Mosaic Innovation Spotlight and Open Forum | Season 2, Session 3

Webinar

Featuring guest speaker Stephanie Kaceli from Cairn University, this webinar explores Mosaic's integration with FOLIO and demonstrates how libraries can manage acquisitions workflows seamlessly across both platforms. Stephanie shares real-world implementation insights from Cairn University, and the Mosaic team highlights future FOLIO interoperability roadmap updates.

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Mosaic Innovation Spotlight and Open Forum | Season 2, Session 3

Ref Link: https://about.ebsco.com/resources/mosaic-innovation-spotlight-and-open-forum-season-2-session-3

Julie Twomey

I think we're gonna get started. So I just want to thank everyone for joining us today. This is our November Mosaic Innovation Spotlight and Open Forum. This is the third session of our second season of Mosaic webinars.

If you missed any of our programs from the first season or from this season, I will provide a link in the chat that will provide you the replays to those sessions. So, you'll see that later in the program. My name is Julie Twomey. I am the marketing manager for EBSCO Books, and I will be hosting the session today.

And I am joined by my colleagues, Bethany Pelletier, and she is Director of Product Management for Mosaic, as well as Steph Moriarty, and she is our Director of Sales for EBSCO Books. And we also have Mary Kay on the call who is on our product management team. She will also be helping to answer questions in the chat, so that's why you see her on the call and she may respond to your question if you ask it.

And we are also joined by our special guest, Stephanie Kaceli from Cairn University. Very happy to have you here today. Thank you, Stephanie.

And I'm just gonna run over a few housekeeping items before we get rolling. I just wanna let folks know we have muted all audio lines just to prevent feedback or any interruption. But if you do have a question, if you have any feedback, any comments, really anything that occurs to you, please feel free to use the chat. That should be on your navigation bar. You can ask a question at any time and you may see an answer from our team.

We also have set aside fifteen to twenty minutes at the end of the program to go over questions. So we may answer it in the chat as well as verbally address it at the end of the program.

If for some reason we do not answer your question or we run out of time, we do have your information and we will reach out to you after the live program. The session is being recorded and you will receive the recording in the next three to five business days.

Okay. And for today, our agenda, the first thing we'll be talking about is some new functionality available in Mosaic that we're really excited about, and that's our Choice Reviews. You'll hear from Bethany on that. Then we will pass this over to Stephanie to talk about the integration of FOLIO and Mosaic and how that experience has played out at her university. And then we will hear from Steph on how to get started in Mosaic.

So let me just go ahead and pass it over to Bethany to get us rolling.

Bethany Pelletier

Sounds good. Thanks, Julie.

Okay. Everyone can see my screen now? Thumbs up? You see Mosaic?

Let's see. Thumbs up! Alright! 

So, yeah, hi again. At the last webinar, there were some questions around the upcoming choice reviews functionality. So super excited to be able to share that with all of you today.

And so here we are in Mosaic and live. I just wanna note if we pop over here, I'm in Choice Reviews logged in, and you can see some of the editor picks are right here on the top. So what we're gonna do is take a look and see if we can find a couple of those in Mosaic. So just gonna grab those first two. You can see the Mosaic results are here, I'm gonna expand out the details, and as I scroll, you can see we have a link now for Choice Reviews right from within the bibliographic record.

When I click on that, it opens up a modal, which gives you the access to the full choice review. In addition, you'll see the reviewer information, all the additional metadata, the recommendation, the readership level, and which Choice issue that is from.

So really excited to have this out in the wild, live, and available in Mosaic.

And so as you're doing searches, you can see that link out for the titles that have a corresponding Choice Review. We have loaded all of the back issues for Choice. So we have all the years loaded there into Mosaic and available to folks with live Mosaic logins. So, happy perusing there!

So next up, wanted to get to the heart of why we're here together today, and that is to talk a little bit about the interoperability with Mosaic and FOLIO specifically.

So we are really excited. You know, GOBI has some really strong integrations with FOLIO that we've built over the years, but Mosaic, we're really boosting those integrations to make sure there's a tighter connectivity between Mosaic and FOLIO. So we're gonna talk a little bit today about what that looks like, what you can expect to see, and then Stephanie will give some live demonstrations and talk a little bit about her experience doing some testing between Mosaic and FOLIO and her observations.

