Loading…
FOLIO Face-Face has ended
Monday, June 17
 

7:30am EDT

Breakfast
Monday June 17, 2019 7:30am - 8:30am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

8:00am EDT

Opening Session - All attendees
Gap Analysis/Capacity plan - Q&A for process, Reporting update, Workflow update, Chalmers update
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Monday June 17, 2019 8:00am - 10:45pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Plenary

11:00am EDT

MM: Kick-off of JIRA features/stories review and clarification - part 1
Moderators
LW

Monday June 17, 2019 11:00am - 12:00pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Hands-on workshop/support

11:00am EDT

LDP Reporting Working Group - 1
This working meeting will continue work begun by the LDP Report Working Group and LDP Deployment Working Group, and will cover several areas:
• Discussion, prioritization, and specification of LDP reports
• Outreach and information sharing with functional area POs and developers
• Discussion of strategies and standards for LDP deployment
Moderators
SB

Monday June 17, 2019 11:00am - 12:00pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

11:00am EDT

FOLIO Production Deployment / Technical Discussion - part 1
Kubernetes/Rancher Q&A; Hardening FOLIO security; An update strategy in a production environment; Dependency Resolution
Moderators
WS

Monday June 17, 2019 11:00am - 12:00pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Implementation, Sys Ops and Data Migration

11:00am EDT

Value management system review (High priority) - part 1
1. Setting up and managing Fund structures
2. Allocating and adjusting budget values
3. Visibility of current budget values
4. The FOLIO money life cycle (Allocation, encumbrance, awaiting payment and expenditure)
Moderators
DB

Monday June 17, 2019 11:00am - 12:00pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements Discussion, RM/ACQ/ERM/App Interaction

11:00am EDT

PC - Discuss and define overarching FOLIO Product strategy - part 1
Our initial vision of FOLIO was to be much more than just another ILS.  However, most of our resources have been devoted to getting a workable system up and running in time for a go-live goal of mid-2020 for several of our members.  Have we lost sight of those “wow” factors in this push for immediate functionality? How hard will it be to develop and integrate these wow factors later? Should we step back and look at those visionary possibilities again if doing so would delay the planned go-live date?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Monday June 17, 2019 11:00am - 12:00pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Strategy Discussion, Product Council

12:00pm EDT

Lunch
Monday June 17, 2019 12:00pm - 1:30pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

1:30pm EDT

MM: Kick-off of JIRA features/stories review and clarification - part 2
Moderators
LW

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Hands-on workshop/support

1:30pm EDT

How we develop and deliver FOLIO
The scrum rituals, team workflows, and tools we use to plan, manage and deliver FOLIO functionality. Open to everyone intersted in understanding this topic
Moderators
JG

Speakers
P

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Knowledge Share, Implementation + Product Owner + Other

1:30pm EDT

LDP Reporting Working Group - 2
This working meeting will continue work begun by the LDP Report Working Group and LDP Deployment Working Group, and will cover several areas:
• Discussion, prioritization, and specification of LDP reports
• Outreach and information sharing with functional area POs and developers
• Discussion of strategies and standards for LDP deployment
Moderators
SB

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

1:30pm EDT

FOLIO Production Deployment / Technical Discussion - part 2
Kubernetes/Rancher Q&A; Hardening FOLIO security; An update strategy in a production environment; Dependency Resolution
Moderators
WS

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Implementation, Sys Ops and Data Migration

1:30pm EDT

Value management system review (High priority) - part 2
1. Setting up and managing Fund structures
2. Allocating and adjusting budget values
3. Visibility of current budget values
4. The FOLIO money life cycle (Allocation, encumbrance, awaiting payment and expenditure)
Moderators
DB

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements Discussion, RM/ACQ/ERM/App Interaction

1:30pm EDT

PC - Discuss and define overarching FOLIO Product strategy - part 2
Our initial vision of FOLIO was to be much more than just another ILS.  However, most of our resources have been devoted to getting a workable system up and running in time for a go-live goal of mid-2020 for several of our members.  Have we lost sight of those “wow” factors in this push for immediate functionality? How hard will it be to develop and integrate these wow factors later? Should we step back and look at those visionary possibilities again if doing so would delay the planned go-live date?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Monday June 17, 2019 1:30pm - 2:30pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Strategy Discussion, Product Council

