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George Brown 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 George Brown College - 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.

June 17: Joy Wen (Unlicensed) , great! I’ll clear out the old forms, and consider this your final e-res form. Thanks!

E-Resource Activation Form Draft Comments

June 16: Joy Wen (Unlicensed) , I hadn’t noticed that you posted a new e-Res form on MFT. Does the “June 15” file replace the “June 14” file? Which tabs were updated in the June 15 version?

We had made the following notes on your June 14 version: 

  • There are no activations on the “FREE” tab. Is this intentional? If so this is ok, just checking your intention.

  • On the “TITLE” tab, one STANDALONE line has PORTFOLIO_PID. Reminder: STANDALONE activations are intended for "local" IZ BIB records and "local" portfolios. A PID applies to CZ-linked records.

June 16 Andrea Bainbridge (Unlicensed): For the STANDALONE title with Protfolio_PID, it’s called “Asian Intelligence” and should be under “Singled Journals”. I’ve revised it and posted the file as June 16. It will replace both June 15 and June 14 files (sorry for the many version as I couldn’t remove files in MFT). The June 16 file also includes activations on the “FREE” tab and some other minor changes. Thanks!

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 file like "...FieldMap_Reviewed_20May.xlxs"

Joy Wen (Unlicensed) , this is the box where you should post the version of the form you want to see in the data validator. Please post here. Thanks! --Andrea

Andrea Bainbridge (Unlicensed) Jennifer Mo (Unlicensed) Stacey Boileau Uploaded. Thanks!

name like “…FieldMap_Raw_June6…”

name file like "...FieldMap_DRAFT_June11.xlxs")

 

June 17

Joy Wen (Unlicensed) , this is the final version of your field mapping. Please confirm below that you ahve reviewed and approve it. (It's just a copy of your draft--no changes were needed, but I still need a confirmation.)

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.

Comment from Joy:

We are letting SIS populate statistical categories, should I remove Patrons / USER_STAT_CATEGORY?

From Andrea (5/9): Yes, Joy Wen (Unlicensed) , you can remove that mapping.

Andrea Bainbridge (Unlicensed) Please find the modified version with the above mentioned change. Thanks!

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)

 

 

 

 


 

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:

Joy Wen (Unlicensed) , here is the item subfield report I mentioned in Basecamp:

name file like "...MigrationForm_DRAFT_date.xlxs")

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 17: Joy Wen (Unlicensed)

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, which I’ll review before making it final. Thanks!

Changes

  • Questionnaire tab: you must choose to list either a Central order library, or a Default--not both. At Test Load St_James was central, so I deleted the “Default.” But, since you aren’t migrating funds this time, this question is just a formality.

  • User Groups tab: I cleared out the notes you made in some rows, since they were interfering with migration from validation. No migration options changed.

  • Base Status tab: I removed HOLDS and CHECKEDOUT since these statuses are set via the loans and requests extracts

Action Items

  • Alma location tab: please fill in line 112.

 

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