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

LES, MCA, MFA Migration Update - Day 3
by Eliana Lima 04 Jun '25

04 Jun '25

Good afternoon all, Here is your nightly migration update: - MFA - Data migration complete, staff have been sent password reset emails to log in - Lesley - Data migration complete, staff waiting on IT in order to use SSO to log in (if we can't get SSO working by tomorrow, I can provide alternate logins) - MassArt - FLO still working on users, checkouts and fines. Staff accounts ready to go for when we're done (should be tomorrow). For staff that have already logged in to FOLIO, please feel free to do some last minute reviewing of your data if you have the time. You can also begin to add the following to the Settings app: - Circulation calendar(s) - The calendar will be important for circulation (FOLIO will take into account your open hours when calculating due dates). FLO added in a fake calendar so we could load your circ data. Feel free to overwrite it with your actual information. Most libraries make a new calendar for each semester (ex. spring 2025 calendar ). - User block criteria (conditions and limits) - These are set up by patron group and you can decide what triggers a block and to what extent a user is blocked. - Course terms/departments (if using FOLIO/VuFind for course reserves) We covered these misc. go-live settings in the last core team meeting if you need further guidance. *May Core Team Recording:* https://us02web.zoom.us/rec/share/NSj1Pqg7AOlVbPqIPRI9xbS8z3XwNdlUAsptKmHE6… Passcode: 5M3F=t7n Please *do not* proceed with circulation and cataloging until your go-live date (Monday, June 9th)! Index Data needs to get Metadb working for all 3 libraries which usually takes several (weekend) days. Metadb is the reporting database behind FOLIO. Until Metadb is up and running it's not recommended that you begin your usual workflows because your activities won't be recorded in the database. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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LES, MCA, MFA Migration Update - Day 2
by Eliana Lima 03 Jun '25

03 Jun '25

Good afternoon all, Today was a very busy day of data loading and reviewing. We've finished loading almost all data (users, inventory, authorities, and ERM) except for some circ and fines data which we'll be working on tomorrow. We also did some manual loading of ILL checkouts. Depending on how things progress, I might be able to start setting up staff accounts tomorrow. Stay tuned! *Note on migrated ILLs:* Please note that any borrowed ILLs will have a location of "FLO ILL" and a check in note indicating which library the item should be returned to. For loaned ILLs we have added the user record as if they were a walk-in borrower. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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LES, MCA, MFA Migration Update - Day 1
by Eliana Lima 02 Jun '25

02 Jun '25

Good afternoon, The final data migration for Lesley, MassArt, and MFA is moving along slowly but smoothly. We've completed the data export process and prepping of the production systems. As far as loading goes we've finished reloading Lesley's user data and are working on MassArt next, then MFA. Tomorrow I expect we'll finish the users load and move onto focusing on inventory (all libraries) and ERM data (Lesley-only). I'm creating an error log <https://docs.google.com/document/d/12g2hQdTA8JgcP-LxU-EuifG-MbfDtqZ8TM6Gb9h…> of any issues we find/fix along the way. Have a nice evening! -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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ReShare Training Poll
by Jenn Ronca 02 Jun '25

02 Jun '25

Good morning everyone, One of our next steps post-go-live will be to configure a ReShare instance for each migrating library. ReShare will allow you (and your patrons) to participate in consortial borrowing/lending through the FLO shared catalog <https://catalog.flo.org>. We are planning online ReShare training for the beginning of July. If you plan to attend ReShare training, please respond to the below poll *by end of day Friday June 6th*: https://doodle.com/group-poll/participate/avL6Qr8d Training will be recorded for those who cannot attend. We will be in touch to coordinate configuration and testing of your ReShare systems in the upcoming weeks. 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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Circ Anonymization
by Rachel Resnik 28 May '25

28 May '25

I'm not entirely sure what to do about Circ Anonymization for closed loans with associated fees. If we anonymize these does that mean when we go to a patron account and they have a fee on their account, we will not be able to tell them what the fee is for? Rachel Resnik Librarian Massachusetts College of Art and Design 621 Huntington Avenue Boston, MA 02115 617-879-7115

