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.

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Issue Description

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Action Items/Due Date (check when done)

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Ready for Cutover?

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Incoming Library/Location combinations need to all be accounted for Migration Form > Alma Location tab; columns A | B

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Ex L

•  Reviewing cutover migration form - TBD

College

•  Drafting cutover migration form - TBD

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•  Yes
•  No

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Item call number - subfield indicators display in the Alma UI

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Ex L

•  Olivia - update question 21 to No

College

•  Cutover migration form, Questionnaire tab, Line 21 - update value to “No”; due when draft cutover migration form is due

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•  Yes
•  No

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Items not created due to mandatory missing Item_Key - currently mapped from 852$p (barcode)

Ex L

•  Was fixed so that items can continue to be created even if missing barcode - nothing for the college to do here

College

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•  Yes
•  No

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Address type “ALL” selected on Field Mapping Form > Patrons tab - only “Home” should be selected

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Ex L

•  Update field mapping form > patrons tab line 55 to be “Home” only; due when creating cutover field mapping form

College

•  Review selections on field mapping form; update as needed; due when checking draft form before final cutover field mapping form is due

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Do not map “Country” on field mapping form for cutover

Issue - patron telephone number is in the “Country” field of the patron file

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Ex L

•  When providing baseline field mapping form - remove “Country” from being mapped

College

•  Make sure “Country” has been removed from the field mapping form when submitting draft/final copies - only if it appears that telephone numbers are in the “Country” field of the patron file. If the country codes appear in the patron file - then continue to map the “Country” field in the field mapping form

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.

Generic Item Material Type Mapping

See Basecamp FAQ

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Retain at Cutover

ExL Documentation;

See #13 of Cutover Prep slides

Acquisitions Options at Cutover

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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

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Will you participate in Fulfillment Cutover?

ExL Documentation

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

ExL Documentation

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•  Map nothing (items inherit material types from bibs)
•  Map to same field as item type (usually Sirsi 999$t) - Nothing was mapped for test load

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

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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

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•  Yes
•  No

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•  Yes
•  No

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

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Scope

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•  Bib Records (Suppressed)
•  Bib Records (Not suppressed)
•  Fines/Fees
•  Patrons
•  Active Loans

•  E-resource Activation Form
•  P2E

Introduction

Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the Cambrian - 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 tables below.

Field Mapping Form Version Tracking

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

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Data Extract and Form Tracking

Use the table to notify Ex Libris when you have loaded your extracted records to your MFT folder. You and Ex Libris may also use this table to capture notes and reminders about your extracts and forms.