UPEI Unicorn - Evergreen Migration

UPEI Robertson Library decided to move to Evergreen from their Sirsi Unicorn system in the spring of 2008. In order to take advantage of the time of year and savings on the Sirsi annual maintenance, they decided to move quickly. 2 months quickly to be exact. This page provide a spot for noting key issues, To-Do's and anything else that will help make the project work.

Some Key Links

• UPEI Test Evergreen Server
  • OPAC
• UPEI Production Evergreen Server
  • OPAC
• Evergreen Documentation
  • Wiki

•  Unicorn Policies
  • Unicorn Policies.txt
• UPEI Summary holdings et al
  • mfhd.marc
• UPEI Cataloguing Notes and Problems
• Old Policies - Note these are not all valid in the new system.
  • Policy.txt
  • policies.lst 

Key Activities, Timelines and Responsibilities

Legend: Red - Needs to be completed by June 5; Blue - Needs to be done by July-August; Green - Needs to be done by the end of the year; Yellow - Done.

• Cataloging/OPAC
  • Export/Import Bib Records
    • [Grant - Dan]
    • Current script is in UPEI SVN repository and is exporting all local fields - MFHD are in a separate set of records, however
    • Bib records and holdings have been imported into the production Evergreen server
      • Periodicals without copies will not be visible - add a fake copy to each periodical?
      • Need to also add Location and display Print Serial Holdings
  • Export/Import Authority records
    • [Grant - Dan/Equinox]
    • Exported and imported
    • Can we ADD new Authorities (Subject, Author, Corporate, Meeting, Series) - No
    • Count of authority records on May 24 was 252,491.
  • Modify PERIOD-CIRC and PERIOD-NON to PERIOD and update the item attribute ti circ or not to simplify circ rules.
  •  
  • Copy Number exported from Unicorn and Imported
  • Transcendance turned on for Records without Barcodes (ie Print Serials) - holding display coming.
  • Bib data testing and QA
    • [Dawn Hooper/Louise - David, Simon, Dale, Joy]
    • There are many records in EG that have a very corrupted LDR. It may be related to diacritics in a previous record breaking the export script and putting information into the LDR of the next record.
      • eg. 'Agriculture A :[Vertical file]' includes the info from 'Unimpaired for future generations?' in the LDR.
    • Initial testing is being done on the test server, with most moving to the production server after the bib load, most likely Monday May 26. - completed May 31.
    • All formats; 852, 866, 590, 690 - MARC Holdings, Summary Holdings
    • 852 - is a location field - continues one of library's valid location codes  which is then translated in the opac eg. PER1-CURR  — translates to Upper Level - Current Periodicals

      Note: this field can also (not all records) contain information in a h and l subfield.

    • 853 is pattern which we don't need
    • 863 - system generated holdings - usually issues on current stacks, most current issues for a title in Special Collections
    • 866 - free text summary holdings - used in gov. docs., bound periodicals, special collections, some reference serial titles etc. Note the first part is a 852 field.
    • Examples
      • 852 - cSPEC-PEI|hFC2601.I84|x1

        866 -  |81|ano. 1(1976)-no.61(2007)

      • 852 - |cPER4-BOUND|hCumulative indexes for nos.1-20, 1-40 and 41-54

        866 - |81|ano.1(1976)-no.58(2005

      • 852 - |cGOVDOCS|hCS11-008|x1

        866 - |81|ano.1(1986:summer)-no.84(2007:winter)

      • 852 - |cE-JOURNAL|lSee Electronic Access link

        866 - |81|av.86(2000)

         

        Find where these MARC Tags are (GJ)

        MUST HAVE 690 (dbs says: it's there in the MARC record for "Kwimu messenger" search)

        Example MARC for Special Collections:

        040           $a CaPCU

        090          $a E75.K85

        245    00   $a Kwimu messenger / $c Matilda Lewis, community liaison.

        260          $a Lennox Island, P.E.I. : $b Lennox Island First Nation Council Band, $c 2004-

        300          $a v. : $b ill. ; $c 32 cm.

        310          $a Monthly.

        362          $a December 2004-

        500          $a Description based on February 2005.

        500          $a Kwimu is a Mi'kmaq word meaning "loon", the bird chosen by Glooscap as his helper and messenger.

