[OPEN-ILS-GENERAL] Data migration – Best practices

[Chris Spradling]

If you need any help with anything, let me know. I don't know much about
this yet I'm still learning but any guidance would be appreciated.

Respectfully,
Chris Spradling
On Mar 8, 2013 7:52 AM, "Donald Butterworth" <
don.butterworth at asburyseminary.edu> wrote:

> Colleagues,
>
>
> We are approaching the point of migrating records from our Symphony system
> into Evergreen, and we are unsure what the best method is to accomplish
> this.
>
>
> Based on insights from the listserv and some serious cogitation, we have
> created hierarchies, parameters, and values that we hope will take
> advantage of Evergreen’s architecture. All along my expectation has been
> that we would export records from Symphony, take the data found in the 999
> tag and massage it until it matches the values of our new Evergreen
> structures, and then do an import. However, recently it has been suggested
> that a better method would be to take the structures and values we
> currently have in Symphony and duplicate them (as much as possible) in
> Evergreen. Then once, the data is in Evergreen, change the values into what
> we really want them to be.
>
>
> I have to say that method number two make me very nervous because I
> remember that making global changes in our former “Horizon” system was
> virtually impossible. Here are some of the questions we are confronting:
>
> ·        * What is the best way to simply re-label an Org Unit? For
> example changing the value ATSFLA to ATS-DCL?
>
> ·        * What about circulation modifiers? What is the best approach to
> changing the values DVD to dvd, FAC-MED to dvd, and ARC-MED to dvd?
>
> ·        * In Symphony we currently have two “Libraries” one for the main
> campus and one for a branch. But in Evergreen we want to take advantage of
> the “sub-library” option for our Archives and two other satellite
> collections. The Symphony “match points” that can be used to identify these
> sub-libraries are called “Home Location” and “Current Location”. What would
> be the best way to approach this problem, short of a light gun and a
> laptop?
>
> ·       *  Is it true that all bibliographic records must have attached
> item/copy records in order for the bib record to appear in the public PAC?
> We have several thousand “analytic” records that have no attached item/copy
> records.
>
>  Any insights will be greatly appreciated!
>
>
> Don
>
>
>
> --
> Don Butterworth
> Faculty Associate / Librarian III
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterworth at asburyseminary.edu
> (859) 858-2227
>
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