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  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_NORTH_CO_Sirsi_MigForm_Baseline_2May2022.xlsm

name like "MigrationForm_Raw_May25.xlsm"

View file
name01OCLS_NORTH_CO_MigrationForm_Raw_June1.xlsm

June 9, from Andrea:

Shannon Arsenault , here is the item subfield report I mentioned in Basecamp:

View file
nameNorthern.xlsx

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

View file
name01OCLS_NORTH_CO_MigrationForm_DRAFT_June8.xlsm

View file
name01OCLS_NORTH_CO_MigrationForm_ExL_Final_20June2022.xlsm

June 20:

Shannon Arsenault , I added all the missing “Item Material” values to the item material tab and filled in the mapping. If you disagree with the assignments I made, you can download and edit the form above, or reassign the material types in bulk after Go Live.

There was one Haileybury location that wasn't filled in on the “Alma Location” tab, for Sirsi pair HAILEYBURY/AV. I didn’t see an AV location in Alma for Haileybury, so I mapped it to HAILEYBURY/UNASSIGNED. This too can be changed in bulk after Go Live (i.e. move the items to a different location) or you can download and amend the form.

If you approve of the form as is, then indicate that below. Thanks! --Andrea

June 27: version with all local tags added, and updated validation tab added. This will be submitted to migration team for Cutover.

View file
name01OCLS_NORTH_CO_MigrationForm_ExL_Final_24June2022__v004.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 /Shannon Arsenault
  •  Submitted to migration (Andrea will check this box)

 

 

From Andrea, June 14: Shannon Arsenault

I have updated your migration form draft:

View file
name01OCLS_NORTH_CO_MigrationForm_ExL_DRAFT_June14__v004.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

Questionnaire tab

  • Line 19: I change to “no,” else:

Item Base Status

  • I removed “HOLDS” since this should be reflected in your requests extract.

 Action Items

Alma Location

  • Fill out line 38. This location should have been included here.

Item Material Type

  • In all versions of your field mapping you mapped 999$t to Item Material Type. But your column A values on this tab are actually coming from 999$x. Either 1) update field mapping to point to 999$x for “Item Material” or 2) change the values on the migration form to reflect $t. (You could copy/paste from Column A of the Item type tab, since this also pulls from 999$t.) Let me know your preference. I have not made either change yet.

Andrea Bainbridge (Unlicensed) I can’t seem to make either of the changes you mention. I’m fine with either option, if you can make the change for us. Otherwise we’re good to go.

 

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