        599          $a APR 2008 APR 2008;

        650     0    $a Indians of North America $z Prince Edward Island $v Periodicals.

        650     0    $a Micmac Indians $v Periodcals.

        690          $a PEIDB $v kwimu messenger

        700    1     $a Lewis, Matilda.

        700    1     $a Sark, Rosanne.

        710    20   $a Lennox Island Band Council (P.E.I.)

         

  • Display of MARC fields in the OPAC in an appropriate/readable format
    • [David - Simon, Norine, Paul, Judy, Dale]
    • 926 - this is the "See full Title Display" instead of Auto Generated Call Number (XX-12345)
    • Location Codes - (CURR-PER1, SPEC-PEI, STACKS, COMPST, REFERENCE )
      • Translate Location Codes into readable in the OPAC.
      • Keep the Short Codes for Cataloging and Spine Labels.
    • Migrate "imported" MARC  to appropriate MARC Fields?780    0    1.     â€¡tU.K. vet

      926        .    ‡aUPEI ‡cSee Full Title Display ‡f$<none:U>

      927        .    ‡aUPEI

      927        .    ‡b$<hld_usmarc_852v1> ‡cPER1-CURR-- Shelved at the beginning of the U's

      927        .    ‡b$<hld_usmarc_863v1> ‡cv.13:no.1 (2008:$<SRNM_desc_JAN>/$<SRNM_desc_FEB>) - v.13:no.4 (2008:$<SRNM_desc_MAY>)

      927        .    ‡aUPEI

      927        .    ‡b$<hld_usmarc_852v1> ‡cPER3-BIND--

      927        .    ‡b$<hld_usmarc_866v1> ‡cv.12(2007)

      927        .    ‡aUPEI

      927        .    ‡b$<hld_usmarc_852v1> ‡cPER4-BOUND-- Shelved at beginning of the U's

      927        .    ‡b$<hld_usmarc_866v1> ‡cv.2(1997)-v.11(2006)

  • 2 Options for Serials Display:
    • Can we add 852, 863, 866 to the MARC record (or into other tag) and display  in the bib record and display in the Bib display
    • Take Current Periodicals MARC records AND upeimfhd.xml to create a temporary display until the serials module is available.
  • My Account Testing and configuration
    • [James - Chris M., Suzanne, Leo, ]  
      • Holds were able to be placed on Item that same Patron had checked out?
      • Hold able to be placed on em when there were Items Available.(picked vol.22) why? Annual Review of Ecology
      • Fix the Regex ion Phone number field.
      • Note what needs to be locked down (eg. userID, Password)
  • Integration of OPAC with Link Resolver output
    • [Grant - Gerry, Cathy]
    • Search the Library Catalogue link implemented in Resolver
  • Updating integration with Moodle
    • [Betty - Paul]
    • Email sent to Kent Villard to update the Sticky block with the new catalogie link.(gj)
  • Create additional "cataloging" templates 
    • [Dale - Judy, Chris M, Louise, Paul]
    • done in openerf-core.xml
    • automatically changes when letter code is changed and record saved
  • Skinning of OPAC
    • [Chris B. - Grant, Cindy. Paul]
    • Duplicated default directory, edited some files, stored in the SVN implemented on server.
    • Initial skinning to associate the OPAC with the UPEI logo and header
    • Apache vhost setup to go to University of Prince edward Island
    • Additional skinning to associate with the new Drupal site
    • And Creating "Advanced" Page Style
      • http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac
      • /openils/var/web/opac/skin/<myskin>/            RedirectMatch 307 ^/$ /opac/en-US/skin/default/xml/index.xml
  • Integration with existing and new Drupal websites 
    • [Cindy - Dawn Hooper, Betty]
    • Change URLs in current site
    • Change URLs in Drupal site
  • Updating integration with SingleSearch
    • [Dawn Hooper - Grant]
    • Requested a SingleSearch commector supporting OpenSearch or OpenURL from Slavko/Glenn/MUSE Global
    • Dependant on Z39.50 server setup, unless we add it as a SRU/SRW target? I believe Evergreen supports this now.
      • Evergreen supports SRU in trunk (development version) but nobody has tried backporting it to 1.2.2.x
•  
• Circ / Patron
  • Export/Import Patron records
    • [Grant - Dan, Mike, Peggi]
    • Patrons from UIS have been loaded
      • update process should be sorted Thursday.(MR, MR)
    • extract barred patrons from Unicorn.
    • CURBA patrons have beMy Accounten added
    • Barred and Blocked Partons moved over.
    • OPAC MyAccount accepts barcode only. If a user has a numerical username(ALTID) the system thinks it's a barcode. 

