Sheridan College - Mapping & Migration Forms

Owned by Liana Giovando
Last updated: Jun 24, 2022 by Andrea Bainbridge (Unlicensed)
6 min read

Introduction

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

 

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

  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"

 

name like “…FieldMap_Raw_June6…”

 

 

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

 

 

 

June 21: @Lingling Jiang , please review and approve (below) this final version of your field mapping form. No changes have been made from the draft version.

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)

 

 

 

 From Andrea, June 15:

@Lingling Jiang I see no changes needed for field mapping. If you have no further changes, the version above cab be reposted as your final in the column at right.



 

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

  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: @Lingling Jiang , here is the item subfield report I mentioned on Basecamp

 

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

June 14, From Lingling: @Andrea Bainbridge (Unlicensed) our draft of migration form is submitted.

 

June 21:

@Lingling Jiang , please review and approve (below) this final version of your migration form. I made one change to line 47 of the Alma Location tab, where the Library/Location pair description was in conflict with another line. It now matches the name in Alma, and looks like:

Thanks! --Andrea

 

June 24: version with all local tags added.

 

 

 

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)

 

 

 From Andrea, June 15:

@Lingling Jiang ,

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.

 

Changes

Item Base Status

  • I removed lines for HOLDS and REQUESTS because these statuses are determined by an item being in either your holds/requests extract or the loan extract.

 

Action Items

Location Tab

  • Fill in lines 14 and 21 completely.

  • I added line 60--please fill it in.

  • Lines 36 and 53 are both mapped to the same Alma Library/Location combination (cols 3,4), which is ok, except that all columns must match. The same Alma pair can’t have different values in “Alma Location Name,” or different options for e-location and suppression. Pls review lines 36 and 53.

From Sheridan, June 20:

@Andrea Bainbridge (Unlicensed) , we have reviewed and completed the changes required for the Location tab. Here is the new version for your review (file name: 01OCLS_SHER_CO_Migration_Form_ExL_DRAFT_Reviewed_20June2022.xlsm):