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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.

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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

TL users were missing “original ID”

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:

View file
nameCENTENN_UsersIDanalysis.xlsx

  •  Use other data in the record, like USER_ID field to identify the patron.
  •  Yes
  •  No

Preferred name mapping for patrons

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

  •  Yes
  •  No

migrated patron barcode made internal per request

College

ExL

  •  Mark Barcode as internal again at CO if requested.
  •  Yes
  •  No

Course unit mapping

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
  •  Yes
  •  No

items embedded in shadowed bibs were not migrated

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
  •  Yes
  •  No

CENTENN requests no resource be active for them in the NZ

College/OCLS

  •  Yes
  •  No

missing 360 selective titles

https://3.basecamp.com/3765443/buckets/23965261/messages/4667662902

ExL/College

  •  check for multiple “tracked resources” reports
  •  Yes
  •  No

change to patron email mapping at CO

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
  •  Yes
  •  No

 Migration Preferences (For Colleges to Complete)

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Confirm Serial Control - bib matchpoint

Backgrounder

Sirsi Item Material Type Mapping

See Basecamp FAQ

Retain at Cutover

ExL Documentation;

See #13 of Cutover Prep slides

Acquisitions Options at Cutover

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

Will you participate in Fulfillment Cutover?

ExL Documentation

Will you use the Alma offline Circ Utility during Fulfillment Freeze?

ExL Documentation

  •  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 (5/3): Done.

  •  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 (5/3): Done.

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

From Andrea (5/3): I’m unchecking “funds” to be retained, based on conversation below. Please submit a new funds file for Cutover.

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 (5/3): Noted.

  •  Yes
  •  No

From Andrea (5/3): Noted.

  •  Yes
  •  No

From Andrea (5/3): Noted.

Data Preferences (For Colleges to Complete)

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