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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.
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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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[issue description]
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Ex L
- [action]; due
College
- [action]; due
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- Yes
- No
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[issue description]
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College
- [action]; due
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- Yes
- No
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[issue description]
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College
- [action]; due
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- Yes
- No
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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.
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Confirm Serial Control - bib matchpoint
Sirsi Item Material Type Mapping
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Retain at Cutover
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?
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Will you use the Alma offline Circ Utility during Fulfillment Freeze?
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- 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)
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- Map nothing (items inherit material types from bibs)
- Map to same field as item type (usually Sirsi 999$t)
- Map to 999$x
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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 (Shadowed)
- Bib Records (Unshadowed)
- Course/Reserves
- Patrons
- Fines and Fees/Active Bills
- Active Loans
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- Requests/Available Holds
- Serial Control
- Issue
- Funds
- Orders (>2011)
- Invoices (>2011)
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- E-resource Activation Form
- P2E
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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.
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Data Type
Exclusion Identifier
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Exclusion Identifier Examples
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Notes
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Status (For OCLS to Complete)
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Bibliographic Records (Shadowed records)
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Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Do you want Multi-volume custom script?
- Yes
- No
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Bibliographic Records (unshadowed records)
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Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Courses/Reserves
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Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)
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Not provided at test load.
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Patrons
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Exclude All
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We’re not migrating Sirsi Patrons. Going with a fresh SIS load at Go-Live
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Fines and Fees/Active Bills
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Exclude Bill Reason=PROCESSFEE
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Would like a list of accounts with active fines/fees, but the information does not need to be migrated to Alma as we will not be migrating patron accounts from Sirsi.
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Active Loans
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Exclude all loans for the the pseudo user=MISSING
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Same as above. Not required as we’re not migrating patron accounts.
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Requests/Available Holds
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Not applicable
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Not required
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Serial Control
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Exclude Serial Control Created > , or < DATE
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Changing to SISAC_ID based on recommendation from OCLS
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Issue
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Exclude Issue Created > , or < DATE
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Funds
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Exclude Funds Created > , or < DATE
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Not provided at test load.
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Orders (>2011)
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Exclude Closed Orders
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Not provided at test load.
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Invoices (>2011)
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Exclude Invoices Created > , or < DATE
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Not provided at test load.
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.
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Collection Title
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Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)
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Indicate if this collection is a Database or Portfolio
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Add additional Rows as necessary
Test Load Environment Release Notes (For Ex Libris to Complete)
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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 Fleming - 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
June 24: Alex Homanchuk (Deactivated) , I have uploaded an updated e-Res form to MFT, within the “Cutover Inputs” folder. Please review and approve here. Thanks! --Andrea Andrea Bainbridge (Unlicensed) Thanks Andrea, approved!
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Sirsi Field Mapping Form Version Tracking
Version | Drop-dead Due Date | Who Will Post
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| name like “…FieldMap_Raw_June6…”
| name file like "...FieldMap_DRAFT_June11.xlxs").
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June: 24: Alex Homanchuk (Deactivated) , please review and indicate your approval below. Thanks! | ||||||||||||||||||||
Notes
| Notes
| Notes
| Notes
| Notes
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| June 22: Cheryl Wardell , Alex Homanchuk (Deactivated) , Danielle Emon , on Fleming’s Notes for Cutover page, Cheryl indicates that you wanted SERC_TITLE_KEY as the serial control to bib matchpoint. But his version of field mapping has “SISAC_ID” as the matchpoint.
Which is your preference? If you want it to be SERC_TITLE_KEY, I can make the change for you. Thanks! --Andrea Hi Andrea Bainbridge (Unlicensed) – I noted SISAC_ID on Fleming’s notes for cutover page.  Maybe Cheryl Wardell or Alex Homanchuk (Deactivated) can clarify? >> Danielle Emon , it’s in a comment to Notes for Cutover. --Andrea  |
Sirsi Migration Form Version Tracking
Version | Drop-dead Due Date | Who Will Post
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| name like "MigrationForm_Raw_May25.xlsm"
June 9, from Andrea: Liana Giovando , here is the subfield report for Fleming, mentioned in Basecamp:
| name file like "...MigrationForm_DRAFT_date.xlxs")
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June 24: Alex Homanchuk (Deactivated) , here is the migration form for you to review and approve. Thanks! --Andrea cc: Danielle Emon , Cheryl Wardell | ||||||||||||||||||||
Notes
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