November 2024 - Flo-migrations-2025

November Core Team Meeting Recording
by Eliana Lima 20 Nov '24

20 Nov '24

Hi everyone, It was nice seeing everyone this morning for the first Core Team of your migration! I'm glad we were able to answer some big questions. Please find a link to the recording below. The current plan is to skip the December meeting for the holidays and reconvene in January. I'll also be putting out a new Doodle to see if we can find a better time in the new year. *Core Team (11/20) Recording:* https://us02web.zoom.us/rec/share/oVM29EEYO_EBu9271OaZjrAYo3-Ov_PlCq4BIaBF5… Passcode: Jyo1p*bz *Agenda/Minutes:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Reminder: FOLIO Core Team Meeting - 11/20 @ 10am
by Eliana Lima 18 Nov '24

18 Nov '24

Hello again, Friendly reminder that we have our first migration core team meeting this *Wednesday, Nov. 20th @ 10am*. We'll be going over where we're at in the migration timeline and what to expect in the next month or so. Please use this time to ask any questions you may have regarding the project. If you'd like to add any questions/topics to the agenda ahead of time, please feel free to do so. *11/20 Agenda:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… *Zoom:* https://zoom.us/j/9300044265 (passcode: flo) -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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FOLIO Users Test Load - Please Review
by Eliana Lima 18 Nov '24

18 Nov '24

Good morning everyone, We've gone ahead and loaded everyone's patron data into the FOLIO sandboxes. This is only for testing purposes so that everyone can see what their patron data will look like in the new system. It also represents a snapshot of your Voyager/Sierra data from the date we did each export, so some information/patrons may be missing depending on when they were added. If everyone could do some spot checking and let me know if everything looks okay or if you need adjustments, I would appreciate it. I've created a joint issue tracker where people can report problems if they find them. We'll also be using this tracker for your bib/MFHD/items (Inventory) records and ERM records once those are loaded. Since we're very close to Thanksgiving and many people take holidays this time of year, I'm giving this review period 3 weeks. Please submit your issues/changes by *Friday, December 6th. *Issues/changes requested beyond the review period may not be honored, unless minor. *Data Issue Tracker* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… (If you need a link to your institution's sandbox, you can find them all linked here on the "FOLIO Test Instances" tab - https://libraries.flo.org/members/FOLIO) -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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FOLIO Sandboxes Ready
by Eliana Lima 12 Nov '24

12 Nov '24

Hello all, All five FOLIO sandboxes are ready to go. Please bookmark your respective link below. I will be reaching out to someone from each library with the shared staff login credentials soon. We use shared logins for test sites but everyone will have their own login in production. - https://lesley-test.folio.indexdata.com/ - https://massart-test.folio.indexdata.com/ - https://mfa-test.folio.indexdata.com/ - https://necmusic-test.folio.indexdata.com/ - https://stonehill-test.folio.indexdata.com/ Links to all FLO FOLIO instances can also be found on the FLO site: https://libraries.flo.org/members/FOLIO -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Migration Update: Patrons & Inventory Data
by Eliana Lima 12 Nov '24

12 Nov '24

Hello all, I wanted to give everyone an update on how the migration is going behind the scenes. We're expecting the new FOLIO sandboxes sometime this week and when we get them we'll begin loading your patron data. I will create a shared login for each library so you can then access your sandbox and review & verify that your patrons look okay (review period dates TBD). For your inventory (catalog) data we'll be getting to that early to mid December. FLO will handle the MARC exports (except for Stonehill) and data massaging for you. *For your homework:* 1. Many libraries left their inventory mapping meetings with unanswered questions. FLO would like to see all of the gaps in your inventory spreadsheets to be filled in *by Thanksgiving (11/28)*, if possible. That way we'll be able to proceed with loading your catalog data in December. Please finish determining what you'd like to keep/purge. If anything is marked "Report" or blank please update it with your final decision. (You will have time to make changes during the review period but we need everything filled out to do the initial load). 2. I've created a Google Doc for every library to list any 3rd party integrations <https://docs.google.com/document/d/1Q8zd889PnZJXgbjQpkVzWbD4EEWIcpYrMpzPqs4…> they're expecting to use. I've kept past responses in the doc so you can see examples. Please list any system outside of FOLIO that you plan to use with FOLIO. Although most of the integrations will be configured post go-live we like to know what to expect sooner than later so we can plan accordingly. If libraries could add their lists by *the end of December*, that would be appreciated. If you have any questions about any of the above, please let me know. There will also be time to go over all of this again at next week's Core Team meeting. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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FOLIO Core Team 2025 - November 20th @ 10am
by Eliana Lima 08 Nov '24

08 Nov '24

Hello all, Although there wasn't a day that worked for all responders, the best option for our first Core Team meeting will be *Wednesday,* *November 20th @ 10am*. I've just sent out a recurring Google Calendar invite to everyone. If you can't make it this time hopefully next time will be okay. I haven't created the agenda yet, but if you have any topics/questions you'd like to add, please let me know. This will be your time to discuss the migration's progress and what's next on the timeline. Happy Friday! -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Last Chance: FOLIO 2025 Core Team Meetings Doodle
by Eliana Lima 07 Nov '24

07 Nov '24

Hi all, Friendly reminder that today (11/7) is the final day to respond to the Core Team meetings Doodle. There's a lot of people involved in this migration, so I'd like to make sure all libraries are accounted for. Thank you for your time and thank you to those of you who have responded already! *Doodle poll: *https://doodle.com/meeting/participate/id/bWm47Pxe -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Reminder - FOLIO 2025 Core Team Meetings Doodle
by Eliana Lima 05 Nov '24

05 Nov '24

Good morning everyone, As I mentioned during the kick-off, one of our regular meetings we have during system migrations is called a "core team" meeting. This is when everyone participating in the migration (libraries, FLO staff, and Index Data staff) meet to review the progress of the migration and ask important questions. The current plan is to have these meetings monthly and increase the frequency, if necessary. As usual, they will be done over Zoom and recorded. If you haven't done so already, please respond to the Doodle poll with your availability for our first core team meeting by *this Thursday, November 7th*. Anyone on staff is welcome to join, but not everyone needs to come. We need at least one representative per library. Thank you for your time! *Doodle poll: *https://doodle.com/meeting/participate/id/bWm47Pxe -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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2025

2024

Flo-migrations-2025 November 2024 ----- 2025 ----- July 2025 June 2025 May 2025 April 2025 March 2025 February 2025 January 2025 ----- 2024 ----- December 2024 November 2024 October 2024 September 2024

Flo-migrations-2025 November 2024