2018-03-26 - Data Migration Subgroup Notes

Date

Attendees

Goals

Discussion items

TimeItemWhoNotes
5minDetermine note taker


Anne L. Highsmith (first draft from Tod Olson)

5min

Review related issues from Reporting SIG meeting today:

  • Data integrity
  • User Management (thanks, Anne!)

45min

Review composite spreadsheet to compare field terms, note any questions on discussion thread. Determine whether FOLIO has missing fields.

Links:

 Will scrap question in discuss about what elements can be left behind, sites will make that call.

Review of data elements, start about line 48:

  • Patron Title (Mr., Mrs., Dr., Prof., etc.) - serveral systems have this.
  • Patron SSN - let's make that red, plan to not have in FOLIO because is quite dangerous.
  • How many external IDs? Already have 3.
  • Home location - where did the patron date come from?
    • was this created manually or by batch load?
    • Chicago finds operational use in knowing the source of the patron, manually entered or from campus IdM feed?
    • Some places report out stats on where users were created.
  • patron modify operator ID - do we need to migrate this last-modified-by? Some places may want this to be the last change in the old system.
  • patron modify location - where what this record last modified? Can probably leave behind.
  • patron current charges - migrate from old system or calculate in FOLIO?
    • Resource Access has a stake
    • There's a sense dangerous to migrate data that may have different values in the new system.
    • May not belong in the Patron data, does not contain all of the info to justify the amount.
    • The following seem to follow the same logic:
      • patron note count
      • patron current hold shelf
      • patron recalls placed
      • patron holds placed
      • patron items recalled
  • patron historical charges - running count of loans,
    • historical loans will be purgable by patron
    • Question for Resource Access
  • Other not migrate, very Voyager-specific:
    • patron counter reset down to patron self-shelved db
  • patron PIN - Good question
  • patron suspension data, patron demerits - Voyager-specific
  • patron SMS number - seems identical to patron mobile phone
  • Reporting demographics, may want to migrate:
    • patron Major
    • patron Department
    • Patron statistical code
  • Patron note: differnt types of notes in different systems, need a discussion
    • some may be notes to staff, or to staff, or to
    • Lehigh uses patron notes to store a lot of info from the IdM system, including Major!
    • Generally used by staff

Ended part way through Sierra, row 100

2min

Who convenes next week?



  • 2 April, day after Easter, is a holidy for many people
  • Next meeting in two weeks, 9 April.
  • Dale Arntson volunteered
3minFuture meeting topics
  • Finish review of user data Composite spreadsheet
    • Matt Harrington will review user priviledges and add to spreadsheet
  • Document areas of data integrity concern, communicate with Reporting SIG
  • How do we deal with historical

Action items

  •