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

Core Team (4/18) Meeting Recording
by Eliana Lima 18 Apr '25

18 Apr '25

Good afternoon, Please find links to today's (4/18) Core Team meeting recording and minutes below. I hope everyone has an awesome weekend! *Agenda/Minutes:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… *Recording:* https://us02web.zoom.us/rec/share/jl5M9xiF9_HgALkqm_ip1aOuuBLZCco6CjRMYRXqx… Passcode: uL^^Meh6 -- *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 (NEC dry run next week, Stonehill dry run complete)
by Eliana Lima 17 Apr '25

17 Apr '25

Good morning all, FLO and Index Data have finished a complete reload/review of Stonehill's data. Stonehill staff are free to use their sandbox again. Next week will be NEC's dry run. As usual, we ask that NEC 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 NEC staff 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 P.S. The FLO office has Monday off for Patriots' Day, but Index Data will still be around to begin the dry run. -- *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: Migration Core Team Meeting, Friday (4/18) @ 1pm
by Eliana Lima 16 Apr '25

16 Apr '25

Hello all, Friendly reminder that we have our Core Team meeting this Friday at 1pm. We only have a handful of meetings left until go-live, so please use this time to ask questions. If you have any specific topics/questions you'd like to add to the agenda, please feel free to do so. *Agenda:* https://docs.google.com/document/d/1-0BtRuYTgK2ze8eMiSYkb685LBlpisbd5TwAKX9… *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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ComCat Freeze Begins Today
by Eliana Lima 15 Apr '25

15 Apr '25

Hello all, Quick update on the ComCat freeze. I've just disabled borrowing and lending for Lesley, MassArt, MFA, and NEC. I've also added a message to the footer of the Voyager FLO OPAC <https://endeavor.flo.org/vwebv/searchBasic?sk=en_US>. If anyone has any feedback on that message, 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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Stonehill Dry Run Begins Today (4/14-4/18)
by Eliana Lima 14 Apr '25

14 Apr '25

Hello again, Friendly reminder that Stonehill's dry run begins this week. Stonehill staff are asked to not use their FOLIO sandbox as Index Data and FLO work on reloading all of your data. If you need to use a sandbox during the dry run for training purposes, please use the FLO shared sandbox (log in info here <https://libraries.flo.org/members/FOLIO>). The dry run is a practice run of the final data load. We do this to make sure there aren't any snags we need to iron out before your actual go-live. Reloading your data will also give us a chance to correct any issues previously noted. We'll keep you posted on our progress daily and let you know when you can begin using the Stonehill sandbox again. 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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Reminder: ComCat Freeze Begins Tomorrow (4/15)
by Eliana Lima 14 Apr '25

14 Apr '25

Good morning, I hope everyone had a nice weekend. Tomorrow I'll be disabling borrowing and lending in ComCat for the libraries currently using it with Voyager. You'll still be able to process any active requests, you just won't be able to get or place new ones. Once you have no remaining requests, I'll begin the process of transitioning your NCIP/z39.50 connection from Voyager to FOLIO. I'll be communicating with each library about how soon after the FOLIO go-live they'd like to turn ComCat back on. Libraries are welcome to start using ComCat as soon as possible post go-live or wait awhile to get acquainted with the new system. This freeze doesn't affect Stonehill but Stonehill will be onboarded onto ComCat post FOLIO migration as all FLO members are added to ComCat. You will also get to decide when to start using it and a training will be provided. -- *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 for FOLIO
by Eliana Lima 07 Apr '25

