Library and Workday testing results

After months of careful planning and testing, the Workday transition is close to becoming a reality.  Even though not much has changed for the library, as one of the downstream users, the library played a role in the testing of the patron data extract process.  This is to ensure that all of the Human Resources data is carried through into the Voyager patron database correctly.  A team of approximately 15 Access Services staff members from Sterling, Divinity and the CSSSI devoted some time analyzing patron records before and after text patron extracts for comparison.  Between all of us, we analyzed a little over 400 patron accounts for accuracy.  Additionally, ‘mock accounts’ that were created by University ITS staff were also examined (ie, new hires, terminations, job changes, etc) and carried through a Voyager patron extract correctly.  All in all, with a strong team composed of Access Services staff, Library IT and University IT, we were able to confirm that the data flow will remain unaffected.  This change is scheduled to take place on July 1st.  For extra measure, the same team who participated in the testing will also check Voyager patron records for accuracy after the first scheduled patron extract when the Workday transition happens. For questions or concerns, please feel free to reach out to me at

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The Library Prepares for Workday Testing with University ITS

Yale University is planning a migration to a new tool called Workday. Workday is platform to manage enterprise level data and services, including payroll, Human Resources and Talent Management/Recruitment. The first phase of the University’s transition to Workday will focus on the “people” data within Human Resources. As a downstream user of  “people” data, specifically for populating the Voyager patron database, the library has been coordinating with University ITS since early September to ensure all critical operations that depend on this data continue to work seamlessly.

Despite the significant changes that the Workday platform will bring to staff workflow and interfaces in Human Resources, not much will change for the library. This is good news. The data the library extracts from University data sources, including Banner and Datawarehouse, will remain unchanged. From our technical end, the procedure to query and extract data will also remain unchanged. The Workday platform is providing a new data input interface for University staff, however, that same data will continue to be fed to Banner and Datawarehouse sources.

All change is worth examining though, and so the library will be coordinating with Sterling Library Access Services staff to test the patron data extract process during the first three weeks of February 2015. If any issues arise during this window, University ITS staff are available to address them with us. Once this testing period is complete, the next step will be waiting for a cut over to Workday. University ITS is anticipating early April 2015 for this production cut over.