Page Comparison

name like "MigrationForm_Raw_May25.xlsm"

June 9, from Andrea:

emcdonald , here is your item subfield report, referenced in Basecamp:

name file like "...MigrationForm_DRAFT_date.xlxs")

June 22: Katrina Hansen , I made no changes to your last version of the form, other than to run it thru our internal validation. Please review and indicate your approval below. Thanks!

--Andrea

Notes

• This document is FOR REFERENCE ONLY.

• This is a copy of Test Load (TL) form that includes changes discussed in Notes for Cutover.

• On many tabs it also still contains TL mapping preferences. Use this as a reference for filling out the CO form produced by the validator after June 6th, but DO NOT COPY/PASTE from this form into the CO form.

Notes

• Jennifer and Stacey will post your copy of the raw migration form from the validator here by June 6^th.

• Colleges: download this form and fill out all tabs manually by June 14.

• Use the baseline form posted at left as a REFERENCE ONLY.

• Be sure to fill in all tabs, including the Questionnaire Tab.

• When complete, post the new version in the column to the right.

Notes

• Post your approved draft here by June 14.

• If no changes are needed, this may be the final version of your migration form.

• Andrea will post comments or questions to this page if needed.

• Versions under discussion can be posted below if needed.

Notes

• **No Further Changes**

• Andrea will post the final version of your form here by June 21st.

• Select the “Approved by College” option below and “@” mention yourself to confirm.

•  Approved by College /("@" mention yourself to confirm)
•  Submitted to migration (Andrea will check this box)
  

June 15, from Andrea

emcdonald , Katrina Hansen

 I have updated your migration form draft:

Download THIS VERSION of the migration form in order to make the changes requested in “Action Items” before you submit your final migration form.

For “Changes” listed below, there is no action needed unless you want to make a different choice than I did.

Changes

Item Base Status

• I removed lines for HOLDS and CHECKEDOUT, since these statuses will be accounted for in your loans and requests extracts.

Action Items

Item Type

• I did not make any changes here, but just want to make sure you have made all the changes you had mentioned on your Notes for Cutover page for this tab. Pls review. Thx!

Material Type

• I added two lines, based on your item subfield report. Please provide mapping for these 2 additional types.

User Group

• I added several lines for values I saw in your data that weren't accounted for. If you had left them off intentionally, because they are unneeded in Alma, just map these lines to the default User Group., and you can review th4ese users later.

Andrea Bainbridge (Unlicensed) here is our Final Migration Form:

Andrea Bainbridge (Unlicensed) – there were three ‘errors’ in the last ‘Report’ tab:

Line 9 we can ignore.

Line 8 – there was no ALMAME_VAL_NOT_FOUND in the form delivered to us, so I didn’t enter it in that tab. If it needs to be there would you be able to add it for us? Anything ‘not found’ can be just mapped to Progress Reserve.

Line 7 - That particular cell was already populated with PROGRESS as the Alma Library Code when the form was delivered to us, which is the correct code. However, I hadn’t populated the Alma Library tab yet (obviously), so I wonder if that is why this is showing up as an error.

~Katrina

June 22:

Katrina Hansen , I’m looking over your latest version. Thanks! About the errors: you can ignore them. I had made the location correction before giving you the form. After I review your form I’ll let you know if we can call it final (and I’ll ask for your formal approval) or if I have any other questions. Thanks!! --Andrea

Excellent! ~Katrina