name like “…FieldMap_Raw_June6…”

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 6^th.

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

 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:

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!

name like "MigrationForm_Raw_May25.xlsm"

June 9, from Andrea:

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

Andrea will post

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 6^th.

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

 June 16:

 Maureen Sheppard (Unlicensed)

I have updated your migration form draft:

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.

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.

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