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St. Lawrence 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 St. Lawrence - 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

0. Baseline/Version Zero | May 6 | ExL

  1. Field Mapping for Data Validation | May 20 | Colleges

2. Raw Field mapping form from the validator | June 6 | Jennifer/Stacey

3. Draft Form for ExL Review | June 14 | Colleges/Jennifer/Stacey

4. 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")

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 13:

Brenda Stull Desjardins , a few questions. Just confirming your intention:

Serial control

I know you are using SISAC_ID as your bib matchpoint. Do you want to preserve the old Sirsi SERC_TITLE_KEY as a note? Your current mapping indicates “Do Not migrate.” this is fine, if you don’t think you will need it.

Hi Andrea Bainbridge (Unlicensed) Yes, I’d like to preserve the old Sirsi SERC_TITLE_KEY.

To understand what happened is it because the SERC_TITLE_KEY is mapped to SISAC_ID and it isn’t listed anywhere else on the mapping?

Loans

I see that you chose not to map NUM_RENEWALS and RENWEAL_DATE. Was this intentional?


Sirsi Migration Form Version Tracking

Version | Drop-dead Due Date | Who Will Post

0. Baseline/Version Zero | May 6 | ExL

  1. Raw Output from the Data Validator | June 6 | Jennifer/Stacey

2. Draft Form for ExL Review | June 14 | Colleges

3. Final Version for Migration | June 21 | ExL

name like "MigrationForm_Raw_May25.xlsm"

June 9, from Andrea:

Brenda Stull Desjardins 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)

From Andrea, June 13:

Brenda Stull Desjardins , I made some updates to your draft migration form. See below for a list of the “Changes” I made, and “Action Items” for you.

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

Alma Location Tab

  • I made KINGSTON the default library for the “UNASSIGNED” location in line 5. This is what we did at Test Load.

Item Material Tab

  • A default is required in line 5. I filled this in as “BOOK.”

Action Items

Item Type Tab and Item Material Tabs

  • Three values were missing, which I added at the bottom of each tab--please provide the Alma mapping for “EBOOK,” “PERIODICAL,” and “UNKNOWN.”

Holding Code tab

  • The library/location combo in columns C/D must exist in incoming Sirsi values in column A/B on the Alma location tab. “KINGSTON” does not have a “PERIODICAL” location in your Sirsi data. Please make a different selection for rows 7 and 8.

Item Base Status

I don’t see Sirsi value “INTRANSIT,” listed here. Do you want to map it? If not, it will receive the default status of “in place” with no item note. (This might be what you wanted, but just checking.)

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