(Go-Live - Migration) - Migration Updates from AEFG - P2E, Already-Alma E-Resources, Purchase Order Types

Legend: not started IN PROGRESS STALLED decided

Status	decided
Scope	Go-Live - Migration Data Prep
Description	Updates to recommendations for preparation of migration data for cutover, covering P2E, electronic resources inventory for already-Alma campuses, and purchase order types for migrating campuses.
Decision	Recommending local adjustments pre-migration to electronic resources as capacity allows: P2E for migrating, assigning standalone portfolios to collections for already-Alma. Also providing preview of area still in testing for purchase order types for CDL recharges - this may entail adjustment pre-migration for migrating campuses, but has been so far assessed as flexible and manageable. See AEFG-MVP-001.
Owning group	AEFG + Lisa Spagnolo lcspagnolo [at] ucdavis [dot] edu
Approver	PPC
Stakeholders	R = AEFG A = PPC C = ILSDC I = IC, ILSDC
Decision-making process	Discussions at AEFG sessions, inquiry from ILSDC, emerging item re: purchase order types from electronic resources Day 1 MVP.
Priority	High
Due date	Apr 16, 2021

Recommendation

AEFG is recommending minimal adjustments from test to final cutover data, and based on local campus circumstances and capacity for clean-up before cutover.

P2E: migrating campuses should adjust their P2E files based on results during test to the extent possible, including inadvertent creation of electronic inventory, the “opposite” purchase order line type created (i.e., print when should be electronic, electronic when should be print), etc.
E-inventory for already-Alma campuses: already-Alma campuses are in different stages of clean-up of electronic resources inventory after their local migrations. In most cases, it is ideal to attach inventory to CZ records, but this can be time-consuming depending on the resource. At the very least, it is recommended to move any unresolved standalone portfolios into a local collection(s).
Purchase Order (Line) Types: AEFG is exploring a workflow that entails attaching purchase order lines for CDL recharges to the NZ resource record, in lieu of having that purchase order attached to a suppressed bib in the IZ. This may be best expressed through the Purchase Order Line Type “Access Service - Subscription” for renewals, as electronic inventory would not be managed or expected in the IZ. This is still being tested as part of AEFG-MVP-001 Electronic Resources Practices - Linking IZ Orders to Relevant CDL E-Collections. While updating the Purchase Order Line Type appears to have flexible functionality to be able to be adjusted after go-live, AEFG wanted to include it for migration considerations. There should be minimal impact on needing to adjust purchase order type data before migration for migrating campuses.

Reasoning

Most migration-related issues addressed by RMFG, ILSDC, or other groups. Electronic resources clean-up better assessed post-go-live.

References

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status
AEFG Discussion	4/14/2021	Assessing guidance for pre-cutover clean-up of data vs. tasks post-go-live. Assessing status/impact of purchase order line type application on preparation of migration data for migrating campuses.	Done
Continued testing of PO Type for Migration/Already-Alma	On-going with AEFG-MVP-001		In progress
AEFG Review/Approval	4/15/2021		Done
PPC Review/Approval	4/16/2021	Approved	Done
Inform IC, ILSDC	4/16/2021		Pending