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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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Item Types were not merged entirely
List:
Audiovisual Equipment
Children Books
Course Reserve Books
Special Collection
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Ex L
- Where the descriptions are the same on the Item Type tab of the Migration Forms - Chatham’s codes/descriptions should match Windsors - also additional pre-processing should be done to merge ahead of migration; due TBD - when draft/final forms are due
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College
- [action]; due
- Olivia Montolin (Unlicensed) We already sorted out item types and circulation status for both campuses to match with the Item Type tab of the Migration Forms, and also created proper locations in Alma. We will map that information in the Migration Forms.
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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.
Generic 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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- Map nothing (items inherit material types from bibs)
- Map to same field as item type (CAT - same as 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 (Non-suppressed)
- Items
- Patrons
- Active Loans
- Active Requests
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- E-resource Activation Form
Field Mapping Form Version Tracking
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Baseline
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Draft Form for ExL Review
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Final Version for Migration
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Notes
This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover
St. Clair should review/amend this version (version has been updated since test load)
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Notes
College should review and make changes to form and post form here for Olivia to review
Olivia will post comments here if additional changes should be made
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Notes
- No further changes
- Submitted to Migration (Olivia will check this box)
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Migration Form Version Tracking
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Baseline
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Draft Form for ExL Review
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Final Version for Migration
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Notes
This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover
St. Clair should review/amend this version (version has been updated since test load)
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Notes
New Question: line 17 - Do you want to use a call number in the generated holding records?
College should review and make changes to form and post form here for Olivia to review
Olivia will post comments here if additional changes should be made
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Notes
- No further changes
- Submitted to Migration (Olivia will check this box)
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Test Load Environment Release Notes (For Ex Libris to Complete)
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Mapping and Migration Form Version Tracking Tables for St. Clair are included on the site’s Notes for Cutover Page.