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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 Humber - 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.
Version | Drop-dead Due Date | Who Will Post
Baseline/Version Zero | May 6 | ExL
| Field Mapping for Data Validation | May 20 | Colleges
| Raw Field mapping form from the validator | June 6 | Jennifer/Stacey
| Draft Form for ExL Review | June 14 | Colleges/Jennifer/Stacey
| Final Version for Migration | June 21 | ExL
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|---|
| name file like "...FieldMap_Reviewed_20May.xlxs" 
Stacey Boileau - file done | name like “…FieldMap_Raw_June6…” 
| name file like "...FieldMap_DRAFT_June11.xlxs") 
Andrea Bainbridge (Unlicensed) - file done | 
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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 - Approved by College /("@" mention yourself to confirm) > Lisa Di Barbora
- Submitted to migration (Andrea will check this box)
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| | | June 14, from Andrea Lisa Di Barbora , I have updated your field mapping form, with a few changes. DOWNLOAD THIS VERSION to review and use as the basis for changes if needed. 
Changes I updated the form to include mapping for funds--which was not present. Please review tat tab. No action needed if it looks ok to you. ALSO NOTE: your find file was not in csv format so I have reformatted and uploaded it to MFT. Please review it. I know you updated your serial control bib matchpoint to be SISAC_ID. Did you want to preserve the Sirsi SERC_TITLE_KEY in a note? I unlocked the “serial control” tab in case you do. I removed mapping for Sirsi “Current Location”/999$k from “Bibs & Items” since you do not want to use the “Item base Status tab of the migration form.
June 16 from Lisa Andrea Bainbridge (Unlicensed) - our responses to your change questions. The .csv version of the Funds file looks good and we are okay with the Funds tab mapping. We do not want to preserve the Sirsi SERC_TITLE_KEY. Thanks for removing 999$k
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June 16: Lisa Di Barbora , since you had no changes, I posted the field mapping as final. It's posted above for your final approval.
--Andrea |
Version | Drop-dead Due Date | Who Will Post
Baseline/Version Zero | May 6 | ExL
| Raw Output from the Data Validator | June 6 | Jennifer/Stacey
| Draft Form for ExL Review | June 14 | Colleges
| Final Version for Migration | June 21 | ExL
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|---|
| name like "MigrationForm_Raw_May25.xlsm" 
June 9, from Andrea: Lisa Di Barbora , here is the item subfield report I mentioned in Basecamp: 
| name file like "...MigrationForm_DRAFT_date.xlxs") Andrea Bainbridge (Unlicensed) - file done. A few notes: Humber doesn’t want/need the content in the 3 red tabs (holding code, item base status, currency code) we were unable to delete the content ourselves so asking you to do it for the final version
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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 - Approved by College /("@" mention yourself to confirm)
- Submitted to migration (Andrea will check this box)
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| | June 14 from Andrea: Lisa Di Barbora , here is an updated draft of your migration form: 
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. Changes Questionnaire Tab I added 950## as a local field in line 21, to preserve your Sirsi catkey. Changed Line 37 to be “Yes” Changed line 19 to “No,” otherwise alt call number will appear with the “$” like  Line 28: set default currency to CAD
Alma Location Tab Line 5: replaced “EMPTY” with t “NORTH” as the default library for UNASSIGNED location, as it was at Test Load. Item Base Status Item Material Action Items Alma Location Tab Holding Code Holding code is required, since we use this in creating holdings. I have filled it out based on your Test Load form, but need your input on lines 5, 6 and 9. The pair in columns C/D must exist in the Alma location tab in columns A/B.
June 16 from Lisa Andrea Bainbridge (Unlicensed) , we completed the requested action items so here is updated draft. 
In addition, we agree with all of your changes. | June 16: Lisa Di Barbora , I have validated your migration form and reposted above for your final review. Thanks! --Andrea Andrea Bainbridge (Unlicensed) - is this the correct version? I expected the file name to have “Final” like the field mapping name does. I just want to ensure that we are approving the correct one. Thanks, Lisa |