•  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): Carol McNabb , please clarify your intention about courses. Up here you say you want to retain them, but in the “Data Preferences” table you indicate that you will have a new extract. Do you want to retain what’s in Alma now, or give us a new course extract for Cutover? Hi Andrea, sorry for the confusion. See below--re-extract them. THX!

(5/6): ok, Carol McNabb , got it!

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.

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)

Exclude:

856=www.nfb.ca or 996=NFB (GC-EVIDEO)

996=E-Books (Coutts)

773=Flipster

996=COD (Criterion)

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

Profile= ACQU,ACQUFUND,ADMIN,BOOKING,CATA,CATSER,CIRC,COLLINGADMIN,HYPERION,LIBRARYUSE,REPORTS,SELFCHK,SERIALS,SHIPCAMPUS,SIPCHK,SIRSI,STANDALONE,TECH,TECHNOLOGY,WIT-PRO,WMUSKOKA,WORGANGEVIL,WORILLIA,WOWEN_SOUN,ZCBARRIE,ZCCOLLINGW,ZCIT-PRO,ZCMIDLAND,ZCMUSKOKA,ZCORANGEVI,ZCORILLIA,ZAOWEN_SO,ZTBARRIE,ZTCOLLINW,ZTMIDLAND,ZTMUSKOKA,ZTORANGEVI,ZTORILLIA,ZTOWEN_SO

Exclude User Profile=ADMIN

OCLS to advise if there is a use case to keep any of these admin type users SB: No use case; they only have use in Sirsi 5/10/2022

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

Not provided for test load.

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

EBSCOhost (individual perpetual titles)

996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022

portfolio

OVID

996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022

portfolio

Bloomsbury

996=Bloomsbury eBook SB opened up scope for better results 5/10/2022

portfolio

Wiley

Note: double-checking re NZ match

996=Wiley SB opened up scope for better results 5/10/2022

portfolio

Cambridge Core

996=Cambridge SB opened up scope for better results 5/10/2022

portfolio

Taylor & Francis

996=T&F

portfolio

All videostreaming titles with the exception of NFB & Criterion

996=GC-EVIDEO

but exclude if additional 996=NFB (GC-EVIDEO) or if 996=COD (Criterion)

portfolio

Add additional Rows as necessary