2025 EBSCO User Group: Full Schedule

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2:20pm EDT

Our Journey from the Pandemic to FOLIO

Wednesday April 30, 2025 2:20pm - 3:10pm EDT

At the end of the pandemic, Thompson Rivers University Library discovered that some of the temporary processes we developed during the interim were not just beneficial, but also invaluable. For instance, we found that the EDS system modifications, initially used for touchless delivery, continued to add significant value for holds and after-hours pick-ups. The pandemic encouraged us to concentrate on and evaluate core library functions. Similarly, we used critical evaluation of our processes to inform our migration to Folio.
We will discuss:
How we are simplifying its circulation system by reducing the number of item types, loan rules, and patron types.
Why we will be selective in our use of new patron empowerment features in the EDS.
Why a system migration is an excellent opportunity to streamline library processes and to examine what a library can do.
Why examining fines and loan periods before the migration is essential during the migration. Addressing complex or difficult questions before the upgrade allows you to spend more time training staff and fine-tuning the configuration during the migration.

Speakers

Michael Purcell

Katherine Watmough

Wednesday April 30, 2025 2:20pm - 3:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA

Track 4 | Anchor, Change Management

Audience All are welcome
Product EBSCO Discovery Service (EDS), FOLIO, OpenAthens, System Migrations
Sub-Topic User Journey, FOLIO Implementation Process

4:15pm EDT

Tips, tricks, and new workflows: Migrating from Sierra to FOLIO as part of a consortium

Wednesday April 30, 2025 4:15pm - 5:05pm EDT

555 & 556 | Seahorse

After months of planning and training our consortium went live on FOLIO in May of 2024. In this session an Assistant Library Director, Cataloger Librarian, and Acquisitions Librarian will share the decisions and preparations that had to be made before the migration, new workflows that were created, and all the “little things” we weren’t expecting to navigate but made it through. Focus will be on preparation of the catalog data, training, folio apps: inventory, users, permissions, lists, finance, orders, receiving, and settings. Most of all we will share why even through the chaos we are happy with where we are now.

Speakers

Track 2 | Seahorse, Change Management

Audience All are welcome
Product FOLIO
Sub-Topic User Journey, Tips and Tricks, FOLIO Implementation Process, FOLIO Tips and Tricks

2025 EBSCO User Group

2:20pm EDT

Michael Purcell

Katherine Watmough

4:15pm EDT

Brady Brandy

Sarah Jones

Abha Niraula