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Conestoga College - Mapping & Migration Forms

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Introduction

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

Chris Woodley , in general your e-Res form looks good. A few comments:

  • On the FREE_PKG tab, some activations have “Y” for enabling the Proxy. Do you want proxy applied to these free packages? No action needed if this was intentional. Andrea Bainbridge (Unlicensed) This was intentionally, as we subscribe to paid content through these platforms too, and I wanted users to be able to run additional searches once they land there and have access to all the content we can provide.

  • TITLES tab: "EBSCOhost Ebooks" lines do not have ISSN or ISBN numbers. We will not be able to match to CZ portfolios without identifiers, e.g line 1153 and 861. Andrea Bainbridge (Unlicensed) thanks for catching that. I guess the ebsco extract I was using didn’t have anything in those fields for them. I’ll look for values and load again.

Let me know if you will be uploading a new form to correct the missing EBSCOhost lines and/or the proxy selection on the FREE tab.

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

 

name like “…FieldMap_Raw_June6…”

This is an exact copy of the form above, except that the “patron” tab is unlocked.

Only change is on Patron Tab - you unlocked it so I could (removed the User Categories)

 

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

 

 

 

 June 16: Chris Woodley , here is an updated field mapping form for your review.

  • I mapped 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 do not want this mapped, you can delete it. See line 27 of the “serial control” tab. (I unlocked it for you.)

  • I also unlocked the Bibs $ Items tab, since 999$v was not mapped. I think it only appears in a few of your items, but you could add “v” like this, if you want it mapped to “Volume.”

If you are ok with my change and have no further changes yourself, you can post here to confirm you ahve reviewed/approved of my version.

Or, post a new version below. Thanks!

One other note:

We had discussed course start date on your Notes for Cutover page, but I see nothing is mapped for that. Is that intentional? The date that does exist in your data is mapped to the course creation date. The “courses” tab is unlocked, in case you need to make a change here.

 


 

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

 

name like "MigrationForm_Raw_May25.xlsm"

June 9, from Andrea:

Chris Woodley , here is the item subfield report I referenced in Basecamp:

Note some tabs locked and have data that should not be migrated - we discussed this over here. Essentially - ignore UserStateCategory, Campus Code and Course Unit tabs.

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

 

 

June 16, from Andrea

 Chris Woodley , I have updated your migration form draft:

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, or comment here to let me know you approve of my version.

Changes

  • I de-populated the User State Categories tab, as we discussed.

  • On the Base Status tab, I removed the line for “CHECKEDOUT,” since these items will be accounted for via the loan extract.

Action Items

  • N/A; just review changes

 

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