September 2024 - Flo-migrations-2025

Last Chance (Due TODAY, 9/27): Patron Data Mapping Meeting - Doodle Poll
by Eliana Lima 27 Sep '24

27 Sep '24

Hello all, Today is your *last day* to respond to the patron data mapping meeting Doodle poll. The first big meeting in any FOLIO migration is the patron data mapping meeting. This is usually an hour long Zoom call, but if we end the meeting with too many questions, a follow-up can be scheduled. Please let me know your availability and who my patron mapping point person/people will be by the end of today *Friday, September 27th*. I'd like to know who might attend so I can send out calendar invites. Thank you to all of you who have responded already! *Doodle Poll:* https://doodle.com/meeting/participate/id/bkDXkNNd Note: Although I'm using one Doodle poll for all 5 libraries, each library will have their own meeting. It's just easier for me to do it this way :) -- *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 (Due Friday, 9/27): Patron Data Mapping Meeting - Doodle Poll
by Eliana Lima 23 Sep '24

23 Sep '24

Hello all, The first big meeting in any FOLIO migration is the patron data mapping meeting. This is usually an hour long Zoom call, but if we end the meeting with too many questions, a follow-up can be scheduled. Please see below what kind of questions are covered in this meeting as well as a link to your library's data mapping spreadsheet. I hope these will help you determine who should attend the meeting. Please let me know your availability and who my patron mapping point person/people will be by this *Friday, September 27th*. I'd like to know who might attend so I can send out calendar invites. Thank you! *Doodle Poll:* https://doodle.com/meeting/participate/id/bkDXkNNd Note: Although I'm using one Doodle poll for all 5 libraries, each library will have their own meeting. It's just easier for me to do it this way :) --- *Patron Data Mapping Sheets* - Lesley Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/18VC4p_8Dt56E2xpKHc5fvOqZ6x2h-9osVm6…> - MassArt Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1l6obZGj9llrn0xSgk_SMqUdxRHGRTkk1PEH…> - MFA Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1_3wf67E6fShPfiehsTnWrUffaXWPdLosSaE…> - New England Conservatory Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1zdYk9FRL_F9CZiHDbfKat3Ah2O4KH4DkGyN…> - Stonehill Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1izwoZqOIoktF9eMEVisMvOFQDzjxb18xCIv…> *Patron Groups (questions for the migrating library)* 1. What should the patron groups be called? (FOLIO patron group names should be spelled out with no institutional prefixes) 2. Should any patron groups be purged? 3. Should we preserve any patrons belonging to multiple groups? (Some systems allow one patron to belong to multiple groups but FOLIO does not. If multiple groups need to be preserved, multiple accounts will be made) *Patron Records (questions for the migrating library)* 1. Which fields are important to preserve? Which can be purged? 2. Are any custom fields needed to preserve fields that don’t exist in FOLIO? 3. What field should be assigned to FOLIO’s “username” field? (required) 4. What field should be assigned to FOLIO’s “externalSystemId” field? (required) 5. Can we purge expired patrons? Is there a cut-off point or should we purge all? *Patron Loads (questions for the migrating library)* 1. How frequently should we load patron data after go-live? (Automated daily, annually/quarterly manually, etc.) 2. Who will handle data export? Will they be able to produce all fields in the CSV template? 3. Where will the data come from? -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Patron Data Mapping Meeting - Doodle Poll (Due 9/27)
by Eliana Lima 16 Sep '24

