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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TL users were missing “original ID”
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Resolution Notes:
Per Katrina in Basecamp: data has been corrected; no need to update field mapping. https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642#__recording_4746717058
Ex L
- [action]; due
College
- Review field mapping at Cutover; is there a better candidate for what to map to “USER_ID”, instead of USER_ALT_ID? And/or: review patrons who are missing whichever value is mapped to “USER_ID”. See https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642
- See list of affected patrons here. NOTE: the tab is filtered to display only the missing USER_ALT_ID, but the other users are there. This way you can reference the same line numbers you see in stats:
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| View file | ||
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- Use other data in the record, like USER_ID field to identify the patron.
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- Yes
- No
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Preferred name mapping for patrons
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ExL
- Remove “USER_NAME” as preferred name on baseline migration form.
Only fields that contain personal/first names should be mapped as preferred.
USER_NAME includes user first and surname
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- Yes
- No
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migrated patron barcode made internal per request
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College
- Confirm whether this is needed at CO. It is no longer needed, per: https://3.basecamp.com/3765443/buckets/23965261/messages/4842756095
ExL
Mark Barcode as internal again at CO if requested.
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- Yes
- No
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Course unit mapping
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At TL 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.
ExL
- Ensure migration form preferences for course unit mapping are applied
- Fix migration script
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- Yes
- No
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items embedded in shadowed bibs were not migrated
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ExL
- Reason: shadowed bibs were not included in item extraction
- Cutover: migration analyst will extract items from all bibs
College
- Check that inventory from shadowed bibs exists in Alma at Cutover
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- Yes
- No
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CENTENN requests no resource be active for them in the NZ
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College/OCLS
- See “Comments” from /wiki/spaces/CI/pages/379748394 and discuss internally.
- Amend NZ e-resource form if needed , based on discussion
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- Yes
- No
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missing 360 selective titles
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https://3.basecamp.com/3765443/buckets/23965261/messages/4667662902
ExL/College
- check for multiple “tracked resources” reports
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- Yes
- No
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change to patron email mapping at CO
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See Basecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4853790805#__recording_4864624909
ExL
- Amend baseline form per college preference
College
- Confirm changes needed
- Review when baseline form is released during week of May 2
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- Yes
- No
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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.
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Confirm Serial Control - bib matchpoint
Sirsi 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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- 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)
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- Map nothing (items inherit material types from bibs)
- Map to same field as item type (usually Sirsi 999$t)
- Map to 999$x
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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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- Requests/Available Holds
- Serial Control
- Issue
- Funds
- Orders (>2011)
- Invoices (>2011)
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- E-resource Activation Form
- P2E
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Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)
This table will be used to capture details of the data extract scope indicated above in the Data Preferences table. You may prefer to exclude records from the data extracts that OCLS will complete on your behalf. Use the second column of this table to provide the details OCLS will use to exclude data from your extracts if this is your preference. For example, indicate “exclude bib records that contain 996=Proquest. You will find examples of exclusion identifiers in the third column. Please provide whatever information will be necessary to identify records for exclusion.
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Data Type
Exclusion Identifier
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Exclusion Identifier Examples
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Notes
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Status (For OCLS to Complete)
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Bibliographic Records (Shadowed records)
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Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Do you want Multi-volume custom script?
- Yes
- No
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Bibliographic Records (unshadowed records)
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Sirsi Home Location = E_RESOURCE (same as test load)
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Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Courses/Reserves
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Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)
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Patrons
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Exclude User Profile=ADMIN
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Fines and Fees/Active Bills
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Exclude Bill Reason=PROCESSFEE
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Active Loans
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Exclude all loans for the the pseudo user=MISSING
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Requests/Available Holds
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Not applicable
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Serial Control
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Exclude Serial Control Created > , or < DATE
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Issue
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Exclude Issue Created > , or < DATE
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Funds
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Exclude Funds Created > , or < DATE
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Orders (>2011)
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Exclude Closed Orders
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Invoices (>2011)
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Exclude Invoices Created > , or < DATE
OCLS Assistance with P2E (For Colleges to Complete)
Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.
Use the table below to identify collection titles that can be extracted in batch by OCLS for your P2E files. Include information OCLS staff can use to identify the collection records.
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Collection Title
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Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)
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Indicate if this collection is a Database or Portfolio
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***As we did for test load, Centennial will again create our own short P2E file of bib records for physical items which also contain links to online versions of the resource. We will not need OCLS assistance. (MM)
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N/A
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N/A
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Add additional Rows as necessary
Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Centennial College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748394