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
- Check Folio inventory records for errors and report any issues you notice to Stillwater ASAP
- Do not catalog in Folio yet
Wednesday-Thursday December 6-7 (tentative)
Begin cataloging in FOLIO
- This is tentative
- Before you begin to catalog, please wait for the go-ahead from Stillwater so that your cataloging work is not overwritten
- Please report any issues you notice to Stillwater ASAP
Before 5pm Tuesday, December 12
Loans/Fines/Fees
- 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
GO LIVE!
- 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