2:45pm EDT

Gaining a holistic view of FOLIO
The Implementation Group is uniquely poised to gain a holistic view of FOLIO. We'll discuss how we can all contribute to that view with documentation, training resources, testing, etc.
Moderators
KN

Monday June 17, 2019 2:45pm - 3:45pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Process discussion, Implementation

2:45pm EDT

Data Migration Planning & Implementation
Data Migration Planning & Implementation; Discussion of data migration process. Identification of data types, order of data import, dependencies, and other requirements.
Moderators
PW

Monday June 17, 2019 2:45pm - 3:45pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Implementation, Sys Ops and Data Migration

2:45pm EDT

UAT Feedback
1. Exploratory group testing (run as a session)
2. UAT testing (Run in back ground during conference?) (This is the preference. Would need to share testing forms a week prior)
Moderators
DB

Monday June 17, 2019 2:45pm - 3:45pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements Discussion, RM/ACQ/ERM/App Interaction

2:45pm EDT

Tech Debt Assessment - part 1
Discuss "Tech Debt" investigation/rankings and make decisions on open questions
Moderators
MG

Speakers
JS

Monday June 17, 2019 2:45pm - 3:45pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Technical Council

4:15pm EDT

ERM - Workflows
Scenario planning around common types of packages
Moderators
MS
OS

Monday June 17, 2019 4:15pm - 5:15pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

4:15pm EDT

PO Discussion
POs attending meeting will have the opportunity to knowledge share and discuss questions/concerns.
Moderators
CB

Monday June 17, 2019 4:15pm - 5:15pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Knowledge share, Product Owner

4:15pm EDT

Lessons Learned From Recent Migrations
How much historical information do we need in different areas (cost/circ history). What goes in a reference database vs what is imported to FOLIO. Data cleanup, are there common themes? Things we wish we had cleaned up? Documenting for future staff to know why decisions were made during implementation
Moderators
KN

Monday June 17, 2019 4:15pm - 5:15pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Process discussion, Implementation

4:15pm EDT

Reporting for Resource Access
This working meeting will continue work begun by the LDP Report Working Group and LDP Deployment Working Group, and will cover several areas:
• Discussion, prioritization, and specification of LDP reports
• Outreach and information sharing with functional area POs and developers
• Discussion of strategies and standards for LDP deployment
Moderators
SB

Monday June 17, 2019 4:15pm - 5:15pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

4:15pm EDT

Tech Debt Assessment - part 2
Discuss "Tech Debt" investigation/rankings and make decisions on open questions
Moderators
MG

Speakers
JS

Monday June 17, 2019 4:15pm - 5:15pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Technical Council
 
Tuesday, June 18
 

7:30am EDT

Breakfast
Tuesday June 18, 2019 7:30am - 8:30am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

8:00am EDT

App Interaction: RM + MM - Containers - part 1
Managing electronic and printed packages in containers
Walk through acquisition workflows of electronic resources
Moderators
FH
MS

Tuesday June 18, 2019 8:00am - 9:00am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

8:00am EDT

Usability Testing 1
Time will be allocated to allow attendees to participate in usability testing tied to updates to the Folio UI/UX. The format maybe in the form of in-person/remote user testing or potentially a survey.
Moderators
KG

Tuesday June 18, 2019 8:00am - 9:00am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Hands-on workshop/support, Other

8:00am EDT

LDP Reporting Working Group - 3
• Analysis of in-app reports
• Proposal for a consistent UX for in-app reporting
• Discussion of timeframes for in-app report development
Moderators
SB

Tuesday June 18, 2019 8:00am - 9:00am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

8:00am EDT

PC - Roadmap Review - part 1
Review roadmap and major development milestones that have been accomplished.  Look at JIRA priorities and the latest Gap analysis. Do they align? Do they provide a clear picture for strategic work and priorities for the next releases?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Speakers
CB
HK
HM

Tuesday June 18, 2019 8:00am - 9:00am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Roadmap, Product Council

9:15am EDT

App Interaction: RM + MM - Containers - part 2
Managing electronic and printed packages in containers
Walk through acquisition workflows of electronic resources
Moderators
FH
MS

Tuesday June 18, 2019 9:15am - 10:15am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

9:15am EDT

Migrating Data from Voyager to FOLIO
Moderators
JC

Tuesday June 18, 2019 9:15am - 10:15am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

