preferred name mapping

Ex L

•  remove Sirsi USER_NAME as preferred name in patron mapping

•  Yes
•  No

course unit mapping

ExL

•  ensure migration form preferences are honored (N/A no course units)

•  Yes
•  No

base status for 999$kRESERVES

College

•  review migration form mapping on the “Item Base Status” tab for this $k value

•  Yes
•  No

•  SERC_TITLE_KEY
•  SISAC_ID
•  OTHER:
•  I do need to identify specific parameters for SERC_TITLE_KEY or OTHER as described in the Backgrounder (OCLS and Ex Libris will follow up with you)

•  Map nothing (items inherit material types from bibs)
•  Map to same field as item type (usually Sirsi 999$t)
•  Map to 999$x

•  Courses & Reading List Headers
•  Ledgers and Funds
•  Licenses
•  COUNTER data

PQIS Activations

•  I want PQIS at Cutover
•  I do NOT want PQIS at Cutover

Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)

•  I want E-Book Central Pro Integration (EBC) run at Cutover
•  I do NOT want EBC at Cutover

•  Yes
•  No

•  Yes
•  No

•  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

Bibliographic Records (Shadowed records)

Exclude records that belong to the libraries IT-PRO and SMITHSFALL

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Do you want Multi-volume custom script?

Background information

•  Yes
•  No

Bibliographic Records (unshadowed records)

Exclude records that belong to the libraries IT-PRO and SMITHSFALL

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Courses/Reserves

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Not provided for test load.

Not providing again.

Patrons

ADMIN
BOOKING
CATA
CIRC
CIRCSTUD
ILL
INTRANSIT
LIBRARYUSE
LOST
MISSING
PROBLEM
PUBLIC
REPORTS
RESERVES
SERIALS
STANDALONE
TECH
TECHSERV
SIRSI
WBROCKVILL
WCORNWALL
WEBSERVER
WITPRO
WKINGSTON
WSMITHSFAL
ZCBROCKVIL
ZCCORNWALL
ZCIT-PRO
ZCKINGSTON
ZCSMITHSFA
ZTBROCKVIL
ZTCORNWALL
ZTIT-PRO
ZTKINGSTON
ZTSMITHSFA

Exclude User Profile=ADMIN

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Active Loans

Exclude all loans for the the pseudo user=MISSING

Requests/Available Holds

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

Issue

Exclude Issue Created > , or < DATE

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Not providing again.

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Not providing again.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

Not providing again.