March 2025 - Flo-migrations-2025

Save the Dates! FOLIO/VuFind Training (March 31st-April 4th)
by Eliana Lima 17 Mar '25

17 Mar '25

Good afternoon everyone, We've finalized the dates/times for your FOLIO/VuFind training at the end of this month. Please see the schedule of events and agenda below. All training sessions will be held on Zoom and recorded. I will also send out Google Calendar invites for these dates. Please feel free to share this info with the rest of your staff. *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… *Note:* Training sessions for ComCat and ReShare will be scheduled at a later 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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Last Chance - NEC ERM Review Due Today (3/14)
by Eliana Lima 14 Mar '25

14 Mar '25

Hello again, Friendly reminder to NEC staff that this is your final day to submit any issues or changes to your CORAL ERM (resources, organizations, and licenses) data load. If needed, please submit to the issue tracker below by the end of the workday. Feel free to email me directly if you have questions. *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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Last Chance: FOLIO/VuFind Training Doodle (Due TODAY 3/14)
by Eliana Lima 14 Mar '25

14 Mar '25

Good morning, Friendly reminder that today is the final day to respond to the FOLIO/VuFind training Doodle. This Doodle poll covers one full week of sessions. Feel free to only respond for the days you actually plan on attending. All trainings will be recorded if you cannot attend. The FLO staff will also be available for smaller, ad hoc trainings after go live. *Training Doodle: *https://doodle.com/meeting/participate/id/aKz3oxRe Basic training outline: - Day 1 - FOLIO basics, Inventory and VuFind searching and record structure - Day 2 - Users app, circulation apps, requesting (in FOLIO and VuFind) - Day 3 - Fees/fines, courses/course reserves, reporting & statistics - Day 4 - Cataloging (Inventory app), Bulk Edit app, Data Import/Export apps, MARCAuthority - Day 5 - ERM, Serials and Acquisitions -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Update: Checkouts and Fines Loaded for MFA and Stonehill
by Eliana Lima 13 Mar '25

13 Mar '25

Hello all, Just a quick update to say that we've finished loading checkouts and fines data for Stonehill and checkouts for the MFA library (no fines). Your inventory apps should now more accurately display lost/checked out statuses for items. You can find loan information in the item and user records and fines in just the user records. This is just a snapshot of your data. We'll be reloading everything during a dry run in April and then again before go-live. Please let us know if you have any questions or spot any issues. Thank you! -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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EBSCO HoldingsIQ trial activated
by Eliana Lima 10 Mar '25

10 Mar '25

Hello again, The 60 day trials of EBSCO HoldingsIQ have begun. This means that your FOLIO eHoldings app should now reflect your EBSCO Holdings Management setup. You can select/unselect packages/titles in eHoldings and they will be selected/unselected in Holdings Management. This integration goes both ways so you're welcome to use whichever interface you prefer. Additionally, you can now link e-resources to agreements via agreement lines (maybe not relevant to some libraries at this point). Please test things out when you have time. *Warning:* Although the eHoldings app is in your sandbox FOLIO site it's connected to your *production EBSCO Holdings Management*. If you experiment with selecting/unselecting holdings just be aware of that. -- *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 Spreadsheets
by Jenn Ronca 10 Mar '25

10 Mar '25

Hello everyone, This is a friendly reminder that your circulation rules spreadsheets should be completed by the end of the day *Friday, March 14th* so that we can move forward with your circ load in FOLIO. Please let me know if you have any questions about filling out the spreadsheet. 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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NEC ERM Review Period 3/3-3/14
by Eliana Lima 10 Mar '25

10 Mar '25

Good morning all, New England Conservatory library's CORAL ERM (resources, organizations, and licenses) data has been loaded into the NEC sandbox. Unlike the inventory load we do a full export/load for the ERM review period since there are fewer records to deal with. Please take the next two weeks to review your data as it appears 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 14th*. *Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… Coming up next, I'm anticipating the loading of Lesley University library's ERM data as well as full loads of everyone's inventory data. Thank you for your patience and hard work. -- *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/VuFind Training Doodle - Please Respond by March 14th
by Eliana Lima 10 Mar '25

10 Mar '25

Hello all, Based on my email poll last week, the week that would work best for all libraries was March 31st - April 4th. Now we need to decide which time slots will work the best. We'll be breaking up the training into 3 hour chunks with plenty of time for hands-on exercises and questions. All training sessions are recorded. *Training Doodle: *https://doodle.com/meeting/participate/id/aKz3oxRe Please respond to this Doodle by the end of next week, *Friday, March 14th* . Basic training outline: - Day 1 - FOLIO basics, Inventory and VuFind searching and record structure - Day 2 - Users app, circulation apps, requesting (in FOLIO and VuFind) - Day 3 - Fees/fines, courses/course reserves, reporting & statistics - Day 4 - Cataloging (Inventory app), Bulk Edit app, Data Import/Export apps, MARCAuthority - Day 5 - ERM and Acquisitions In addition to the week long Zoom training, FLO provides a series of asynchronous training units on our members' website for you to go through at any time. The units are split up based on app/focus area and you're welcome to jump around to whichever ones are most helpful for your position. I recommend going through this training prior to attending the "live" training, as time permits. *FOLIO Online Training:* https://libraries.flo.org/members/folio-online- training -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Full Inventory Loads Complete (All Libraries)
by Eliana Lima 05 Mar '25

05 Mar '25

Good morning, As of today Index Data has finished loading all 5 libraries' entire catalogs into their respective sandboxes. This will allow you to review any records that may have been missing from the sample load. Although the inventory review period is over, you're still welcome to use the issue tracker to report any problems you spot. Reminders: - This is just a snapshot of your data. We will reload your data during the April dry run and right before your go-live date into your production FOLIO instance so that we capture any changes made after the current export. - If you want to clean up your data, please do so in Voyager/Sierra at this point. Please do not edit records in FOLIO that have been loaded by us (it's okay to edit any test records you've created). This goes for ERM too. Changes you make in your sandbox will not come over to production and I don't want anyone's hard work to be for nothing! - Now that the full inventory load is done we will be loading circulation data soon. I will make an announcement when that's ready to be reviewed. Your VuFind sandbox is also very close to being ready. *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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