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Baseline

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_CAMB_Generic Migration Form_CUTOVER_Baseline_20220429.xlsm

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of Final Test Load (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

  • Olivia will post an updated version of your Migration Form here.

  • Cambrian should review/amend this version (.

  • This version has been updated since test load )and includes most recent data extracts.

Notes

  • New Question: 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 all necessary 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 (Suppressed)

  •  Yes
  •  Not submitting

Bib Records (Not suppressed)

  •  Yes
  •  Not submitting

Fines/Fees

  •  Yes
  •  Not submitting

Fines/Fees were not selected in the Data Preferences table on Cambrian’s Notes for Cutover page.

Patrons

  •  Yes
  •  Not submitting

Active Loans

  •  Yes
  •  Not submitting

E-Resource Activation Form

  •  Yes
  •  Not submitting

P2E

  •  Yes
  •  Not submitting