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Table of Contents

Introduction

Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the La Cité - 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.

Sirsi Field Mapping Form Version Tracking

Version | Drop-dead Due Date | Who Will Post

  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_LACITE_CO_FieldMap_Baseline_5May2022.xlsx

View file
name01OCLS_LACITE_CO_FieldMap_Reviewed_17May2022.xlsx
View file
nameLa Cité_FieldMap_Reviewed_17May2022.xlsx

name like “…FieldMap_Raw_June6…”

View file
name01OCLS_LACITE_CO_Field_Map_RAW_31May2022.xlsx

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

View file
name01OCLS_LACITE_CO_Field_Map_DRAFT_JUNE 14.xlsx

 

View file
name01OCLS_LACITE_CO_Field_Map_Final_21June2022.xlsx

June 21:

LLacel , this is your final version of the field mapping form. Please review and indicate your formal approval in the box below. Thanks!

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 La Cité @LLacel
  •  Submitted to migration (Andrea will check this box)

  Andrea Bainbridge (Unlicensed) only change I made : I did not map the barcode but kept USER_ID in Addl_id_3

LLacel ok. Thanks! -AB

 

June 15, from Andrea

 LLacel , your forms looked really good. I updated your field mapping with the following changes:

  1. I mapped the old Sirsi SERC_TITLE_KEY to a note field (otherwise it wouldn’t migrate anywhere, since you switch to SISAC_ID as a matchpoint

  2. I changed the addr1 type to “home,' as we had discussed in notes for Cutover.

If you agree with these changes, there is no need to do anything more to your form and you can download this version as your final.

View file
name01OCLS_LACITE_CO_Field_Map_ExL_DRAFT.xlsx


 

Sirsi Migration Form Version Tracking

Version | Drop-dead Due Date | Who Will Post

  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_LACITE_CO_MigForm_Baseline_5May2022.xlsm

name like "MigrationForm_Raw_May25.xlsm"

View file
name01OCLS_LACITE_CO_Migration_Form_RAW_31May2022.xlsm

June 9, from Andrea: LLacel , here is the item subfield report I mentioned in Basecamp:

View file
nameLa-Cite (1).xlsx

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

View file
name01OCLS_LACITE_CO_Migration_Form_DRAFT_14 JUNE 2022.xlsm

View file
name01OCLS_LACITE_CO_Migration_Form_Final_21June2022.xlsm

June 21: LLacel , here is the final version of your migration form. Please review and indicate your formal approval below. Thanks!

-Andrea

June 27 :version with additional local tags and final validation report tab added, to be submitted to migration.

View file
name01OCLS_LACITE_CO_Migration_Form_Final_27June2022__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 La Cité LLacel
  •  Submitted to migration (Andrea will check this box)

 

 

 June 15, from Andrea:

LLacel , your migration form also looked good. I made a few minor changes, outlined below:

View file
name01OCLS_LACITE_CO_Migration_Form_ExL_DRAFT_June15__v002.xlsm

Download THIS VERSION of the migration form in order to make any changes (if needed) 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

  • I changed the question about course unit mapping from blank to “no,” just for completeness.

  • I changed line 19 to “No,” otherwise you would see “4” in alt call numbers:

Item Base Status

  • I removed the lines for “HOLDS” and “CHECKEDOUT,” since items with these statuses should be in your loans and requests extracts. We don’t need 999$k to tell us that.