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Migrating Library Data: A Practical Manual [Pehme köide]

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  • Formaat: Paperback / softback, kõrgus x laius x paksus: 251x175x17 mm, kaal: 473 g, Illustrations
  • Ilmumisaeg: 30-May-2017
  • Kirjastus: ALA Editions
  • ISBN-10: 0838915035
  • ISBN-13: 9780838915035
Teised raamatud teemal:
Migrating Library Data: A Practical ManualSuurem pilt
  • Formaat: Paperback / softback, kõrgus x laius x paksus: 251x175x17 mm, kaal: 473 g, Illustrations
  • Ilmumisaeg: 30-May-2017
  • Kirjastus: ALA Editions
  • ISBN-10: 0838915035
  • ISBN-13: 9780838915035
Teised raamatud teemal:
Püsilink: https://www.kriso.ee/db/9780838915035.html
Märksõnad:
This guide shows librarians how to address the technical and conceptual challenges of migrating services, records, and types of data using existing staff and commonly available technical resources. In 13 chapters, librarians from US universities describe the migration and planning process; formats used in migrations, technical challenges presented by data, and methods for cleaning, correcting, and modifying exported data; tools used for migrating data by staff without programming skills; working with MARC data and analysis, cleaning, reclamation, and data structuring tasks using MarcEdit; migrating bibliographic and item data, acquisitions data, serials data, electronic resources, and institutional repositories and digital collections; authentication and migrating patron data; migrating from individually maintained to shared systems; deciding what to delegate to vendors when migrating digital libraries; and testing and putting the final system into full production. Annotation ©2017 Ringgold, Inc., Portland, OR (protoview.com)
Introduction xv
Chapter One Understanding The Migration Process 1(10)
Bonnie Parks
Assembling the Team
1(1)
Identify the Migration Lead (Project Manager)
2(1)
Organize
2(1)
Communicate
2(1)
Motivate
2(1)
Delegate
2(1)
Assemble the Rest of the Team
3(1)
Develop Your Project Plan
3(1)
Clean Your Data
4(4)
Bibliographic Data
5(1)
Acquisitions Data
6(1)
Holdings and Electronic Resources Data
6(1)
Item Data
7(1)
Patron and User Data
7(1)
Integrating with Other Systems
8(1)
A Few Words to the Wise
8(1)
Conclusion
9(2)
Chapter Two Formats And Data Cleaning 11(22)
David Forero
Understanding Standards
11(2)
Mapping the Transfer
13(2)
Delimiters
15(4)
Record and Field Delimiters
16(1)
Markup Delimiters
17(2)
Data Cleaning
19(1)
Solving Problems at a High Level
20(7)
Importing to a Spreadsheet
21(1)
Reordering Names
22(3)
Cleaning up Dates
25(2)
Evaluating Spreadsheet Cleanup
27(1)
Solving Problems at a Low Level
27(5)
Interrogating the File
28(1)
Coping with Delimiters within Fields
29(1)
Reordering Data within Fields
30(2)
Review
32(1)
Resources
32(1)
Chapter Three Thinking Beyond Excel 33(16)
Kate Hill
Why Learn a New Tool?
