Page Comparison

name like "MigrationForm_Raw_May25.xlsm"

June 9, from Andrea:

Brenda Stull Desjardins here is the item subfield report I mentioned in Basecamp

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

June 20:

Brenda Stull Desjardins , I have put your migration from thru final validation. Please review and indicate below that you formally approve. Thanks!

--Andrea

P.S. You can ignore the “report” tab, showing results of our internal form validation--these are false errors and can be ignored.

June 27: Version with all local tags added, and updated form validation tab for ExL migration team.

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) Brenda Stull Desjardins
•  Submitted to migration (Andrea will check this box)
  

From Andrea, June 13:

Brenda Stull Desjardins , I made some updates to your draft migration form. See below for a list of the “Changes” I made, and “Action Items” for you.

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

Alma Location Tab

• I made KINGSTON the default library for the “UNASSIGNED” location in line 5. This is what we did at Test Load.

Item Material Tab

• A default is required in line 5. I filled this in as “BOOK.”

Thank you Andrea Bainbridge (Unlicensed) 06/15/2022

Action Items

Item Type Tab and Item Material Tabs

• Three values were missing, which I added at the bottom of each tab--please provide the Alma mapping for “EBOOK,” “PERIODICAL,” and “UNKNOWN.”

• Hi Andrea Bainbridge (Unlicensed) I re-added EBOOK and UNKNOWN. PERIODICAL was there at line 27 on both Item Type and Item Material.

Holding Code tab

• The library/location combo in columns C/D must exist in incoming Sirsi values in column A/B on the Alma location tab. “KINGSTON” does not have a “PERIODICAL” location in your Sirsi data. Please make a different selection for rows 7 and 8.

Hi Andrea Bainbridge (Unlicensed) this is a funny one. Can it be removed completely for Kingston and Default? Not sure what to do here. Brenda

Item Base Status

I don’t see Sirsi value “INTRANSIT,” listed here. Do you want to map it? If not, it will receive the default status of “in place” with no item note. (This might be what you wanted, but just checking.)

Hi Andrea Bainbridge (Unlicensed) I have re-added “INTRANSIT” Brenda

June 17: Brenda Stull Desjardins , for the Holding Code tab, you just have to pick a Sirsi pair from the Alma Location tab to map those to. If it’s not a great fit, you can reassign the issues to a different location, and/or u date the Alma holding with a better location ( like if no items are attached). IF we take those lines off of the holding code tab, then the serial will end up associated with the default “UNASSIGNED” location. Let me know what you want to do.

Hi Andrea Bainbridge (Unlicensed) , I made a selection of Stacks and have updated the spreadsheet.

Here is the updated spreadsheet:

Thank you. Hopefully we’ve got it all now.

Cheers,
Brenda

Hi, Brenda Stull Desjardins . Our migration team discovered there were a number of locations that I still missed on your migration form, that do exist in your data. There are two options.

1. We can leave your form as-is and items in these locations will go to UNASSIGNED.

2. You can fill out the location tab for these additional lines. Use this form. See Alma Location tab, starting at line 35

Thanks! Please let me know your preference as soon as you can.

--Andrea
Hi Andrea Bainbridge (Unlicensed) , So sorry I missed this, this morning. I have updated the spreadsheet. There should not have been anything coming over for IT-PRO as we had asked that library be excluded. Did it all come over? It is listed in our exclusion indentifier under data extract tracking.

here is the updated spreadsheet for those columns: