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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

  •  Remove Add 590 as local
  •  Add 500 as local (different from test load)
  •  Add 990 as local
  •  Add 991 as local

College

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

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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

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

  • Lambton should review/amend this version (version of form 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 from that includes changes discussed in Notes for Cutover

  • Lambton should review/amend this version (version 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)

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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