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

Core Team Meeting - Friday, May 16th
by Eliana Lima 12 May '25

12 May '25

Hello again, We have our monthly core team meeting this Friday, May 16th. We'll mostly be using the time to cover/review go-live and post go-live topics. 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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Staff Permissions Due May 27th (Lesley, MassArt, MFA)
by Eliana Lima 12 May '25

12 May '25

Hello all, I hope everyone had a nice weekend. *Friendly reminder that staff permission sets for Lesley, MassArt, and MFA are due on Tuesday, May 27th.* This is one week prior to your final migration week which will give me just enough time to set things up, but really the sooner the better. I know most of you have already put a lot of effort into this already. If there are any lingering questions, please let me know. We can also cover this topic some more in Friday's Core Team meeting. Thank you! *Permission Set Sheets:* - 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…> P.S. Once you're done, please let me know. I won't assume a filled out sheet means you're finished until you give me the green light. :) -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Office Hours Schedule (for go-live week)
by Eliana Lima 06 May '25

06 May '25

Hello all, We mentioned this during the live trainings, but we offer "office hours" during each library's go-live week. These are two hour blocks when someone from FLO will be available on Zoom to answer questions as you use your new system for the first time. We try to alternate morning/afternoon office hours every day to accommodate different schedules. I've added the office hours schedule (and Zoom link) for all five libraries to the FLO migration website <https://libraries.flo.org/c.php?g=1242379&p=10385309> as well as the migration timeline <https://docs.google.com/document/d/1GQ51b38j30FC6rBdR01bTTJUPUtf3pauGQRY36O…>. No one is required to attend office hours. I will put out more reminders as we get closer to actual go-live. If anyone has 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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FOLIO notice preferences due Monday 5/12
by Jenn Ronca 05 May '25

05 May '25

Hello everyone, The last piece to configuring your circulation settings is setting up your notices and slips in FOLIO. Notices are emails sent to patrons and slips are printed by staff at the service desk. Please complete the below information by *Monday, May 12, 2025*: *1. Overdue notice and reminder **notice preferences. *You can schedule as many overdue and reminder notices as you need. Reminder notices are sent *before* an item is due. Overdue notices are sent *at/after* the due date. (see FOLIO Notice Tokens <https://docs.google.com/document/d/1qM4KYSRYesETxMAbvaugZej_gBFHLugsepfqSDq…> for information that can be dynamically added to reminder/overdue notices.) - Please fill out the tab for your institution: Overdue/Reminder Notices sheet <https://docs.google.com/spreadsheets/d/1-60-K_H2oc7bJBH_gsUlBjsg3tPLfUEs6O_…> *2. FOLIO Notices form (all other FOLIO notices and slips)*. Please fill out the below Google form and indicate which additional notices you would like to enable in FOLIO. A summary of the available options is provided in a separate document. - FOLIO Notices Google Form <https://forms.gle/YNQBBMYqT4BrnHgK9> - FOLIO Notices list <https://docs.google.com/document/d/1IMTItqxyRH7_pvauLo85fWh5X5jt_SVsea5c2Y5…> Let me know if you have any questions about the above forms. 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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Reminder: Legacy SQL and Final Statistics
by Eliana Lima 05 May '25

05 May '25

Hello all, Friendly reminder as we near the end of the migration to please export any final statistics/backup data from your systems before you lose access. FLO is happy to assist in creating any last minute reports for Voyager or Sierra. We'll also be creating a backup file of Voyager's data before everything is purged. - Stonehill College will lose access to Sierra on May 31st - Lesley, MassArt, MFA, and NEC will lose access to Voyager on July 1st FLO is also still collecting SQL reports you'd like us to write for you for FOLIO to help with a smooth transition. <https://docs.google.com/document/d/1fo4vV5fZjYvXNI4i3xbQJqHUk-2SsRD_-1-iBaA…> All of the above is technically optional and may be more significant to some libraries than others. If you have any questions or concerns, please let me know. P.S. Stonehill and NEC have already been given access to the new reporting system (Cloudbeaver). I'm expecting to give the remaining 3 libraries access sometime this week. Until go-live you will only be able to query your sandbox system. After go-live you will be able to query both your sandbox and production systems. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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3 Library Dry Run Complete - Sandboxes available for use
by Eliana Lima 01 May '25

