2018-03-26 - Data Migration Subgroup Notes

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:

• Composite spreadsheet
• Discuss thread: Reconciling composite user data elements

 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

Who convenes next week?

• 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