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Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

Incoming Library/Location combinations need to all be accounted for Migration Form > Alma Location tab; columns A | B

Ex L

  •  Reviewing cutover migration form - TBD

College

  •  Drafting cutover migration form - TBD
  •  Yes
  •  No

Item call number - subfield indicators display in the Alma UI

Ex L

  •  Cutover migration form - review - TBDOlivia - update question 21 to No

College

  •  Cutover migration form, Questionnaire tab, Line 20 21 - update value to “No”; due when draft cutover migration form is due
  •  Yes
  •  No

Items not created due to mandatory missing Item_Key - currently mapped from 852$p (barcode)

Ex L

  •  Was fixed so that items can continue to be created even if missing barcode - nothing for the college to do here

College

  •  Yes
  •  No

Address type “ALL” selected on Field Mapping Form > Patrons tab - only “Home” should be selected

Ex L

  •  Update field mapping form > patrons tab line 55 to be “Home” only; due when creating cutover field mapping form

College

  •  Review selections on field mapping form; update as needed; due when checking draft form before final cutover field mapping form is due

Do not map “Country” on field mapping form for cutover

Issue - patron telephone number is in the “Country” field of the patron file

Ex L

  •  When providing baseline field mapping form - remove “Country” from being mapped

College

  •  Make sure “Country” has been removed from the field mapping form when submitting draft/final copies - only if it appears that telephone numbers are in the “Country” field of the patron file. If the country codes appear in the patron file - then continue to map the “Country” field in the field mapping form

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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 (usually Sirsi 999$t) - Nothing was mapped for test load

  •  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 (Suppressed)
  •  Bib Records (Not suppressed)
  •  Fines/Fees
  •  Patrons
  •  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 a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • Cambrian 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 form that includes changes discussed in Notes for Cutover

  • Cambrian should review/amend this version (version has been updated since test load)

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Notes

  • College should review and make all necessary 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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Link to Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding Cambrian College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781145

Link to Mapping and Migration Form Version Tracking Page

Cambrian College - Mapping & Migration Forms