- Flo-migrations-2025 - list.flo.org

Reminder - Holdings and Items Mapping Doodle due 10/17
by Eliana Lima 15 Oct '24

15 Oct '24

Good morning all, I hope everyone had a nice weekend. The next step after your patron mapping meeting will be to go over MFHD (holdings) and item data. The people you send to this meeting might be different from those you sent to the patron mapping meeting. Usually catalogers/tech services staff should be in attendance. *Please respond to the Doodle below with your availability by this Thursday, October 17th.* I'm using one Doodle for all four libraries, but we'll be meeting separately. I'm hoping to get the schedule out there on Friday this time in case we have any Monday meetings. Thank you! *Doodle:* https://doodle.com/meeting/participate/id/bmGW6ZOe --- Inventory Mapping Sheets (*Please ignore first tab -- for Index Data and FLO staff only*): - Lesley Inventory <https://docs.google.com/spreadsheets/d/1l0WmFcqUUY8OGTY3q_2HAFu-YEKtjasmOlN…> - MassArt Inventory <https://docs.google.com/spreadsheets/d/1W_jqbqrqz8xgZ-nUSBpSWVfDs456EPXtNZ9…> - MFA Inventory <https://docs.google.com/spreadsheets/d/1i4rit1rIyg6P176cCYkPXNUBi0HWj2raZt2…> - NEC Inventory <https://docs.google.com/spreadsheets/d/10Qgxa-X_yATmhCmEa8olnQBEuzIhHQ84k8i…> - Stonehill Inventory <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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Holdings and Items Mapping Meetings - Doodle due 10/17
by Eliana Lima 10 Oct '24

10 Oct '24

Good afternoon everyone, As I said at the end of our kick-off, one of the next steps in the migration will be to go over MFHD (holdings) and item data. The people you send to this meeting might be different from those you sent to the patron mapping meeting. Usually catalogers/tech services staff should be in attendance. *Please respond to the Doodle below with your availability by next Thursday, October 17th.* I'm using one Doodle for all four libraries, but we'll be meeting separately. I'm hoping to get the schedule out there earlier this time in case we have any Monday meetings. Thank you! *Doodle:* https://doodle.com/meeting/participate/id/bmGW6ZOe --- Inventory Mapping Sheets (Please ignore first tab -- for Index Data and FLO staff only): - Lesley Inventory <https://docs.google.com/spreadsheets/d/1l0WmFcqUUY8OGTY3q_2HAFu-YEKtjasmOlN…> - MassArt Inventory <https://docs.google.com/spreadsheets/d/1W_jqbqrqz8xgZ-nUSBpSWVfDs456EPXtNZ9…> - MFA Inventory <https://docs.google.com/spreadsheets/d/1i4rit1rIyg6P176cCYkPXNUBi0HWj2raZt2…> - NEC Inventory <https://docs.google.com/spreadsheets/d/10Qgxa-X_yATmhCmEa8olnQBEuzIhHQ84k8i…> - Stonehill Inventory <https://docs.google.com/spreadsheets/d/1M1ydkbVrwdeyvGD_GgWc8KiiSgljFd0qUhx…> Questions for the holdings and item mapping meeting: *Item Statuses (questions for the migrating library)* - Should lost items be migrated? - Should charged/overdue items be migrated? (Will these be resolved prior to migration?) - Should missing/withdrawn items be migrated? *Item Types (questions for the migrating library)* - What should the itypes be called in FOLIO? - Which itypes can be purged? - Which itypes can be merged? - Do we need any new itypes? *Locations (questions for the migrating library)* - What should the locations be called in FOLIO? (Remove institutional prefix) - Which locations can be purged? - Which locations can be merged? - Do we need any new locations? - How should temporary vs. permanent locations be handled? - How should differing item and MFHD/holdings level locations be handled? *Service points (questions for the migrating library)* - What should we call the service point(s)? (At least one is required) *Item-level mapping (questions for the migrating library)* - Which fields should be migrated and which can be purged? - Are any custom fields needed? - Should any statistical data be preserved? *MFHD (Holdings)-level mapping (questions for the migrating library)* - Which fields should be migrated and which can be purged? - Should any suppressed holdings be migrated? -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Kick-off Follow-up
by Eliana Lima 10 Oct '24

10 Oct '24

Good afternoon, Thank you to everyone who attended the kick-off event this morning, we covered a lot of info in 2 hours! We don't expect you to absorb all of it right away and if you have any questions based on the topics covered, feel free to let us know. Please find the recording of the event and all the important resources below. If you can't find a link in this email, please check the agenda/minutes for additional links. *Project Folder:* https://drive.google.com/drive/folders/1kiXErbDza3apJdGuHVFykpzoyauiKIuL?us… g *FOLIO 101 Slides:* https://docs.google.com/presentation/d/14amR3SmWJJ0gSP2koMFR-NI4KhJqsBhmrU6… *Agenda (w/ links):* https://docs.google.com/document/d/1YZKyokTxD0p79D-k6HOm4BQtRh9vVSi7vaKpWie… *Minutes:* https://docs.google.com/document/d/13mmuUztLm25U9OlusAJO-vL_0DwXgVZQCHfRDcK… *Recording:* https://us02web.zoom.us/rec/share/exMaT0mCFsBenAmNeCA7_VTAW4VLhllRaMQwiKZG8… Passcode: 4jwnp69= -- *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 Migration 2025 Kick-off (Thursday, Oct. 10th @ 9am)
by Eliana Lima 08 Oct '24

