February 2025 - Flo-migrations-2025

FOLIO/VuFind Training - Help us pick a week!
by Eliana Lima 26 Feb '25

26 Feb '25

Good morning all, I'd like to get the FOLIO/VuFind training on the calendar as soon as possible before everyone's schedules get filled in. We need to pick one week where we can meet daily (2-3 hour Zoom calls). These are the potential weeks: 1. March 31st - April 4th 2. April 7th - April 11th 3. April 22nd-25th (not ideal due to Patriots' Day) 4. May 5th-May 9th *If I could hear from all 5 libraries on which week works best, I'd appreciate it. *The plan is to pick a winning week and then I'll send out a Doodle poll so we can schedule the sessions. We'll be going from FOLIO basics in the beginning of the week to more advanced topics like cataloging and acquisitions at the end of the week. Staff are welcome to skip sessions irrelevant to them. Please respond with your library's preferred week by next *Friday, March 7th.* -- *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 & Lost Statuses
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, I just wanted to recap the FOLIO lost statuses discussion and send you the reports I mentioned in core team. - Lost -- System Applied (Aged to Lost) - Any Voyager item that is in this status and NOT checked out will be checked out to a dummy patron. Items that are in this status and checked out will migrate normally with the actual checkout. FOLIO requires an item to be checked out to trigger this status. - Lost -- Library Applied (Declared Lost) - Any Voyager item that is in this status and checked out will have its status changed from "library applied" to "system applied." We will also add a note to preserve the date the item was marked lost. FOLIO won't let us check out an item in the "Declared Lost" status so we need to change it to "Aged to Lost" to preserve the check out. (FOLIO has a third lost status (Lost and Paid) but it's not relevant to this discussion and will only be used after the migration is over). Linked below are reports of all items that are in the status "Lost -- System Applied" but not checked out. If no changes are made, these will be checked out to a dummy patron to preserve their lost status. As stated above, FOLIO requires an item to be checked out to trigger this status. - Lesley Report <https://docs.google.com/spreadsheets/d/1djhUpGXiiA9vOrWHWwPSf7uR-f6-Kgd_/ed…> - MassArt Report <https://docs.google.com/spreadsheets/d/1xov_ck5O8fP9Iolyr_0FVR3BKDYzebw9/ed…> - MFA Report <https://docs.google.com/spreadsheets/d/1Rf9uHbO0aH9YgGwb_jo1mhCfAQBgkvUK/ed…> - NEC Report <https://docs.google.com/spreadsheets/d/1RdiaRZXc-2Wn6DYtVAV6_JQyZp4kVQ8k/ed…> -- *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 & Lost Statuses
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, I just wanted to recap the FOLIO lost statuses discussion and send you the reports I mentioned in core team. - Lost -- System Applied (Aged to Lost) - Any Voyager item that is in this status and NOT checked out will be checked out to a dummy patron. Items that are in this status and checked out will migrate normally with the actual checkout. FOLIO requires an item to be checked out to trigger this status. - Lost -- Library Applied (Declared Lost) - Any Voyager item that is in this status and checked out will have its status changed from "library applied" to "system applied." We will also add a note to preserve the date the item was marked lost. FOLIO won't let us check out an item in the "Declared Lost" status so we need to change it to "Aged to Lost" to preserve the check out. (FOLIO has a third lost status (Lost and Paid) but it's not relevant to this discussion and will only be used after the migration is over). Attached are reports of all items that are in the status "Lost -- System Applied" but not checked out. If no changes are made, these will be checked out to a dummy patron to preserve their lost status. As stated above, FOLIO requires an item to be checked out to trigger this status. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Inventory Review & My Vacation Next Week
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, Friendly reminder that today is the deadline to submit issues/changes for your inventory load to the issue tracker (linked below) for *Lesley, MassArt and the MFA*. We will be monitoring the tracker for new submissions until the end of office hours (5pm) today. Also, for all migrating libraries, please note that I will be out of office all next week (2/17-2/21). If you have any migration related questions, please reach out to the FLO helpdesk email (helpdesk(a)flo.libanswers.com) and the appropriate person will grab your ticket. Of course you can continue to communicate via Google Sheets comments as well. *Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… -- *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: Core Team Meeting on Friday, Feb. 14th @ 1pm
by Eliana Lima 12 Feb '25