So I wanted to start just to set a little bit of context of what you can expect that integration to look like. So this is a high level activity diagram. We all love a good diagram.

Just to say how it works is it's API ordering and and EDI invoicing via APIs. So faster, tighter integration. So what you can expect is within the Mosaic platform, you place an order. In Mosaic, you'll get your typical duplication check that we've covered. You'll get sort of any history or library holdings available to you there as you're making decisions.

But what's new really is a tight integration directly with FOLIO so that we do real time, code list validation. So this means if you have fun codes that you've set within FOLIO, Mosaic can use the API, go out and grab that list, and display it for you within the Mosaic storefront. So no longer do you have to call up a customer service folks at GOBI and ask them to adjust your fund code list or whatever other list that you're using - that will happen real time via a connectivity with your ILS. 

In addition, there's a lot of other expansions. We have gone from carrying supporting ten different library fields that you can input data that's relevant to your library workflows up to thirty five now. So lots more customizations and optimizations there.

In addition, we'll touch on it in a bit, but if you have any FOLIO templates that you've set in FOLIO to have your orders do specific things, that is surfaced in Mosaic as well. So you can pick your FOLIO template from within Mosaic and have all of those details applied. So when you order within Mosaic, it does a real time checkout to FOLIO, it creates that order within FOLIO with all of those details that you've applied, it returns that POL back to Mosaic, the order is subsequently filled within an hour - most often, it's within minutes - that title is activated, and you get a proxied URL and a fulfillment email to let you know you have access to the title.

So super slick, super fast. From there, you can expect as soon as the title is fulfilled, there is a provisional level cataloging record available to you. So no longer do you have to wait until the invoice generates in order to get a record. You can get access to those records immediately after it's fulfilled, right from within the storefront to download singularly or in batch.

And it includes that FOLIO POL. So the idea is that that FOLIO number makes its way throughout the storefront as well as in all of those various artifacts that you interact with to make sure that you can tie everything together from within the platforms.

So once you get your cataloging record, what you can expect next is your invoice will generate quickly, you'll get the email, and then you can either download that invoice within the storefront. It's also an EDI invoice is generated, and it's available to manually load into FOLIO, which also includes that match point to tie it all out. So that's sort of the start to finish what you can sort of expect from that integration. 

Just to touch on why and how it's better, much more streamlined search and discovery in Mosaic. As I mentioned, there's fast fulfillment within minutes for all of our supplier partners. We also have great support for non-English languages with more than nine hundred thousand non-US language titles, full support of diacritics, etcetera. And then the ones in bold are really, I think, the ones that are key improvements and innovations that we are really excited to share, and that is the expansion of the custom fields. As I mentioned, GOBI supports ten today, and Mosaic supports thirty five.

Additional, these are longer fields, so if you have longer fund codes or longer reporting codes we can support those.

In addition, there's different ways that you can map and pull in the data from FOLIO real time. Having those real time API code validation lists really cuts down on the number of orders that would get bounced back or be delayed in the point of ordering and fulfillment. So really excited to have that real time checkup of the code list.

And then the FOLIO templates being available within Mosaic is really exciting. It's a FOLIO-specific improvement there, and we're really excited to be able to have a list right within Mosaic of all of those templates that you manage it in one system, and then the corresponding systems respect that, interpret it, and can display it for you for use right within Mosaic.

So really simplifying the process and cutting down on duplicate data entry.

Your notifications you get when your invoices are ready, and then the PDF invoices, can also be posted to SFTP. So those are some of the key integrations. So, in a nutshell, this interoperability arrives and available to you with the Sunflower release service patch three specifically. It gives you order and EDI invoice integration - so full ordering, cataloging, and EDI invoicing integration. And it's just really built for your real-time workflows, low touch setup, highlighting the real time code validation and the templates. So really intended to sort of streamline.

But without further ado, I really wanted to introduce Stephanie Kaceli from Cairn University. Really excited to have her step through and share with you live demo as well as information about her observations, her experiences using the platform. So with that said, over to you, Stephanie.

