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

EBSCO HoldingsIQ trial activated
by Eliana Lima 10 Mar '25

10 Mar '25

Hello again, The 60 day trials of EBSCO HoldingsIQ have begun. This means that your FOLIO eHoldings app should now reflect your EBSCO Holdings Management setup. You can select/unselect packages/titles in eHoldings and they will be selected/unselected in Holdings Management. This integration goes both ways so you're welcome to use whichever interface you prefer. Additionally, you can now link e-resources to agreements via agreement lines (maybe not relevant to some libraries at this point). Please test things out when you have time. *Warning:* Although the eHoldings app is in your sandbox FOLIO site it's connected to your *production EBSCO Holdings Management*. If you experiment with selecting/unselecting holdings just be aware of that. -- *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 Rules Spreadsheets
by Jenn Ronca 10 Mar '25

10 Mar '25

Hello everyone, This is a friendly reminder that your circulation rules spreadsheets should be completed by the end of the day *Friday, March 14th* so that we can move forward with your circ load in FOLIO. Please let me know if you have any questions about filling out the spreadsheet. 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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NEC ERM Review Period 3/3-3/14
by Eliana Lima 10 Mar '25

10 Mar '25

Good morning all, New England Conservatory library's CORAL ERM (resources, organizations, and licenses) data has been loaded into the NEC sandbox. Unlike the inventory load we do a full export/load for the ERM review period since there are fewer records to deal with. Please take the next two weeks to review your data as it appears 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 14th*. *Issue Tracker:* https://docs.google.com/spreadsheets/d/1xX9bw-n8CFZnmU7iF8C7qSQfmPaevK7iORy… Coming up next, I'm anticipating the loading of Lesley University library's ERM data as well as full loads of everyone's inventory data. Thank you for your patience and hard work. -- *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 Doodle - Please Respond by March 14th
by Eliana Lima 10 Mar '25

10 Mar '25

Hello all, Based on my email poll last week, the week that would work best for all libraries was March 31st - April 4th. Now we need to decide which time slots will work the best. We'll be breaking up the training into 3 hour chunks with plenty of time for hands-on exercises and questions. All training sessions are recorded. *Training Doodle: *https://doodle.com/meeting/participate/id/aKz3oxRe Please respond to this Doodle by the end of next week, *Friday, March 14th* . 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 and Acquisitions In addition to the week long Zoom training, FLO provides a series of asynchronous training units on our members' website for you to go through at any time. The units are split up based on app/focus area and you're welcome to jump around to whichever ones are most helpful for your position. I recommend going through this training prior to attending the "live" training, as time permits. *FOLIO Online Training:* https://libraries.flo.org/members/folio-online- training -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Full Inventory Loads Complete (All Libraries)
by Eliana Lima 05 Mar '25

05 Mar '25

Good morning, As of today Index Data has finished loading all 5 libraries' entire catalogs into their respective sandboxes. This will allow you to review any records that may have been missing from the sample load. Although the inventory review period is over, you're still welcome to use the issue tracker to report any problems you spot. Reminders: - This is just a snapshot of your data. We will reload your data during the April dry run and right before your go-live date into your production FOLIO instance so that we capture any changes made after the current export. - If you want to clean up your data, please do so in Voyager/Sierra at this point. Please do not edit records in FOLIO that have been loaded by us (it's okay to edit any test records you've created). This goes for ERM too. Changes you make in your sandbox will not come over to production and I don't want anyone's hard work to be for nothing! - Now that the full inventory load is done we will be loading circulation data soon. I will make an announcement when that's ready to be reviewed. Your VuFind sandbox is also very close to being ready. *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/VuFind Training - Help us pick a week!
by Eliana Lima 26 Feb '25

