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A&M Consortium: FOLIO Go-Live Schedule: Overview

Timeline for Migration and Go-Live from Alma to Folio

Migration Schedule


5pm Wednesday, November 29

“Cataloging/Acquisitions Freeze”
  • No new records can be created in Alma. 
  • Talk to Whitney if you need help planning for ILS records during this time
  • Items placed in the location of reserve in Alma after this date will not be in that location in FOLIO
  • You may want to pull a list of recent lost items and run an Alma job to mark those items as “missing.” Keep the list of lost items for your records.

Monday-Tuesday, December 4-5

Data review

Wednesday-Thursday December 6-7 (tentative)

Begin cataloging in FOLIO 

Before 5pm Tuesday, December 12

  • Turn off overdue fines/fees in Alma terms of use (so no new fines accrue)
  • Renew all overdue loans until December 18th
  • Turn off patron-side renewals in Alma
  • Stillwater (Megan) will turn off patron letters and notices in Alma
  • Change due dates on all active loans due from December 13th - 17th to December 18th
  • Close out any active overdue or lost item fines/fees

5pm Tuesday, December 12 - Sunday, December 17

“Circulation Freeze”
  • Manually record loans and returns

Friday, December 15

Last Day in Alma that the Library is open
  • Pull a list of open requests and hold shelf items
  • Stillwater (Megan) will pull lists for the consortium of items in a "work order department" (mending, for example)
  • Close out all requests in Alma

Saturday, December 16 - Sunday, December 17

 Libraries are closed

Monday, December 18

  • Manually add lost items back on patron accounts in FOLIO (Notices will stay turned off in FOLIO until we give the go ahead to turn them on)
  • Manually add patron blocks in FOLIO
  • Manually add active requests and hold shelf items to FOLIO 
  • Manually add active loans during the "Circulation Freeze"
  • Check in returned items
  • Run inventory on short-term loans (technology, reserve items, study room keys,etc.)  We may need to check in each item to be sure it is removed from accounts. 
  • Start all circulation activities in FOLIO 
  • Add items to course reserves
  • Add work order department items to their appropriate status/location (mending, etc - more info coming soon)
  • Please continue to report any issues you notice to Stillwater ASAP