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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 Algonquin - 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

June 16: Maureen Sheppard (Unlicensed) , your eRes draft form on MFT looks good.

...

We noticed there were no activations on the LICENSED_AGG tab. If that is intentional, no action needed, other to comment back here and let me know it’s fine. Or, let me know if you need to resubmit your e-Res form to update that tab. Thanks! (If you upload a new version, please make sure to give it a new date in the file name.)

Andrea Bainbridge (Unlicensed) I think our e-resource activation form is fine. OCLS is activating most of our titles so we have nothing in the Licensed tab. Thanks!

Maureen

June 17: ok, Maureen Sheppard (Unlicensed) !

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_ALGON_CO_FieldMapping_Baseline_3May2022.xlsx

View file
name01OCLS_ALGON_CO_FieldMapping_Reviewed_19May2022.xlsx

name like “…FieldMap_Raw_June6…”

View file
name01OCLS_ALGON_CO_FieldMap_RAW_31May2022.xlsx

name file like "...

View file
name01OCLS_ALGON_CO_FieldMap_DRAFT_

June11

June14.

xlxs") 

xlsx

 

View file
name01OCLS_ALGON_CO_FieldMap_Final_20June.xlsx

June 20:

Maureen Sheppard (Unlicensed) , this is the final version of your field mapping form. Please review and give your formal approval 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 College /
("@" mention yourself to confirm

 

 The only change was the addition of Summary Fund Code and Summary Fund Name to column B of the Funds tab. I will include these fields in the Funds extract (CSV).

 

 

June 16:

Maureen Sheppard (Unlicensed) ,

Here is an updated field mapping form:

View file
name01OCLS_ALGON_CO_FieldMap_ExL_DRAFT_June15.xlsx

I made one change, which was to map the old Sirsi SERC_TITLE_KEY to a note field (otherwise it wouldn’t migrate anywhere, since you switched to SISAC_ID as a matchpoint)

If you approve of the change, no action is needed, just let me know you approve of this form.

Thanks Andrea Bainbridge (Unlicensed)

I approve this form with the one small change.

Maureen

Or, I unlocked the “serial control” and you can undo my change and repost below. Thanks!


 

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_ALGON_CO_MigrationForm_Baseline_3May2022.xlsm

name like "MigrationForm_Raw_May25.xlsm"

View file
name01OCLS_ALGON_CO_MigrationForm_RAW_31May2022.xlsm

June 9, from Andrea:

Maureen Sheppard (Unlicensed) , see this excel file below for your item subfield report:

View file
name

file like "...MigrationForm_DRAFT_date.xlxs")Andrea will post

Algonquin.xlsx

View file
name01OCLS_ALGON_CO_MigrationForm_DRAFT_June15.xlsm

View file
name01OCLS_ALGON_CO_MigrationForm_Final_20June2022__v002.xlsm

June 20: Maureen Sheppard (Unlicensed) , here the is the final version of your migration form. Please review and give formal approval below. Thanks!

-Andrea

June 23: Form with all local tags added.

View file
name01OCLS_ALGON_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 

 

 

 June 16:

 

Maureen Sheppard (Unlicensed)

I have updated your migration form draft:

View file
name01OCLS_ALGON_CO_MigrationForm_ExL_DRAFT_June15__v002.xlsm

Hi Andrea Bainbridge (Unlicensed)

This seems to be the Fielding Mapping form reposted and not the Migration form.

Maureen

<< Maureen Sheppard (Unlicensed) , yikes! I fixed it. The above is now the migration form. Apologies. >>

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.

You can upload your next version below.

Changes

Questionnaire tab

  • I added 950## as a local field, to preserve your Sirsi catkey

  • I change line 19 to No, otherwise “$” would display in alt call nos.

Image Added

Item Base Status Tab

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

Course tab

  • I cleared this for you

Hi Andrea Bainbridge (Unlicensed), these changes are fine. I think the cleared tab was the Campus tab not the Course tab - which is correct. We are removing the campuses. Sorry, for my ‘oops’ on the User Group tab. It should be fixed now. New version posted below.

Action Items

  • User Group tab: fill in Colum D, for the descriptions. They are required.

View file
name01OCLS_ALGON_CO_MigrationForm_ExL_DRAFT_June16.xlsm

Hi Andrea Bainbridge (Unlicensed) - quick question. At test load you had moved data for us, from the 949 field to the 959, to keep it local and not part of the NZ fields. Will that be done again? I don’t know if there was a place to indicate that change in the forms. Again, many thanks!

Maureen\

June 17: Hi, Maureen Sheppard (Unlicensed) . At Test Load we copied the 004 to 951 (for all Sirsi sites) to preserve your Sirsi catkeys. We are doing the same this time, but to the 950 instead of 951 (per OCLS request). If you need us to copy 949 to 959 again, we can. Let me know. I do see you listed it on the migration from already.

Apologies for the campus/course mix-up in my notes. I need to put your form thru one final validation, and will post for your approval when that is done. Thx!

Thanks, Andrea Bainbridge (Unlicensed)!

Yes, please, could you copy the 949 to 959 again this time.

 Hi Andrea Bainbridge (Unlicensed)

Just wanted to confirm that, as per your entry on our “Notes for Cutover” page, the material types will be applied at cutover. (Everything was a book at test load.)

Thanks!

Maureen

June 20: Maureen Sheppard (Unlicensed) , I have this on my list to check for. Thanks! You will them be able to confirm for yourself when you review your data.

Perfect! Thank you. Andrea Bainbridge (Unlicensed)