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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 26th29th.

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

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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

Missed library/location combinations on migration form caused items to end up in UNASSIGNED

Ex L

  •  [action]; due

College

  •  [action]; due
  •  Yes
  •  No

Some 852 fields in bib file have empty $a in addition to $a<library code)>causing them to go to UNASSIGNED

Ex L

  •  Olivia will manually remove the empty $a from the bib file if the number continues to be low. due - when EXL checks data and forms

College

  •  [action]; due
  •  Yes
  •  No

item policies not created in migration

ExL

College

  •  Confirm item policies are created and applied when Cutover data is delivered in Alma
  •  Yes
  •  No

Change local fields for migration

ExL

  •  Add 590 as local
  •  Add 500 as local
  •  Add 990 as local
  •  Add 991 as local

College

  •  Confirm designated local fields on the BASELINE Migration Form once received

Migration Preferences (For Colleges to Complete)

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Generic 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

  •  Map nothing (items inherit material types from bibs)
  •  Map to same field as item type (852$k)
  •  Map same from test load (852$g)
  •  Courses & Reading List Headers
  •  Ledgers and Funds
  •  Licenses
  •  COUNTER data

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
  •  Yes
  •  No
  •  Yes
  •  No

Data Preferences (For Colleges to Complete)

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Scope

  •  Bib Records (Shadowed)
  •  Bib Records (Unshadowed)
  •  Course/Reserves
  •  Patrons
  •  Fines and Fees/Active Bills
  •  Active Loans
  •  E-resource Activation Form
  •  P2E

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

Notes regarding Lambton College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748481

Link to Mapping and Migration Form Version Tracking Page

Lambton College - Mapping & Migration Forms