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Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the Fanshawe - Notes for Cutover page. The baseline forms, both Field Mapping and Migration, have been posted below. Please review these forms and follow instructions included in the Sirsi Field Mapping Form Version Tracking table and the Sirsi Migration Form Version Tracking table below.

E-Resource Activation Form Draft Comments

From Andrea, June 16: aonorato (Unlicensed) , we have reviewed your e-Res Activation form on MFT and it looks good.

...

We will consider it final. Thanks!

June 17: aonorato (Unlicensed) , I saw your note below about a possible update to your E-res form. Just tag me here or comment below if you do up load a new version to MFT. Thanks!

June 21: Andrea Bainbridge (Unlicensed) just confirming there were no additional changes to our P2E or E-res form so the two that are already in MFT are final, thanks!

Sirsi Field Mapping Form Version Tracking

...

  1. Baseline/Version Zero | May 6 | ExL

  1. Field Mapping for Data Validation | May 20 | Colleges

  1. Raw Field mapping form from the validator | June 6 | Jennifer/Stacey

  1. Draft Form for ExL Review | June 14 | Colleges/Jennifer/Stacey

  1. Final Version for Migration | June 21 | ExL

 

View file
name01OCLS_FANSH_CO_FieldMap_Baseline_4May2022.xlsx

name file like "...FieldMap_Reviewed_20May.xlxs"

View file
name01OCLS_FANSH_CO_FieldMap_Reviewed_13May2022.xlsx

name like “…FieldMap_Raw_June6…”

View file
name01OCLS_FANS_CO_FieldMap_Raw_June6.xlsx

name file like "...FieldMap_DRAFT_June11.xlxs")

View file
name01OCLS_FANS_CO_FieldMap_Draft_June6.xlsx

 

View file
name01OCLS_FANS_CO_FieldMap_Final_17June2022.xlsx

June 17:

Hi, aonorato (Unlicensed) . Here is your final field mapping. Please review and approve it below. (There were no changes from the draft you submitted at left, but please do approve this copy.)

Notes

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

  • Make changes in the form if necessary by May 20th.

  • Communicate changes you make by posting comments on this page.

Notes

  • If no changes were required to the Baseline form at left, repost the form above, or...

  • ...post amended form with required changes above by May 20.

  • Jennifer and Stacey will  use this version when they validate your data.

Notes

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

  • This version of the form is locked. You cannot make changes to this version.

  • Communicate changes needed by posting comments on this page before June 14th if necessary.

  • If no changes are needed, re-post the form at right by June 14th.

Notes

  • If no changes are needed, this may be the final version of your field mapping 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 aonorato (Unlicensed)
  •  Submitted to migration (Andrea will check this box)

 

 

 

 


...

  1. Baseline/Version Zero | May 6 | ExL

  1. Raw Output from the Data Validator | June 6 | Jennifer/Stacey

  1. Draft Form for ExL Review | June 14 | Colleges

  1. Final Version for Migration | June 21 | ExL

 

View file
name01OCLS_FANSH_CO_MigrationForm_Baseline_4May2022.xlsm

name like "MigrationForm_Raw_May25.xlsm"

View file
name01OCLS_FANS_CO_MigrationForm_Raw_June6.xlsm

June 9, from Andrea:

aonorato (Unlicensed) , here is your item subfield report I mentioned in Basecamp:

View file
nameFanshawe.xlsx

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

View file
name01OCLS_FANS_CO_MigrationForm_DRAFT_June10.xlsm

Andrea Bainbridge (Unlicensed) we’ve found a few records in Sirsi that are incorrect and have the library/location Londonmain and Reference, but they should be Cuddy Reference. Are we able to collapse both Reference locations into the Cuddy library during cutover, or will we have to update the location of these items in Alma after go-live?

aonorato (Unlicensed) , you can map those locations to an existing Alma location via the migration form mapping.

View file
name01OCLS_FANS_CO_MigrationForm_Final_17June2022__v002.xlsm

June 17:

aonorato (Unlicensed) , here is your final migration form. Please review and approve it below. Andrea will postThanks!

June 24: version with additional locals added

View file
name01OCLS_FANSH_CO_MigrationForm_Final_23June2022__v002.xlsm

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 6th.

  • 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 aonorato (Unlicensed)
  •  Submitted to migration (Andrea will check this box)

 

 

 From Andrea, June 14:

aonorato (Unlicensed) I made some updates to your draft migration form. See below for a list of the “Changes” I made, and “Action Items” for you.

 

View file
name01OCLS_FANS_CO_MigrationForm_ExL_DRAFT_June13.xlsm

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 Andrea Made

Questionnaire Tab

  • I added 950 as a local field, which is where your Sirsi catkey will be preserved.

Location Tab

  • I made “london” the default library for the “UNASSIGNED” location, as it was at Test Load. Line 5.

Item Type

  • Different codes can’t share the same description, so I changed Column D for lines 11 and 12, so they wouldn’t repeat the value from Column D, line 5.

Item Material

  • This tab needs a default value in line 5, so I chose “BOOK” for you in line 5.

Action Items for You

Questionnaire tab:

  • Review line 19. This was “no” for Test Load, but you listed “Yes.” Do you really want subfield indicators to appear in your item level/alt call numbers? If yes, that means the call nos will appear with the “$h” etc. like:

Andrea Bainbridge (Unlicensed) here is our updated form, I did update line 19 of the questionnaire to match the test load

All of the other changes you made look good

If there are any other changes to our mapping or migration forms please let me know and I’ll get it updated asap

Our eResource Activation Form is uploaded to MFT as well - we may have one small change to make next week (I’ll upload a new copy if we do end up changing any resources for cutover)

View file
name01OCLS_FANS_CO_MigrationForm_ExL_DRAFT_June14.xlsm