34(1)
Getting Started
34(2)
Modifying Data Structures
36(2)
Finding Errors in Your Data
38(4)
Transforming Data
42(2)
Saving Your Steps and Exporting Your Data
44(1)
Resources
45(4)
Chapter Four Working With Marc Data 49(60)
Terry Reese
Getting Started
50(1)
Available Tools
50(2)
MarcEdit
51(1)
Working with MarcEdit
52(55)
Character Conversions
53(5)
Character Normalizations
54(4)
Data Preparation
58(10)
Splitting up Files
59(2)
Joining Files
61(1)
Extracting Selected Records
62(5)
Data Validation
67(1)
Record Editing
68(18)
Global Editing Tools
72(2)
Global Replace
74(2)
Add/Delete Field Data
76(4)
Build New Field
80(1)
Copy Field Function
81(1)
Edit Indicators Function
82(1)
Edit Field Data Function
82(1)
Edit Subfield Data Function
82(3)
Swap Field Function
85(1)
Working with Non-MARC Metadata
86(29)
XML Functions/Framework
86(4)
OAI-PMH Harvester
90(1)
Batch Harvesting
90(1)
Single-Server Harvesting
91(2)
Merging Record Data
93(4)
Beyond the Editor
97(1)
OpenRefine Integration
97(4)
MARC SQL Explorer
101(2)
MarcEdit Application Programming Interfaces
103(4)
Conclusion
107(1)
Notes
107(2)
Chapter Five Bibliographic And Item Data 109(18)
Kelley McGrath
System Architecture
109(2)
Bibliographic Data Quality
111(1)
System Control Numbers
112(3)
Local Data and Local Edits
115(2)
Local Record Has a Bibliographic Utility Number That Describes a Different Resource
115(1)
Local Edits to Enhance or Correct Master Records
116(1)
Institution-Specific Local Data
116(1)
Online Resources
117(1)
Other Cleanup
118(1)
Item Records
118(2)
Boundwith Records
120(1)
Call Numbers
121(4)
General Error Checking
125(1)
Exporting Data and After
125(1)
Resources
126(1)
Chapter Six Acquisitions 127(16)
Sion Romaine
Decide What to Migrate...Or Not
128(2)
Determine Your Institutional Requirements
128(1)
Determine What Records Should Be Migrated
129(1)
Understand the System Architecture and Map the Data
130(4)
Order Records
131(1)
Vendor Records
132(1)
Funds
132(1)
Invoices
133(1)
License Records
134(1)
Authorizations and Permissions
134(1)
Know Your Data ... and Clean It Up
134(2)
Mapping Your Data to the New System
135(1)
Order Record
135(1)
Clean Your Data (Before and After)
136(1)
Review and Document Existing Workflows and Build New Ones -
136(3)
Workflow Checklist
137(2)
Communicate
139(2)
Vendors
140(1)
Information Technology Staff
140(1)
Central Accounting
140(1)
Library Staff outside Acquisitions
141(1)
Library Staff inside Acquisitions
141(1)
Resources
141(1)
Related Issues Discussed in Other
Chapters
142(1)
Reference
142(1)
Chapter Seven Patron Data And Authentication 143(24)
Nathan Mealey
Migrating User Data: Overview
143(1)
Step 1: How Does Your New System Store and Use Patron Data? -
144(2)
Determining What User Data Fields to Plan
144(1)
Core Data
144(1)
Supplementary Data
145(1)
Identifying How the New System Uses Patron Data
145(1)
Step 2: How Does Your New System Store Data Relative to Your Current System?
146(2)
What Data Do You Already Have?
146(1)
Comparing Patron Data between Your Old and New Systems
147(1)
Step 3: Identifying and Understanding the Tools That You'll Use to Migrate Your Data
148(2)
Does Your New Vendor Provide System-Specific Migration Tools?
148(1)
Does Your Vendor Expect a Specific Format for the Data?
149(1)
Step 4: Developing and Testing Your Data-Migration Strategy
150(3)
Will You Need to Do Any Data Transformation, and Can You?
150(1)
Are There Any Gaps in Your Exported Data?
151(1)
Will You Need to Convert the Format of Your Data?
152(1)
Conducting a Test Load of Your Patron Data
152(1)
Step 5: Migrating Your Data and Post-Migration Testing
153(1)
Step 6: Moving from Data Migration to Data Maintenance
154(2)
Developing Your Regular Patron Load
154(1)
Augmenting Your Patron Data to Take Advantage of New Features
155(1)
Setting up User Authentication
156(12)
Common Types of User Authentication
156(1)
What Authentication Method(s) Are You Using Now?
157(2)
What Authentication Options Does Your Campus Support?
159(1)
Understanding Your New System's Authentication Options
160(1)
Choosing Your Authentication Option(s)
161(3)
Will You Need to Set up Multiple Authentication Options?
