PO/POLs rejected due to number of POLs on single PO[issue description]

Ex L

•  Migration team has tested an alternate loading method and successfully loaded PO/POLs to impl server
•  At Cutover, PO/POLs will be loaded in segments > Andrea Bainbridge (Unlicensed)April 12/22: Humber has decided that we will not be loading PO/POLs

College

•  See note above

•  Yes
•  No
•  N/A

bibs representing e-resources were not included on TL P2E; other titles should be “portfolio” rather than “db”

College

•  review P2E input and extend/revise for Cutover if necessary. April 12/22: Stacey Boileau Humber will be generating this file instead of OCLS
•  see: https://3.basecamp.com/3765443/buckets/23965261/messages/4621858142
•  

•  Yes
•  No

mapping 999|t to both item type and item materials

https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432

March 16, 2022 - Humber added this note; we prefer ExL makes the change

•  Yes
•  No

866 used as summary tag

https://3.basecamp.com/3765443/buckets/23965261/messages/4646658256

ExL

•  ExL migration will not use 866 (or other tag) as holding ”summary statement” unless requested.

•  Yes
•  No

course unit mapping

ExL

•  ensure mig form preferences are honored

•  Yes
•  No

preferred name mapping (see TL release notes)

ExL

•  amend mapping form so that Sirsi USER_NAME is not mapped as preferred

•  Yes
•  No

single PO value with multiple vendors

College

•  if migrating orders at CO, disambiguate PO numbers by incorporating the vendor code
•  see TL delivery notes for specifics

•  Yes
•  No
•  N/A--not migrating orders

PO vs. POL notes

College

•  If migrating orders at CO, reivew PO note mapping. some should be moved to the POL level.
•  See TL delivery notes for details

•  Yes
•  No
•  N/A--not migrating orders

review P2E for CO

College

•  Many physical holdings are in electronic “online” location. May indicate these bibs should have been on P2E.
•  Review P2E list.

•  Yes
•  No

Migration form (patron data reference)

April 26: since we are not migrating patron data at cutover then the User Group and UserStatCategories tabs are not relevant nor is the primary identifier question

Migration form (patron data reference)

April 26: regarding the User Stat Categories, we have spent a lot of time creating those in Alma for our SIS load and want to ensure that these don't get over-ridden by what is in the mig form tab.

Special Request:
Internal accounts

April 27: For ExLibris > please do not purge any users with the Internal Account Type; there are only 10. The primary identifiers are:

• ADMIN-2

• admin

• N01528022@humber.ca

• exl_impl

• exl_api

• vanmiera@humber.ca

• armstrna@humber.ca

• kladnjak@humber.ca

• dibarbor@humber.ca

• n01235957@humber.ca

• n01527188@humber.ca

Special Request: not migrating fulfillment data

April 26: to prevent user, loan, bill, hold, etc information to be moved from Sirsi Workflows to Alma, make sure to flag as "Do not migrate" in mapping form

•  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 > April 12/22: Andrea Bainbridge (Unlicensed) and Stacey Boileau - we will provide a new file
•  Orders (>2011)
•  Invoices (>2011)

•  360 Report
•  P2E

Bibliographic Records (Shadowed records)

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

April 26: N/A

Bibliographic Records (unshadowed records)

SIRSI Library:

• STREAMING

• IT-PRO

• ORANGEVILL

SIRSI Location:

• DISCARD

• ACADEMIC

• ARCHIVROOM

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

Courses/Reserves

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

April 12: N/A

Patrons

Exclude User Profile=ADMIN

April 12: we are not migrating patrons

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

April 12: we are not migrating fines

Active Loans

Exclude all loans for the the pseudo user=MISSING

April 12: we are not migrating loans

Requests/Available Holds

Not applicable

April 12: we are not migrating holds

Serial Control

Exclude Serial Control Created > , or < DATE

April 12: N/A

Issue

Exclude Issue Created > , or < DATE

April 13: N/A

Funds

Exclude Funds Created > , or < DATE

April 12: we are not migrating funds

Orders (>2011)

Exclude Closed Orders

April 12: we are not migrating orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

April 12: we are not migrating invoices

April 13: Stacey Boileau - we will be generating the P2E file ourselves

Add additional Rows as necessary