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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 Save-the-Dates for future sessions (note: all sessions are on Thursdays from 2-3pm ) at this link:  https://umass-amherst.zoom.us/j/461514582

May 13: Data Import with Ann-Marie Breaux

• Matching, MARC modifies, MARC field protection and overrides, and maybe 5 minutes on the next things that are coming
• Link to the recording:  https://umass-amherst.zoom.us/rec/share/YKwwtzZP7tGeFk2WXa-9_x0PfR7LPy55X69zCIk87B49jUlFf1bhZu6Q2I4ttk1-.prejJAdh6MAJVUfg

May 6, 2021 - Data Import with Ann-Marie Breaux

• Link to the recording:   https://umass-amherst.zoom.us/rec/share/WLXXIA9qM337ae12j7xbb_DWB22ZxGoXVwxWkfa-H3LZqDZ[…]7TSUzRTmxNi9ljt-i.RQAWOwYKgoQlOA_s?startTime=1620323579000 

April 29, 2021 - EDIFACT Invoices with Ann-Marie Breaux

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Some previous session recordings can be found here: https://

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April 22, 2021 - Data Import with Ann-Marie Breaux

• Link to the recording:  https://umass-amherst.zoom.us/rec/share/WZnd_fYu5-JZilietzDbzXppSWUYRIuTpNAs5KaMLUg5jvriGmQmvcMYWpUSUsXF.DfmXgupSYBPoMDrt
• Details: Details: We are going to do a focused look at Data Import. We'll go over the details of Importing EDIFACT invoices - functionality that is being delivered in Iris. 
  We'll go over:
  • the default field mapping profiles
  • updating the default field mapping profiles to make them specific to your library
  • creating a job profile to import the invoices
  • importing an invoice
  • reviewing the invoice in the Invoices app, and next steps (adjustments, approving, paying)

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

• Link to the recording:  https://umass-amherst.zoom.us/rec/share/_A_eb8sXcb4-KrcKJrhfztSmyTehvB29-aaHG632Bro9qqZ[…]QrmJ3n8lwtzAMs6Yy.mtZBoNQ9mMUSqHbO?startTime=1617299778000

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

• FOLIO tips for searching 
  • 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.) 

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