Knowledge Integration: Introducing “Open Access”, a brand new FOLIO app

“Working with the Knowledge Integration, Leipzig University, and the wider FOLIO community to develop the Open Access requests management application has been challenging, interesting and fun. As this is (as far as I know) the first time open access request management has been fully integrated with a library service platform, leaps of imagination have been needed from all sides, to envisage how this work will integrate with the wider library service. The flexibility of the FOLIO environment, where we can add new applications as libraries observe the need for them, has made it possible to develop a module independently while ensuring that it fully integrates with the existing electronic resource management (also developed by Knowledge Integration) and the invoicing functionality (developed by EBSCO) relatively easily. 

Weekly meetings with the FOLIO open access specialist interest group have provided regular and valuable feedback. This is all part of our iterative consultation process, which enables us to adjust our approach and the functionality in the application as, development, review, and re-development as needed. Through this process we’ve developed innovative approaches to tracking workflows and ensuring all aspects of a request to publish open access articles and books can be recorded and managed. The final application includes:

The ability to record all aspects of an open access request
Checklists for workflow management
The ability to record correspondence in relation to the request and whether there are any related follow-ups that need to happen
The ability to link requests to any transitional or transformational publisher agreements in place at the library, and to report on all open access publications made under a single agreement
Recording charges, including taxes and discounts, in many currencies, with integration into FOLIO’s existing invoicing and finance applications. Making it possible to track a library’s open access expenditure in the same place as the library’s materials budgets
Reporting in OpenAPC compliant formats…”

University Libraries contracts with Index Data for FOLIO project management | University Libraries | University of Colorado Boulder

“The University Libraries has contracted with Index Data to provide a suite of services for the implementation of the Future of Libraries is Open (FOLIO) project. The Libraries plan to adopt FOLIO, an open-source, community-based Library Services Platform, in 2023. …”

FOLIO + ReShare | August 2022

“CAVAL is the first in Australia to be implementing FOLIO (supported by IndexData) as we see this modern, open-source Library Management Platform benefiting and empowering the entire library community. In the next phase we are also looking at offering a new vendor-neutral resource-sharing platform, ReShare, to our members and the wider community….”

more info:

Revisiting: When is a Publisher not a Publisher? Cobbling Together the Pieces to Build a Workflow Business – The Scholarly Kitchen

“Ultimately, Elsevier’s user acquisition and monetization strategy here is as sophisticated as anything we have seen in scholarly publishing to date. Open access advocates might be concerned about some of these directions, but my sense is that many of these scientists and librarians remain largely focused on trying to compete with, or at least influence, scientific publishing. Building businesses that support, and potentially monetize, researcher workflow is a very different animal. While the Center for Open Science and the SHARE initiative are trying to offer up counterweights, there is little evidence that the open access community as a whole is engaged with Elsevier’s transformation. Springer Nature’s sibling Digital Science is probably Elsevier’s foremost competitor in this space, albeit with a different investment and integration model….”

Webcast: Open systems and library analytics – 1501970

“Open source software and interoperable services for library management and analytics provide libraries with more choice in how to deploy, support and develop mission-critical applications. Join this webinar to learn more about EBSCO’s support for FOLIO, the open source library services platform, and Panorama, an interoperable application for library analytics.”

The Open Library Foundation Names First Open Source Project to its Project Incubation Program | Open Library Foundation

“The Open Library Foundation has invited the Library Data Platform (LDP) to be the first open source project to participate in its Project Incubation Program. The program is designed to support early-stage open source projects and communities that are developing the balanced and robust mix of technology, governance, resourcing and community engagement required to be self-sustaining.

Library Data Platform began in 2018 as an effort to provide a reporting platform for FOLIO, an open source library services platform, and also to promote open source analytics and data integration capabilities in libraries. The LDP project community currently supports both FOLIO and Project ReShare and offers software that can serve as an open analytics infrastructure for diverse applications….”

UChicago Library experts shape development of new open-source library management system – The University of Chicago Library News – The University of Chicago Library

“Experts from the University of Chicago Library have played a vital role in shaping the development of FOLIO, the new open-source library management system that is about to be implemented at the University of Chicago Library. Rachel Rosenberg spoke to Elisabeth Long, Interim Library Director and University Librarian and Associate University Librarian for IT & Digital Scholarship, about the ways UChicago staff have collaborated with colleagues internationally to ensure that the new system will meet the specific needs of University of Chicago faculty, students, and staff while also serving academic libraries around the world….”

Live Webinar: Open systems and library analytics – 1501970

“Open source software and interoperable services for library management and analytics provide libraries with more choice in how to deploy, support and develop mission-critical applications. Join this webinar to learn more about EBSCO’s support for FOLIO, the open source library services platform, and Panorama, an interoperable application for library analytics.”

Library launches future with FOLIO | Cornell University Library

“At the start of July, Cornell University Library made a giant leap to the future by implementing an innovative integrated library system (ILS) called FOLIO, becoming the first large research library in the world to migrate to the platform. 

Since 2016, Cornell University Library has been collaborating with institutions around the world to develop the new ILS, which is a complex suite of software for running services and operations—from ordering, paying for, cataloging, and lending out materials to analyzing resource use across physical, digital, local, and remote collections. An acronym for “The Future of Libraries Is Open,” FOLIO is envisioned as a sustainable, community-driven alternative to proprietary ILS products that are costly to purchase and maintain and are subject to vendor control. 

The open source and collaborative nature of FOLIO aligns with Cornell University Library’s commitment to open access and the wide sharing of knowledge …”

Library Industry Consolidation & Private Equity | Mitchell Davis | Pulse | LinkedIn

“The academic library industry exists within a capitalist system that is bigger than us….I am encouraged by Open Library Service Platform (LSP) efforts like FOLIO, which conceive of a library business and user experience world that works differently (and by that I mean similarly to the consumer digital experience that is pervasive in the rest of the software and media world). It remains to be seen if that vision can be achieved. The ultimate success of initiatives like FOLIO will rely less on strategy and cunning and more on a commitment by libraries and large vendors to the ethos of open source development and sustaining an entrepreneurial spirit. It is the least cynical thing I have seen develop in this industry so far and that is encouraging….”