March 2025 - Flo-migrations-2025

FOLIO/VuFind Training - Day 1 Recording
by Eliana Lima 31 Mar '25

31 Mar '25

Hi all, Please find the recording/resources from today's (3/31) "FOLIO/VuFind Basics" training session below. Thank you to all who participated! *Recording:* https://us02web.zoom.us/rec/share/dHB7EzoWjJ90t1lH46oPRAiPHAO7-rO5EqIulK5BI… Passcode: 7g$=vkms *Slides (Inventory & VuFind Searching):* https://docs.google.com/presentation/d/16w8_Ei0jZGbHCT5z8Lysg32KEIhdQ8scHNh… *Misc. Resources:* - FOLIO flower releases <https://folio-org.atlassian.net/wiki/spaces/REL/pages/5210505/Flower+Releas…> - FOLIO Inventory search indexes documentation <https://docs.folio.org/docs/metadata/inventory/#searching-for-a-record> I've also put these links on the FLO Migrations website <https://libraries.flo.org/c.php?g=1242379&p=10605719>. -- *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/VuFind Training - Day 1 TODAY (3/31 @ 1-4pm)
by Eliana Lima 31 Mar '25

31 Mar '25

Good morning everyone, Friendly reminder that we have the first day of the FOLIO/VuFind training today. Please find the schedule, agenda, and Zoom link below. Note: we will be doing hands-on exercises that will require staff to log into your library's sandbox. If there are any staff that do not have the shared credentials, please send them prior to our Zoom. Thank you! *2025 Cohort FOLIO/VuFind Training: * - Day 1 (3/31): FOLIO & VuFind Basics - 1-4pm - Day 2 (4/1): Users, circulation, and requesting - 1-4pm - Day 3 (4/2): Fees/fines, courses and reporting - 9am-noon - Day 4 (4/3): Cataloging, Bulk Edit app, Data Import/Export, MARCAuthority - 1-4pm - Day 5 (4/4): Acq, Serials & ERM - 9am-noon *Agenda:* https://docs.google.com/document/d/1XNgYm-4ndEDpDyzFft5LpgQccuIWOVdjxEmlyKX… *Training Exercises:* https://docs.google.com/document/d/1muOapj26b6gZdQhlhp_4bOyJgEDvOgSQAh6yILN… *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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Last Chance: Pre-Training Survey & Lesley ERM Review
by Eliana Lima 28 Mar '25

28 Mar '25

Good morning, Friendly reminder that today is the deadline for responding to our pre-training survey. Today is also the final day for Lesley library staff to submit any issues/changes for their ERM data load. *Pre-Training Survey (for all staff):* https://docs.google.com/forms/d/e/1FAIpQLSfPCEL0gjYMXvDUO86XnztO9AGhTJ7P2fV… *Issue Tracker (for Lesley):* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… Your feedback in the training survey will help shape the content of next week's training. As a reminder, here is an overview of the schedule <https://docs.google.com/document/d/1XNgYm-4ndEDpDyzFft5LpgQccuIWOVdjxEmlyKX…> : - Day 1 (3/31): FOLIO & VuFind Basics - 1-4pm - Day 2 (4/1): Users, circulation, and requesting - 1-4pm - Day 3 (4/2): Fees/fines, courses and reporting - 9am-noon - Day 4 (4/3): Cataloging, Bulk Edit app, Data Import/Export, MARCAuthority - 1-4pm - Day 5 (4/4): Acq, Serials & ERM - 9am-noon 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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Training Reminders for Next Week
by Eliana Lima 27 Mar '25

27 Mar '25

Hello all, I just finished sending out Google Calendar invites for next week's FOLIO/VuFind training days. Please feel free to add more people from your team to the invites if you find that useful. Also, we will be doing hands-on exercises during the training in your library's sandbox. Please make sure all staff in attendance know the shared login (username/password) that was provided last fall. If you have any questions, 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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Legacy SQL Reports - Due End of April (Stonehill)/May (Everyone else)
by Eliana Lima 24 Mar '25

24 Mar '25

Good morning everyone, It's a bit early for this, but I'm officially opening up the Google Doc for libraries to submit any reports they'd like us to create for FOLIO. This is an optional part of the migration, so it's up to you whether or not you submit anything. These should be reports that you currently use in Voyager/Sierra that you'd like to also be able to use for FOLIO. *Request reports here:* https://docs.google.com/document/d/1fo4vV5fZjYvXNI4i3xbQJqHUk-2SsRD_-1-iBaA… Note: - By "reports" I mean any statistics you routinely gather on your own. All stats that FLO posts on our website (such as monthly bib counts) will continue to be collected for FOLIO, so no need to request those. - If you don't use SQL to get stats out of your current system, that's okay, we can probably still recreate whatever you do use with SQL. You can describe what you need in plain text. - All requested reports will be set up in Cloudbeaver which we should gain access to sometime in May. They should be easy to run anytime but some may require you to supply criteria by editing the SQL. We'll show you how to do this. If you'd like to have these reports for go-live, please submit them by the end of April (Stonehill) or end of May (everyone else). -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Lesley ERM Review Period 3/173/28
by Eliana Lima 24 Mar '25

24 Mar '25

Good morning all, Lesley University library's CORAL ERM (organizations and licenses) data has been loaded into the Lesley FOLIO sandbox. Please take the next two weeks to review your data in FOLIO and let us know if there are any issues or adjustments needed. Please submit all issues/changes to the issue tracker linked below by *Friday, March 28th.* *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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FOLIO Pre-Training Survey (DUE 3/28)
by Eliana Lima 24 Mar '25

24 Mar '25

Hello everyone, Prior to your FOLIO training at the end of this month, we'd like to hear from you about what you hope to learn from the training, how much you know already, and how comfortable you are with transitioning to a new system. This will help us better understand our audience and structure the training to meet your needs. Please fill out the pre-training survey by *Friday, March 28th*. Thank you! *Pre-Training Survey:* https://docs.google.com/forms/d/e/1FAIpQLSfPCEL0gjYMXvDUO86XnztO9AGhTJ7P2fV… -- *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 TODAY (3/21) @ 1pm
by Eliana Lima 21 Mar '25

21 Mar '25

Hello all, Friendly reminder that we'll be having our monthly core team meeting today at 1pm. See you then! *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 & Fines Loans Complete
by Eliana Lima 20 Mar '25

20 Mar '25

Hello all, We've finished loading all 5 libraries' checkouts and fines data. Since we loaded patrons in November and circ data in March, we weren't able to load checkouts/fines associated with patrons added between those months. We'll fix this in April when we'll be reloading all data at the same time. We also only loaded local checkouts for now. FLO ILL checkouts are loaded manually, so we'll only do those once. Please poke around when you have time. Loans and fines can be viewed from the Users app. Item records also display loan information in the Inventory app. If you have any questions, 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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Reminder: ComCat Borrowing/Lending Freeze (April 15th)
by Eliana Lima 18 Mar '25

18 Mar '25

Hello all, Friendly reminder for those of you who participate in ComCat that we'll be disabling borrowing and lending for migrating libraries on *April 15th*. This should give everyone enough time to clear up any active requests. This will allow for a smooth transition when we move everyone's ComCat configs from Voyager to FOLIO. I'll send out another reminder closer to the date. -- *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

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Flo-migrations-2025 March 2025

2025

2024

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