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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):

aonorato (Unlicensed) , FYI, since you are not migrating serial control, this does not apply to you.

  •  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
  •  Yes
  •  No

Data Preferences (For Colleges to Complete)

...

Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

Status (For OCLS to Complete)

Fulfillment Data Exclusion Identifier

Fulfillment Data Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

16 records

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

Extracted JM 2022/05/26

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

8463 records

856=https://ebookcentral.proquest.com

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

we will be excluding Ebook Central from P2E

Extracted JM 2022/05/26

Not applicable

Not applicable

Courses/Reserves

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

Not provided at test load.

Not applicable

Not applicable

Patrons

51837 records

ADMIN, CASTEST, CIRC, ZCIRC, CUDDY1, CUDDY, ZTECH, ILL, INFO, JNALLAN, JNACIRC, JNALLANCIRC, JNALLANPUB, JNALLANTECH, JNALLANWEB, LONDONMAIN, LONDONMAINCIRC, LONDONMAIN-ILL, LONDONMAINPUB, LONDONMAINTECH, LONDONMAINWEB, PUBLIC, REF, RESERVES, LONDON-RESV, SIPCHK2, SIPCHK3, SIRSI, STACKER, TECH, DEBBIE, WEBSERVER, WOODSTOCK, WOODCIRC, WOODSTOCKCIRC, WOODSTOCK-ILL, WOODSTOCKPUB, WOODSTOCKTECH

Exclude User Profile=ADMIN

Sirsi pseudo-patrons to be excluded

Include only the following user profiles:

FACULTY
FACULTY-PT
GUEST
LIBRARIAN
PARTTIME
STAFF
STAFF-TEMP
STUDENT
STUDENT-PT

Extracted JM 2022/05/26

  •  Use same exclusion identifiers selected for cutover
  •  Use different exclusion identifiers. Please specify:

52230 records
Done JM 2022/07/21

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

The college is fine free.

Not applicable

Not applicable

Active Loans

135 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/26

  •  Use same exclusion identifiers selected for cutover
  •  Use different exclusion identifiers. Please specify:

120 records
Done JM 2022/07/21

Requests/Available Holds

0 record

Not applicable

No records found

Not applicableNot applicable

0 record

Andrea Bainbridge (Unlicensed)

Serial Control

Exclude Serial Control Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided at test load.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

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