FOLIO

FOLIO is an open-source library services platform that integrates print and electronic resource management. It includes core library management functionality, is built on a modern architecture to ensure continuous innovation, and supports the integration of applications from third-party providers. In partnership with EBSCO, UKS provides implementation, hosting and support for FOLIO. 

What is FOLIO?

FOLIO is an entirely new Library Services Platform (LSP). FOLIO integrates print and electronic resource management; it includes traditional ILS functionality and apps from third-party providers such as archiving and preservation. FOLIO is built on a modern architecture to ensure continuous innovation.

FOLIO Features

Cloud-Based

FOLIO is a cloud-based platform which enables it to be accessed from anywhere without compromising on security

Open Source

FOLIO is open-source system, developed under an Apache 2 license. It is a collaboration of libraries, developers and vendors building an open-source library services platform

Modular

FOLIO is a modular system comprising of smaller independent and interchangeable Apps that have a standardized interface. These range from Check in/Check out, Organizations, Orders, Finance, Inventory etc.

Flexibility

As a community-driven software supported by robust collaboration between vendors, developers and librarians, FOLIO users are invited to participate in its development, ensuring that it addresses their needs.

Integration and Extensibility

Through APIs and utilities that have been developed for this, FOLIO easily integrates with other systems which may include:

• Other library management systems
• EBSCO Knowledge Base
• EBSCO Discovery Service
• Systems used by suppliers of books and e-books
• RFID solutions
• Institutional repository
• Institutional financial systems
• Analytics tools

Because of its extensibility, FOLIO allows for libraries and vendors to build on its existing apps or develop new apps that extend the library into areas that are of benefit to the library and research community

FOLIO Support by UKS

Project Implementation

The UKS implementation team provides a seamless implementation experience and process. The highly trained team includes:

  • Programmers
  • Librarians
  • Systems administrators and
  • Business analysts


Throughout the implementation process, the client has access to the team 24/7. Backed by international experts from EBSCO, the team can respond timeously to any implementation issues.

Project Management
Once the client is part of the implementation of FOLIO, UKS takes over the management of the project following the implementation plan below:

Project manager, System administrator (from UKS to configure the system), Programmer (for all work that needs programming – data loads etc), Trainer, Tester (to test all functionality), Scribe (to take all meeting minutes), Business analyst (to analyse and document all business processes).

This is an internal project plan with all steps for the project.

This includes all training material, project charter, testing documents, business processes etc

This is to be used for all tasks before they are implemented in production. These include configuring the system, loading data etc.

This is the production server which will finally be used by the institution. It uses data/config copied from the test server.

This is the first meeting of the project. It involves all parties (UKS/Client/EBSCO). Plans, documentation, roles etc are discussed.

This meeting is very crucial. Resources identified for data clean-up are called into a meeting and the process is thoroughly explained.

This is a plan developed together with the client. It has all the project activities and dates up to the go-live date. In between activities the implementation team meets with the client for update reports

Logging System

UKS has a logging system where client log their issues. These are attended to promptly and a report of outstanding logs is issued to the client on a weekly basis.

Integrations

UKS programmers are available to accept and assess request for integration from clients. All integrations are run as a project, with deliverables, plans, reports etc.