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Table of Contents

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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)

Andrea (5/2): Done.

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

Andrea (5/2): Done.

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

Andrea (5/2): 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

Andrea (5/2): Noted.

  •  Yes
  •  No

Andrea (5/2): Noted.

  •  Yes
  •  No

Andrea (5/2): Noted.

Data Preferences (For Colleges to Complete)

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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)

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

Reviewed SB 5/10

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

17155 records

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

Reviewed SB 5/10

Extracted LM 2022/05/24

Not applicable

Not applicable

Courses/Reserves

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

Reviewed SB 5/10

Not applicable

Not applicable

Patrons

34736 records

Exclude User Profile=ADMIN

Reviewed SB 5/10

Extracted LM 2022/05/24

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

34864 records

extracted LM 2022/07/21

Fines and Fees/Active Bills

2 records

Exclude Bill Reason=PROCESSFEE

Reviewed SB 5/10

Extracted LM 2022/05/24

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

2 records

extracted LM 2022/07/21

Active Loans

265 records

Exclude all loans for the the pseudo user=MISSING

Reviewed SB 5/10

Extracted LM 2022/05/24

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

246 records

extracted LM 2022/07/21

Requests/Available Holds

1 record

Not applicable

Reviewed SB 5/10

Extracted LM 2022/05/24

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

1 record

extracted LM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

82 records

Exclude Serial Control Created > , or < DATE

Reviewed SB 5/10

Extracted LM 2022/05/24

Not applicable

Not applicable

Issue

2670 records

Exclude Issue Created > , or < DATE

Reviewed SB 5/10

Extracted LM 2022/05/24

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable

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Use the table below to identify collection titles that can be extracted in batch by OCLS for your P2E files. Include information OCLS staff can use to identify the collection records. Reviewed SB 5/10

Collection Title

Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)

Indicate if this collection is a Database or Portfolio

Ex Libris Documentation

Add additional Rows as necessary

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