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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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preferred name mapping
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Ex L
- remove Sirsi USER_NAME as preferred name in patron mapping
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- Yes
- No
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course unit mapping
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ExL
- ensure migration form preferences are honored (N/A no course units)
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- Yes
- No
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base status for 999$kRESERVES
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College
- review migration form mapping on the “Item Base Status” tab for this $k value
We are working on ensuring this is corrected in SIRSI but will still review.
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- Yes
- No
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user stat categories not wanted for Cutover
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ExL
- remove mapping from field mapping form
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- Yes
- No
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Migration Preferences (For Colleges to Complete)
Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.
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Confirm Serial Control - bib matchpoint
Sirsi Item Material Type Mapping
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Retain at Cutover
See #13 of Cutover Prep slides
Acquisitions Options at Cutover
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Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations?
Troubleshooting E-Resource Duplication Issues
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Will you participate in Fulfillment Cutover?
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Will you use the Alma offline Circ Utility during Fulfillment Freeze?
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- SERC_TITLE_KEY
- SISAC_ID
- OTHER:
- I do need to identify specific parameters for SERC_TITLE_KEY or OTHER as described in the Backgrounder (OCLS and Ex Libris will follow up with you)
From Andrea (5/2): I’ve made this change to your baseline field mapping.
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- Map nothing (items inherit material types from bibs)
- Map to same field as item type (usually Sirsi 999$t)
- Map to 999$x
From Andrea (5/2): I’ve made this change to your Baseline Field mapping.
Be sure to fill out the “Item Material” tab of your migration form after data validation.
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- Courses & Reading List Headers
- Ledgers and Funds
- Licenses
- COUNTER data
From Andrea (5/2): noted. nothing to be retained.
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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
From Andrea (5/2): noted.
- Yes
- No
From Andrea (5/2): noted.
- Yes
- No
From Andrea (5/2): noted.
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)
Exclude records that belong to the libraries IT-PRO and SMITHSFALL
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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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Exclude records that belong to the libraries IT-PRO and SMITHSFALL
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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.)
Not provided for test load.
Not providing again.
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Patrons
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Exclude User Profile=
ADMIN
BOOKING
CATA
CIRC
CIRCSTUD
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
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Exclude User Profile=ADMIN
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We do not want stat categories mapped for Cutover
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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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Not provided for test load.
Not providing again.
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Orders (>2011)
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Exclude Closed Orders
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Not provided for test load.
Not providing again.
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Invoices (>2011)
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Exclude Invoices Created > , or < DATE
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Not provided for test load.
Not providing again.
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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Add additional Rows as necessary
Test Load Environment Release Notes (For Ex Libris to Complete)
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