Stephanie Kaceli

Great. Thank you. We're just gonna get set up here.

Julie Twomey

Here. Let me let me just share. Stephanie, if you can stop sharing, I will drive.

Can you see that okay?

Stephanie Kaceli

Yes. Great.

Perfect. Thank you. Thank you for inviting me to be here. As Bethany said, I'm Stephanie Kaceli, I'm from Cairn University.

And just a wee bit about us, we are an extremely small private university. And I I think we all can relate to the fact that every day we're being asked to do more with lesser, and so it's all about efficiency. But in all of that, we're very committed to perpetual access, print and e, as well as caring for our robust e collection.

We've been FOLIO since June twenty twenty two, and we actually right after that, we went up with our GOBI integrations, and they've been a important part of who we are for a very long time. So from selecting, ordering, updating holdings, and invoice, we have this very tight integration with FOLIO at the moment with our GOBI. So, yep, next page. Thank you.

And who am I at Cairn? And this is not a page to say, woe is me, and all of that, but more in terms of, it's really important that whatever we do is efficient. And I wanted to be part of this project because having this tight knit with FOLIO and with Mosaic benefits us greatly and benefits and makes my life easier, makes our lives easier. So that's really why I want to be part of this. And in the midst of being an administrator and everything else, this is an important project.

And a snapshot of Cairn's involvement. It really wasn't that long ago, it was May twenty twenty five at the EBSCO User Group, and Bethany was there presenting what's going on with Mosaic and the future with FOLIO. And, of course, all of us FOLIO libraries wanted to know when are we gonna get our FOLIO integration and she asked if anyone was interested to to see her. So a little bit after that, I saw her across the room, and I made a beeline, and most people know to run the other way. She didn't. And I just said I wanted to be part of this.

And on July fourteenth, a group of us just came together and between Michelle and Bethany and Mary Kay and Dennis - just such an amazing team that are doing very, very good work - and we started up on August twenty eighth with phase one with Sunflower and worked through stuff. And then phase two started around October thirty first. And really since August, it has been this sprint of improvements and watching this grow and really be something viable that I cannot wait for Sunflower to be available for us FOLIO libraries. And even today - there's work as we speak, as we're doing this - there are people working on making this even a better and tighter solution.

So it's that iterative work that I've witnessed, and it's the library workflow. Even at the at the EBSCO User Group, it was all about hearing from the libraries. Mosaic doesn't exist just to be something pretty and look nice. It's here for us, for our workflows, and that's what matters.

And in the beginning, I like to say, as we were working on this, it was the order modal. And the order modal is where you place your order in Mosaic. And it was the fun code, the FOLIO template, and the Mosaic template. And I gotta be honest, it was clunky, it was limited, and it was inflexible.

And because I'm the world's worst documenter, I didn't-I don't have a picture. So all I can show is the sweat that I was feeling as I was looking at this modal and going, and Mary Kay's like, "Not a problem. We know it stinks. We know we need to work on it. What do you wanna see?"

And so that's what we did. And next slide is just an example. It's so much prettier here.

But just the receiving note that you see there, that was from a discussion that we had on the nineteenth of September and a very similar discussion we had every time we got together. What else do you wanna see? What else can we map? What fields can we add? And the receiving note was brought up. And so that was on the nineteenth of September, and that got added the same day. And then - if you can click, thank you - this is in FOLIO, you can see on the same day, there is a receiving note. It's a little different, but the same concept. This this is live happening right then and there, and it went right in to FOLIO.

And the improvements, they just keep coming. I'm not sure if Bethany mentioned this, but one of the really neat things fields are no longer just alphabetical. Starting this month, we were able to sort them by our workflow. So now it's order template, fund, expense, class, etcetera. I mean, the sky's the limit. If it's what works in your workflow, then that can be updated.

Not gonna spend a ton of time here. But really, this screen is just to show, this is our workflow in Mosaic. It's the workflow that works for us, a little tweaked a wee bit, because in GOBI, you know, you have to do things a certain way. But now we can kind of think and dream and change things around if we so choose.

So as I'm kicking the tires and getting to play with Mosaic and FOLIO together, it's been a neat opportunity. And the things that I've really noticed - it all goes back to efficiency. The the ability to have a quick response time, not just in terms of results, but just how many clicks, how many being efficient with our work and our time that way.

