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Table of Contents

Introduction

...

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.

Confirm Serial Control - bib matchpoint

Backgrounder

Sirsi 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

  •  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)

From Andrea (5/4): Justin Johnston (Deactivated)Liana Giovando , This is for serial control, but below you indicate that you are not migrating serial control for Cutover (it’s not selected in the “Data Preferences” table). Can you clarify your intention?

  •  Map nothing (items inherit material types from bibs)
  •  Map to same field as item type (usually Sirsi 999$t)
  •  Map to 999$x

From Andrea (5/4): Done

  •  Courses & Reading List Headers
  •  Ledgers and Funds
  •  Licenses
  •  COUNTER data

From Andrea (5/4): Noted

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

From Andrea (5/4): Noted

  •  Yes
  •  No

From Andrea (5/4):

Liana GiovandoJustin Johnston (Deactivated) , can you clarify the intention here? If you are not submitting patrons/loans/requests for migration at Cutover, you can not participate in Fulfillment Cutover. Will Fleming submit patrons for Cutover migration?

(5/6) based on email from Cheryl, FCO = No.

  •  Yes
  •  No

From Andrea (5/4): Noted

Data Preferences (For Colleges to Complete)

...

Scope

  •  Bib Records (Shadowed)
  •  Bib Records (Unshadowed)
  •  Course/Reserves
  •  Patrons
  •  Fines and Fees/Active Bills
  •  Active Loans
  •  Requests/Available Holds
  •  Serial Control
  •  Issue
  •  Funds
  •  Orders (>2011)
  •  Invoices (>2011)
  •  E-resource Activation Form
  •  P2E

...

Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

881 records

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Do you want Multi-volume custom script?

Background information

  •  Yes
  •  No

Extracted LM 2022/05/24

Bibliographic Records (unshadowed records)

35223 records

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Do you want Multi-volume custom script?

Background information

  •  Yes
  •  No

Extracted LM 2022/05/24

Courses/Reserves

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Not provided at test load.

Patrons

Exclude All

We’re not migrating Sirsi Patrons. Going with a fresh SIS load at Go-Live

Fines and Fees/Active Bills

1003 records

Exclude Bill Reason=PROCESSFEE

Would like a list of accounts with active fines/fees, but the information does not need to be migrated to Alma as we will not be migrating patron accounts from Sirsi.

OCLS will provide a list of active bills.

Extracted LM 2022/05/24

Active Loans

632 records

Exclude all loans for the the pseudo user=MISSING

Same as above. Not required as we’re not migrating patron accounts.

OCLS will provide a list of active loans.

Extracted LM 2022/05/24

Requests/Available Holds

Not applicable

Not required

Serial Control

273 records

Exclude Serial Control Created > , or < DATE

Changing to SISAC_ID based on recommendation from OCLS

Extracted LM 2022/05/24

Issue

30758 records

Exclude Issue Created > , or < DATE

Extracted LM 2022/05/24

Funds

Exclude Funds Created > , or < DATE

Not provided at test load.

Orders (>2011)

Exclude Closed Orders

Not provided at test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided at test load.

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