Documentation

Setting up reference data for data migration:  This table indicates prerequisites for migration: Settings - Reference data decisions and load sequence for migration  - Table is one year old - @Anne L. Highsmithwil update.

Folio console application by @Jon Miller. https://github.com/jemiller0/Folio.  It can be used to load and save data to and from a FOLIO database and JSON files. The data can be loaded and saved using SQL or the FOLIO web API. 

• The order in which tables are being populated is documented in the code https://raw.githubusercontent.com/jemiller0/Folio/master/FolioConsoleApplication/Program.cs . The lines in which data are being loaded are

  if (load && configurationsPath != null) LoadConfigurations(configurationsPath); ... if (load && paymentsPath != null) LoadPayments(paymentsPath);

  This documents the order in which the loads take place.

FSE has a suite of tools for performing data migration in various areas of FOLIO.  The tools are mostly Python-based and are available freely on the FSE Github organization. The toolkit includes the following parts:

• Mapping file creator web tool - a tool for creating mapping files from source data to FOLIO objects based on the JSON Schemas that power most modules

• Migration Repo template - A template repository with example data and mapping files. The Readme  contains a lot of documentation and prerequisites on how to prepare for data migration.

• MARC21-to-FOLIO - A toolkit for migrating MARC21-based Bibs and MFHD records to FOLIO Inventory and Source Record Storage. There is also a tool for migrating *sv-based Item records into FOLIO

• Service Tools - A GUI and CLI-based toolkit for performing various service and migration tasks against FOLIO. Amongst the migration focused tools available:

  • TransformUsers - Transform user data from TSV and CSV exports into FOLIO format (requires mapping files created by the Mapping file creator web tool)

  • BatchPoster - Tool for posting batches of Inventory records, SRS records and users in a convenient way

  • Tools for loading open loans

  • Various data transformation tools