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changes.mady.by.user Liana Giovando

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Table of Contents

Introduction

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

Baseline

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_LAMB_CUTOVER_Baseline_Generic Field Mapping_20220506.xlsx

View file
name01OCLS_LAMB_CUTOVER_Draft_Generic Field Mapping_20220506.xlsx

View file
name01OCLS_LAMB_CUTOVER_Final_Generic Field Mapping_20220520.xlsx

Notes

  • This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • Lambton should review/amend this version (version of form has been updated since test load)

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

Notes

  •  No further changes
  •  Submitted to Migration (Olivia will check this box)

Migration Form Version Tracking

Baseline

Draft form for College to Review

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_LAMB_CUTOVER_Baseline_Generic Migration Form_20220506.xlsm

View file
name01OCLS_LAMB_CUTOVER_Draft_Generic Migration Form_20220513.xlsm

View file
name01OCLS_LAMB_CUTOVER_Draft_Generic Migration Form_20220527.xlsm

View file
name01OCLS_LAMB_CUTOVER_Final_Generic Migration Form_20220607.xlsm

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of Final Test Load from (TL) form that includes changes discussed in Notes for Cutover.

  • On many tabs it also still contains TL mapping preferences. Use this as a reference for filling out the CO form after June 6th, but DO NOT COPY/PASTE from this form into the CO form.

Notes

  • Olivia will post an updated version of your Migration Form here.

  • Lambton should review/amend this version (.

  • This version has been updated since test load )and includes most recent data extracts.

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

  • Make sure to look at all new questions on the form. For example: line 17 - Do you want to use a call number in the generated holding records?

    • Answer “Yes” here to see holdings call number generated same as test load

    • Answer “No” here to not have a holdings call number generated at migration. Useful if you were seeing volume information in holding call number and no longer want to see that. Call numbers will be applied to item call number field only in this case.

Notes

  •  No further changes
  •  Submitted to Migration (Olivia will check this box)

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.

Data Type

Submitted to MFT

Notes (if necessary)

Bib records

  •  Yes
  •  Not submitting

Two files; one “Inventory” and one “Archive”.

Could the Archive files all go on a suppressed list?

These are raw copies. There is a count error that is resolved when it is put through MARCEdit.

Patrons

  •  Yes
  •  Not submitting

(Only patrons with active loans)

We will want to re-submit this extract in July.

Active Loans

  •  Yes
  •  Not submitting

We will want to re-submit this extract in July.

E-Resource Activation Form

  •  Yes
  •  Not submitting

P2E List

  •  Yes
  •  Not submitting

Suppressed Record List

  •  Yes
  •  Not submitting

Olivia uploaded to MFT: LambSuppressed_bibs.csv

Rebecca reuploaded to MFT: Lamb_Suppressed_bibs_20220603.csv

Course/Reserves

  •  Yes
  •  Not submitting

Fines & Fees/ Active Bills

  •  Yes
  •  Not submitting