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Table of Contents

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Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the St. Lawrence - Notes for Cutover page. The baseline forms, both Field Mapping and Migration, have been posted below. Please review these forms and follow instructions included in the Sirsi Field Mapping Form Version Tracking table and the Sirsi Migration Form Version Tracking table below.

E-Resource Activation Form Draft Comments

June 17: Brenda Stull Desjardins we have reviewed your e-res activation form. A few notes:

  • FREE_PKG: no activations. This is ok, but Pls confirm this is your intention.

  • LICENSED_AGG: Proxy is not set to "Y" for "Docuseek2 Complete Collection - Canada." Did you want to proxy this collection?

  • TITLES: 22 "EBSCOhost Audiobooks" lines do not have ISSN numbers. without IDS, we can’t match to a CZ portfolio.

If you need to make changes based on our comments, you can upload a new form to MFT--just make sure you give it an updated date in the file name, and ping me here to let me know. Thanks!

Sirsi Field Mapping Form Version Tracking

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0. Baseline/Version Zero | May 6 | ExL

  1. Raw Output from the Data Validator | June 6 | Jennifer/Stacey

2. Draft Form for ExL Review | June 14 | Colleges

3. Final Version for Migration | June 21 | ExL

View file
name01OCLS_STLAW_CO_MigForm_Baseline2May2022.xlsm

name like "MigrationForm_Raw_May25.xlsm"

View file
name01OCLS_STLAW_CO_MigrationForm_Raw_May30.xlsm

June 9, from Andrea:

Brenda Stull Desjardins here is the item subfield report I mentioned in Basecamp

View file
nameStLawrence (1).xlsx

name file like "...MigrationForm_DRAFT_date.xlxs")

View file
name01OCLS_STLAW_CO_MigrationForm_DRAFT_JUNE14.xlsm

Andrea will post

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of 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 produced by the validator after June 6th, but DO NOT COPY/PASTE from this form into the CO form.

Notes

  • Jennifer and Stacey will post your copy of the raw migration form from the validator here by June 6th.

  • Colleges: download this form and fill out all tabs manually by June 14.

  • Use the baseline form posted at left as a REFERENCE ONLY.

  • Be sure to fill in all tabs, including the Questionnaire Tab.

  • When complete, post the new version in the column to the right.

Notes

  • Post your approved draft here by June 14.

  • If no changes are needed, this may be the final version of your migration form.

  • Andrea will post comments or questions to this page if needed.

  • Versions under discussion can be posted below if needed.

Notes

  • **No Further Changes**

  • Andrea will post the final version of your form here by June 21st.

  • Select the “Approved by College” option below and “@” mention yourself to confirm.

  •  Approved by College /("@" mention yourself to confirm)
  •  Submitted to migration (Andrea will check this box)

From Andrea, June 13:

Brenda Stull Desjardins , I made some updates to your draft migration form. See below for a list of the “Changes” I made, and “Action Items” for you.

View file
name01OCLS_STLAW_CO_MigrationForm_ExL_DRAFT_JUNE13.xlsm

Download THIS VERSION of the migration form in order to make the changes requested in “Action Items” before you submit your final migration form.

For “Changes” listed below, there is no action needed unless you want to make a different choice than I did.

Changes

Alma Location Tab

  • I made KINGSTON the default library for the “UNASSIGNED” location in line 5. This is what we did at Test Load.

Item Material Tab

  • A default is required in line 5. I filled this in as “BOOK.”

Thank you Andrea Bainbridge (Unlicensed) 06/15/2022

Action Items

Item Type Tab and Item Material Tabs

  • Three values were missing, which I added at the bottom of each tab--please provide the Alma mapping for “EBOOK,” “PERIODICAL,” and “UNKNOWN.”

  • Hi Andrea Bainbridge (Unlicensed) I re-added EBOOK and UNKNOWN. PERIODICAL was there at line 27 on both Item Type and Item Material.

Holding Code tab

  • The library/location combo in columns C/D must exist in incoming Sirsi values in column A/B on the Alma location tab. “KINGSTON” does not have a “PERIODICAL” location in your Sirsi data. Please make a different selection for rows 7 and 8.

Hi Andrea Bainbridge (Unlicensed) this is a funny one. Can it be removed completely for Kingston and Default? Not sure what to do here. Brenda

Item Base Status

I don’t see Sirsi value “INTRANSIT,” listed here. Do you want to map it? If not, it will receive the default status of “in place” with no item note. (This might be what you wanted, but just checking.)

Hi Andrea Bainbridge (Unlicensed) I have re-added “INTRANSIT” Brenda

View file
name01OCLS_STLAW_CO_MigrationForm_ExL_DRAFT_JUNE15 (2).xlsm

June 17: Brenda Stull Desjardins , for the Holding Code tab, you just have to pick a Sirsi pair from the Alma Location tab to map those to. If it’s not a great fit, you can reassign the issues to a different location, and/or u date the Alma holding with a better location ( like if no items are attached). IF we take those lines off of the holding code tab, then the serial will end up associated with the default “UNASSIGNED” location. Let me know what you want to do.