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Alma URL: https://conestoga.alma.exlibrisgroup.com

Admin credentials: Access restricted to college team members only

Developer Network Credentials (user/pw): 01OCLS_CONEST/NjNhNTU1‎OW

Migration Reports: see MFT folder “TL-MigReports”

Delivery Notes

  • Migrated ADMIN user’s primary ID was changes to ADMIN-2, to avoid duplication with OOTB Alma admin user.

  • Some bibs were listed on P2E where the associated item had no location, so physical inventory was not rejected in the P2E process. See Bib with 951 535318. DB was created as requested, but there is still physical inventory on the bib.

  • Around 67K titles have physical holdings in the “ONLINE” location. Review associated bibs for inclusion on P2E for Cutover.

  • Course reserves processing unit: there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.

  • Preferred names: mapping Sirsi "USERNAME" to Alma preferred name caused display issues (since USERNAME included family name and first name). Do not map Sirsi USERNAME to preferred name for Cutover. For Test Load your migration analyst may have amended the mapping to correct it.

  • Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped 'date placed'

...

Table of Contents
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Introduction

The tables below will be used to capture important notes for Cutover including actions that must be taken prior to migration as well as your library’s data migration preferences. Please follow the instructions included with each table. Please complete sections for colleges by April 29th.

Notes for Cutover (For Ex Libris and Colleges to Complete)

Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.

Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

add 950 951 as local for CO

Ex L

  •  [action]; due EXL will update baseline migration form with this tag
  •  Note: OCLS decided this info (Sirsi catkey) should be preserved in 950 instead of 951.

College

  •  [action]; due
  •  Yes
  •  No

preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address

College

  •  Confirm if user ADDR 1 is still preferred and still needed as an additional identifier. Andrea Bainbridge (Unlicensed)Yes, but see reorganization of ADDL_ID’s below. USER_ADDR1.EMAIL now goes to ADDL_ID_1, as this is how our SIS extract was configured.

  • ADDL_ID_1 : USER_ADDR1.EMAIL

  • ADDL_ID_2 : USER_GROUP_ID

  • ADDL_ID_3 USER_XINFO.ACTIVEID

ExL

  •  Change requested above has been made to Baseline form-please review when the form is released.
  •  See context at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4562718150
  •  For Cutover, ExL will map incoming Sirsi email field directly to the additional ID field, like screenshot below. Do not map “preferred_email” to the ADDL_ID field. ExL will add to baseline migration form. Note: see above for changes. From Andrea (5/4): this change has been made.
  •  Yes
  •  No

P2E resources should have been portfolios instead of collections/databases

College

  •  Yes
  •  No

bibs for “College Complete” collection

College

  •  Yes
  •  No

P2E items in UNASSIGNED

See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027

College/ExL

  •  Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
  •  See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib. Will ensure all are reflected on the final migration form.
  •  Yes
  •  No

physical holdings in e-location “ONLINE”

College

  •  Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
  •  Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.
  •  Yes
  •  No

possible changes needed to mapped IDs at Cutover

Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt.

College

  •  Review ID needs for Cutover mapping
  •  Assess whether changes to Alma ID config needed after Go Live.

As a result of today's OCLS Primo VE First Look Handoff presentation, below you will find the following resources:

 

  1. Primo VE First Look Handoff PowerPoint: “

_OCLS Primo VE First Look.pdf”

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

 

  1. Primo VE FE UI View URLs:

 

Conestoga College

https://conestoga.primo.exlibrisgroup.com/discovery/search?vid=01OCLS_CONEST:CONEST

 

  1. Starter Primo CSS/HTML starter files can be created for Primo VE setup:

 

A starter Primo CSS/HTML file package can be created for your institution in the Primo VE Discovery Configuration.

 

Primo VE Discovery Configuration:

Discovery Configuration > Display Configuration > Configure Views

Code: [Institution_Code:View_Code] > on far right click on 3 ellipsis and click "Edit"

Click "Manage Customization Package" tab

 

In section "Download Package" option "Current View Customization Package" will allow you to download a copy of the package to your PC for editing, before re-uploading the revised package.

 

UI customization Package Manager - instructions link to Knowledge Center:

 

Primo VE Training: The UI Customization Package Manager

https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Intro_to_Primo_VE/Intro_to_Primo_VE_-_English/Configuring_the_User_Interface

 

Documentation: Primo VE Customization - Best Practices

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/008Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices

 

Documentation: Primo VE

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE

 

  1. Embedded search box for local web page:

 

For embedding a search box locally, the Primo VE Best Practices page is the best resource for its creation and usage.  Attached are example test files which you can save to your PC and right click to open with your browser to test.

 

01OCLS_CONEST_ALL_RESOURCES_Embedded_Search_Production.html

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

 

Documentation: "Primo VE Customization - Best Practices" - "Creating a Search Box With Deep Links to Primo VE"

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices#Creating_a_Search_Box_with_Deep_Links_to_Primo_VE

 

Within the HTML described in Knowledge Center Article:

 

For example:

action="https:// <host_name>/discovery/search"

use:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx" column B "<host_name>" for your institution

 

And:

<input type="hidden" name="vid" value="<inst_code:view_code>">

<input type="hidden" name="tab" value="<tab_code>">

<input type="hidden" name="search_scope" value="<scope_name>">

<input type="hidden" name="lang" value="<2_char_lang_code>">

 

Becomes:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx"

  • column C "

<inst_code:view_code>" for your institution

  • column D "

<tab_code>" for your institution

  • column E "

<scope_name>" for your institution

  • column F "

<2_char_lang_code>" for your institution

 

For example:

<input type="hidden" name="vid" value="01OCLS_CONEST:CONEST">

<input type="hidden" name="tab" value="Everything">

<input type="hidden" name="search_scope" value="MyInst_and_CI">

<input type="hidden" name="lang" value="en">

 

  1. Alma/Primo VE Services Page URL:

 

Documented in: "Configuring the Services Page" (Primo VE)

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Primo_VE/Configuring_the_Services_Page

 

The following format is recommended:

https://<Primo_domain>/openurl/<Alma_institution_code>/<view_code>?

