Create a Migration

The Migration Tool allows you to transfer accepted submissions (abstracts) and their data from the Abstract Scorecard to an Education or Poster Harvester. Follow these steps to initiate and complete a migration.

Before starting a migration, complete the following steps:

Migration Prep: Complete the "Migration Prep" mission on the Abstract Scorecard dashboard. The Migration Tool remains locked until this step is finished.
Harvester Setup: Complete the "Get Started" and "Basic Settings" missions for all Harvesters that will be used in the migration.

Once all prerequisite missions are complete, access the Migration Tool by following these steps:

Select the Power Tools icon.
Select the Migration icon to open the Migration Tool.

Scorecard Dashboard - Power Tools module with migration highlighted

The Migration Tool page will display:

A list of completed and active migrations.
Any unsupported tasks from your Scorecard that will not migrate. If you need data from these tasks, contact your Project Manager.

Creating a Migration

To create a migration, follow these steps:

Select Create Migration.
In the pop-up that appears, enter a label, select the desired Education Harvester, and assign a Migration Owner.
- Ensure you select the correct Harvester, especially if multiple Harvester events exist.
- If you have a Poster Harvester, be sure to migrate anything that is accepted as a poster to the Poster Harvester.
Select Continue to enter the 5-step Migration Tool.

Scorecard Migration Tool with Create Migration highlighted

IMPORTANT NOTE

If the Education Harvester event you are expecting does not appear, verify that it has been fully set by completing the necessary missions listed above.

Migration Steps

Step 1: Choose Data

Select the final decisions to migrate.
- Custom decision labels (e.g., "Accept-Poster") can help differentiate between submissions for multiple Harvesters.
Choose the Submission Types to migrate.
Select Submission Categories if applicable.
Review the number of submissions to be migrated and select Continue to Step 2.

Step 2: Setup Migration

Edit details in General Info (brought over from the Create Migration setup) if needed.
Under User Data, choose to migrate all authors or only primary authors or not to migrate authors.
Determine whether to migrate submitters, and identify the Submitter Role to migrate.
Choose whether to overwrite speaker data in the Scorecard, or not.
Migrate Financial Disclosure Data, if applicable, by selecting the correct Available Harvester Disclosure Tasks.
Make necessary selections in the Presentation Datasection.
1. Assign a Build Code to all migrated submissions.
2. Map Scorecard fields to Course Name and Track Name in the Education Harvester.
3. Choose whether to auto-push migrated records to the Website and/or Mobile App.
Configure the Abstract Structure for Education Harvester.
Select Continue to Step 3.

Step 3: Field Mapping

Map custom questions from Abstract or Survey Tasks to Education Harvester Field Options.
Map uploaded files and other collected data.
- Avoid migrating unnecessary fields to maintain clean data.
Click Continue to Step 4.

Step 4: Prepare Data

Identify users without a direct match in Education Harvester.
Use Compare Users to resolve duplicate accounts.
Finalize partially mapped users.
Click Continue to Step 5.

Step 5: Confirm & Run Migration

Review and confirm:
1. Selected final decisions
2. Submission types and categories
3. Total number of submissions
Select Run Migration, then confirm by selecting Yes in the pop-up window.

Migration Tool Step 5: Confirm Migration

Migration Completion

The migration process may take several minutes, depending on the number of submissions.

Upon successful completion of the migration, a green confirmation message will appear at the top of the page.

Select Preview to view migrated presentations in Education Harvester.
Select Review Migration to see a summary of the migration details.

Successful migration confirmation message, review migration and preview highlighted

For additional assistance with migrations, please contact your Project Manager.

Last modified Mar 24, 2025