migration_directions_sierra.md

Data migration directions for Template Library

Contents

• What we will migrate
• Data to extract
  • Bib records
  • Serials check-in records
  • Item records
  • Patron records
  • Open loans
  • Open requests
  • Vendor records
  • Order records
• Latest export

What we will migrate

From Sierra...	To FOLIO...
Bibliographic records	Instances
Bibliographic records	SRS records
Check-in records	Holdings
Items	Holdings
Items	Items
Patrons	Users
Loans	Loans
Requests	Requests
Vendors	Organizations
Orders	Orders
Orders	PO Lines

Data to extract

When exporting data from Create lists, please use comma as delimiter, and semi-colon as repeated-field delimiter.

Bib records

Library exports a file of .b records in MARC21 format, using Create lists and Data Exchange.

IC and library verify that all relevant mapping_files are up-to-date and correct.

Serials check-in records

Library exports a file of .c records in MARC21 format, using Create lists and Data Exchange.

IC and library verify that all relevant mapping_files are up-to-date and correct.

Item records

library exports a file of .i records in tsv format

After exporting the data, IC will

• Transform the items into FOLIO holdings and items
• Load the holdings and items into FOLIO

IC and library verify that all relevant mapping_files are up-to-date and correct.

Patron records

Library exports a file of .p records in tsv format

Sierra fields to export
TBD

IC and library verify that all relevant mapping_files are up-to-date and correct.

After receiving the data, IC will

• Split names into firstname & last name
• Transform the patrons into FOLIO users
• Load the users into FOLIO

Open loans

Library exports a file of .i records in csv format using Create lists.

Sierra fields to export
BARCODE(ITEM)
OUT DATE
DUE DATE
TOTAL RENEWALS
BARCODE(PATRON)

Library indicates which service point should be used as "Check out service point".

After receiving the data, IC will

• Transform the item data into FOLIO loans
• Load the loans into FOLIO

Open requests

We expect the number of open requests to be so low that the migration will most easily be done manually by library.

Vendor records

Library exports a file of .v records in tsv format

Sierra fields to export
TBD

IC and library verify that all relevant mapping_files are up-to-date and correct.

After receiving the data, IC will

• Transform the vendors into FOLIO organizations
• Load the organizations into FOLIO

Order records

Library exports a file of .o records in tsv format

Sierra fields to export
TBD

IC and library verify that all relevant mapping_files are up-to-date and correct.

After receiving the data, IC will

• Transform the orders into FOLIO Orders and PO Lines
• Load the Orders and PO Lines into FOLIO

Latest export

Add a new column for each new export

Data type	Name & date	Name & date
Bibs	name.mrc yyyymmdd	name.mrc yyyymmdd
Items	name.tsv yyyymmdd	name.tsv yyyymmdd
Check-in	name.tsv yyyymmdd	name.tsv yyyymmdd
Patrons	name.tsv yyyymmdd	name.tsv yyyymmdd
Loans	name.tsv yyyymmdd	name.tsv yyyymmdd
Requests	name.tsv yyyymmdd	name.tsv yyyymmdd
Vendors	name.tsv yyyymmdd	name.tsv yyyymmdd
Orders	name.tsv yyyymmdd	name.tsv yyyymmdd