01 May '25

Hello all, It's been a hectic week, but we've managed to wrap up the migration dry-run for Lesley, MassArt, and the MFA this morning. *Library staff are welcome to log into their systems again.* The credentials I provided in the fall should work, but if not, please let me know. We ironed out a lot of kinks for the final load and hit a few, minor issues. For all of the issues we ran into, we have a gameplan for sorting them out. I've created a summary doc <https://docs.google.com/document/d/12g2hQdTA8JgcP-LxU-EuifG-MbfDtqZ8TM6Gb9h…> of all errors encountered during the 3 dry runs (including NEC and Stonehill) if you're interested. We were also able to resolve a few outstanding issues on the FOLIO issue tracker <https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy…> with this data reload (they have been marked "Fixed"). Now is a good time to do some last minute spot checking since your data is now up-to-date (as of Monday anyway). Please let us know if you have any questions or spot any issues. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Dry Run Update - Day 1
by Eliana Lima 28 Apr '25

28 Apr '25

Hello all, We've made some progress on this week's dry run (Lesley, MassArt, and MFA). As of right now we've wiped out everyone's data and done a fresh export for users, inventory, and ERM (Lesley only) data. As for the data reload, we've finished loading Lesley's patrons and have started working on MassArt. Tomorrow we plan on finishing the user reload and moving onto inventory. I will continue to give daily updates until we're done and staff can use their systems again. I'll also be reaching out to individual libraries with summaries of any issues we run into (if any). 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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Dry Run Reminders (MCA, MFA, LES dry run next week, NEC dry run complete)
by Eliana Lima 25 Apr '25

25 Apr '25

Good morning all, FLO and Index Data have finished a complete reload/review of NEC's data. NEC staff are free to use their sandbox again. Next week will be the dry run for the remaining 3 libraries (Lesley, MassArt, and the MFA). As usual, we ask that staff stay out of their sandbox until we've finished the dry run process (starting Monday). You can still use the FLO shared sandbox <https://flo-test.folio.indexdata.com/> if you need to use that time for training. I'll reach out to everyone with updates/results of the dry run next week. Dry Run Schedule: - Week of April 14th - Stonehill College - Week of April 21st - New England Conservatory - Week of April 28th - MassArt, MFA, and Lesley University -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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VuFind Review (NEC, MFA, Stonehill)
by Jenn Ronca 22 Apr '25

22 Apr '25

Hello everyone, This is a friendly reminder that the review period for NEC, MFA, and Stonehill libraries ends* this Friday, April 25, 2025.* Please submit issues or changes to the VuFind tracker <https://docs.google.com/spreadsheets/d/17_5YdqHeg3Em7HcpH-WFTXGgb6YXrgTOezY…> by Friday to ensure that Index Data has enough time to complete work on your OPAC before your go-live date. Let me know if you have any questions! Best, 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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Reminder: Permissions Sets (Due 2 weeks before go-live)
by Eliana Lima 22 Apr '25

22 Apr '25

Hello all, Friendly reminder that I'll need your permission sets before go-live so I can set up staff accounts for everyone. Please find links to the permission set templates below. If you have any questions about how permissions/permission sets work, please let me know. *Permission set templates & deadlines:* - Lesley University <https://docs.google.com/spreadsheets/d/15rhjmZKKD9htH2sivJKqO-ZJYH0ZKBhkdhe…> - Due May 27th - MassArt <https://docs.google.com/spreadsheets/d/1E3C9R_GrRsCqxpD0ZfMCLOcwNladnhnx1-N…> - Due May 27th - MFA <https://docs.google.com/spreadsheets/d/1Q72MKqjftbAJNKYWdanZjmhwb_DjloJKSn4…> - Due May 27th - NEC <https://docs.google.com/spreadsheets/d/1pckRuX8EnbFwInbhflpXefIqq9NqylQPwTI…> - Due June 2nd - Stonehill <https://docs.google.com/spreadsheets/d/1r6OeHCtyhQgbtgMiYAKiV5AWa37_SVa8NM_…> - Due May 5th Thank you as always for the time you put into this migration! -- *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

Flo-migrations-2025 ----- 2025 ----- July 2025 June 2025 May 2025 April 2025 March 2025 February 2025 January 2025 ----- 2024 ----- December 2024 November 2024 October 2024 September 2024

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