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

Legacy SQL Reports - Due End of April (Stonehill)/May (Everyone else)
by Eliana Lima 24 Mar '25

24 Mar '25

Good morning everyone, It's a bit early for this, but I'm officially opening up the Google Doc for libraries to submit any reports they'd like us to create for FOLIO. This is an optional part of the migration, so it's up to you whether or not you submit anything. These should be reports that you currently use in Voyager/Sierra that you'd like to also be able to use for FOLIO. *Request reports here:* https://docs.google.com/document/d/1fo4vV5fZjYvXNI4i3xbQJqHUk-2SsRD_-1-iBaA… Note: - By "reports" I mean any statistics you routinely gather on your own. All stats that FLO posts on our website (such as monthly bib counts) will continue to be collected for FOLIO, so no need to request those. - If you don't use SQL to get stats out of your current system, that's okay, we can probably still recreate whatever you do use with SQL. You can describe what you need in plain text. - All requested reports will be set up in Cloudbeaver which we should gain access to sometime in May. They should be easy to run anytime but some may require you to supply criteria by editing the SQL. We'll show you how to do this. If you'd like to have these reports for go-live, please submit them by the end of April (Stonehill) or end of May (everyone else). -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Lesley ERM Review Period 3/173/28
by Eliana Lima 24 Mar '25

24 Mar '25

Good morning all, Lesley University library's CORAL ERM (organizations and licenses) data has been loaded into the Lesley FOLIO sandbox. Please take the next two weeks to review your data 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 28th.* *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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FOLIO Pre-Training Survey (DUE 3/28)
by Eliana Lima 24 Mar '25

24 Mar '25

Hello everyone, Prior to your FOLIO training at the end of this month, we'd like to hear from you about what you hope to learn from the training, how much you know already, and how comfortable you are with transitioning to a new system. This will help us better understand our audience and structure the training to meet your needs. Please fill out the pre-training survey by *Friday, March 28th*. Thank you! *Pre-Training Survey:* https://docs.google.com/forms/d/e/1FAIpQLSfPCEL0gjYMXvDUO86XnztO9AGhTJ7P2fV… -- *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 TODAY (3/21) @ 1pm
by Eliana Lima 21 Mar '25

21 Mar '25

Hello all, Friendly reminder that we'll be having our monthly core team meeting today at 1pm. See you then! *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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Circulation & Fines Loans Complete
by Eliana Lima 20 Mar '25

20 Mar '25

Hello all, We've finished loading all 5 libraries' checkouts and fines data. Since we loaded patrons in November and circ data in March, we weren't able to load checkouts/fines associated with patrons added between those months. We'll fix this in April when we'll be reloading all data at the same time. We also only loaded local checkouts for now. FLO ILL checkouts are loaded manually, so we'll only do those once. Please poke around when you have time. Loans and fines can be viewed from the Users app. Item records also display loan information in the Inventory app. If you have 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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Reminder: ComCat Borrowing/Lending Freeze (April 15th)
by Eliana Lima 18 Mar '25

18 Mar '25

Hello all, Friendly reminder for those of you who participate in ComCat that we'll be disabling borrowing and lending for migrating libraries on *April 15th*. This should give everyone enough time to clear up any active requests. This will allow for a smooth transition when we move everyone's ComCat configs from Voyager to FOLIO. I'll send out another reminder closer to the 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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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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2025

2024

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