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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

patron mapping

Ex L

  •  [action]; due

College

From Andrea (5/5)” Lingling Jiang , was there a decision on any changes needed to patron mapping for Cutover? Thanks! If you’re not sure, you can review the baseline form and make changes after.

From Lingling (05/06): Andrea Bainbridge (Unlicensed) , there are a couple of changes we want to make: 1) map USER_XINFO.CELL_PHONE to USER_ADDR2.PHONE; 2)some changes around notes but not fully decided yet. will review and make those changes once we have the baseline form.

From Andrea (5/6) : ok, Lingling Jiang . I made the change to the phone number mapping. Please be sure to check this on the version that comes out of the data validator. Sirsi has so many address elements/possibilities, let’s double-check the result at that stage.

  •  Yes
  •  No

item material not mapped correctly

ExL

  •  ExL migration has discovered a problem that result in incorrect mapping.
  •  A solution has been developed and will be applied at Cutover.

College

  •  Yes
  •  No

migrated items from “issues” extract

https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578

College

  •  Do not submit “issues” extract for CO migration
  •  Do not map issues data in field mapping
  •  Serial control extract and mapping can still be provided
  •  Yes
  •  No

review URLs in P2E resources

P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy

College

  •  Review these records for clean-up

  •  Yes
  •  No

Set default Base status to “on shelf”/available

ExL

  •  Set base status default o “1” on the CO migration form
  •  Yes
  •  No

preferred name

ExL

  •  remove Sirsi USER_NAME as preferred name from field mapping for CO
  •  Yes
  •  No

course unit processing dept

ExL

  •  Ensure migration form preferences are honored
  •  Yes
  •  No

fine/fee searches in Alma

ExL/College

  •  Will be fixed in Alma June release; review prior to Cutover
  •  See case 06274657

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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: will not migrate Serial Control/Issues data
  •  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 (5/5): Noted

  •  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 (5/5): Done

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

From Andrea (5/5): 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 (5/5): Noted

  •  Yes
  •  No

From Andrea (5/5): Noted

  •  Yes
  •  No

From Andrea (5/5): Noted

Data Preferences (For Colleges to Complete)

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