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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

Item Base Status

Ex L

  •  for CO, make default availability “1”/Available; DONE on baseline CO form

College

  •  [action]; due
  •  Yes
  •  No

User Stat Categories did not load correctly

ExL

College

  •  Review results at TL Delivery PAge.
  •  Determine if additional or different incoming patron fields should be mapped as stat categories. (from Tony, April 26 - we will be using updated user stat categories from our SIS load for current users, all of the new values have been loaded and mapped in Alma. We are considering skipping migrating categories from Sirsi at cutover, but we realize any older/alumni/community/guest accounts not included in the SIS load would be missing stat category values in Alma)
  •  Yes
  •  No

Preferred name mapping

ExL

  •  amend CO field mapping so that Sirsi USER_NAME is not mapped as Alma USER_PREFERRED_NAME; DONE-added to CO baseline form

College

  •  Only Sirsi field sthat contain a first/personal name (should be mapped as preferred. (USER_NAME includes both first and last name)
  •  Yes
  •  No

course processing unit mapping

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.
  •  Make sure mig form preferences are honored
  •  Yes
  •  No
  •  n/a

bib encoding

TL bibs were provided in UTF format, although the declared/expected format was Ansel/MARC-8 (according to OCLS)

College/OCLS

  •  Declare correct bib encoding
  •  Yes
  •  No

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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.

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 (5/4):

aonorato (Unlicensed) , FYI, since you are not migrating serial control, this does not apply to you.

  •  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 (5/4): Done.

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

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.

  •  Yes
  •  No
  •  Yes
  •  No

Data Preferences (For Colleges to Complete)

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