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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

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

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

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

April 1, 2021 - Bug Fest Testing Iris LIVE - Part 1

March 25, 2021 - Holly discussing workflows and fees/fines

March 18, 2021 - Fees and fines: review settings and permissions

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. 

March 4, 2021 - Receiving and Un-receiving

February 25, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 3

February 18, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 2

February 11, 2021 - Circulation Staff Permissions - building on student worker documentation - Part 1

January 28, 2021 - Looking at Documentation and Training

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

TOPICS and DATES :

  • Sept 30 – FOLIO and its HACKS – ways that live libraries are making FOLIO work for them as FOLIO continues to develop/improve
  • Oct 7 ERM and Acq workflow and connection points
  • Oct 14 Inventory and Acq workflow and connection points
  • Oct 21 BugFest check in and testing
  • Oct 28  Usage Consolidation and the Tasks APP

September 23: FOLIO Exploration

January 14, 2021 - Stress, Worry, & Controllability in Relation to FOLIO and 2021 Go-Lives 

2020 training session notes

October 22, 2020 - Inventory App

October 1, 2020 - Importing Records

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Does it meet your use cases?
•Are there things you can’t figure out how to do?
•Report bugs!
•Volunteer for Bugfest! 

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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