The ease of access to different types of - just the ease of access, sorry. And then also just the ease of locating our information once we've placed an order, or even before placing an order. I think all of that, I've really kind of put the benefits of Mosaic in those three types of areas.

And we're gonna look at one is I was thinking about this at one point. Okay. How many clicks does it take to get to an invoice, let's say, in GOBI? It's one two, three four five six seven eight.

And then that's quicker than any GOBI invoice. That that's okay. You can go to the - Yeah.

That's quicker than any GOBI invoice ever comes up on the in our browser window. Right? And there's a little bit of information that we get. We have the POL and you can see that it's an unlimited user if you know what you're looking a but that's kind of it. And it takes a while just to get to that, and then you download it and print it, yay.

So, Mister Owl, how many clicks does it take to get to an invoice in Mosaic? It's one, two, three. 

And when you click on that, it actually takes more clicks to get to the invoice here than it does in Mosaic. So here it is, the Mosaic invoice, and then it's not just you don't just see the POL number, but you see the access model clearly labeled. You have your expense, your fund, your order number. It's all here. And I've I greatly appreciate this invoice and the ease of getting to it.

So it's that tight integration though between Mosaic and FOLIO that I really appreciate. And I feel like I'm gonna be repeating Bethany a lot because it's these real time APIs that are going both directions that have really seen these updates and saving of time. And then being able to be me controlled, rather than ticket controlled or email controlled. That's a really big thing.

Those order templates, it's sky the limits in terms of what you can do with those. And the import profiles that you can do and the power of the POL is a really real thing and being able to use that. And Bethany mentioned thirty five customizable fields and mappable fields - and I might have gotten that mixed up - but there's just it actually blows my mind how many things that you can do as well as the EDI invoicing and the choices that you can make. You really do not have - there's no way to get to a bad choice. You really - there's so many opportunities to do good work here.

So one of the things we talked about was the ability this the funds, this happening in real time. I don't know about you, but there's many times where I'm like, "Oh, I would like to add that fund. That would make my life a lot easier and being able to track that."

But then you start thinking about all that you need to do to get that change to happen. And now I could go into FOLIO, I can add a fund for our EDD program as well as an expense class for the educational leadership side of that, and then in Mosaic, real time, it's coming up as the expense class and the fund is right there.

So, additionally, it's not just being able to - you know, not as many clicks - it's a lot more efficient. It's also efficient getting to the information, I find. And so it's the URL that is coming in the emails with your fulfilled order within an hour or two, sometimes much quicker. JSTOR comes lickety split. And you get these URLs and you get it in the email, and now I can open up that email and I can go, "Oh, that was a book for so and so," I can just forward that over to that person, and I've closed my loop. And that's a really great way of being able to get them access quick and not have to wait for the for for a day or for whenever it takes for your your EDS to start propagating.

And then also just if you don't wanna leave Mosaic, you don't have to. Just going into Mosaic via the order activity, you can go ahead and copy that and paste it wherever it needs to go, which is very helpful.

And then finally, I like to show the MARC edit view. So in MARC edit, you can - I have a very bare bones MARC edit or MARC record and haven't really added too much in there - but you can take your eight fifty six field, and when you map it properly in your data import profiles, you actually can bring this, I brought this into our item record, so, it's the URL, the link text. So, when somebody is looking for this in our catalog, they'll be able to just link and go out to the ebook. 

And then this is just the profile right here that I mapped it to and you can kind of do it your way and it works well.

So all of that to say, we're so excited about Mosaic. We are still in GOBI a little bit, mainly because of print books. But as we all know, we can also click the GOBI button there. The approval plans and the slip searching - cannot wait for that to come. And Bethany did show how you can do the multiple ISBN search in Mosaic, and it works well. But it's not as robust as the GOBI option, and I keep testing it. And so what we're looking forward to, obviously, in Mosaic is the Sunflower release so we can get that API and get going.

And then I also listed here the customized order of fields because I think it's really important to remember that this Mosaic and the FOLIO, all of it together, it's not gonna ever stop improving. That's kind of the beauty of these products. And so to, you know, always mark your wins out, I think, is really important.

