Converting and Migrating Data
Data migration - the process of transferring and manipulating your migrated data into a format for optimum management practices - Infiniti provides tools to allow you to do this for yourself.
During the migration phase of your LLMS to Infiniti our Migration Team moved your LLMS data into Infiniti. Once this migration was complete you commenced the staging phase of your transition to Infiniti. During the 10-12 hour / 5-10 day staging phase you checked your migrated data to ensure that it was all migrated accurately and liaised with our Migration Team about migration issues you may have detected, all of which were corrected prior to moving from staging to production.
What do I have to do?
You may have to delete, rename, merge, or in some cases add new data attributes. This is a task that only you can do because you know and understand your data and you know how you want your patrons to interpret it. Data migration requires you to review and possibly adjust the following attributes where necessary:
- Media Types
- Sites
- Sections
- Access Control
Media Types
Infiniti caters for two distinct media types for identifying or tagging resources - Physical and Digital. A simple distinction between Physical resources and Digital resources is that Physical resources can have a barcode label attached but digital resources cannot.
Every bibliographic record must be tagged as a specific Media Type. Common Physical Media Types might include; book, DVD, Kit, Resource Box, Chart, Sheet Music, and Chart. Common Digital Media Type might include; Audio file, Video file, Podcast, eAudiobook, eBook, PDF, Website, and YouTube.
To check your Media Types Go to: Config > Library > Media Types
Review the numbers associated with each defined Media Type (the number represents the count of individual resources tagged with the Media Type). Based on your review:
- Check records of resources where media types have low counts. Were they been mis-tagged in the past?
- Merge media types to restore integrity, e.g., if you have Book and Books listed merge one type into the other, or if you have Video Disk and DVD, should they be the same.
- Rename media types as required, e.g., if you have BK and would like this media type to be Book, rename it.
- Delete unwanted/unused media types, e.g., if you have 0 resources count for a media type you may not want to keep it. You can add it to the list in the future if circumstances change.
To check your Sites Go to: Config > Library > Sites
Review the numbers associated with each defined Site (the number represents the count of individual resources stored in that Site). Based on your review:
- Check records of resources where sites have low counts. Were they been mis-tagged in the past?
- Merge sites to restore integrity, e.g., if you have Site A and Site 1 listed and they should be the same, merge one type into the other.
- Rename sites as required, e.g., if you have Junior Digital and would like this site to be Digital - Junior, rename it.
- Delete unwanted/unused sites, e.g., if you have 0 resources count for a site you may not want to keep it. You can add it to the list in the future if circumstances change.
Every copy of a physical record must be tagged to a specific Section. Common Sections might include; Fiction, Junior Fiction, Senior Fiction, Non-fiction, and Teacher Reference.
To check your Sections Go to: Config > Library > Sections
Review the numbers associated with each defined Site (the number represents the count of individual resources stored in that Site). Based on your review:
- Check records of resources where sections have low counts. Were they been mis-tagged in the past?
- Merge sections to restore integrity, e.g., if you have Fiction section and an F section merge them if they should they be the same.
- Rename sections as required, e.g., if you have "Fic" section and would prefer this site to be Fiction, rename it.
- Delete unwanted/unused sections, e.g., if you have 0 resources count for a section you may not want to keep it. You can add it to the list in the future if circumstances change.
To check your Access Control Go to: Config > Access Control
Holiday Calendar Setup
Your Holiday Calendar helps manage your circulation and in particular ensures you don't accidentally set the return date for a loan to a date your library is closed. If a loan were to fall due on a date your library is closed it could not be returned on that date and so would become overdue, clogging your overdue reports and annoying your patrons with contentious overdue email notices. You should review and if necessary set up your Holiday Calendar to manage calculated loan return dates as soon as possible.