Migration Form Instructions
- Liana Giovando
- Rebecca Pearson
Overview
Download your Migration Form from OCLS FTP.
Review the instructions below.
Save new file as “collegename_symphony_sirsi_migration_form_YYYYMMDD.xlsx” and upload to your colleges MFT folder with Ex Libris.
Advise Ex Libris your files are ready for review by updating the table on the Symphony Data Mapping & Migration Form.
OCLS extracted and validated your files and provided your data files to Ex Libris already. Mapping and Migration Forms were created in the validation process based on the data files extracted.
The following colleges do not have extract files or mapping and migration forms included because they are pending Acquisitions data extracts or have zero records in an extract file: Algonquin, Centennial, Confederation, Humber, George Brown.
Instructions
The table below refers to the Migration Form that you will find for your college on the OCLS FTP. In some cases, the CLSP Implementation Steering Committee has provided advice for completing this Form. The tab name and row number are included to identify each item of the Form where CLSP ISC advice is provided.
Please note, some of these items are still under discussion and we may add to advice provided below. Please log in to Confluence and add yourself as a “watcher” to this page so that you can be notified of any changes.
Please ask questions by posting a comment to the bottom of this page.
Tab Name | Row | CLSP Implementation Steering Committee Advice |
|---|---|---|
Questionnaire Tab | ||
Questionnaire | 1-17 | Local decision |
Questionnaire | 18 | We advise you *not* to specify prefixes for bibs (except for the St. Clair Centriva merge, where each site *should* specify those). |
Questionnaire | 20 | We advise you to leave it as is. |
Questionnaire | 21 | The ISC has agreed to a recommendation from the Met/Cat Subcommittee to designate the 950-999 rage for local use in IZ environments, and 900-949 for consortial use in the NZ environment. We encourage you to move any local tags currently used in the 900-949 range to the 950-999 range. If you use fields for local information outside of this range that you do not want to be shown in the NZ (for example, provenance in a 59X field), then you would list them here. Alternatively, you can edit individual bib records by adding a $9 LOCAL to the tag . Do not do both, you will end up with duplicate $9 LOCAL in the tag. |
Questionnaire | 22-24 | Local decision |
Questionnaire | 25 | Local decision. The recommendation for our test load is to use UNIV_ID if you are currently importing SIS data. If not, use what suits your institution best. The Systems, Analytics and Data Subcommittee has provided background and context you may want to consider for this decision. https://clo-collaboration-spaces.atlassian.net/l/c/WcwDmc0P . This is still an area to be discussed. Please ask questions. |
Questionnaire | 28-29 | Local decision |
Questionnaire | 30 | OCLS has delivered the Sirsi delivered policy list. You may want to look at this to identify what pseudo-patrons you want to ignore. |
Questionnaire | 31-32 | Local decision |
Questionnaire | 33 | We suggest using Default Due Date for “NEVER” = 20990101 |
Questionnaire | 34 | We advise you *not* to specify prefixes for patrons (except for the St. Clair Centriva merge, where each site *should* specify those) |
Questionnaire | 35-36 | Blank |
Questionnaire | 37 | Indicate “yes” if your colleges is intending to migration Acquisitions data (Vendor, Orders, Invoices, or Funds) |
Questionnaire | 38-47 | Local Decision – consider adding values to these fields even if you are not migrating Acquisitions data from SIRSI. These basic configurations may be useful to those who are planning to test new workflows with Alma Acquisitions. They can be changed or updated at a later date. |
Questionnaire | 48 | For test load we recommend you do not specify prefixes for fund codes. |
Questionnaire | 49-50 | Blank |
Questionnaire | 51-53 | Local decision - This field allows Ex Libris to find electronic holding and notes information relevant to migration of electronic resources. Complete if you are migrating records for electronic resources. |
Alma Library | ||
Alma Library | All | Local decision |
Alma Location | ||
Alma Location | All | Local decision. CLSP Subcommittees and ISC will revisit considerations for Alma Locations when once we have access to our Alma test environments. |
Holding Code | ||
Holding Code | All | Local decision |
Shelving Scheme | ||
Shelving Scheme | All | Local decision |
Item Base Status | ||
Item Base Status | All | Local decision |
Item Type | ||
Item Type | All | Local decision. CLSP Subcommittees and ISC will revisit considerations for Alma Locations when once we have access to our Alma test environments. This seems to be linked to Item Policies on Alma. Make sure that values in your form can reflect your policies. |
Item Material | ||
Item Material | All | Use Ex Libris controlled vocabulary in columns Q & R.
|
User Group | ||
User Group | All | Consult Sirsi delivered policies included in your OCLS FTP > OCLS > out > Extract_for_ALMA. You may have user profiles such as “WCAMPUS” or “ZCAMPUS” that have to do with functionality in Sirsi. You do not need to migrate these user profiles. |
User Language | ||
User Language | All | Local decision. CLSP Subcommittees and ISC will revisit considerations for Alma Locations when once we have access to our Alma test environments. |
UserStatCategory | ||
UserStatCategory | All | OCLS may be able to generate user stat category lists from siri for you. Stay tuned. If you have access to the Configuration Module of Sirsi, you can also access this information yourself. |
User Block | ||
User Block | All | Local decision. |
Campus Code | ||
Campus Code | All | Local decision |
Fine Free Type | ||
Fine Free Type | All | Use Ex Libris controlled vocabulary in column G. |
Course Unit | ||
Course Unit | All | Local decision |
PO Line Type | ||
PO Line Type | All | Local decision |
PO AcqMethod | ||
PO AcqMethod | All | Local decision |
Currency Code | ||
Currency Code | All | Use Ex Libris controlled vocabulary in column F. |
Remember to save your new file as “collegename_symphony_sirsi_migration_form_YYYYMMDD.xlsx”, upload to your colleges MFT folder with Ex Libris, and advise Ex Libris your files are ready for review by updating the table on the Symphony Data Mapping & Migration Form.