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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)

Andrea Note (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

Andrea Note (5/3) : Done.

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

Andrea Note (5/3) : 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

Andrea Note (5/3) : Noted.

  •  Yes
  •  No

Andrea Note (5/3) : Noted.

  •  Yes
  •  No

Andrea Note (5/3) : Noted.

Data Preferences (For Colleges to Complete)

...

Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Do you want Multi-volume custom script?

Background information

  •  Yes
  •  No

Bibliographic Records (unshadowed records)

996=EBSCO-EBOOKPROJECT-ACADCOLL

996=PQCOLLCOMPF

996=SAFARIOREILLYEBOOK

996=SAFARIOREILLYVIDEO

996=NFBVIDEO

996=ONFVIDEO

996=CODVIDEO

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Courses/Reserves

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Patrons

Exclude User Profiles=ACQU

ACQUFUND

ADMIN

BINDERY

BOOKING

CATA

CIRC

CIRCPRINT

COLLADMIN

DISCARD

INTRANSIT

LIBRARYUSE

LOST

LOSTCARD

MISSING

PROCESS

PUBLIC

REPAIR

REPORTS

RESERVES

SCANNER

SERIALS

SHIPCAMPUS

SIPCHK

SIRSI

STAFF

STANDALONE

SUPER

SVA

TECH

TECHSERV

WEBSERVER

WIT-PRO

WPEMBROKE

WPERTH

WWOODROFFE

ZCIT-PRO

ZCPEMBROKE

ZCPERTH

ZCWOODROFF

ZTIT-PRO

ZTPEMBROKE

ZTPERTH

ZTWOODROFF

Exclude User Profile=ADMIN

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Active Loans

Exclude all loans for the the pseudo user=MISSING

Requests/Available Holds

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

Issue

Exclude Issue Created > , or < DATE

Funds

Exclude Funds Created > , or < DATE

Orders (>2011)

Exclude Closed Orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

...

All individual records are portfolios

Collection Title

Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)

Indicate if this collection is a Database or Portfolio

Ex Libris Documentation

Criterion on Demand

996=CODVIDEO

Netlibrary (COOL collections)

996=EBSCONETLIB

All individual records are portfolios

Ebsco individually purchased ebooks

996=EBSCOALGON

All individual records are portfolios

Films on Demand

996=FODVIDEO

All individual records are portfolios

Kanopy videos

996=KANOPYVIDEO

All individual records are portfolios

Gale Virtual Reference Library

996=GALEVRL

All individual records are portfolios

Gale Directory Library

996=GALEDIR

All individual records are portfolios

McIntyre Media

996=MIMVIDEO

All individual records are portfolios

Select government documents

996=FREEONLINE

All individual records are portfolios

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