Migration
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Alma Pre-Implementation
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List of Things To Do:Assigned to:August SeptemberOctoberNovDecember
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1-78-1415-2122-2829-45-1112-1819-2526-23-910-1617-2324-3031-67-1314-2021-2728-45-1112-1819-25
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ConfigurationDocument workflows - BethelBethel staff/CLIC Committees
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ConfigurationDocument workflows - ConcordiaConcordia staff/CLIC Committees
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ConfigurationDocument workflows - HamlineHamline staff/CLIC Committees
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ConfigurationDocument workflows - St. Kate'sSt.K staff/CLIC Committees
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ConfigurationDocument workflows - NorthwesternNW staff/CLIC Committees
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ConfigurationDocument workflows - St. ThomasSt.T staff/CLIC Committees
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Data MigrationAsk ExL questions about P2E processMeg
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Learning & OrganizationCompile list of integrations (e.g. EDI, student info sys, Proxy, LDAP)ASAs
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Data/Config - IntegrationsUser loadsASAs
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Data/Config - IntegrationsBursar integration (Circ - fines, etc.)ASAs
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Data/Config - IntegrationsAuthenticationASAs
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Data/Config - IntegrationsCourse data/Course management integrationASAs
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Data/Config - IntegrationsNetwork/firewall issuesASAs
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Data/Config - IntegrationsPrintersASAs
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Data/Config - IntegrationsAcquisitions data integration (invoices)ASAs
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Data/Config - IntegrationsDraft data sharing agreementASAsnnnnn
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Data MigrationPrepare to send Millennium data for Validation ExtractSteveccccccccc
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Data MigrationSend Millennium data for Validation ExtractStevec
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Data/Config - DescriptionSee Cataloging project spreadsheetCat Ctennnnnnnnnnnnnnn
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Data/Config - DescriptionDuplicate 001sCat Ctenn
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Data/Config - Description590s to 599sCat Ctenn
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Data/Config - DescriptionBib Records Without Item RecordsCat Ctenn
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Data/Config - Description001 Fields Without PrefixesCat Ctenn
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Data/Config - DescriptionCall Number Investigation: missing field group tag cCat Ctenn
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Data/Config - DescriptionCall Number Investigation: missing MARC tagsCat Ctenn
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Data/Config - DescriptionCall Number Investigation: flipping call number fields from non-MARC to MARC statusCat Ctenn
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Data/Config - DescriptionBrief Bibs lacking 245s - finish and post documentation of proceduresCat Cten
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Data/Config - DescriptionMapping CLIC-default Proprietary Millennium Fields + List and Define Millennium Codes and Field Group Tags - finish UST model versionCat Cten
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Data/Config - DescriptionLocal bib extensions: 09x, 59x 69x, 79x, 89x, 9xxsCat Ctennnnn
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Data/Config - Description006, 007, 008, Scope 2, Mat Type, Record Type, Item Locations + MAT TYPE ThesesCat Ctennnn
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Data/Config - DescriptionBound-withs: Either get a list or make a list with examplesCat Ctennnn
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Data/Config - DescriptionBib records and attached records mismatchedCat Ctennnn
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Data/Config - DescriptionItem record statuses other than "Available"Cat Ctennnn
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Data/Config - DescriptionFurther call number cleanupCat Ctennnn
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Data/Config - P2E+ERMP2E Record Type Inventory & Migration rationalesP2E+ Working Groupnnnnnnnnn
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Data/Config - P2E+ERMe-Record inventory: Milennium & ERMP2E+ Working Groupnnnnnnnn
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Data/Config - P2E+ERMERM cleanupP2E+ Working Groupnnnnnn
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Data/Config - P2E+ERMTechnical plan for assembling fileP2E+ Working Groupnnnnnn
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Data/Config - P2E+ERMRecommendation to I-TeamP2E+ Working Groupnnnn
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Data/Config - P2E+ERMCompile P2E fileP2E+ Working Groupnn
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Data/Config - ALLCoordinate location codes across CLICI-Team
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Data/Config - ALLReview and clean up location codes - BethelBethel I-Team/staff
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Data/Config - ALLReview and clean up location codes - ConcordiaConcordia I-Team/staff
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Data/Config - ALLReview and clean up location codes - HamlineHamline I-Team/staff
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Data/Config - ALLReview and clean up location codes - St. Kate'sSt.K I-Team/staff
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Data/Config - ALLReview and clean up location codes - NorthwesternNW I-Team/staff
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Data/Config - ALLReview and clean up location codes - St. ThomasSt.T I-Team/staff
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Data/Config - FulfillmentReview and simplify loan rulesCLIC Circ Cte/interested staff
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Data/Config - AcquisitionsCompile vendor list from Millennium vendors + ERMS ContactsI-Team Liaison
