s8tYnLXnWv38HA3p?startTime=1613069813000
January 28, 2021 - Looking at Documentation and Training
- Link to the recording: https://umass-amherst.zoom.us/rec/share/TBZQ-od1QDnds0NCVVbg0R2lTxlDedNUqM8xDRTa4QylLNW[…]awkxeXBqePXQHRndy.KrCEgiffNHyl549F?startTime=1611860015000
We will look at areas that will help us all document and train. Please gather your current documentation for student workers that work in circulation. Let’s answer the following questions :
- what do you have documented on your current system?
- what permissions do they currently have?
- what FOLIO documentation could we use/re-use?
January 21, 2021 - Exploring What Will Be In Iris
- Link to the recording: https://umass-amherst.zoom.us/rec/share/UNcv0LAMEU2jVXW-atCffmejRjlXM5B9QUWGuu4vRPoFNpqhYoLj4e8fieaKNIUb.auSUcS3P-NM0x2X8
January 14, 2021 - Stress, Worry, & Controllability in Relation to FOLIO and 2021 Go-Lives
- Link to the recording: https://umass-amherst.zoom.us/rec/share/6x9sqlb2QFPqRrZiV3ztf4MboYI0uhwlWfO7pKznbLyfBM-[…]8NYjKqQM3rwTmJ3UK.LMi_pnzpEklhmk1d?startTime=1610650568000
2020 training session notes
October 22, 2020 - Inventory App
- See list of property names in Query Search - Inventory Beta - Metadata Elements, or in the API Documentation in the /instance-storage/instances POST, /holdings-storage/holdings POST and /item-storage/items POST.
October 1, 2020 - Importing Records
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September 3, 2020 - Marc Mapping from Source to FOLIO (instances, holdings, items)
Pro Tip #1: To restore default MARC mapping rules in your tenant, (in Postman) do a PUT request to {{baseURL}}/mapping-rules/restore. (Disclaimer: Don't try this at home without proper authorization.)
Pro Tip #2: Once you’re settled into your FOLIO tenant, it’s unlikely you’ll be messing with the default mapping moving forward. In fact, it’s best to enlist help from someone experienced in MARC mapping modifications carry out any desired edits, as there are many things to consider. It’s important to maintain consistency between your MARC mapping and import rules to avoid issues with import/overlay of records. An example of a desired change might be mapping a special, local identifier.
Pro Tip #3: When viewing the source of a MARC record in FOLIO, the 999$s contains the SRS UUID, while the 999$i contains the instance UUID.
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