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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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Bad diacritics in courses
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Ex L
College
- Option 1: Correct in Sirsi prior to extract, for Cutover Load; make corrections to diacritics now in Alma, to see the result in Alma and Primo VE
- Option 2: Make corrections to all courses in alma during implementation, and do not reload courses for Cutover. Corrections will be retained, but citations will be lost.
- See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4555078761
- Note to ExL : La Cité will not migrate Course reserves during Cutover
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- Yes
- No
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no e-resources created for bibs with URL in 856
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College
- Review titles to see if additional bib IDs should be added to the Cutover P2E input list; e.g. bib with Alma MMS ID and Sirsi ID 991000140239707318 with 004/951 of 123315
- See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4555991161#__recording_4565374433
- Note to ExL : No action needed on this.
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- Yes
- No
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bad diacritics in patron extracts
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College /OCLS staff doing data extracts
- see https://3.basecamp.com/3765443/buckets/23965261/messages/4580673174
- OCLS: extract patrons from Sirsi in UTF-8 format
- College: review extracts before submitting for migration
- Note to ExL : When we do the patron extract again from SIRSI, I will be expecting to see bad diacritics for older records. At Go-live, we will import only active patrons from SIS to Alma. The diacritics seem to be ok (currently being tested). NO ACTION needed.
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- Yes
- No
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Want to define Preferred Address as “Home” only - not “All”
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Needs to be updated on the cutover field mapping form
This is what I see on the mapping form : is this correct ?
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- Yes
- No
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do not map patron barcode at CO ?
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https://3.basecamp.com/3765443/buckets/23965261/messages/4755322512#__recording_4760295405
Action: TBD
Andrea to do.
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- Yes
- No
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retain ledgers and funds for CO
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https://3.basecamp.com/3765443/buckets/23965261/messages/4794251757
- ExL: indicate this on La Cite’s CO survey. DONE.
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- Yes
- No
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course reserve unit mapping
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ExL
- Ensure migration form preferences are honored
- We had 2 course reserve unit at migration. Jessica “merged” the 2. The Processing Department is now called La Cité Course Reserves. We would like to keep that name at CO.
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- Yes
- No
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preferred name mapping
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ExL
- Amend CO form to remove mapping of Sirsi USER_NAME as preferred name
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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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We are not migrating Course reserves at CO
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Patrons
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Exclude User Profile=ADMIN
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Fines and Fees/Active Bills
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Exclude Bill Reason=PROCESSFEE
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Active Loans
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Exclude all loans for the the pseudo user=MISSING
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Requests/Available Holds
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Not applicable
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Serial Control
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Exclude Serial Control Created > , or < DATE
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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 for test load.
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Orders (>2011)
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Exclude Closed Orders
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Not provided for test load.
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Invoices (>2011)
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Exclude Invoices Created > , or < DATE
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Not provided for 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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Publications du gouvernement du Canada
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856=https://www.publications.gc.ca
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Portfolio (these titles are e-portfolios) They should all be under that collection.
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Cantook
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996=Archambault
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Portfolio (these titles are e-books/portfolios. Part of the Cantook e-books collection.
Note to Jennifer : 2 important notes :
In Alma, from test load, these portfolios are identified as book-electronic (which is fine). Right now, when clicking on the holdings (electronic (1) ) the collection name is always the title of the book. This seems ok but shouldn’t it be the collection title Cantook (or I think I had put Archambault in my original P2E) ?
Also, in Primo, these e-books are identified as Database. This does not make sense to me. I know Primo codes differently it seems, but these are identified as e-books in Alma. They are part of a collection (Cantook). We don’t subscribe to the whole database (basically Cantook is the interface where the books are housed). We buy a certain number of the e-books - it’s kind of a selective package. Not a database. I don’t understand why every e-books show as Database.
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Add additional Rows as necessary
Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding La Cité College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781296 Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the La Cité - 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.
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 21: LLacel , this is your final version of the field mapping form. Please review and indicate your formal approval in the box below. Thanks! | ||||||||||||||||||||||||
Notes
| Notes
| Notes
| Notes
| Notes
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Andrea Bainbridge (Unlicensed) only change I made : I did not map the barcode but kept USER_ID in Addl_id_3 LLacel ok. Thanks! -AB |
| June 15, from Andrea LLacel , your forms looked really good. I updated your field mapping with the following changes:
If you agree with these changes, there is no need to do anything more to your form and you can download this version as your final.
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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: LLacel , here is the item subfield report I mentioned in Basecamp:
| name file like "...MigrationForm_DRAFT_date.xlxs")
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June 21: LLacel , here is the final version of your migration form. Please review and indicate your formal approval below. Thanks! -Andrea June 27 :version with additional local tags and final validation report tab added, to be submitted to migration.
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Notes
| Notes
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| Notes
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| June 15, from Andrea: LLacel , your migration form also looked good. I made a few minor changes, outlined below:
Download THIS VERSION of the migration form in order to make any changes (if needed) before you submit your final migration form. For “Changes” listed below, there is no action needed unless you want to make a different choice than I did. Changes Questionnaire Tab
Item Base Status
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