9:15am EDT

Usability Testing 2
Time will be allocated to allow attendees to participate in usability testing tied to updates to the Folio UI/UX. The format maybe in the form of in-person/remote user testing or potentially a survey.
Moderators
KG

Tuesday June 18, 2019 9:15am - 10:15am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Hands-on workshop/support, Other

9:15am EDT

PC - Roadmap Review - part 2
Review roadmap and major development milestones that have been accomplished.  Look at JIRA priorities and the latest Gap analysis. Do they align? Do they provide a clear picture for strategic work and priorities for the next releases?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Speakers
CB
HK
HM

Tuesday June 18, 2019 9:15am - 10:15am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Roadmap, Product Council

10:45am EDT

App Interaction: RM + MM + RA - Permissions - part 1
Rights and roles across apps;

permissions related to changing item information
Moderators
JF
MS

Speakers
AL

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

10:45am EDT

PC/TC - Technical debt & architectural issues
Update on the true picture of where we’re confident, where we may have concerns, and where we likely have real problems. Focus on things that TC recommends we address in the shorter term.
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Speakers
MG

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

10:45am EDT

Consortia Implementers Workshop - part 1
This session is a discussion designed to support those consortia that are planning to implement FOLIO. The session will cover short-term and mid-term priorities needed by consortia in order to implement FOLIO. Chief among this will be a discussion about resource sharing - vision, requirements, and functionality needed by FOLIO versus functionality that will be handled by other tools. Implementing consortia should bring other topics for discussion as well.
Moderators
DD

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Implementation, Other (there’s no Consortia option)

10:45am EDT

Creating an Implementers' Sandbox
With an Implementers' Sandbox, we can build on our holistic view. Discuss what kinds of actions and results we could achieve with an Implementers' Sandbox.
Moderators
KN

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Implementation

10:45am EDT

LDP Reporting Working Group - 4
This working meeting will continue work begun by the LDP Report Working Group and LDP Deployment Working Group, and will cover several areas:
• Discussion, prioritization, and specification of LDP reports
• Outreach and information sharing with functional area POs and developers
• Discussion of strategies and standards for LDP deployment
Moderators
SB

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

10:45am EDT

ERM Technical Approach / Dependencies - part 1
1. Outline, review and agree technical approach for Q3/Q4 ERM features.
2. Identify interdependencies with other FOLIO modules and conventions.
3. Identify scheduling priorities based on critical technical dependencies.
Moderators
II

Tuesday June 18, 2019 10:45am - 11:45am EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Implementation, Technical Council

11:45am EDT

Lunch
Tuesday June 18, 2019 11:45am - 1:30pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

1:30pm EDT

App Interaction: RM + MM + RA - Permissions - part 2
Rights and roles across apps;

permissions related to changing item information

Discussion with Andrea Loigman + others
Moderators
JF
MS

Speakers
AL

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

1:30pm EDT

CANCELLED - PC - TBD
To be determined
Moderators
PS

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

1:30pm EDT

Consortia Implementers Workshop - part 2
This session is a discussion designed to support those consortia that are planning to implement FOLIO. The session will cover short-term and mid-term priorities needed by consortia in order to implement FOLIO. Chief among this will be a discussion about resource sharing - vision, requirements, and functionality needed by FOLIO versus functionality that will be handled by other tools. Implementing consortia should bring other topics for discussion as well.
Moderators
DD

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Implementation, Other (there’s no Consortia option)

1:30pm EDT

Data Migration Tooling
Discussion of tooling for data migration. Review of existing tools, requirements for future tools.
Moderators
WS

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Implementation, Sys Ops and Data Migration

1:30pm EDT

Architectural Roadmap - Long Term - part 1
Determine what form our Long term Architectural Blueprint per our Charter should take
Moderators
MG

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Roadmap, Technical Council

1:30pm EDT

ERM Technical Approach / Dependencies - part 2
1. Outline, review and agree technical approach for Q3/Q4 ERM features.
2. Identify interdependencies with other FOLIO modules and conventions.
3. Identify scheduling priorities based on critical technical dependencies.
Moderators
II

Tuesday June 18, 2019 1:30pm - 2:30pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Implementation, Technical Council

2:45pm EDT

Acquisitions - Invoices
TBD
Tuesday June 18, 2019 2:45pm - 3:45pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

