2022-05-02 - Data Migration Subgroup Agenda and Notes

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WOLFcon session for Data Migration?

What kind of session would we want?  Patty offered to host if we do a panel.  

From last meeting:

We discussed possible ways to present data migration issues to attendees at the next WolfCon. I thought I would list them here, and give our Slack readers an opportunity to comment or to raise ideas for new topics. WolfCon will be held from Aug. 31 to Sept. 2 in Hamburg. To include the widest possible audience,  we thought that it would be wise to have a mixture both of on-line and in-person presentations, where the on-line presentations could be given in small rooms (readily available), but aimed primarily at an on-line audience. Perhaps all of these topics, with the exception of the workshop, could be aimed at an on-line audience.Here are the topics that we came up with:

• Introduction to data migration. This would provide an overview of the process of migrating legacy data to Folio. It would include discussion of the different approaches institutions can use to migrate their data, and of the range of issues they will need to consider in developing a migration strategy, what people should be involved and how long it will take.
• Lessons learned in data migration. A panel of individuals from different institutions who have completed their move to Folio will discuss how they accomplished their data migration, what problems they encountered, and how they resolved them. Ideally, a diverse set of institutions should be represented to speak to the diversity of the institutions that may be considering Folio.
• Data migration workshop. We will conduct a workshop to give attendees a hands-on experience of how to migrate a delimited set of legacy data. Both the technical and conceptual frameworks motivating a particular migration strategy will be explored.
• Data migration tools. Theodor Tolstoy will  give a presentation on the suite of tools that he has developed to help institutions migrate their data.
• Data migration tools. Ian Walls will likewise give a presentation on the tools that he is currently developing to assist institutions with migrating their legacy data.

Today’s discussion and decisions

• Intro for Implementation Group done in advance, recorded.  Have folks watch that in advance.  Ian makes electronic tools presentation, watch in advance.
• WOLFcon sessions to propose:
  
  • technical session/workshop, I come with my data, get questions answered
    • Ian, Jeremy, Ingolf
  • more general/planning session/lessons learned at project level, talk about an overall strategy for a migration - panel of 3(?) 
    • if UChicago involved, probably remote, Stanford, Cornell/TAMU?
  • Theodor Data migration tools session

Don’t necessarily need loan policies in place to migrate fees/fines.  Can load in manual way.  But if you expect it to continue accruing a fine, need to have loan policies in place.

Jeff working on them.  Links work, deletes work, but updates.... it is assigning links already in use.  Working on orders, budgets, vendors.  Reloaded all that data.  Duke going live (full FOLIO) in summer 2023.

Closed orders using just storage apis. But to get encumbrances done, need BL apis.  Has to load once, then go back and update the approval date so can have “date ordered” correctly (use storage api).  One note to one note.

Duke not bringing over “deleted.”  They are bringing over withdrawn bibs, and are suppressing from discovery.
Ian’s sites generally bring over withdrawn items.

Stanford thinking of not loading withdrawn items, but rather loading into LDP.  Ian confirms we should be able to.  Duke also considering loading some types of data into LDP instead of FOLIO.