07 Apr '25

Hello all, I've created spreadsheets for each library to request permission sets for their staff accounts in FOLIO. A permission set is a collection of app permissions that you can use over and over again (ex. student worker permission set). Since there are 400+ permissions in FOLIO, they make creating new staff accounts a lot easier. The second tab of the spreadsheet shows an example of how to use the template. I need these at least *2 weeks prior to each library's go-live*, so please account for that. I'll send out reminders as we get closer. *Permission set spreadsheets:* - Lesley permission sets <https://docs.google.com/spreadsheets/d/15rhjmZKKD9htH2sivJKqO-ZJYH0ZKBhkdhe…> - MassArt permission sets <https://docs.google.com/spreadsheets/d/1E3C9R_GrRsCqxpD0ZfMCLOcwNladnhnx1-N…> - MFA permission sets <https://docs.google.com/spreadsheets/d/1Q72MKqjftbAJNKYWdanZjmhwb_DjloJKSn4…> - NEC permission sets <https://docs.google.com/spreadsheets/d/1pckRuX8EnbFwInbhflpXefIqq9NqylQPwTI…> - Stonehill permission sets <https://docs.google.com/spreadsheets/d/1r6OeHCtyhQgbtgMiYAKiV5AWa37_SVa8NM_…> If you prefer not to use permission sets, please let me know. We can also assign permissions on an individual basis, if that works better for your library. -- *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
by Eliana Lima 07 Apr '25

07 Apr '25

Hello all, Starting next week FLO and Index Data will be doing a "dry run" of each library's final data load. This means we're practicing loading fresh data before the real deal to see how long that takes and if we run into any issues. As part of this process we'll be clearing the Inventory, Users, Organizations, Agreements, and Licenses apps out prior to doing the reload. You won't be able to use the system during your dry run week, so please use the FLO shared sandbox <https://flo-test.folio.indexdata.com/> if you need to use that time for training. Reference data, AKA the data found in the Settings app, will not be wiped out. I'll keep you posted on our progress as we go. 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 P.S. Another benefit of the dry run is it gives us a chance to fix any outstanding issues on the issue tracker <https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy…>. You should also be able to see the results of any cleanup work done since the last time we loaded your data. -- *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 Training - Day 5 (ACQ/ERM/Serials) Recording
by Eliana Lima 04 Apr '25

04 Apr '25

Hi all, Here is a link to the recording of today's (4/4) "ERM, Acquisitions and Serials" training session. Please forward this to anyone who may need it. Only core migration staff are subscribed to this mailing list. The recordings for days 1-5 are also available on the FLO Migrations website. <https://libraries.flo.org/c.php?g=1242379&p=10605719> *Day 5 Resources:* - Sample publication patterns <https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/212631603/Month…> - Acquisitions slides <https://docs.google.com/presentation/d/1zJNp1sNMWGhQeRNjD-wIpxc4QPGhLg_Li4y…> *Day 5 Recording:* https://us02web.zoom.us/rec/share/F6gxuv6IE84agoXJ4KcCV4mYXr7HQAjw4bMm4HFX7… Passcode: Q$7ctf31 Thank you to everyone who participated! Have a great weekend :) -- *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 - Day 5 Recording and Resources
by Eliana Lima 03 Apr '25

03 Apr '25

Hi all, Here is a link to the recording of today's (4/3) "cataloging, bulk edit, and data import/export" training session. Please forward this to anyone who may need it. Only core migration staff are subscribed to this mailing list. The recordings for days 1-4 are also available on the FLO Migrations website. <https://libraries.flo.org/c.php?g=1242379&p=10605719> *Day 4 Recording:* https://us02web.zoom.us/rec/share/EXVpRVGE0I7fs0hXv9mUWn_RDLijChs4yBiAjLB1R… Passcode: 5oK^B6sK *Cataloging Resources:* - Data Import: Creating and maintaining profiles <https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/456982767/Creat…> - Data Import: Sample import profiles <https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/5674050/Data+Im…> - Data Import: Field mapping profiles <https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/5671170/Field+M…> - quickMARC Validation Rules <https://docs.folio.org/docs/metadata/inventory/quickmarc/#validations-and-r…> - MARC to Instance mapping <https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/5673766/Default…> - Bulk Edit roadmap <https://folio-org.atlassian.net/wiki/spaces/BULKEDIT/pages/2524679/High+Lev…> -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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