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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

add 951 as local for CO

Ex L

  •  [EXL will update baseline migration form with this tag

College

  •  [action]; due
  •  Yes
  •  No

preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address

College

  •  Confirm if user ADDR 1 is still preferred and still needed as an additional identifier.

ExL

  •  Yes
  •  No

P2E resources should have been portfolios instead of collections/databases

College

  •  Yes
  •  No

bibs for “College Complete” collection

College

  •  Yes
  •  No

P2E items in UNASSIGNED

See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027

College/ExL

  •  Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
  •  See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib.
  •  Yes
  •  No

physical holdings in e-location “ONLINE”

College

  •  Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
  •  Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.
  •  Yes
  •  No

possible changes needed to mapped IDs at Cutover

Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt.

College

  •  Review ID needs for Cutover mapping
  •  Assess whether changes to Alma ID config needed after Go Live.
  •  Yes
  •  No

User preferred name mapping

Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.

ExL

  •  Change baseline field mapping to remove USER_NAME as preferred.
  •  Yes
  •  No

course processing unit

ExL

  •  there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.
  •  Yes
  •  No

Course start date

Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'

College

  •  Include and map data field “date placed” for Cutover if a different course start date is needed.

  •  Yes
  •  

No

Course term

See discussion in comments below.

ExL

  •  Consult migration team about application of mapped “Term” values.

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Scope

  •  Bib Records (Shadowed)
  •  Bib Records (Unshadowed)
  •  Course/Reserves
  •  Patrons
  •  Fines and Fees/Active Bills
  •  Active Loans
  •  Requests/Available Holds
  •  Serial Control
  •  Issue
  •  Funds
  •  Orders (>2011)
  •  Invoices (>2011)
  •  E-resource Activation Form
  •  P2E

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