So I can yap all day about Mosaic and FOLIO, But, really, you're here to see this happening in in real life. 

So without further ado, I am going to take the screen.

Great. And can everybody see our Mosaic screen?

Julie Twomey

Yes. 

Bethany Pelletier

Yes. 

Stephanie Kaceli

Thank you. Alright. So, obviously, we all know what this is, and we've seen it lots of times.

I'm just gonna do a quick search to get us started and use the - oops, nope. I'm just gonna take this subject heading here because it's a good one. And I talked to myself. I apologize. 

What you'll see here is, you know, we already have some in the cart. I'm gonna go ahead and pick this one. And this one's already in the cart, so we're good.

And I'm gonna go back to my cart, and hopefully, you all this looks familiar. And I can go ahead and just update it. It's letting me know I have some exceptions in my cart that some have already at our institution, some are incomplete order details. So what we're gonna first do is I'm gonna go over here to the order details.

And this is the modal with the FOLIO information, and I'm gonna just select my Cairn ebook template. This is my default. Now, you can have as many as you want, and that's how I plan to when it's live on our site to use that. And then down here, you're gonna notice  - oops. I always forget I can search, yay.

Gonna pick at the fund, and I'm gonna pick my expense class. Both of these, I created on Friday, and I just went then in FOLIO. And then I went back into Mosaic. I logged out, logged back in, and they were there.

And then material type is the same thing. I didn't like any of the material types that were here, so I went ahead and created my own, if I remember what I did.

You can do a receiving note. You can do your requestor. All of that then goes into - Not that that's feasible, but we could always wish. 

And then the other thing you can do right from here is you can be like, "Well, I don't actually want all of these to be part of maybe CS Lewis and Chaucer and this guy here." So I would go ahead and save.

And then I can place the order now, or I can I still have a couple that are incomplete, and I also have the one that's in our institution. And the one that we have in our institution, it's the red herring right here. I can, right here, delete it. I can wait till I order and delete it, or I can come up here to view and say, "I just wanna see the items with no exceptions." So, now, I'm just getting the eight that I just updated, and then I'm just gonna submit my order.

Yay! And then, we're gonna go to get this guy.

If we look at library activity, obviously, we're gonna see that we have - oh, those haven't come through yet because I'm too impatient. So these are the fulfilled ones that I placed earlier today. We have canceled and then we also have the invoiced ones.

And then, if I come over here to FOLIO, and then all you FOLIO people out there that can't wait for Sunflower, you'll notice that my apps are not alphabetical because I was able to change them - Yay! It is coming.

And then from here oh, come on. Did I not get that? 

Oops. Library activity. Why did you not go? Oh, yay. So here's the open ones, and I will look for this one instead.

Okay, hold on. I might have to log back into just a second. 

Phew. Sorry. Live demos make me very nervous.

Bethany Pelletier

You're doing great.

Stephanie Kaceli

Alright. So here's the order that we just placed. And it's all over here, there's our POL number, it's all good.

And then we're gonna say, "it's time to pay for our our invoice, our order." So we're gonna go over here to choose files. Now, this isn't gonna be to right now, it's typically the following day. You'll get your invoice-ish.

And I grabbed this from  - I have it set up with FileZilla, and it actually works really well. So I'm gonna do open, and then I'm gonna pick the most our template that I use, job, and then I'm gonna run.

And there it goes.

As we're  - oh, no. I don't have to wait. So here is our, this is our invoice. I'm gonna go over here and go to invoices. And from here, I'm just gonna look at what we have open. And you'll notice the one I just did today is open.

And you can look down, you can take a look through, make sure it's all correct - there's your vendor reference number that is individualized for each book, here is your POL number, you can look at the the fund and expense sheet. And then from here, I'm just gonna approve.

The best part of this is being able to spend money that doesn't exist. It's like monopoly money. You're like, "Oh, yes!"

And then you go to pay, submit, and there we are.

We're fully paid. All good. Now, if we wanted to say that you want to look at MARC records, you can come here. These are the eight that we just ordered. It won't be long before they come. This is eight of nine, one was canceled so that's why. And you can just click here, download available. You click that. It downloads it into the MARC record for you file.

