| Experience migrating user data to Folio
| Simone Klenke, Bremen Library | Considerations: What was in old system that needed to be put into new FOLIO system? (“A lot of .csv files.”) How will the fields be mapped and how will data be merged? How will exceptions be handled? How will different import states be handled?
Migration (Imported ~ 29,000 users) Wrote Python script to import user data (.csv file) into FOLIO. Added comments to script for context and instruction (i.e., “no expiry_date is set so all loans can be imported without issue.”) Simone assigned her own email address to user records to prevent against users receiving loan notices during migration. Expiration date data commented out to avoid empty fields errors. Fix encoding of letters. Notification when script is finished (“Done.”) Imported smaller groups of users at a time (Patron group). Merge departments, addresses, and other user information into user records.
Takeaways: Trial and error with scripting process. Always double-check your settings! Simone’s library autonomously handles their patron data. No need for identity management with their institution.
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