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Migration Form Version Tracking

Baseline

Draft form for College to Review

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_LAMB_CUTOVER_Baseline_Generic Migration Form_20220506.xlsm

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of Final Test Load from (TL) form that includes changes discussed in Notes for Cutover.

  • On many tabs it also still contains TL mapping preferences. Use this as a reference for filling out the CO form after June 6th, but DO NOT COPY/PASTE from this form into the CO form.

Notes

  • Lambton should review/amend this version (.

  • This version has been updated since test load )

Notes

  • New Questionand includes most recent data extracts.

Notes

  • College should review and make changes to form and post form here for Olivia to review

  • Olivia will post comments here if additional changes should be made

  • Make sure to look at all new questions on the form. For example: line 17 - Do you want to use a call number in the generated holding records?

    • Answer “Yes” here to see holdings call number generated same as test load

    • Answer “No” here to not have a holdings call number generated at migration. Useful if you were seeing volume information in holding call number and no longer want to see that. Call numbers will be applied to item call number field only in this case.

    College should review and make changes to form and post form here for Olivia to review
  • Olivia will post comments here if additional changes should be made

Notes

  •  No further changes
  •  Submitted to Migration (Olivia will check this box)

Data Extract and Form Tracking

Use the table to notify Ex Libris when you have loaded your extracted records to your MFT folder. You and Ex Libris may also use this table to capture notes and reminders about your extracts and forms.

Data Type

Submitted to MFT

Notes (if necessary)

Bib records (shadowed)

  •  Yes
  •  Not submitting

Bib records (unshadowed)

  •  Yes
  •  Not submitting

Patrons

  •  Yes
  •  Not submitting

(Only patrons with active loans)

Active Loans

  •  Yes
  •  Not submitting

E-Resource Activation Form

  •  Yes
  •  Not submitting

P2E List

  •  Yes
  •  Not submitting

Course/Reserves

  •  Yes
  •  Not submitting

Fines & Fees/ Active Bills

  •  Yes
  •  Not submitting