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Introduction

Purpose

The first step is to make sure your data actually migrated, is in the right location and there were no mistakes made during the migration process.

This page is the first part of a series to help guide you through data review and testing. The goal for this week is just to complete the steps below. Stay tuned for guidance on the next steps!

General Guidelines

Using the steps below, review your collection as a whole and report major problems immediately. Continue to post issues and questions for Ex Libris on Basecamp/Confluence page.

Using Sample Checklist

We strongly recommend using the Sample Checklist to make notes in addition to posting to Basecamp/Confluence to create a centralized record.

Deadline

When you have completed this Part 1: High Level Data Review, please notify the PMO (lgiovando@ocls.ca).

This high-level data review should be completed by Friday, January 28.

Step 1. High level check - Migration Reports (in MFT folder)

Recommended Action

We recommend you start with checking your migration reports. A review of these reports will give you an overall picture of your collection’s migration and help you determine if further actions are needed, such as data clean up (e.g., 008 edits) or the inclusion/removal of records in files for cut over load.

Description of Migration Reports

Each college’s Testload_Migration_Stats report consist of several tabs that provide an overview of your migration. The report contains migration statistics and includes detailed tabs for bib_inventory, patron, loan and p2e. These tabs also detail rejections specific to each library’s load.

Note: Migration counts for each IZ are also available from your instance of Alma. Go to: Alma > Analytics > Design Analytics > Data Review Dashboard

Instructions & Reference Material

Useful Basecamp Posts

• Looking at migration stat's: Comparing the college numbers originally provided to the migration report stats

• Checking Counts: comparing the counts on the Migration stats spreadsheet to what the search results line by line are in ALMA.

• TL Migration Stats: Description of “successfully linked” in NZ-linking/Linking Stats tab

Step 2. High Level Checks Tab on the Sample Testing Checklist

Recommended Action

We recommend, as your second step, you complete the High Level Checks tab on the Sample Checklist.

Use the High Level Checks tab to review your collection as a whole and report major problems immediately.

You should also use the tab to record examples and any concerns you might want to reference at Cutover.

Note: The other tabs will be covered in later steps of the review and testing process.

Instructions & Reference Material

Useful Basecamp Posts

• Icons disappearing in physical holdings search: no advanced search options for Physical holdings, but you will find them for Physical Titles

[➡ Next step coming soon]