| Table of Contents |
|---|
Introduction
...
Confirm Serial Control - bib matchpoint | Sirsi Item Material Type Mapping | Retain at Cutover | Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations? | Will you participate in Fulfillment Cutover? | Will you use the Alma offline Circ Utility during Fulfillment Freeze? |
|---|---|---|---|---|---|
From Andrea (5/4): Done. |
From Andrea (5/4): Done. |
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
Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
Data Preferences (For Colleges to Complete)
...
Data Type | Exclusion Identifier | Exclusion Identifier Examples | Notes | Status (For OCLS to Complete) | Fulfillment Data Exclusion Identifier | Fulfillment Data Status (For OCLS to Complete) |
|---|---|---|---|---|---|---|
Bibliographic Records (Shadowed records) 483 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?
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | |
Bibliographic Records (unshadowed records) 91,784 records | Exclude: 856=www.nfb.ca or 996=NFB (GC-EVIDEO) 996=E-Books (Coutts) 773=Flipster 996=COD (Criterion) Also: see below re P2E--would all need to be excluded? | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | |
Courses/Reserves 776 records | Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | ||
Patrons 155,523 records | 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 ALSO EXCLUDE: STAFF, FAC_STAFF (we have decided not to include in extract; will wait for HR integration) | 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 | Reviewed SB 5/10 Reviewed SB 5/19 Extracted SB 5/24 |
| |
Fines and Fees/Active Bills 1435 records | Exclude Bill Reason=PROCESSFEE | Reviewed SB 5/10 Extracted SB 5/24 |
| |||
Active Loans 1104 records | Exclude all loans for the the pseudo user=MISSING | Reviewed SB 5/10 Extracted SB 5/24 |
| |||
Requests/Available Holds 4 records | Not applicable | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | |||
Serial Control 191 records | Exclude Serial Control Created > , or < DATE | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | ||
Issue 3288 records | Exclude Issue Created > , or < DATE | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | ||
|
| Not provided for test load. | Not applicable | Not applicable | ||
|
| Not provided for test load. | Not applicable | Not applicable | ||
|
| Not provided for test load. | Not applicable | Not applicable |
...
Use the table below to identify collection titles that can be extracted in batch by OCLS for your P2E files. Include information OCLS staff can use to identify the collection records. Reviewed SB 5/10
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | Indicate if this collection is a Database or Portfolio |
|---|---|---|
EBSCOhost (individual perpetual titles) | 996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022 | portfolios |
OVID | 996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022 | portfolios |
Bloomsbury | 996=Bloomsbury eBook SB opened up scope for better results 5/10/2022 | portfolios |
Wiley Note: double-checking re NZ match | 996=Wiley SB opened up scope for better results 5/10/2022 | portfolios |
Cambridge Core | 996=Cambridge SB opened up scope for better results 5/10/2022 | portfolios |
Taylor & Francis | 996=T&F | portfolios |
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) | portfolios |
Relational child and child youth practice | 856 = uhttps://ra.ocls.ca/ra/login.aspx?inst=georgian&url=https://rcycp-com.eztest.ocls.ca/unicol/ | portfolio only one record SB 06/16 Correct |
Oxford University Press | 996 = UniPress eBook | portfolios six records SB 06/16 That would make sense; we only activated them in past 6 months. |
Elsevier (individual titles purchased via OASIS) | 996 = Ebooks (Coutts) BUT: Ship and mobile offshore unit automation 856 =  | portfolios (Note: I believe these are the only two portfolios on this platform to date) These will not be migrated because you excluded from your extract. See above SB 06/16 Do you mean because (in error) the 996=Ebooks (Coutts)? OK. It’s only two titles. |
...