Workshops are in-person ONLY on Monday, September 22, 2025.
This year’s workshops are:
1) The Complete FOLIO Training: Abridged
Monday September 22nd, 9:00am-12:00pm @ Westin Kansas City at Crown Center
Presenter: Tara Barnett, Index Data, Library Services Analyst
Description: Whether you’re going live or already using FOLIO, creating a FOLIO training program for your institution can be daunting! This workshop will provide a comprehensive framework for designing and implementing effective FOLIO training programs tailored to your institution’s unique needs. Rather than attempting to cover every workflow in exhaustive detail, experts from FOLIO Implementers will present a strategic “abridged” overview of all FOLIO areas, equipping you with the foundation and resources needed to expand and customize trainings for your specific library context. This workshop will be a fun way to learn more about FOLIO and will help prepare you to teach others with confidence.
Workshop Objectives:
Participants in this workshop will leave with:
- A general understanding of FOLIO’s core apps and workflows
- Ready-to-implement training outlines for common FOLIO workflows, along with customization strategies
- A directory of existing FOLIO training resources and materials that are publicly available and can be adapted for local use
- Strategies for engaging staff with diverse learning styles
Audience:
- Any FOLIO user, but especially those responsible for training staff
2) What is FOLIO reporting?
Monday September 22nd, 9:00am-12:00pm @ Westin Kansas City at Crown Center
Presenters: Sharon Markus, Cornell University, Library Systems Analyst & Scott Perry, University of Chicago, Head, Collection Support
Description: In this session, the speakers will introduce attendees to the various applications, solutions, and methods used to report on data coming from the FOLIO system. Reporting tools such as Metadb, the Reporting App, the Lists App, DBeaver, CloudBeaver, and Tableau will be covered, along with additional methods of downloading data from FOLIO applications. Intended as an introduction to the wide world of FOLIO reporting, no prerequisite knowledge or skills are needed for this session.
3) Beyond Postman: Using Python to interact with FOLIO’s APIs for record creation, bulk updates, and basic reporting
Monday September 22nd, 9:00am-4:00pm @ Westin Kansas City at Crown Center
Presenter: Brooks Travis, EBSCO, Sr. FOLIO Implementation Consultant
Description: A full-day pre-conference workshop featuring a hands-on introduction to using open source python tools to:
- Manage data in FOLIO (bulk operations)
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- User import without “mod-user-import”
- Perform basic reporting on FOLIO data using tools like Pandas, Polars, and LDLite/DuckDB
Attendees are encouraged to bring a laptop running Windows, Linux, or macOS on which they are able to install new software. A list of software to have pre-installed will be provided a few weeks before the conference for those that need IT approval or assistance.
4) Linked Data in FOLIO: From Models to Workflows
Monday September 22nd, 9:00am-4:00pm @ Westin Kansas City at Crown Center
Presenter: Alvaro Lopez, EBSCO, FOLIO Product Owner – Linked Data Editor
Description
This full-day working session aims to empower FOLIO community members to advance Linked Data (LD) adoption within the platform. The morning focuses on existing implementations, models, and technical approaches for integrating LD into FOLIO, while the afternoon shifts to practical workflows for cataloging, interoperability, and metadata management. Participants will collaborate to identify challenges, share solutions, and outline actionable steps for scalable LD integration.
Goals:
- Foster a shared understanding of LD opportunities and technical pathways in FOLIO.
- Develop community-driven strategies for implementing LD workflows.
Learning Objectives
By the end of this session, participants will:
- Understand current LD implementations and their alignment with FOLIO’s architecture.
- Know different models and tools for LD integration.
- Design workflows for LD adoption in cataloging, resource discovery, and cross-system interoperability.
- Be able to collaborate to address shared challenges (e.g., data mapping, URI persistence, staff training).
Target Audience
- FOLIO Special Interest Groups (SIGs): Linked Open Data, Metadata Management, Open Access, Support, Resource Access, etc.
- Roles: Developers, metadata librarians, system administrators, and project managers.
- Institutions actively exploring or implementing LD in FOLIO.
5) Using Generative AI with FOLIO
Monday September 22nd, 1:00pm-4:00pm @ Westin Kansas City at Crown Center
Presenter: Jeremy Nelson, Stanford University Libraries, Software Engineer
Description: This pre-conference is a “hands-on” workshop that demonstrate using Large Language Models (LLMs) with FOLIO edge-ai module. The workshop will provide opportunities for workshop participants to actual use LLMs with various applications in FOLIO like Inventory, Invoices, and Circulation. Topics include:
- Introduction Large Language Models (LLMs) and AI
- Challenges with using LLMs
- Prompt Engineering for FOLIO
- Creating and using FOLIO AI Agents
- Model Context Protocol (MCP) Server/Client introduction
- MCP Servers for FOLIO Apps