 

Conestoga College

https://conestoga.primo.exlibrisgroup.com/openurl/01OCLS_CONEST/01OCLS_CONEST:CONEST?

...

  •  Yes
  •  No

User preferred name mapping

Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.

ExL

  •  Change baseline field mapping to remove USER_NAME as preferred.
  •  Yes
  •  No

course processing unit

ExL

  •  there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.
  •  Yes
  •  No

Course start date

Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'

College

  •  Include and map data field “date placed” for Cutover if a different course start date is needed.

  •  Yes
  •  

No

Course term

See discussion in comments below.

ExL

  •  Consult migration team about application of mapped “Term” values.
  •  Error was identified in application of mapping. ExL migration reports this will be fixed for Cutover.
  •  will monitor when CO data is loaded.

 

Migration Preferences (For Colleges to Complete)

Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.

Confirm Serial Control - bib matchpoint

Backgrounder

Sirsi Item Material Type Mapping

See Basecamp FAQ

Retain at Cutover

ExL Documentation;

See #13 of Cutover Prep slides

Acquisitions Options at Cutover

Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations?

Troubleshooting E-Resource Duplication Issues

Will you participate in Fulfillment Cutover?

ExL Documentation

Will you use the Alma offline Circ Utility during Fulfillment Freeze?

ExL Documentation

  •  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

*See comment in Comments below.

From Andrea (5/4): Chris Woodley , I have mapped 999$t to Item Type and Item material, since it seemed like this was the direction you were leaning. You can change this if you want after I post the baseline form.

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

*Yes, I don’t want any of the above retained. We want a fresh set of course data, and the rest don’t apply to us.

From Andrea (5/4): 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 (5/4): Noted for PQIS. Chris Woodley , do you want us to run EBC at migration? Andrea Bainbridge (Unlicensed) , sorry, yes please.

From Andrea (5/6): Ok, Chris Woodley , got it!

  •  Yes
  •  No

From Andrea (5/4): Noted.

  •  Yes
  •  No

From Andrea (5/4): Noted.

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

Scope

  •  Bib Records (Shadowed)
  •  Bib Records (Unshadowed)
  •  Course/Reserves
  •  Patrons
  •  Fines and Fees/Active Bills
  •  Active Loans
  •  Requests/Available Holds
  •  Serial Control
  •  Issue
  •  Funds
  •  Orders (>2011)
  •  Invoices (>2011)
  •  E-resource Activation Form
  •  P2E

Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)

This table will be used to capture details of the data extract scope indicated above in the Data Preferences table. You may prefer to exclude records from the data extracts that OCLS will complete on your behalf. Use the second column of this table to provide the details OCLS will use to exclude data from your extracts if this is your preference. For example, indicate “exclude bib records that contain 996=Proquest. You will find examples of exclusion identifiers in the third column. Please provide whatever information will be necessary to identify records for exclusion.

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)

86 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

97490 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

Exclude bib records with 996 containing any of the following: OREILLY, SCIENCEDIRECT, GALE, DESLIBRIS, NFB, CEL, EBC, COLLEGE_COMPLETE, ACCESSENG, EBSCO, LinkedInLearning, OVID, Taylor&Francis, WILEY, ELSEVIER, SAGE, CambUP, ALEXANDER, MYILIB, ejournal, CRITERION, OXFORD or SPRINGER

(The college has already removed CEL and MYILIB collections from their system)

Extracted JM 2022/05/25

Not applicable

Not applicable

Courses/Reserves

1191 records

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

Extracted JM 2022/05/25

Not applicable

Not applicable

Patrons

149613 records

Exclude User Profile=ADMIN

Extracted JM 2022/05/25

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

152653 records

extracted LM 2022/07/21

Fines and Fees/Active Bills

188 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/25

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

145 records

extracted LM 2022/07/21

Active Loans

261 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/25

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

290 records

extracted LM 2022/07/21

Requests/Available Holds

3 records

Not applicable

Extracted JM 2022/05/25

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

6 records

extracted LM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

236 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/25

Not applicable

Not applicable

Issue

6429 records

Exclude Issue Created > , or < DATE

Extracted JM 2022/05/25

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided at test load.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

OCLS Assistance with P2E (For Colleges to Complete)

Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.

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. (66892 records, extracted JM 2022/05/25)

Collection Title

Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)

Indicate if this collection is a Database or Portfolio

Ex Libris Documentation

FilmsOnDemand

996=FilmsOnDemand

Portfolio

TechStreet

996=TECHSTREET

Portfolio

Kanopy

996=KANOPY

Portfolio

OverDrive

996=OVERDRIVE

Portfolio

American Welding Society

996=AWS

Portfolio

SafetyHub

996=SAFETYHUB

Portfolio

Red Book Online

996=REDBOOK

Portfolio

Link to Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding Conestoga College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781183

Link to Mapping and Migration Form Version Tracking Page

Conestoga College - Mapping & Migration Forms