About FOLIO @ MSU

Owned by MSU TechServices, created
Last updated: Oct 02, 2024 by Joshua Barton
3 min read

Summary: Local pages and links to external FOLIO documentation to assist any staff learning about the platform and its functions.

Overview

FOLIO is an open-source project that is a collaboration of libraries, developers, and vendors to build an open-source library services platform (LSP). FOLIO is an acronym for the Future of Libraries is Open. Michigan State University Libraries is partnering with EBSCO to participate in the community-driven development of the new LSP as a part of our land-grant mission that calls on us to contribute solutions and innovations that make a positive difference locally and globally. 

MSU chose FOLIO as our LSP in early fall 2020. Migration of Acquisitions took place in July 2021. Full migration took place as of June 30th, 2022.

Contact Info and Guidance

Issue

Contact

FOLIO or EDS down, abnormally slow, or have lost functionality affecting users.

  • Contact Discovery Services directly at 517-353-8700.  Emailing will potentially result in longer response times.

  • DS will open a ticket with EBSCO.

  • DS will send an email message via LibStaff describing the problem and announcing that it has been reported.

  • When the problem is resolved, an all-clear email is sent.  If problem resolution takes a long time, updates will be sent as received from EBSCO

Questions with Folio impacting a specific feature(s)

  • Use when only one or two units use the feature and it has no effect on patrons.

  •   For EDS, check the FOLIO/EDS Known and Reported Issues document to see if the issue has already been reported and/or if there is a workaround.

  • For Folio, consult the open cases list in EBSCOConnect

  • If the issue is not documented, follow these steps:

    • Are you using Chrome? (If not, try using Chrome. It is the only officially supported browser for FOLIO.)

    • Does the problem persist after clearing your browser's cache and cookies?

    • Is the issue replicable in an Incognito window?

    • Is the issue reproduced when using a different record?

    • Is this issue happening to others at your service point?

  • If the issue persists after following the above troubleshooting steps, please contact your designated unit rep to submit a case to EBSCO Connect on behalf of your unit. 

    • Public Services - branches/units will contact Discovery Services.

    • Tech Services – (Contact the Unit Head most likely to use that app.  For example, Finance to Lisa Smith; Data Import to Joshua Barton)

    • Circulation - Kati Shedd

    • Electronic Resources - Ranti Junus

EDS behavior/issue not affecting overall use

  • If EDS is showing an issue/error or not behaving as you expect it to, please also report the issue using the FOLIO/EDS Feedback Form.

Questions on Upcoming System Functionality

The FOLIO Community relies heavily on the input of the FOLIO Special Interest Groups (SIGs).  Many questions can be explored or asked at these meetings.  See the listing of SIGS: https://wiki.folio.org/ . The AD for Technical Service will be able to contact EBSCO directly for some issues. 

Adding new users and/or permissions

MSUL User Management Working Group manages requests and changes. Submit requests at: LIB.DL.UserMgMtWG@msu.edu. 

Enhancements

If there is an enhancement or feature you'd like to see in FOLIO, please email Christine Tobias (tobiasc@msu.edu) or Erin Weller (ferriser@msu.edu). Anyone is welcome to participate in FOLIO Special Interest Groups (SIG’s).  Anyone can comment on JIRA tickets but Ranking will be done by the AD of Digital Initiatives or Technical Services. 

FOLIO release names and timelines

Release name

Release number

Year

Bugfest

Public

Kiwi

R3

2021

n/a

Nov 22nd

Lotus

R1

2022

March 14th

April 18th

Morning Glory

R2

2022

July 1st

August 8th

Nolana

R3

2022

November 18

December 12

Orchid

R1

2023

March 17

April 10

Poppy

R2

2023

July 7

July 31

Quesnelia

R3

2024

 

 

TS Task Forces

Several task forces were formed to implement FOLIO at MSU, two of these task forces had oversight over migration efforts in Technical Services.

Task Force

Dates Active

Charge

Members

Documentation, reports, etc.

Cataloging & Metadata (CMTF)

2020-2022

To serve as the direct and primary contact with FOLIO/EBSCO staff for questions, comments, concerns for issues in the realm of metadata migration.

Janet Baldwin, Joshua Barton (Chair), Autumn Faulkner, Dao Gong, Tim Kiser, Lucas Mak, Emily Sanford, Tim Watters (Library of Michigan)

Acquisitions (ATF)

2020-2022

To maintain targeted communications with FOLIO/EBSCO during the migration phase. The Taskforce shall articulate needs and recommend solutions and programs to meet those needs to optimize Acquisition workflows and policies.

Kim Wiljanen (Chair), Lisa Smith, Susan Smith (Library of Michigan), Devon Davidoski (past chair and former member)

 



Contact

Joshua Barton

Team

Technical Services

Updated

October 2024

Created

January 2021