12 Feb '25

Hello all, Friendly reminder that we have our monthly core team meeting this *Friday, February 14th at 1pm*. As usual, if you have any specific questions/topics you'd like to add to the agenda, please feel free. *Agenda:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… *Zoom:* https://zoom.us/j/9300044265 (password: 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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Circulation Rules Meetings
by Jenn Ronca 11 Feb '25

11 Feb '25

Hello everyone, In the next step of migration, I will be working with each library to configure their circulation rules in FOLIO. I would like to have a meeting in the next two weeks to gather your circulation rule requirements and give you an overview of your configuration options in FOLIO. Depending on availability, it would be helpful to include and at least one Access Services staff member/supervisor who is familiar with day-to-day circulation workflows. Please pick a meeting time (one per institution) and list which staff members should attend (I'll add everyone to the calendar invite): https://doodle.com/bp/flooffice/circulation-rules-meeting Let me know if you have any questions. Regards, Jenn -- Jenn Ronca *Support Services Librarian* Fenway Library Organization jenn(a)flo.org (617) 989-4825 Zoom: https://us02web.zoom.us/j/7629711676

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Inventory Review Period Reminders
by Eliana Lima 10 Feb '25

10 Feb '25

Hello all, We currently have 4 inventory review periods in progress and one complete. As a reminder, here is where each institution stands. Deadlines for Submitting Issues/Changes to the Issue Tracker (linked below): - Lesley - Due 2/14 - MassArt - Due 2/14 - MFA - Due 2/14 - New England Conservatory - Due 2/21 - Stonehill - Review period complete, full load pending *Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… Due to the time constraints of the migration process, changes requested after the review period may not be honored unless minor. Thank you for your understanding. -- *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: Stonehill Inventory Review Period Ends Today (2/7)
by Eliana Lima 07 Feb '25

07 Feb '25

Good morning, Friendly reminder that today (2/7) is the final day for Stonehill to submit any issues/adjustments needed with the exemplar set load. Changes requested beyond today will not be honored unless minor. We'll be doing a full load of the rest of Stonehill's data soon. Thank you for taking the time to review! *Data Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… *Stonehill Inventory Mapping:* https://docs.google.com/spreadsheets/d/1M1ydkbVrwdeyvGD_GgWc8KiiSgljFd0qUhx… -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Inventory Exemplar Set Review Reminders (MassArt, MFA, Lesley, and Stonehill)
by Eliana Lima 03 Feb '25

03 Feb '25

Good morning, Last week Index Data loaded 3 more libraries' (MassArt, MFA, and Lesley) exemplar set data into their FOLIO sandboxes. As a reminder, the exemplar set is a small chunk of your catalog data that contains enough item type/location combinations to be representative of your whole collection. We're staggering the inventory review periods based on go-live date. Please note that Stonehill has an earlier due date than the other three institutions based on when their data was loaded. Please review the exemplar set load in your respective FOLIO sandbox (in the Inventory app) and report any issues or adjustments needed in the issue tracker spreadsheet linked below. - Stonehill review deadline: Friday, February 7th - MassArt, MFA, and Lesley review deadline: February 14th - NEC: TBD (expected to be loaded this week) Any issues/changes submitted after the review period may not be honored unless minor, so please use this time wisely. The FLO office is also reviewing the test loads and adding any issues we find to the tracker. *Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… *Inventory Data Mapping Sheets* - Lesley Inventory Data Mapping Spreadsheet <https://www.google.com/url?q=https://docs.google.com/spreadsheets/d/1l0WmFc…> - MassArt Inventory Data Mapping Spreadsheet <https://www.google.com/url?q=https://docs.google.com/spreadsheets/d/1W_jqbq…> - MFA Inventory Data Mapping Spreadsheet <https://www.google.com/url?q=https://docs.google.com/spreadsheets/d/1i4rit1…> - New England Conservatory Inventory Data Mapping Spreadsheet <https://www.google.com/url?q=https://docs.google.com/spreadsheets/d/10Qgxa-…> - Stonehill Inventory Data Mapping Spreadsheet <https://www.google.com/url?q=https://docs.google.com/spreadsheets/d/1M1ydkb…> -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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