Where the descriptions are the same on the Item Type tab of the Migration Forms - Chatham’s codes/descriptions should match Windsors - also additional pre-processing should be done to merge ahead of migration; due TBD - when draft/final forms are due
College
[action]; due
Olivia Montolin (Unlicensed) We already sorted out item types and circulation status for both campuses to match with the Item Type tab of the Migration Forms, and also created proper locations in Alma. We will map that information in the Migration Forms.
Map nothing (items inherit material types from bibs)
Map to same field as item type (CAT - same as 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)
...
Scope
Bib Records (Non-suppressed)
Items
Patrons
Active Loans
Active Requests
E-resource Activation Form360 Reports
Form Version Tracking and Data Extract Tracking
Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the St. Clair College - 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
name
01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx
View file
name
01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx
View file
name
01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429 (1) (1).xlsx
View file
name
01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429_draft.xlsx
View file
name
01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Final_20220610.xlsx
View file
name
01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Final_20220610.xlsx
Notes
This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover
St. Clair 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)
This is a copy of Final Test Load (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.
St. Clair should review/amend this version(.
This version has been updated since test load )and includes most recent data extracts.
Notes
New Question: 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.
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)
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 (Non-suppressed)
Yes
Not submitting
Patrons not being carried over. Any bib records with current loans, holds, or fines will be recorded from legacy system and re-entered into Alma after migration
Items
Yes
Not submitting
Patrons
Yes
Not submitting
Active Loans
Yes
Not submitting
Active Requests
Yes
Not submitting
360 Reports
Yes
Not submitting
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding St. Clair College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781350
