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Introduction
The tables below will be used to capture important notes for Cutover including actions that must be taken prior to migration as well as your library’s data migration preferences. Please follow the instructions included with each table. Please complete sections for colleges by April 29th.
Notes for Cutover (For Ex Libris and Colleges to Complete)
Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.
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Issue Description
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Action Items/Due Date (check when done)
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Ready for Cutover?
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Missed library/location combinations on migration form caused items to end up in UNASSIGNED
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Ex L
- [action]; due
College
- [action]; due
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- Yes
- No
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Some 852 fields in bib file have empty $a in addition to $a<library code)>causing them to go to UNASSIGNED
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Ex L
- Olivia will manually remove the empty $a from the bib file if the number continues to be low. due - when EXL checks data and forms
College
- [action]; due
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- Yes
- No
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item policies not created in migration
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ExL
- See https://3.basecamp.com/3765443/buckets/23965261/messages/4585913518#__recording_4616563318
- Migration has determined the cause of the problem--it will be fixed at Cutover.
College
- Confirm item policies are created and applied when Cutover data is delivered in Alma
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- Yes
- No
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Change local fields for migration
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ExL
- Remove 590 as local (different from test load)
- Add 990 as local
- Add 991 as local
College
- Confirm designated local fields on the BASELINE Migration Form once received
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Migration Preferences (For Colleges to Complete)
Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.
Generic Item Material Type Mapping
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Retain at Cutover
See #13 of Cutover Prep slides
Acquisitions Options at Cutover
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Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations?
Troubleshooting E-Resource Duplication Issues
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Will you participate in Fulfillment Cutover?
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Will you use the Alma offline Circ Utility during Fulfillment Freeze?
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- Map nothing (items inherit material types from bibs)
- Map to same field as item type (852$k)
- Map same from test load (852$g)
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- Courses & Reading List Headers
- Ledgers and Funds
- Licenses
- COUNTER data
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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
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- Yes
- No
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- Yes
- No
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
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Scope
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- Bib Records (Shadowed)
- Bib Records (Unshadowed)
- Course/Reserves
- Patrons
- Fines and Fees/Active Bills
- Active Loans
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- E-resource Activation Form
- P2E
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Field Mapping Form Version Tracking
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Baseline | Draft Form for ExL Review | Final Version for Migration |
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Notes
| Notes
| Notes
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