2 | Vanguard Testing | | 30-40 min | Multiple | UC San Diego Preferred Names - did not migrate; initially told that they would not during Vanguard phase, but told by ExL just prior to data extract file due date that they could; ticket opened in Salesforce to investigate Created Date - All reviewed dates migrated correctly; however, it is not displayed within any of the User tabs, rather via the More Information icon Barcodes - Patron records with multiple barcodes migrated successfully with each barcode in separate fields in the User record; all reviewed examples of users with multiple barcodes retrieved records using each barcode successfully Money Owed - Outstanding total amounts migrated successfully, but are not linked to any item records in Alma, especially in the case of items actively being billed for replacement (we knew this going in). Considering best options for Test Load phase. Mailing Addresses - City, state, and zip code strings are not migrating into their respective separate fields in Alma, rather they are migrating into the next address line. For external users, may be resolved via SIS integration; for internal users, ExL recommended using CloudApps (but manual cleanup is option as well) Multiple Patron Names - Patron records in source ILS that had two separate name fields migrated into Alma with the first name field used in the User account and the second added into a Note. Both names could still be used to retrieve the record. Searching by User Name - Identified several strange behaviors and inconsistencies when attempting to retrieve user records by name: When using persistent search bar, searches by last name and first initial resulted in either: Searches by last name and partial first name resulted in no results In Fulfillment | Manage Patron Services, searches by last name only begets a browse list, but not in alphabetical order by patron name and not a complete browse list
Purge Date - In all reviewed user records, the Purge Date field was populated by the same date migrated into the Expiration Date field. Question: Is this significant?
UCLA, UCSB, and UCSF are still waiting to get accounts to get access into the environment UCB recently got their environment.
| | G. Ferguson created a Google Doc in our shared folder for each Vanguard site to document and share issues or strange behavior that they identify during testing |