I can answer the last one ". * 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. "
Evergreen allows you to create bib record sources that allow bibs to show without items. It's set up in config.bib_source, setting the "transcendant" column to "TRUE." We use it for some web site bib records. You could assign that transcendant bib source to your analytic records and they will display in your public PAC. If you have an easy way to identify them as a group or get a list of their record ID numbers once they are in Evergreen, you could use SQL to batch assign the source to those bibs if they were not assigned the source during the migration load. Mary Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT [email protected] From: [email protected] [mailto:[email protected]] On Behalf Of Chris Spradling Sent: Sunday, March 10, 2013 5:37 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Data migration - Best practices 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" <[email protected]> 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 [email protected] (859) 858-2227 <tel:%28859%29%20858-2227>
