patron mapping

Ex L

•  [action]; due 10 Jan 2022

College

•  review field mapping form, in case additional field should be mapped
•  see Basecamp for context: https://3.basecamp.com/3765443/buckets/23965261/message_boards/4134515703
•  Also: https://3.basecamp.com/3765443/buckets/23965261/messages/4611253973#__recording_4611821079

From Andrea (5/5)” Lingling Jiang , was there a decision on any changes needed to patron mapping for Cutover? Thanks! If you’re not sure, you can review the baseline form and make changes after.

From Lingling (05/06): Andrea Bainbridge (Unlicensed) , there are a couple of changes we want to make: 1) map USER_XINFO.CELL_PHONE to USER_ADDR2.PHONE; 2)some changes around notes but not fully decided yet. will review and make those changes once we have the baseline form.

From Andrea (5/6) : ok, Lingling Jiang . I made the change to the phone number mapping. Please be sure to check this on the version that comes out of the data validator. Sirsi has so many address elements/possibilities, let’s double-check the result at that stage.

•  Yes
•  No

Per Lingling’s comment below, cell phone data was not in extract.

item material not mapped correctly

ExL

•  ExL migration has discovered a problem that result in incorrect mapping.
•  A solution has been developed and will be applied at Cutover.

College

•  For discussion see: https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432#__recording_4604604154
•  Double-check item material migration at Cutover

•  Yes
•  No

migrated items from “issues” extract

https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578

College

•  Do not submit “issues” extract for CO migration
•  Do not map issues data in field mapping
•  Serial control extract and mapping can still be provided

•  Yes
•  No

review URLs in P2E resources

P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy

College

•  Review these records for clean-up

•  Yes
•  No

Set default Base status to “on shelf”/available

ExL

•  Set base status default o “1” on the CO migration form

•  Yes
•  No

preferred name

ExL

•  remove Sirsi USER_NAME as preferred name from field mapping for CO

•  Yes
•  No

course unit processing dept

ExL

•  Ensure migration form preferences are honored

•  Yes
•  No

fine/fee searches in Alma

ExL/College

•  Will be fixed in Alma June release; review prior to Cutover
•  See case 06274657

•  SERC_TITLE_KEY
•  SISAC_ID
•  OTHER: will not migrate Serial Control/Issues data
•  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 (5/5): Noted

•  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 (5/5): Done

•  Courses & Reading List Headers
•  Ledgers and Funds
•  Licenses
•  COUNTER data

From Andrea (5/5): Noted

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 (5/5): Noted

•  Yes
•  No

From Andrea (5/5): Noted

•  Yes
•  No

From Andrea (5/5): Noted

Bibliographic Records (Shadowed records)

Item current location = Missing

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

Reviewed by SB 5/13

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

Exclude bib records that contain certain MARC fields such as

856=*http://journals.sagepub.com*

856=*sagepub.com*

856=Full Text online from Project Muse Journals (549 records excluded)

or *http://muse.jhu.edu*

or *http://journals.uchicago.edu*

996=ACF
996=ACLS
996=B24X7
996=CRITERION
996=CRITERIONFOX
996=CURIO
996=EBOOKCENTRAL
996=EBRARY
996=EBSCO-EBOOKPROJECT-ACAD
996=EBSCO-EBOOKPROJECT-ACADCOLL
996=GALE
996=HEIN

996=IEEE
996=IEEEMIT
996=IEEEWILEY

996=INFOBASE
996=MHENGR
996=MYLIB
996=NFB
996=OREILLY
996=OREILLYSAFARI
996=OVID
996=PRJMUSE
996=PROQUEST-EBOOKPROJECT-COLLCOMP

Exclude

996=EBSCO & Item Category 2=PKG-SUBSC

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

can we have two sets of unshadowed bib records?

set 1: library=IT-PRO

set 2: library=Davis,Trafalgar, Mississaug

Do you want Multi-volume custom script?

Yes

Reviewed by SB 5/13

Reviewed by SB 5/19

Reviewed by SB 5/20

Not applicable

Not applicable

Courses/Reserves

Exclude Item Type =

TEXTBOOK

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Reviewed by SB 5/13

Not applicable

Not applicable

Patrons

Exclude User Profile=

ADMIN

BOOKING
CATA

COLLADMIN
CIRC
GLASS_CATA
GUEST_BORR
ILL
INTRANSIT
LIBRARYUSE
LOST
LOSTCARD
MISSING
PUBLIC
REPORTS
RESERVES
SERIALS
SHIPCAMPUS
SIPCHK
SIRSI
STANDALONE
TECH
TECHSERV
WDAVIS
WEBSERVER
WIT-PRO
WMISSISSAU
WTRAFALGAR
ZCIT-PRO
ZCTRAFALGA
ZTIT-PRO
ZTMISSISSA
ZTTRAFALGA

Exclude User Profile=ADMIN

updated 5/20 to exclude COLLADMIN as well

Reviewed by SB 5/13

•  Use same exclusion identifiers selected for cutover
•  Use different exclusion identifiers. Please specify:

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Reviewed by SB 5/13

•  Use same exclusion identifiers selected for cutover
•  Use different exclusion identifiers. Please specify:

Active Loans

Exclude all loans for the pseudo user=MISSING, LOST

Exclude all loans for the pseudo user=MISSING

Reviewed by SB 5/13

•  Use same exclusion identifiers selected for cutover
•  Use different exclusion identifiers. Please specify:

Requests/Available Holds

Not applicable

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

N/A

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

N/A

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable