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
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
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
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
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
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
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
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
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