08 Oct '24

Hello all, Friendly reminder that your FOLIO migration kick-off will be this Thursday, October 19th from 9am-noon. Please see the agenda below. The event will be recorded for anyone who can't make it. *Kick-off Agenda: * https://docs.google.com/document/d/1YZKyokTxD0p79D-k6HOm4BQtRh9vVSi7vaKpWie… *Zoom:* https://zoom.us/j/9300044265 (passcode: flo) Also, if you haven't had the chance yet, today is the *final day* to respond to the kick-off survey. We'll be summarizing everyone's responses to this survey on Thursday. Its main purpose is to gauge how everyone is feeling about the migration and what their expectations/concerns are for the new system. Thank you to everyone who has taken the time to respond already! *Kick-off Survey:* https://docs.google.com/forms/d/e/1FAIpQLSdvBzXDMcKL50CJenAaP4cTTRnXw_fKSnP… -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Test Email (Please Ignore)
by Eliana Lima 07 Oct '24

07 Oct '24

This is just a test. Please ignore :) -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Kick-off Survey - Due tomorrow (10/8)
by Eliana Lima 07 Oct '24

07 Oct '24

Hi again, As part of this week's kick-off we'd love to hear from all staff about your thoughts on the upcoming migration. Your feedback will help the migration team (FLO and Index Data) understand where your priorities are and how to best help you through this transition. Please respond to the survey by tomorrow *Tuesday, October 8th*. We'll be giving a summary of everyone's responses during the kick-off, but keeping them anonymous. *Kick-off Survey:* https://docs.google.com/forms/d/e/1FAIpQLSdvBzXDMcKL50CJenAaP4cTTRnXw_fKSnP… *Note: *all staff are welcome to fill out this survey whether they'll be attending the kick-off or not, please feel free to forward to any staff who will be impacted by the migration. Thank you for your time! -- *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 Tomorrow, 10/8) - FOLIO URLs
by Eliana Lima 07 Oct '24

07 Oct '24

Hello all, I need every library to let me know what they'd like their URL to be for FOLIO. Everyone will be getting a sandbox/test site and a production site. This is just for staff to use, not front facing. The syntax looks like this: - *Sandbox:* https://xxxx-test.folio.indexdata.com/ - *Production:* https://xxxx.folio.indexdata.com/ Please let me know what you'd like to use for the first part of the URL. You're welcome to spell things out (Example: https://berklee-test.folio.indexdata.com/) or use an abbreviation (Example: https://wit-test.folio.indexdata.com/). Whatever makes sense for your institution is fine. I'm still waiting to hear from the following institutions: - New England Conservatory - Stonehill College If I could hear from every library by tomorrow (10/8), that would be great. 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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Reminder: Patron Data Mapping Meetings Schedule
by Eliana Lima 07 Oct '24

07 Oct '24

Hello all, Friendly reminder that the patron data mapping meetings continue this week. Here is the schedule: - Wed, Oct 2 (11am) - Lesley - Fri, Oct 4 (2pm) - MFA - Tues, Oct 8 (2pm) - MassArt - Wed, Oct 9 (2pm) - New England Conservatory - Fri, Oct 11 (2pm) - Stonehill If any library needs to change their meeting date, please let me know! We have plenty of flexibility at this point in the migration. Please see links to your mapping spreadsheets below and in the Google Cal invite. If you have any questions/concerns before your meeting or need assistance accessing any resources, please don't hesitate to ask! Finally, if you have time to review your spreadsheet before your meeting, I would appreciate it, but if not, that's fine too. Thank you to those who have already begun filling things out! :) *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…> -- *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 URLs - Please Respond by Tuesday 10/8
by Eliana Lima 03 Oct '24

03 Oct '24

Hello all, I need every library to let me know what they'd like their URL to be for FOLIO. Everyone will be getting a sandbox/test site and a production site. This is just for staff to use, not front facing. The syntax looks like this: - *Sandbox:* https://xxxx-test.folio.indexdata.com/ - *Production:* https://xxxx.folio.indexdata.com/ Please let me know what you'd like to use for the first part of the URL. You're welcome to spell things out (Example: https://berklee-test.folio.indexdata.com/) or use an abbreviation (Example: https://wit-test.folio.indexdata.com/). Whatever makes sense for your institution is fine. If I could hear from every library by next Tuesday, Oct. 8th, that would be great. -- *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 Meetings - Schedule Announcement
by Eliana Lima 01 Oct '24

01 Oct '24

Good afternoon, Thank you to everyone who responded to my Doodle for the patron data mapping meetings. I've sent out Google Calendar invites to all respondents. Here is the schedule: - Wed, Oct 2 (11am) - Lesley - Fri, Oct 4 (2pm) - MFA - Tues, Oct 8 (2pm) - MassArt - Wed, Oct 9 (2pm) - New England Conservatory - Fri, Oct 11 (2pm) - Stonehill If any library needs to change their meeting date, please let me know! We have plenty of flexibility at this point in the migration. Unfortunately some of these are pretty short notice. Please see links to your mapping spreadsheets below and in the Google Cal invite. If you have any questions/concerns before your meeting or need assistance accessing any resources, please don't hesitate to ask! Finally, if you have time to review your spreadsheet before your meeting, I would appreciate it, but if not, that's fine too. Thank you to those who have already begun filling things out! :) *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…> -- *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

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