161(1)
Selecting Your Authentication Option(s)
162(2)
Implementing User Authentication
164(1)
Resources
165(2)
Chapter Eight Serials 167(8)
Elan May Rinck
Scanning Your Environment
168(1)
Identify Data Sources
168(1)
Analyze Current Infrastructure
168(2)
Analyze New Infrastructure
170(1)
Develop a Plan for Migration
171(1)
Mapping Fields
172(1)
Testing Data
173(1)
Develop a Plan for Post-Migration
173(1)
Keeping Staff Sane during and after Migration
174(1)
Chapter Nine Electronic Resources Management 175(8)
Todd Enoch
Data Types
175(2)
Step 1: Investigation
177(2)
Step 2: Determining Philosophy and Focus
179(1)
Step 3: Identifying Data Sources
179(2)
Step 4: Mapping Fields
181(2)
Chapter Ten Institutional Repositories And Digital Collections 183(18)
Kyle Banerjee
Steps Involved in Migrating a DAM/IR
184(1)
Determine the Nature of Collections
185(1)
Understanding Metadata in a DAM/IR
185(2)
Determine Access Controls in Place
187(1)
Identify Import and Export Methods Supported on Old and New Systems
188(7)
Harvesting
188(4)
Delimited File Transfer
192(1)
XML (eXtensible Markup Language)
193(1)
API (Application Programming Interface)
193(1)
Embedding Metadata Directly in Objects
194(1)
Other Export Options
195(1)
Verify Exported Metadata and Objects
195(1)
Identify and Address Schema Differences
196(1)
Verify Imported Metadata and Objects
197(1)
Configure System
198(2)
User Accounts and Authentication
198(1)
Look and Feel
198(1)
Collections, Metadata, and Vocabularies
198(1)
Integrating with Other Systems
199(1)
Update Entries to Handles, DOls, and PURLS
199(1)
Transitioning Statistics
199(1)
Update URLs in Catalogs, Websites, Documentation, and Marketing Materials
200(1)
Resources
200(1)
Chapter Eleven Migrating To Shared Systems 201(12)
Al Cornish
Shared Bibliographic Standards and Policies
202(1)
Data Sharing
202(1)
Contractual Agreement with Vendor (Commercial Shared System) -
203(2)
Migration Scope
203(1)
System Infrastructure
204(1)
Implementation Methodology
204(1)
Number of Data Loads
205(1)
The Migration Process
205(4)
Support Request Submission
205(1)
Other Pre-Migration Work
206(1)
Team Structure
206(1)
Vendor-Side
206(1)
Shared System Group/Consortium-Side
207(1)
Project Milestones
207(2)
Lessons Learned
209(2)
Need for Sustainability in Human Resources
209(1)
Access to Legacy Management System(s) Post-Migration
210(1)
Benefits of Single-Group Migration
210(1)
Importance of Local Project Management Skills
211(1)
Conclusion
211(2)
Chapter Twelve Working With Library Vendors 213(12)
Kate Thornhill
The Three-Legged Digital Library Chair
213(2)
SaaS Vendor Relationships and Communication
215(3)
Migration Strategy for Working with a Vendor
218(1)
Pre-Migration Assessment
218(4)
Continuously Managing Business Relationships with Vendors
222(3)
Chapter Thirteen Testing And Going Live 225(10)
Bonnie Parks
Circulating Library Materials
226(9)
Data Integrity
226(2)
Create and Modify Users
226(1)
Check out, Return, and Renew Materials
227(1)
Additional Circulation Functions
227(1)
Systems Administration
228(1)
Integrations with Other Systems
229(1)
Other System Functions
229(1)
Acquisitions and ERM Functionality
229(1)
Data Integrity
230(1)
Create and Update Information
230(1)
Cataloging
230(2)
Data Integrity
231(1)
Importing and Exporting
231(1)
Create and Update Information
231(1)
A Few Words to the Wise
232(3)
Acronyms 235(2)
About the Contributors 237(2)
Index 239