And then you go over to data import.

We choose our file, and it gonna grab this one, which is a different one, I believe.

And then I'm gonna use the the job that I created that I call the POL based madness, and I'm gonna run.

Should've done a smaller one, sorry.

Also look at - oh, see, I sit here and do this, and then it's done. It works. So this completed. It was good.

And here are the records that we downloaded. You can see that it updated the instance, it updated the holdings, and created an item. And when you do that, and when I click the item down here, here's the URL with the the link text that I had mapped in there.

So all of that to say, this is all happening in real time, and it's very exciting to see the the tightness of it all. And also, most importantly, that it's not gonna stop being developed. It it's a work in progress, but it's a good work in progress. So without further ado, I will stop sharing and pass it on to Steph.

Julie Twomey

Perfect. Let me just go ahead and share for you, Steph. Give me just a second.

And can you see my screen?

Steph Moriarty

Yes. I can. 

Julie Twomey

Beautiful. Let her rip. 

Steph Moriarty

So first off, that was amazing, Stephanie. Thank you for walking through that.

So if you liked what you saw, whether you're a FOLIO customer or not, we can help you either way.

If you wanna get started with Mosaic, we have the QR code up on the screen, or you can contact our team at Mosaic at EBSCO dot com.

And that is where you can request, access to Mosaic or ask any questions that you have. If you are an existing Mosaic user and want to get integrated into FOLIO, or any other configurations, email Mosaic at EBSCO dot com, and we can get you set up.

Julie Twomey

Perfect.

Thank you very much. So let me just cover a few items here, and then we'll get over to, some questions. I'm not sure if we have any waiting for us, but I just wanted to let folks know that, you will receive a thank you email, most likely next week. I know folks will be on vacation, but that will be waiting for you. That will have the recording. It will also have a variety of other resources in the email, that you may find helpful as you're either deciding to go with Mosaic or if you're a current Mosaic customer. It just has some helpful links there.

Some other resources that I would recommend would be, going to EBSCO Connect - this is where you can find guidance, tutorials, things of that nature. Really helpful to have at your disposal. We also have a books newsletter. This is really the best way for you to stay informed on all things Mosaic, really all things books. And it will also have any other sessions that we have in the future. This is the last session that we have planned right now currently, but we will be having future webinars next year. So please keep an eye out for that. And then we also have regular content on our blog and on our social media handle. So I will just go ahead and pop these links in the chat.

And, as I mentioned, these will be in the email as well. So whatever works for you is great.

So now we can go ahead and open up the floor for any questions if anyone has anything at this time.

Mary Kay

There's one question we got on the side, Julie. If Stephanie could talk a little bit about the setup and, you know, was it easy, difficult, sort of what that looked like for you.

Stephanie Kaceli

Sure. Yeah. It's the setup is is pretty lightweight. I mean, it'll pull the funds that you already have or they already just come in as part of the integration. So that's great.

And then the only thing that you would need to think through is the templates. Now I didn't do too much with the templates because I was doing it with the fun codes. That's kinda what we do right now, but trying to think through what would be great with the templates. But once you get a really good template set then you duplicate it and then you can make changes that way.

So and it really depends on you're - I'm not - I'm hopefully, I don't give you too much of a word salad answer - But a lot of it's already done if you're using GOBI and then you just figure out what else you want to do. But I mean, I think the the hardest thing for me, and it's not anything you're gonna deal with, is I'm working in the dev server, which is cool, of Sunflower. So anytime I wanted to do something that we already have in our FOLIO, I had to update that.

But there's a lot of things that you're not even gonna have to to do to to make this work well.

Is that a okay answer for you?

Mary Kay

Yes. Excellent.

Julie Twomey

Any other questions from folks?

Mary Kay

There's no new ones so far, but I will repeat a question that was asked early on just in case folks had joined later. We got questions about, you know, any fees or API fees associated with Mosaic. And Mosaic is - there's no charges to use it, there's no fees, so you get most access to Mosaic and all of the features that come with it. And if you're doing ILS integration, there's no fee for that, either.

Julie Twomey

Okay. We'll give it a few more minutes here. Again, we're happy to any take even take feedback, anything you might have.