2:45pm EDT

App Interaction: ERM + eUsage + Reporting
Technical integration eUsage / Reporting / ERM / eHoldings
Moderators
RR
MS
AS

Speakers
SB
NN

Tuesday June 18, 2019 2:45pm - 3:45pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Discussion, RM/ACQ/ERM/App Interaction

2:45pm EDT

Search & Sort
Walk through search & sort functionality needed across FOLIO, based on initial work from the MM SIG.
Moderators
LW

Tuesday June 18, 2019 2:45pm - 3:45pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Hands-on workshop/support, SIG Convener, Product Owner, Resource Management SIG, Acquisitions subgroup, ERM subgroup, Resource Access SIG, User Management SIG, Other

2:45pm EDT

Change Management
With all the changes FOLIO will bring to our staff, how do we help them through these changes?
Moderators
KN

Tuesday June 18, 2019 2:45pm - 3:45pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Knowledge share, Implementation

2:45pm EDT

Architectural Roadmap - Long Term - part 2
Determine what form our Long term Architectural Blueprint per our Charter should take
Moderators
MG

Tuesday June 18, 2019 2:45pm - 3:45pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Roadmap, Technical Council

4:15pm EDT

ERM - History
"History": The ability to track/view/report on changes happening to packages (e.g., title transfers, ceased, new starts, takeovers, etc.). History of package changes over time.
Moderators
MS
OS

Tuesday June 18, 2019 4:15pm - 5:15pm EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

4:15pm EDT

Support - FOLIO vs. a Vended ILS
How do we need to change our support model for a community-based open-source LSP vs. a vended solution?
Moderators
KN

Tuesday June 18, 2019 4:15pm - 5:15pm EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Knowledge share, Implementation

4:15pm EDT

TC Process and Retrospective
Speed at which we make decisions - sometimes (often) slow - what could we do to make decisions faster. Operational retrospective - how have we operated and how should we modify our approach.
Moderators
MG

Tuesday June 18, 2019 4:15pm - 5:15pm EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Process discussion, Technical Council

4:15pm EDT

Circulation features and functional review
To review circulation needs on user records, permissions and other overlaps with other apps
Moderators
AL

Speakers
CB

Tuesday June 18, 2019 4:15pm - 5:15pm EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, SIG Convener

4:15pm EDT

SysOps 6-month roadmap
6-month roadmap for SysOps. Implementation planning and execution. FOLIO Deployment Architecture.
Moderators
PW

Tuesday June 18, 2019 4:15pm - 5:15pm EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Roadmap, Implementation, Sys Ops and Data Migration
 
Wednesday, June 19
 

7:30am EDT

Breakfast
Wednesday June 19, 2019 7:30am - 8:30am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

8:00am EDT

App Interaction: RM (ACQ + ERM) - Renewal
Renewal functionality for physical and electronic resources; Alerts; claiming; activation monitoring without receiving
Moderators
MS
OS

Wednesday June 19, 2019 8:00am - 9:00am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

8:00am EDT

LDP Reporting Working Group - 5
• Analysis of in-app reports
• Proposal for a consistent UX for in-app reporting
• Discussion of timeframes for in-app report development
Moderators
SB

Wednesday June 19, 2019 8:00am - 9:00am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

8:00am EDT

Entity Management ("Authorities" Data)
Opportunity for key MM SMEs and others to define requirements for entity management (beyond MARC) in FOLIO
Moderators
LW

Wednesday June 19, 2019 8:00am - 9:00am EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Other

8:00am EDT

PC - Goals/Strategies for 2019-2020 - part 1
What do we really want to accomplish?  What do we leave aside?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Wednesday June 19, 2019 8:00am - 9:00am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Strategy Discussion, Product Council

8:00am EDT

CANCELLED - Specific Architectural Decisions - part 1
Specific Architectural questions: i.e Codex, pub/sub vs AES, other... list TBD
Moderators
MG

Speakers
VB
MJ
JS

Wednesday June 19, 2019 8:00am - 9:00am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Technical Council

9:15am EDT

ERM - Workflows (small groups)
Small group sessions to discusss ERM workflow scenarios
Moderators
MS
OS

