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| **U.S. Department of Energy**                                         |
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| ***Project Name***                                                    |
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| **Conversion Plan**                                                   |
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| ***September 2002***                                                  |
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| TEMPLATE                                                              |
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| **U. S. DEPARTMENT OF ENERGY**                                        |
|                                                                       |
| ***Organizational Title 1***                                          |
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| ***Organizational Title 2***                                          |
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Conversion Plan

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**Table of Contents**

Preface ii

1\. Introduction 1-1

1.1 Purpose 1-1

1.2 Scope 1-1

1.3 Background 1-2

1.4 References 1-2

2\. Conversion Activities 2-1

2.1 Conversion Tasks/Subtasks 2-1

2.2 Resources 2-1

2.3 Schedule 2-1

3\. Conversion Requirements 3-1

3.1 Input Data 3-1

3.2 Specifications 3-1

3.3 Output Data 3-1

3.4 Validation 3-1

Appendix A A-1

**Preface**

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**1. Introduction**

This section should describe the purpose and scope of the conversion
plan; a brief system/project background description, and references used
to develop the plan.

**1.1 Purpose**

Describe the purpose of the conversion plan. The plan should clearly
define the system or project=s conversion procedures; outline the
installation of new and converted files/databases; coordinate the
development of file-conversion programming, and plan the implementation
of conversion procedures. Depending on the factors that must be
considered for each system/ project, the conversion plan should consider
the following:

-   Determine if any portion of the conversion process should be
    performed manually.

-   Determine whether parallel runs of the old and new systems will be
    necessary during the conversion process.

-   Understand the function of the data in the old system and
    determining if the use will be the same or different in the new
    system.

-   The order that data is processed in the two systems.

-   Volume considerations, such as the size of the database and the
    amount of data to be converted; the number of reads and the time
    required for conversions.

-   User work and delivery schedules; time frames for reports, etc.

-   Whether data availability and use should be limited during the
    conversion process.

-   The disposition of obsolete or unused data that is not converted.

**1.2 Scope**

Provide a general description of the boundaries of the data conversion
effort. This may include the specific system functions affected;
functions/data not affected/converted; discussion as to whether the
conversion process will be implemented in phases or stages; what data
related to certain business processes will be converted first, etc.

Note: Multiple conversion plans may be required if a system is to
replace several different \"current@ systems.

**1.3 Background**

Provide a general description of the system(s) or project. This may
include information on both the Acurrent@ and Anew@ systems.

**1.4 References**

Identify the sources of information/reference materials which were used
to develop this document, such as IEEE, DOE=s Systems Engineering
Methodology (SEM), project documentation, etc.

**2. Conversion Activities**

This section should describe the detailed activities, resources, and
schedule associated with the conversion.

**2.1 Conversion Tasks/Subtasks**

Identify in detail the tasks and subtasks which must be performed in
order to effect the conversion. They should be listed in order of
required occurrence. All task dependencies should also be identified.
Note: This information may be depicted in the form of a work breakdown
structure (WBS), and appended to the plan.

**2.2 Resources**

Identify the required personnel, equipment, staffing resources, etc.,
needed to perform each task /subtask. Note: Information on staffing
resources may be depicted in the above referenced work breakdown
structure (WBS), and appended to the plan.

**2.3 Schedule**

Estimate the time required to complete each task and subtask. Note: This
information may be depicted in the above referenced work breakdown
structure (WBS), and appended to the plan.

**3. Conversion Requirements**

This section should identify the data to be converted (input); the
process by which the conversion will be done; the conversion results
(output); and the method used to validate the conversion.

**3.1 Input Data**

Provide a description of the data which must be converted (prior to its
use in the proposed system). The description should include its name,
source form or record layout, storage medium, location, volume, size,
access method, and any security considerations.

**3.2 Specifications**

Describe in detail how the conversion will be accomplished. If computer
programs are to be used, provide their specifications, e.g., program
logic, interfaces, error/exception processes, etc.

An example data cross reference chart is provided in Appendix A. The
chart depicts the data layout and a cross reference between the data
elements and their destination table/element in a database.

**3.3 Output Data**

Provide a detailed description of the data which will result from the
conversion process. The description should include its name, record
layout, storage medium, location, volume, size, access method, and any
security considerations.

**3.4 Validation**

Provide a detailed description of the manual and/or automated controls
and methods to be used to ensure that all data intended for conversion
has been converted.

**Appendix A**

Example

Data Cross Reference

[File Name]{.underline} [Data Element]{.underline} [Picture]{.underline}
[Destination Table]{.underline} [Destination Element]{.underline}

B&R B_N_R_CODE X(9) SPD_B_AND_R B_AND_R_CODE

B_N_R_TITLE X(40) SPD_B_AND_R B_AND_R_TITLE

CID O-KEY X(9) SPD_CID CID_CODE

O-TEXT X(40) SPD_CID CID_TITLE

O-OTHER X(51) SPD_CID INTEGRATED_FLAG