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Reminder: Lesley, MassArt, and MFA Data Freeze (6/2-6/8)
by Eliana Lima 27 May '25

27 May '25

Good morning everyone, I hope you all had a great Memorial Day weekend. Friendly reminder to *Lesley, MassArt, and MFA* staff that your one week data freeze will begin next Monday, June 2nd. Once your data comes out of Voyager any changes made after that point will not be migrated. Please do not edit/delete/add any bibs, holdings, items or patrons during the data freeze. Any circulation will need to be tracked offline. If all goes according to plan, we hope to be able to let you into your new production system sometime in the middle/end of next week. Once we let you in, you'll have the chance to do one final review of your data. Normal workflows will resume on your go-live date, Monday, June 9th. We'll keep you updated on the progress of the final load as it goes along. Note: We will be loading your data directly from Voyager/CORAL to the production system. In other words, if you add anything to your FOLIO sandbox manually at this point it will not come over to your production system. Index Data will be copying over everything in the Settings app from sandbox to prod, so all of the configurations FLO has set up there (locations, notices, user groups, etc.) will come over. Please don't touch the Settings app in either system until after go-live. 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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Permission Sets Due Soon (6/2 for NEC, 5/27 for everyone else)
by Eliana Lima 19 May '25

19 May '25

Hello all, Another friendly reminder that FOLIO permission sets are due soon for all libraries who have yet to go live. *Please notify me when your permission sets have been finalized.* If you have any questions about how the permissions for a particular app work, please let me know. I'm also happy to assign a permission set to a user in your sandbox if you want to test it out. Permissions can be adjusted at any time by the library after go-live. *Permission Set Sheets (Due 5/27):* - Lesley (Lesley has their own internal sheet) - MassArt <https://docs.google.com/spreadsheets/d/1E3C9R_GrRsCqxpD0ZfMCLOcwNladnhnx1-N…> - MFA <https://docs.google.com/spreadsheets/d/1Q72MKqjftbAJNKYWdanZjmhwb_DjloJKSn4…> *Permission Set Sheet (Due 6/2):* - New England Conservatory <https://docs.google.com/spreadsheets/d/1pckRuX8EnbFwInbhflpXefIqq9NqylQPwTI…> -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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May Core Team Meeting Recording
by Eliana Lima 16 May '25

16 May '25

Hello all, Please find links to the recording of today's (5/16) core team meeting and the minutes/agenda below. *Agenda:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… *Recording:* https://us02web.zoom.us/rec/share/NSj1Pqg7AOlVbPqIPRI9xbS8z3XwNdlUAsptKmHE6… Passcode: 5M3F=t7n Additionally, here is a link to the Springshare guide on how to make global changes to your OPAC links. <https://ask.springshare.com/libguides/faq/2782> You can mass find/replace your LibGuide links from Endeavor to VuFind using this tool. Just make sure to include the record prefix for your bib IDs. For example (with MassArt's bib ID prefix): - Find: https://endeavor.flo.org/vwebv/holdingsInfo?bibId= - Replace: https://libcat.massart.edu/Record/a Please proceed with caution while using this tool. Always hit "search" prior to "search and replace." Also, you can update a smaller sample size of links by including the first digit of the bib ID (bibId=4, Record/a4). If you need further assistance, please let us know and we can help walk you through this. -- *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 @ 1pm
by Eliana Lima 16 May '25

16 May '25

Hello all, Friendly reminder that our monthly Core Team meeting is today (5/16) at 1pm. We'll use this time to go over some miscellaneous go-live (and post go-live) topics/reminders. If anyone has any topics they'd like to add to the agenda, please feel free. Happy Friday! *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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Updated Voyager Catalog Footer
by Eliana Lima 15 May '25

15 May '25

Hello all. Note: This email doesn't apply to Stonehill College staff. I just wanted to let you know that I've updated the footer text for the Voyager OPAC <https://endeavor.flo.org/vwebv/searchBasic?sk=en_US> to warn patrons about its impending retirement. FLO's plan is to retire the Voyager catalog once all libraries have gone live on FOLIO (around June 16th). We'll also be setting up a redirect to the new FLO shared catalog. You may want to reach out to your own patrons/update your own website with news of this transition. -- *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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