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

9:15am EDT

ERM and KBs - part 1
Working with external Knowledgebases
Moderators
MS
OS

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

9:15am EDT

CANCELLED by group - Documentation for Implementers
Discussion about creation of shared documentation, type of storage (in-app, wiki, GitHub), how to combine technical documentation with functional documentation.
Moderators
KN

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Knowledge share, Implementation

9:15am EDT

Reporting for Resource Management
• Analysis of in-app reports
• Proposal for a consistent UX for in-app reporting
• Discussion of timeframes for in-app report development
Moderators
SB

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

9:15am EDT

PC - Goals/Strategies for 2019-2020 - part 2
What do we really want to accomplish?  What do we leave aside?
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Strategy Discussion, Product Council

9:15am EDT

CANCELLED - Specific Architectural Decisions - part 2
Specific Architectural questions: i.e Codex, pub/sub vs AES, other... list TBD
Moderators
MG

Speakers
VB
MJ
JS

Wednesday June 19, 2019 9:15am - 10:15am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Technical governance and strategy, Technical Council

10:45am EDT

ERM - Workflows (small groups)
Small group sessions to discusss ERM workflow scenarios
Moderators
MS
OS

Wednesday June 19, 2019 10:45am - 11:45am EDT
Room 6 - Van Buren Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

10:45am EDT

ERM and KBs - part 2
Working with external Knowledgebases
Moderators
MS
OS

Wednesday June 19, 2019 10:45am - 11:45am EDT
Room 3 - Jackson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202

10:45am EDT

Reporting for Metadata Management
This working meeting will continue work begun by the LDP Report Working Group and LDP Deployment Working Group, and will cover several areas:
• Discussion, prioritization, and specification of LDP reports
• Outreach and information sharing with functional area POs and developers
• Discussion of strategies and standards for LDP deployment
Moderators
SB

Wednesday June 19, 2019 10:45am - 11:45am EDT
Room 5 - Madison Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Product planning and strategy, Reporting SIG

10:45am EDT

CANCELLED (Not needed) - Data Migration - TBD if needed
Discussion of tooling for data migration. Review of existing tools, requirements for future tools.
Moderators
WS

Wednesday June 19, 2019 10:45am - 11:45am EDT
Room 4 - Monroe Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Requirements discussion, Implementation, Sys Ops and Data Migration

10:45am EDT

PC/TC - Debrief/Recap
Discuss priorities, tech debt, aspiration and what’s problematic. Make plans and/or prioritize next steps. Likely can’t make decisions, but can identify discussion items that need further investigation and can lay out a plan for future decisions.
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Wednesday June 19, 2019 10:45am - 11:45am EDT
Room 2 - Wilson Room DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Strategy Discussion, Product Council, Technical Council

11:45am EDT

Lunch
Wednesday June 19, 2019 11:45am - 1:30pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Meal

1:30pm EDT

Closing Session - All attendees
Reporting out from various groups: Action items, plan for resolvingg issues, future thinking.
Moderators
avatar for Jesse Koennecke

Jesse Koennecke

Director, Acquisitions & E-Resource Licensing, Cornell University
Jesse is responsible for managing Acquisitions and E-Resource Licensing services for Cornell University Library (CUL). Jesse has been involved with the Future of Libraries Is Open project to develop open source software for libraries since 2016  Ask me about Battledecks@ER&L!Ask... Read More →
PS

Wednesday June 19, 2019 1:30pm - 3:45pm EDT
Room 1 - Washington Ballroom DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Plenary

3:45pm EDT

Open Time
Open time for attendees who are not leaving on Wednesday
Wednesday June 19, 2019 3:45pm - 5:00pm EDT
TBA DoubleTree by Hilton Hotel Washington DC - Crystal City - 300 Army Navy Drive - Arlington VA 22202
  Open time
 
Filter sessions
Apply filters to sessions.
Monday, June 17
Tuesday, June 18
Wednesday, June 19
  • Discussion
  • Hands-on workshop/support
  • Knowledge share
  • Meal
  • Open time
  • Plenary
  • Process discussion
  • Product planning and strategy
  • Requirements discussion
  • Roadmap
  • Strategy Discussion
  • Technical governance and strategy
    • Room 1 - Washington Ballroom
    Room 2 - Wilson Room
    Room 3 - Jackson Room
    Room 4 - Monroe Room
    Room 5 - Madison Room
    Room 6 - Van Buren Room
    TBA