[EXL will update baseline migration form with this tag
Note: OCLS decided this info (Sirsi catkey) should be preserved in 950 instead of 951.
College
[action]; due
Yes
No
preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address
College
Confirm if user ADDR 1 is still preferred and still needed as an additional identifier. Andrea Bainbridge (Unlicensed)Yes, but see reorganization of ADDL_ID’s below. USER_ADDR1.EMAIL now goes to ADDL_ID_1, as this is how our SIS extract was configured.
ADDL_ID_1 : USER_ADDR1.EMAIL
ADDL_ID_2 : USER_GROUP_ID
ADDL_ID_3 USER_XINFO.ACTIVEID
ExL
Change requested above has been made to Baseline form-please review when the form is released.
For Cutover, ExL will map incoming Sirsi email field directly to the additional ID field, like screenshot below. Do not map “preferred_email” to the ADDL_ID field. ExL will add to baseline migration form. Note: see above for changes. From Andrea (5/4): this change has been made.
Yes
No
P2E resources should have been portfolios instead of collections/databases
For Cutover, review whether Bib ids on the P2E input (the .csv file) should be migrated as portfolios or collections/dbs. Andrea Bainbridge (Unlicensed)Yes, in almost all cases it should be portfolios. Will specify on P2E.
Decide whether to include bibs in question on P2E, or manage resources via an available CZ collection. Andrea Bainbridge (Unlicensed) ,we will exclude College Complete Bibs from P2E and manage in NZ instead.
Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib. Will ensure all are reflected on the final migration form.
Yes
No
physical holdings in e-location “ONLINE”
College
Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.
Assess whether changes to Alma ID config needed after Go Live.
Yes
No
User preferred name mapping
Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.
ExL
Change baseline field mapping to remove USER_NAME as preferred.
Yes
No
course processing unit
ExL
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.
Yes
No
Course start date
Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'
College
Include and map data field “date placed” for Cutover if a different course start date is needed.
Yes
No
Course term
See discussion in comments below.
ExL
Consult migration team about application of mapped “Term” values.
Error was identified in application of mapping. ExL migration reports this will be fixed for Cutover.
will monitor when CO data is loaded.
...
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.
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 (5/4): Done.
Map nothing (items inherit material types from bibs)
Map to same field as item type (usually Sirsi 999$t)
Map to 999$x
*See comment in Comments below.
From Andrea (5/4): Chris Woodley , I have mapped 999$t to Item Type and Item material, since it seemed like this was the direction you were leaning. You can change this if you want after I post the baseline form.
Courses & Reading List Headers
Ledgers and Funds
Licenses
COUNTER data
*Yes, I don’t want any of the above retained. We want a fresh set of course data, and the rest don’t apply to us.
From Andrea (5/4): Noted.
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 (5/4): Noted for PQIS. Chris Woodley, do you want us to run EBC at migration?
