DigiTool Migration Workflow: Difference between revisions

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==Export from DigiTool==
==Export from DigiTool==
#'''Make sure you are connected to the correct Admin Unit'''
'''1. Make sure you are connected to the correct Admin Unit'''
#*DigiTool → Connect To
*DigiTool → Connect To
#'''Start Export Digital Entities Job'''
 
##Management → Maintenance → Submit New Job
'''2. Start Export Digital Entities Job'''
##Choose Export Digital Entities from list
*Management → Maintenance → Submit New Job
##Search for collection and/or objects to be migrated
*Choose Export Digital Entities from list
##Click Next
*Search for collection and/or objects to be migrated
##Set the Export directory
*Click Next
##*'''[YYYYMMDD]-[PartnerCode]-[DescriptiveText]'''
*Set the Export directory
##**'''[YYYYMMDD]''' is the date format.  
**'''[YYYYMMDD]-[PartnerCode]-[DescriptiveText]'''
##***E.g. 20180816 = August 16th, 2018
**'''[YYYYMMDD]''' is the date format.  
##**'''[PartnerCode]'''
***E.g. 20180816 = August 16th, 2018
##***AJH01
**'''[PartnerCode]'''
##***ASF01
***AJH01
##***LBI01
***ASF01
##***YIV01
***LBI01
##***YUM01
***YIV01
##**'''[DescriptiveText]''' can be the call number, name of collection, a simple description, etc.
***YUM01
##** Example: '''20180816-AJH01-JJLYONS'''
**'''[DescriptiveText]''' can be the call number, name of collection, a simple description, etc.
##*Add sequential number to end of folder name if exporting in batches
*** Example: '''20180816-AJH01-JJLYONS'''
##** Example: '''20180816-AJH01-JJLYONS-001'''
*Add sequential number to end of folder name if exporting in batches
##Set Format to “Digital Entities”
*** Example: '''20180816-AJH01-JJLYONS-001'''
##Select the “Include Streams” and “Export Related Objects” boxes
*Set Format to “Digital Entities”
##Click Next
*'''DE-SELECT''' the “Include Streams” and “Export Related Objects” boxes
##Click Confirm
*Click Next
#'''Monitor the Export job'''
*Click Confirm
#* Management → Maintenance → Monitor  
 
#'''Merge batches if exporting in batches'''
'''3. Monitor the Export job'''
##Make sure all batches have completed exporting
* Management → Maintenance → Monitor  
##Use [[Rosetta_Deposit_Processor_Tools#Merge_Batches | Merge Batches Tool]] in Rosetta Deposit Processor
 
#'''Save Export job log once job is complete'''
'''4. Merge batches if exporting in batches'''
##Search for Job log
* Make sure all batches have completed exporting
##*Management → Maintenance → Jobs List
* Use [[Rosetta_Deposit_Processor_Tools#Merge_Batches | Merge Batches Tool]] in Rosetta Migration Utility.
##**Job Name = Export Digital Entities
 
##**Admin Unit = Partner whose objects are being exported
'''5. Save Export job log once job is complete'''
##**Job Status = Completed
* Search for Job log
##Click eye icon under “Action” on the far left
* Management → Maintenance → Jobs List
##In the pop up window, choose “Log”
** Job Name = Export Digital Entities
##Click eye icon under “Action” on the far left
** Admin Unit = Partner whose objects are being exported
##Copy and paste contents of log into text document and save with the name of the export folder.  
** Job Status = Completed
##*[YYYYMMDD]-[PartnerCode]-[DescriptiveText].txt
* Click eye icon under “Action” on the far left
##*Save file '''on Rosetta server''' at [PartnerCode]/migration/migration_logs
* In the pop up window, choose “Log”
#'''Move DigiTool export to Rosetta server'''
* Click eye icon under “Action” on the far left
#*[PartnerCode]/migration
* Copy and paste contents of log into text document and save with the name of the export folder.  
#*Be patient, this may take awhile!
** [YYYYMMDD]-[PartnerCode]-[DescriptiveText].txt
#'''Write Migration Note in DigiTool'''
* Save file '''on Rosetta server''' at [PartnerCode]/migration/migration_logs
##Management → Maintenance → Submit New Job
 
##Choose Assign Control Attributes from list
'''6. Move DigiTool export to Rosetta server'''
##Search for objects to update, click Next
* TBD
##Parameters for job:
 
##*Name = Partition C
'''7. Write Migration Note in DigiTool'''
##*Value = ROS_YYYY_MM
* Management → Maintenance → Submit New Job
* Choose Assign Control Attributes from list
* Search for objects to update, click Next
* Parameters for job:
** Name = Partition C
** Value = ROS_YYYY_MM


==Processing==
==Processing==

Revision as of 22:59, 29 January 2019

Developed by Kevin Powell in 2018 to migrate Center for Jewish History assets from DigiTool to Rosetta.

