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Table of Contents

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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

format of 996 local field request

Ex L

  •  MF will be updated: (a) local field 996# changed to 996##; DONE-added to CO baseline form

College

  •  [action]; due
  •  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 fields that contain a first/personal name should be mapped as preferred. (USER_NAME in Sirsi includes both first and last name)
  •  Yes
  •  No

course unit mapping

ExL

  •  There was a bug in migration scripts that created multiple departments instead of a single department, as requested on the migration form. If this applies to your site, ExL will fix for Cutover.
  •  Yes
  •  No

locations not included/mapped on mig form

ExL and College

  •  Double check that all incoming Sirsi libraries and home locations are mapped to Alma locations on the “Alma Location” tab of the migration form
  •  Test Load examples
  •  Total holdings in UNASSIGNED location: 1,975. Reason: 999 $lAV is not on a MF, location tab. See file "01OCLS_CONFED-BIBs-with-UNASSIGNED-Locations.mrk" on MFT/DC82: /01ocls_confed/NonMigrationDocs/. Data validator may have failed to grab this location from data; validation tool is under review. Migration also flagged these locations ad not being mapped on the migration form:
  •  

132  The Lib|Loc combination ‘CONFED|AIRPORT' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E.

     76  The Lib|Loc combination 'CONFED|ARCHIVES' does not exist in the 'Alma Location' tab Note: This location will be added by Confederation staff and assigned to 'Stacks’ fulfillment unit. D.E.

      2  The Lib|Loc combination 'CONFED|ARF' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E.

     26  The Lib|Loc combination 'CONFED|AUDIOBOOKS' does not exist in the 'Alma Location' tab Note: This location to be added by Confederation staff and assigned to 'AV’ fulfillment unit. D.E.

   1538  The Lib|Loc combination ‘CONFED|AV' does not exist in the ‘Alma Location' tab
Note: [Lib|Loc combination 'CONFED|AV’ will be changed to Lib|Loc combination 'CONFED|DVD’. The AV location will no longer exist.] Additional Note: The CONFED|DVD location to be added assigned to 'AV’ fulfillment unit. D.E.

From Andrea (5/4): cretter (Unlicensed) , Tiffany.Miller (Unlicensed) , these changes can be made directly to the draft migration form--this is the version that will be produced by the data validator. You can incorporate these changes there.

  •  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 (5/4): Done

  •  Map nothing (items inherit material types from bibs)
  •  Map to same field as item type (usually Sirsi 999$t)
  •  Map to 999$x

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

From Andrea (5/4): Noted

  •  Yes
  •  No

From Andrea (5/4): Noted

Data Preferences (For Colleges to Complete)

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Scope

  •  Bib Records (Shadowed)
  •  Bib Records (Unshadowed)
  •  Course/Reserves
  •  Patrons
  •  Fines and Fees/Active Bills
  •  Active Loans
  •  Requests/Available Holds
  •  Serial Control
  •  Issue
  •  Funds
  •  Orders (>2011)
  •  Invoices (>2011)
  •  E-resource Activation Form
  •  P2E

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