+ Committee members
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Data/Config - AcquisitionsReview fields in use in the Millennium order record; determine if they are migrating and now; clean-up needed?Meg, Acq, Ser, E-Res Committees
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Data/Config - AcquisitionsReview all open firm and standing orders; clean up/close old ones, especially standing orders. Delete old or test ordersMeg + Acq Committee members
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Data/Config - AcquisitionsDetermine if you have any open physical firm or standing orders on electronic bibs, or vice versaMeg + Acq Committee members
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Data/Config - AcquisitionsReview order record fields: do you use them? can we remove any drop-down menu choices?Meg + Acq Committee members
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Data/Config - AcquisitionsReview short bibs (no 245) and orders associated with themMeg + Acq Committee members
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Data/Config - AcquisitionsDetermine which orders to migrate: all? only open? from a certain date? Be sure to consider: invoices will not migrate as invoices; invoice info will migrate only as an order note.Meg + Acq Committee members
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Data/Config - AcquisitionsClean up orders with a vendor field that is blank or None. These will not migrate properlyMeg + Acq Committee members
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Data/Config - AcquisitionsDelete any old draft or test invoicesMeg + Acq Committee members
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Data/Config - AcquisitionsDecide how to handle the close of FY16 and open of FY17Meg + Acq Committee members
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Data/Config - SerialsClean up subscriptions that are old, should have been closed, or require investigation when active, but have been inactive for years. Meg + Ser Committee members
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Data/Config - SerialsClean up chronology and enumeration for holdings records. (Make them standard. Be consistent). Meg + Ser Committee members
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Data/Config - SerialsStandardize statuses and codes to remove extraneous entries and consolidate them into fewer options.Meg + Ser Committee members
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Data/Config - SerialsIdentify and correct any location mismatches between holdings and items. Meg + Ser Committee members
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Data/Config - SerialsConsolidate multiple holdings records for identical item copies for the same location/call number. If you have more than 1 check in card on the same record, with the same holdings (e.g. Law serials with many parts), consolidate them.Meg + Ser Committee members
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Data/Config - SerialsDetermine what needs to be saved or recorded in order to set prediction patterns and start check-in on Day 1 in Alma, since checkin card info will not migrate.Meg + Ser Committee members
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Data/Config - SerialsReview Check in Records with Acq Status = N (Suppress) or E (Endanged) <Meg will check how these might be handled in the migration.> Consider if you can get rid of these.Meg + Ser Committee members
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Data/Config - SerialsNot all data elements that exist in III are necessary or able to transfer to Alma. Are there any fixed fields in the check in record that you do not need to migrate?Meg + Ser Committee members
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Data/Config - SerialsReview Check in Records containing multiple Field Z INT NOTES (internal). (Priority for open orders, secondary closed orders). Consider reducing down to most relevant info in one field Z only.Meg + Ser Committee members
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Data/Config - SerialsReview Check in Records containing multiple Field N NOTES (public). (Priority for open orders, secondary closed orders). Consider reducing down to most relevant info in one field N only. Meg + Ser Committee members
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Data/Config - SerialsReview if you have a vendor title number in both the check in record and order record. Do you need them in both places? <TBD Will the one in the order record migrate?>Meg + Ser Committee members
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Data/Config - ERMSI-Team Liaison
+ Committee(s)
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Data/Config - PrimoI-Team Liaison
+ Committee(s)
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TeambuildingIdentify internal trainersAll I-Team
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TeambuildingIdentify 1-2 staff from each school to get Certification TrainingAll I-Team
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ImplSystem Analysisname
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Forms Providedname
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name
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Access to sandboxname
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Alma training
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Data & Source system prepname
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Input about migration & config
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Finalize config form
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Data migration test load
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Configuration load
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Access to production system
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Primo integration
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Authentication and integrations
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Functional, configuration, and data review
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Alma Workshop
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Adaptions and corrections
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Certification Training
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Library Staff Training
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Cut Over including production load
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