I think we got one from Allison here.

Mary Kay

I think this is gonna be for you, Stephanie. If you are working on two sets of orders, is there a way to save both sets?

Oh, you're muted, Stephanie.

Stephanie Kaceli

That might be more of a Bethany answer, hopefully. I get that right now, there isn't a way to set, there isn't a select an order cart and a way to save things. But I think, honestly, the way that you can select what you wanna order and use the filtering in the order cart is really pretty snazzy. And this past couple weeks, I've been playing with it a lot more, and that's been great. And being able to kick things out of your order and then only order things that are that already have the information, I think, is helpful.

Bethany Pelletier

Yeah. And to add to that - I wanna make sure we got Allison's question covered - so in Stephanie's example, she had a bunch of things in the cart and then she actioned a subset using the filter. But if you had two sets of orders, you could put the stuff in the cart, as Stephanie said, use the filters to kind of window down what you're looking at, but you can also mark all, or you could mark the first two and the last one and apply a template, then mark different ones and apply a template. So you can do a lot of mix and match in there to be able to work on multiple sets of orders that have different order details within a singular cart. So if you have additional questions beyond that, Allison, feel free to add those to the chat so we can make sure to really get at what you're looking to understand.

Mary Kay

We have another question on how easy is the transition from GOBI to Mosaic. Generally speaking, very easy. The setup process is very simple. There's not a lot of complexities today with Mosaic because we just do ebook firm ordering, so we're not doing any approval plans or profiles, DDA just yet.

But the setup process - you're set up within one to two business days, you know, pending configuration. And then once you're in there it's very intuitive. We offer trainings and assistance along the way, but a lot of libraries that have already been using Mosaic are pretty much on their way once they get into it. And, obviously, we're here to support, but that's the goal of Mosaic is to make it really intuitive and easy.

Stephanie Kaceli

I've been going back and forth right now because I've been still doing our firm orders and whatnot in GOBI. And then I then and I spent a good week or so going through all of that and and hanging out in GOBI. And then I went back to Mosaic, and I was like, "Oh gosh. I can't wait to have Mosaic be the solution," because there's it's just so much slicker, and it it just the integration and how easy it is to get to stuff. It'll be great.

Bethany Pelletier

Yeah. A lot of design and working collaboration with our innovation partners and libraries have gone into that design in Mosaic, the idea being to make it streamlined so that there's not a big training curve that needs to happen, but rather just an intuitive, you know, where everything is and how to get to things.

Mary Kay

So, we have another question. This one - this is gonna be one of my favorite questions. So currently, in ECM, we can save items in different folders. So if you have different subject areas, you can save and come back to it. Is there a similar feature?

Me, personally, I am most excited for folders and Spotlight Lists to be added to Mosaic, which will be in the first half of twenty twenty six. But, yes, it will be in there in Mosaic. Currently, today, if you were to log in, the shopping cart is persistent in between sessions. So ECM does not have a persistent cart, which is why we have the folders. And Mosaic has a persistent cart, which helps in lieu of the folders currently - but they are forthcoming in the spring.

And then, Bethany, I don't know if we wanna pull up the oh, perfect. You just put the road map in there. A question on is there a timeline for when print will come to Mosaic?

Bethany Pelletier

Yeah. So we actually have been doing some analysis on print books now to understand what that might look like and do some forward thinking. So we don't - it's not coming in the next six months, but next year in earnest we'll be starting to look at that and figuring out what that takes. But as I said, the analysis is sort of already underway there. We understand it's important and it is part of our plan.

So I don't have a date quite yet exactly for you when that would be available but definitely tune in to the road map, we'll be adding things as we go. I can actually -  let's see if I can share my screen really quick to kinda look at this again.

Okay. If it's visible.

Let me see - share.

So you can see here, you can, filter by various categories, but the two of the items we just talked about, Spotlight Lists coming in June and the other one, folders right here. So feel free to take a look at that when time allows.

Julie Twomey

Okay. I think we've answered everything. If anything occurs to you, please feel free to reach out to our team. But we thank everybody for joining us today, and we hope you have a great day and a great holiday next week. Thank you so much.

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