Requirements

  • Mapped Network Drive to at least one of the partners' Rosetta submission folders
    • /storage1/operational_shared/submissions/[PARTNER_CODE]
  • Mapped Network Drive to DigiTool server
    • /storage6/bigstreams6/dtl-export
  • Access to the Export Digital Entities job in DigiTool for at least 1 admin unit

Export from DigiTool

1. Make sure you are connected to the correct Admin Unit

  • DigiTool → Connect To

2. Start Export Digital Entities Job

  • Management → Maintenance → Submit New Job
  • Choose Export Digital Entities from list
  • Search for collection and/or objects to be migrated
  • Click Next
  • Set the Export directory
    • [YYYYMMDD]-[PartnerCode]-[DescriptiveText]
    • [YYYYMMDD] is the date format.
      • E.g. 20180816 = August 16th, 2018
    • [PartnerCode]
      • AJH01
      • ASF01
      • LBI01
      • YIV01
      • YUM01
    • [DescriptiveText] can be the call number, name of collection, a simple description, etc.
      • Example: 20180816-AJH01-JJLYONS
  • Add sequential number to end of folder name if exporting in batches
      • Example: 20180816-AJH01-JJLYONS-001
  • Set Format to “Digital Entities”
  • DE-SELECT the “Include Streams” and “Export Related Objects” boxes
  • Click Next
  • Click Confirm

3. Monitor the Export job

  • Management → Maintenance → Monitor

4. Merge batches if exporting in batches

  • Make sure all batches have completed exporting
  • Use Merge Batches Tool in Rosetta Migration Utility.

5. Save Export job log once job is complete

  • Search for Job log
  • Management → Maintenance → Jobs List
    • Job Name = Export Digital Entities
    • Admin Unit = Partner whose objects are being exported
    • Job Status = Completed
  • Click eye icon under “Action” on the far left
  • In the pop up window, choose “Log”
  • Click eye icon under “Action” on the far left
  • Copy and paste contents of log into text document and save with the name of the export folder.
    • [YYYYMMDD]-[PartnerCode]-[DescriptiveText].txt
  • Save file on Rosetta server at [PartnerCode]/migration/migration_logs

6. Move DigiTool export to Rosetta server

  • TBD

7. Write Migration Note in DigiTool

  • Management → Maintenance → Submit New Job
  • Choose Assign Control Attributes from list
  • Search for objects to update, click Next
  • Parameters for job:
    • Name = Partition C
    • Value = ROS_YYYY_MM

Processing

  1. Open Rosetta Deposit Processor
  2. If the migration deposit DOES NOT require a complex structMap:
  3. If the migration deposit DOES require a complex structMap:

ALEPH Reconciliation

If the Deposit Processor extracted MARC records from the DigiTool export, open a sample amount to see if they have ALEPH system numbers in the 001 controlfield. If they do not have ALEPH system numbers, they need to be added to ALEPH:

  1. Create MARCXML Batch from extracted MARC records.
  2. Open the Rosetta Deposit Processor and go to Tools --> Migration Tools --> Update MARC. Locate the MARCXML Batch.
    Update marc.png
  3. If these MARC records are associated with a parent collection, add the ALEPH System Number for that parent collection in the pop up window.
    Coll num.PNG
  4. Once the batch has been updated, open MarcEdit. Go to File --> MARC Tools --> "MARC21XML => MARC"
    Marc edit 1.png
  5. Under Input File supply the path to the updated MARCXML batch file.
  6. Under Output File supply a path for a new .MRC file.
    • Use the [YYYYMMDD]-[PartnerCode]-[DescriptiveText] naming convention, but make sure it is entirely in lower case. Aleph does not like capital letters in input file names.
  7. Make sure UTF-8 is chosen as Default Character Encoding
    Marc edit 2.png
  8. Click Execute
  9. After the MRC file is created, double click it. This will open MARC Edit again and prompt you to create a human-readable MRK file.
    Marc edit 3.PNG
  10. Open the MRK file to double check the MARC records. Make sure there aren't two leaders in a record.
    Marc edit 4.PNG
    • If there are two leaders, contact the Rosetta Systems Administrator
  11. If the MRC file is ready to go, upload it to this location on the ALEPH server
    • /exlibris/aleph/u22_1/cjh01/scratch
  12. Open Aleph and, follow ~ THIS GUIDE ~ for adding records.
  13. Write down the name of the log file created during the manage-18 job. This can be used in the next step as the input file.
  14. Once the records are added, follow ~ THIS GUIDE ~ for downloading MARCXML from ALEPH.
  15. Use the commands below to add Aleph System Numbers to a copy of the original deposit CSV.
  16. If successful, the script will create an edited version of the original deposit CSV with the ALEPH system numbers added.
  17. If the edited Deposit CSV is correct, move the original CSV to another location.

Adding ALEPH system numbers to deposit CSV

  • Open Command Prompt
  • cd into the directory containing add_aleph_sys.py
C:\> cd C:\Path\To\script

C:\Path\To\script> py -3.5
Python 3.5.0 on win32
>>> from add_aleph_sys import *
>>> csvfile = r'C:\Path\To\DepositCSV.csv'
>>> xmlfile = r'C:\Path\To\DownloadedAlephXML.xml'
>>> add_aleph_num_CSV(csvfile, xmlfile)
>>> 'C:\Path\To\EDITED_DepositCSV.csv'

Rosetta Ingest

  1. Copy the [YYYYMMDD]-[PartnerCode]-[DescriptiveText]_deposit folder to the appropriate submissions folder.
    • For the simple Migration workflow (CSV)
      • submissions\[PartnerCode]\CSV
    • For the complex Migration workflow (METS)
      • submissions\[PartnerCode]\METS

Quality Assurance (QA)