16 Sep '24

Hello all, The first big meeting in any FOLIO migration is the patron data mapping meeting. This is usually an hour long Zoom call, but if we end the meeting with too many questions, a follow-up can be scheduled. Please see below what kind of questions are covered in this meeting as well as a link to your library's data mapping spreadsheet. I hope these will help you determine who should attend the meeting. Please let me know your availability and who my patron mapping point person/people will be by next *Friday, September 27th*. I'd like to know who might attend so I can send out calendar invites. Thank you! *Doodle Poll:* https://doodle.com/meeting/participate/id/bkDXkNNd Note: Although I'm using one Doodle poll for all 5 libraries, each library will have their own meeting. It's just easier for me to do it this way :) --- *Patron Data Mapping Sheets* - Lesley Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/18VC4p_8Dt56E2xpKHc5fvOqZ6x2h-9osVm6…> - MassArt Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1l6obZGj9llrn0xSgk_SMqUdxRHGRTkk1PEH…> - MFA Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1_3wf67E6fShPfiehsTnWrUffaXWPdLosSaE…> - New England Conservatory Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1zdYk9FRL_F9CZiHDbfKat3Ah2O4KH4DkGyN…> - Stonehill Patron Data Mapping Spreadsheet <https://docs.google.com/spreadsheets/d/1izwoZqOIoktF9eMEVisMvOFQDzjxb18xCIv…> *Patron Groups (questions for the migrating library)* 1. What should the patron groups be called? (FOLIO patron group names should be spelled out with no institutional prefixes) 2. Should any patron groups be purged? 3. Should we preserve any patrons belonging to multiple groups? (Some systems allow one patron to belong to multiple groups but FOLIO does not. If multiple groups need to be preserved, multiple accounts will be made) *Patron Records (questions for the migrating library)* 1. Which fields are important to preserve? Which can be purged? 2. Are any custom fields needed to preserve fields that don’t exist in FOLIO? 3. What field should be assigned to FOLIO’s “username” field? (required) 4. What field should be assigned to FOLIO’s “externalSystemId” field? (required) 5. Can we purge expired patrons? Is there a cut-off point or should we purge all? *Patron Loads (questions for the migrating library)* 1. How frequently should we load patron data after go-live? (Automated daily, annually/quarterly manually, etc.) 2. Who will handle data export? Will they be able to produce all fields in the CSV template? 3. Where will the data come from? -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Save the Date: FOLIO Migration 2025 Kick-off - 10/10 @ 9am-noon
by Eliana Lima 16 Sep '24

16 Sep '24

Hello all, Thank you to everyone who responded to the 2025 Migration Kick-off doodle poll! Based on the results of said poll our kick-off event is scheduled for *Thursday, October 10th from 9am-noon*. This will be a recorded Zoom meeting. I've sent out a Google Cal. invite alongside this email. *Note:* Feel free to invite any and all staff to attend this call, especially if they'll be helping out with the migration process. -- *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! FLO Migration Kick-off Doodle
by Eliana Lima 13 Sep '24

13 Sep '24

Good morning, Today (9/13) is the *last day* to respond to the Doodle poll for our FOLIO migration 2025 kick-off. If you would like to attend the kick-off, please let me know your availability by the end of the day. I'll be announcing the official date on Monday (9/16). *Doodle poll:* https://doodle.com/meeting/participate/id/e53lAGBb 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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Data Mapping Preview
by Eliana Lima 12 Sep '24

12 Sep '24

Hi all, I've finished most of the data mapping for the upcoming migration. This is where we take the data from your current system (Voyager or Sierra) and map it to FOLIO fields. Depending on the library, this is typically broken down into three spreadsheets: patrons, inventory (holdings and items), and ERM data (CORAL or otherwise). The library's job is to fill each sheet out with guidance from FLO. We will have Zoom calls to go over each one, but I encourage libraries to review and/or fill out what they can before we meet. If you'd like to get a headstart, I'm sharing a link to all of the files below. We'll officially be scheduling the data mapping meetings starting in October. If you have any questions, please let me know. If you don't have time to work on these now, no pressure at all! *Data Mapping Sheets:* https://drive.google.com/drive/folders/13NYdkpDy4JK2UFAP_rY62ELaRVyq61us?us… *Note:* Since I had a lot of libraries to work on, I did most of my work on these sheets in July, so the counts reflect that time period. Now that the semester's begun, I will add updated counts soon. *Note for Stonehill:* I'm still working on your data since I just got access to the Sierra database, but patrons should be good to go :) -- *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: FLO 2025 Migration Kick-off Doodle
by Eliana Lima 09 Sep '24

09 Sep '24

Hello all, Friendly reminder to respond to the FLO 2025 migration kick-off Doodle if you haven't already. Thank you to all who have responded thus far. You have until this *Friday, September 13th *to respond. The goal of the kick-off is to set expectations for the project, discuss the goals of the migrating libraries, and answer any questions/concerns about the new system and the migration process. Anyone on your library's staff who will make substantial contributions to the migration process should attend. Side note: welcome to the new FLO Migrations 2025 mailing list! This is the listserv we'll be using for anything migration related up until your go-live in FOLIO. So far, I've added only people listed on the Contacts <https://docs.google.com/spreadsheets/d/1cfKV8sDUOgCu3NvN1zF0ta6i0BF5xBfldnK…> spreadsheet. If you'd like me to add any more people, please let me know. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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