26 Feb '25

Good morning all, I'd like to get the FOLIO/VuFind training on the calendar as soon as possible before everyone's schedules get filled in. We need to pick one week where we can meet daily (2-3 hour Zoom calls). These are the potential weeks: 1. March 31st - April 4th 2. April 7th - April 11th 3. April 22nd-25th (not ideal due to Patriots' Day) 4. May 5th-May 9th *If I could hear from all 5 libraries on which week works best, I'd appreciate it. *The plan is to pick a winning week and then I'll send out a Doodle poll so we can schedule the sessions. We'll be going from FOLIO basics in the beginning of the week to more advanced topics like cataloging and acquisitions at the end of the week. Staff are welcome to skip sessions irrelevant to them. Please respond with your library's preferred week by next *Friday, March 7th.* -- *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 & Lost Statuses
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, I just wanted to recap the FOLIO lost statuses discussion and send you the reports I mentioned in core team. - Lost -- System Applied (Aged to Lost) - Any Voyager item that is in this status and NOT checked out will be checked out to a dummy patron. Items that are in this status and checked out will migrate normally with the actual checkout. FOLIO requires an item to be checked out to trigger this status. - Lost -- Library Applied (Declared Lost) - Any Voyager item that is in this status and checked out will have its status changed from "library applied" to "system applied." We will also add a note to preserve the date the item was marked lost. FOLIO won't let us check out an item in the "Declared Lost" status so we need to change it to "Aged to Lost" to preserve the check out. (FOLIO has a third lost status (Lost and Paid) but it's not relevant to this discussion and will only be used after the migration is over). Linked below are reports of all items that are in the status "Lost -- System Applied" but not checked out. If no changes are made, these will be checked out to a dummy patron to preserve their lost status. As stated above, FOLIO requires an item to be checked out to trigger this status. - Lesley Report <https://docs.google.com/spreadsheets/d/1djhUpGXiiA9vOrWHWwPSf7uR-f6-Kgd_/ed…> - MassArt Report <https://docs.google.com/spreadsheets/d/1xov_ck5O8fP9Iolyr_0FVR3BKDYzebw9/ed…> - MFA Report <https://docs.google.com/spreadsheets/d/1Rf9uHbO0aH9YgGwb_jo1mhCfAQBgkvUK/ed…> - NEC Report <https://docs.google.com/spreadsheets/d/1RdiaRZXc-2Wn6DYtVAV6_JQyZp4kVQ8k/ed…> -- *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 & Lost Statuses
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, I just wanted to recap the FOLIO lost statuses discussion and send you the reports I mentioned in core team. - Lost -- System Applied (Aged to Lost) - Any Voyager item that is in this status and NOT checked out will be checked out to a dummy patron. Items that are in this status and checked out will migrate normally with the actual checkout. FOLIO requires an item to be checked out to trigger this status. - Lost -- Library Applied (Declared Lost) - Any Voyager item that is in this status and checked out will have its status changed from "library applied" to "system applied." We will also add a note to preserve the date the item was marked lost. FOLIO won't let us check out an item in the "Declared Lost" status so we need to change it to "Aged to Lost" to preserve the check out. (FOLIO has a third lost status (Lost and Paid) but it's not relevant to this discussion and will only be used after the migration is over). Attached are reports of all items that are in the status "Lost -- System Applied" but not checked out. If no changes are made, these will be checked out to a dummy patron to preserve their lost status. As stated above, FOLIO requires an item to be checked out to trigger this status. -- *Eliana Lima* *Projects Coordinator Librarian* 617-989-5026 eliana(a)flo.org My Zoom room: https://zoom.us/j/9300044265

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Inventory Review & My Vacation Next Week
by Eliana Lima 14 Feb '25

14 Feb '25

Hello all, Friendly reminder that today is the deadline to submit issues/changes for your inventory load to the issue tracker (linked below) for *Lesley, MassArt and the MFA*. We will be monitoring the tracker for new submissions until the end of office hours (5pm) today. Also, for all migrating libraries, please note that I will be out of office all next week (2/17-2/21). If you have any migration related questions, please reach out to the FLO helpdesk email (helpdesk(a)flo.libanswers.com) and the appropriate person will grab your ticket. Of course you can continue to communicate via Google Sheets comments as well. *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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Reminder: Core Team Meeting on Friday, Feb. 14th @ 1pm
by Eliana Lima 12 Feb '25

12 Feb '25

Hello all, Friendly reminder that we have our monthly core team meeting this *Friday, February 14th at 1pm*. As usual, 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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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

Flo-migrations-2025