About FOLIO @ MSU

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

1 Overview
2 Contact Info and Guidance
3 FOLIO release names and timelines
4 TS Task Forces

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; not sure? To Kay Granskog) 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 MSU upgrading to this release on 4/7/23.
Orchid	R1	2023	March 17	April 10
Poppy	R2	2023	July 7	July 31
Quesnelia	R3	2023	October 27	November 20

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)	October 2020-	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)	Issues tracking(accessible via MSU netid sign-in)
Acquisitions (ATF)	October 2020-	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	Kay Granskog and Joshua Barton
Team	Technical Services
Updated	July 2022
Created	January 2021