      Solution might be to have two fields for the patron to choose from. or precede the ALTID with hidden text.

      • (dbs): a better approach might be to modify the regular expression so that it only matches on barcodes with 14 digits, allowing the shorter numerical usernames to pass through as regular username; the change would be in Open-ILS/web/common/js/config.js from:

      var REGEX_BARCODE = /^d+/; /* starts with a number */

      to:

      var REGEX_BARCODE = /^d{14}/; /* starts with a number and is 14 digits long */

    • Dan sent Mike an annotated Evergreen patron schema, with mappings from Unicorn to Evergreen

      Sent an annotated example of loading a patron, barcode, and addresses in a single transaction

      Updated the export_unicorn.pl script to generate a list of user notes

      • User notes have been loaded
      • Discuss using StatCat for Year of Study
  • Migrating historical transaction data
    • [Grant - Dan, Equinox]
    • 1525 open charges have been loaded
    • 14318 unpaid bills have been loaded
  • Patron/Transaction Data tested and cleaned-up
    • [Peggi - Grant, Mike, Dan, Cathy, Gordie]
  • Circ rules / by profile
    • [Chris M - Grant, Paul, Peggi, Wendy]
    • Modified circ_duratation.js, circ_groups.js and circ_item_config.js to match our patron groups, circ rules and fines as defined in evergreen
    • some testing has been done seems ok but some patrons aren't attached to groups in test yet so some things don't work as expected
    • We still need to update opensrf.xml to make our circ modifiers match our rules files.
  • Modify State/Zip to Province/Postal code
    • [Grant - Paul, Dan]
    • Patron View, My Account info still displays Zip/State.
    • See "Canuck Patch" for an initial stab at this- completed osls
    •  Implement Canuck patch on Islandpines
  • Input Manual Checkin / Checkout into Evergreen
  • Create and test overdue notices
    • Address this Thursday AM
    • [Gordie - Peggi, Wendy]
• Other
  • Permissions for Staff and Patrons
    • [Grant - Paul, Cathy, Leo]
  • Organizational Hierarchy and rules
    • [Grant - Paul, Equinox]
  • Spine Label printing
    • [Judy - Peter]
  • Add Z39.50 Targets for cataloging
    • [Dale - Judy, Louise]
    • 8   Z39.50 targets added in opensrf.xml
  • Update links/integration with RELAIS
    • [Dawn Hayes - Jerrad, Grant, Paul]
    • Need feedback from RELAIS re OpenURL to send with a request.
  • Training on Staff client
    • [Cathy - Mark, Dawn Hooper]
    • CATaloguing training Thursday
    • Circulation training ? (Monday or Tuesday  (9, 10))
  • Support and implementation assistance
    • [Equinox - Mark, Grant]
  • Updating documentation, handouts, pathfinders, other web links
    • [Cathy - Betty, Dorothy, Cindy]
    • LibX, Resolver, Redirect web2, Campus websites direct links, etc...
  • Installation of Staff Clients
    • [Jerrad/Grant - All]
  • Installationof RAM and new Switch in Dell IslandPines
    • [Charles - Grant, Jerrad]
  • Reserves migration to Evergreen and Fedora
    • [Chris M - Paul, Chris B., Mark]
  • Decommissioning old Sirsi server
    • [Grant - Mark]
  • Communication and PR
    • [Suzanne - Dorothy, Mark]
  • Documentation of Dell server/iSCSI configuration and backup
    • [Charles - Jerrad, Grant]
  • Z39.50 Target for ILL
    • [Dawn Hayes - Dawn Hooper, Grant]
    • From Equinox Jason: could try exporting data and using an external application (see Yaz and Zebra from http://indexdata.com/).  There's even an atom feed in Evergreen where you can pull bib data for new titles as they're added.  I imagine it would be easy to add one for record deletions, or you could query the db periodically. This is just off the top of my head.  You might be able to backport the SRU functionality from trunk and layer a Z39.50 translation service on top of it, but we'll need Mike to chime in on that.