Extracting records

Millennium and Sierra

Here is a complete list of record exports that you will provide to Ex Libris for the test load migration. 

All campuses will provide:

Record typeFormat
Bibliographic records.mrc format
Item recordscsv format
Patron recordscsv format

Current loans/checkouts, note for Link+/Circuit

csv format
Current requests that are on the holdshelfcsv format
Item secondary file, not mandatorycsv format


All campuses will also provide:

Record typeFormat

A list of suppressed bib record numbers that represent the suppressed bib records on your system 

csv format

 P2E list of bib record numbers for bib record numbers that represent electronic resources 

csv format


Depending on your checkin record and holding record design, you will provide one or more of the following:

Record typeFormat
Checkin recordscsv format
MARC holdings records.mrc format
Holdings records from the summary statement in the bibIncluded in the *.mrc bib record export


If you are migrating acquisitions data, you will provide:

Record typeFormat
Order records for open orderscsv format
Order payments from the PAID field in order recordscsv format
Fundscsv format
Vendor records (not in the final load!)csv format


If you are migrating course reserves:

Record typeFormat
Course recordscsv format

 

Each campus is responsible for exporting their own data extracts from Millennium/Sierra.  Data extracts are completed in Data Exchange (bibliographic records) and Create Lists (all other record types), and will be performed for each relevant record types for your campus.  

Data is migrated from your current ILS to Alma by extracting data in the above file formats and delivering these files to Ex Libris.  During the test phase, Ex Libris will processes this data in combination with your Millennium and Sierra (III) Migration Form and the Field Mapping Form to properly ingest this data into Alma.  

Ex Libris provides two guides on extracting records from Millennium/Sierra. 

  • The Data Delivery Specification document describes how Ex Libris expects to receive data and includes their general suggestions for which fields to export for each record type.
  • The Extracting Records from Millennium and Sierra (III) for Migration to Alma document discusses the specific steps you will take when exporting each of the required files from Millennium/Sierra.  This is the guide that you will reference when walking through the steps to export records from your ILS. The below videos serve to supplement this guide, and walk through some of the steps referenced in this guide.  

You should plan to read through these documents by March 15th, in preparation for your data extracts that are due on April 15th.  To ensure that you are prepared for you data extracts, create "saved exports" ahead of time for each of the record types you are going to export.

If you are unsure about the steps in the export process, you may check out these videos for additional instruction on exporting records from Millennium/Sierra. 

  • Exporting a list of suppressed bib record numbers will walk you through creating a list of bib records that are currently suppressed in your ILS.  This will show you how to export this list from your system in the format that you can then deliver to Ex Libris. 
  • Exporting all bibliographic MARC records from your system will walk you through exporting your bibliographic record collection from your ILS.  It will create a review file from bib records that contain something in the MARC 245 field in Create Lists and then export this review file in Data Exchange.  Because exporting all bibliographic records from your system will create a very large file, this video will walk through creating multiple bibliographic export files so that the exports are each a manageable size.  This results in around 5-15 bib export files that will then get delivered to Ex Libris after exporting them in mrc format from Data Exchange. 

  • Exporting all other record types in CSV format.  For all other record types (item, patron, checkin, order, vendor, courses, loans and requests), you will export these records directly from the Create Lists Export Records function.  In this process you will choose which fields to export for each record type.  You will also create Saved Exports so that you don't have to repeat the process of selecting every field that you wish to export repeatedly.  This video will walk you through exporting item records, and this process can be followed for patron, checkin, order, vendor and course records.  In addition, the same process will be followed to export current loans and requests.  

Voyager

Information on the Voyager auto-extract process can be found here: http://knowledge.exlibrisgroup.com/@api/deki/files/39073/Voyager_to_Alma_AutoExtract_Migration.pdf.