TL users were missing “original ID”

Resolution Notes:

Per Katrina in Basecamp: data has been corrected; no need to update field mapping. https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642#__recording_4746717058

Ex L

•  [action]; due 10 Jan 2022

College

•  Review field mapping at Cutover; is there a better candidate for what to map to “USER_ID”, instead of USER_ALT_ID? And/or: review patrons who are missing whichever value is mapped to “USER_ID”. See https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642
•  See list of affected patrons here. NOTE: the tab is filtered to display only the missing USER_ALT_ID, but the other users are there. This way you can reference the same line numbers you see in stats:

•  Use other data in the record, like USER_ID field to identify the patron.

•  Yes
•  No

Preferred name mapping for patrons

ExL

•  Remove “USER_NAME” as preferred name on baseline migration form.

Only fields that contain personal/first names should be mapped as preferred.

USER_NAME includes user first and surname

Andrea Bainbridge (Unlicensed) We aren’t including preferred name in our SIS load, so we actually don’t want any names mapped as preferred.

•  Yes
•  No

migrated patron barcode made internal per request

College

•  Confirm whether this is needed at CO. It is no longer needed, per: https://3.basecamp.com/3765443/buckets/23965261/messages/4842756095

ExL

•  Mark Barcode as internal again at CO if requested.

•  Yes
•  No

Course unit mapping

At TL there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.

ExL

•  Ensure migration form preferences for course unit mapping are applied
•  Fix migration script

•  Yes
•  No

items embedded in shadowed bibs were not migrated

ExL

•  Reason: shadowed bibs were not included in item extraction
•  Cutover: migration analyst will extract items from all bibs

College

•  Check that inventory from shadowed bibs exists in Alma at Cutover

•  Yes
•  No

CENTENN requests no resource be active for them in the NZ

College/OCLS

•  See “Comments” from /wiki/spaces/CI/pages/379748394 and discuss internally.
•  Amend NZ e-resource form if needed , based on discussion

•  Yes
•  No

missing 360 selective titles

https://3.basecamp.com/3765443/buckets/23965261/messages/4667662902

ExL/College

•  check for multiple “tracked resources” reports

•  Yes
•  No

change to patron email mapping at CO

See Basecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4853790805#__recording_4864624909

ExL

•  Amend baseline form per college preference

Image RemovedImage Added

College

•  Confirm changes needed
•  Review when baseline form is released during week of May 2

•  Yes
•  No

field mapping changes for CO

Bibs & Items tab

•  Line 32 - Don’t ‘Preserve in Note’ Sirsi Date Inventoried
•  Line 35 - Don’t ‘Preserve in Note’ Sirsi Item Category 2

Patrons tab

•  Line 16 - Don’t Migrate USER_BIRTH_DATE
•  Preferred Email issue - addressed by you already on ‘Notes for Cutover’ doc
•  Will decide on mapping User Stat Categories next week Katrina Hansen , let me know when you decide on this.
•  Andrea Bainbridge (Unlicensed)Natalie Colaiacovo we have decided we are NOT mapping User Stat Categories.
•  Line 106 - Don’t ‘Preserve in Note’ USER_LAST_ACTIVITY
•  Line 119 - Don’t ‘Preserve in Note’ USER_ADDR1.CITY
•  Line 120 - Don’t ‘Preserve in Note’ USER_ADDR1.COUNTRY

Loans Tab

•  Line 16 - Don’t ‘Preserve in Note’ ITEM_CALLNUM
•  Line 19 - Don’t ‘Preserve in Note’ USER_ALT_ID

Fines & Fees Tab

•  Line 13 - Don’t ‘Preserve in Note’ USER_ALT_ID

•  
•  Yes

migration form changes for CO

Questionnaire tab

•  Line 31 - change to Yes (I think this is necessary to get Courses the same as in our test environment? – just correct me if I’m wrong)

Item Type tab Andrea Note (5/3): Katrina Hansen , you can make these changes directly to the “raw” migration form that comes out of the data validator. See my other notes in green below.

We will be renaming some of these. Have already been configured to the proper Fulfillment Units (ex: DVD_3DAY already circulates in Alma for 7 days, which is what we want – now we need to rename that item type to DVD_7DAY) --- Below is the list of Item Types to be renamed:

Line 6 - 3_DAY_LOAN – change to 7_DAY_ACCM – change to description: Accompanying Book for DVD - 7 day loan

Line 13 - AUDIO_CD3 – change to AUDIO_CD7 – change to description: Accompanying Audio CD for DVD - 7 day loan

Line 29 - CDROM_3DAY – change to CDROM_7DAY – change to description: CDROM - 7 day loan (essentially they want them to be the same as Line 30)

Line 35 - DVD_3DAY -- change to DVD_7DAY – change to description: DVD - 7 day loan

Line 37 - DVD_3_DIV -- change to DVD_7_DIV – change to description: Diversity Collection - DVD - 7 day loan

Line 57 - VIDEO_3DAY – change to VIDEO_7DAY – change to description: Videocassette - 7 day loan *don’t ask why we still have videocassettes, but alas, we do…

Line 58 - VIDEO_DIV3 – change to VIDEO_DIV7 – change to description: Diversity Collection - Video - 7 day loan

User Group tab Andrea Note (5/3): Katrina Hansen , you can make these changes directly to the “raw” migration form that comes out of the data validator.

IMPORTANT:

Line 15 – CCEMPLOYEE change to External

Line 36 – STAFF change to External

(we will be getting all employee records in our SIS load!)

UserStatCategories tab

Decision pending, as you know

Fine Fee Type tab

Line 6 and Line 11 – Jessica created new Fine/Fee types for us for these two fee types. Not sure if these new Fine/Fee types will be included to ‘match’ on our new migration form?

From Andrea (5/3): changes to Alma do not also update the migration form. But depending on the change, code vs. label, the form may offer the “correct” option. What are the two new types in Alma? I will take a look.

 Andrea Bainbridge (Unlicensed) the two new types are ‘3D Printing’ and ‘Makerspace’; Katrina Hansen , we won’t be able to assign that fine/fee type during migration.

Courses tab

Again, I think we will need to map these, in order to achieve what we currently have in our Alma test load. Andrea Note (5/3) Yes--and I have made this change to field mapping, which will cascade to the “raw” migration form.

•  Yes

•  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 (5/3): Done.

•  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 (5/3): Done.

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

From Andrea (5/3): I’m unchecking “funds” to be retained, based on conversation below. Please submit a new funds file for Cutover.

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 (5/3): Noted.

•  Yes
•  No

From Andrea (5/3): Noted.

•  Yes
•  No

doubtful (KH)

From Andrea (5/3): Noted.

•  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

Bibliographic Records (Shadowed records)

13682 records extracted

68 records submitted for cutover (see comment - MM, 2022/06/06)

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 JM 2022/05/24

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

70838 records

Sirsi Home Location = E_RESOURCE (same as test load)

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 JM 2022/05/24

Not applicable

Not applicable

Courses/Reserves

1527 records

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

Extracted JM 2022/05/24

Not applicable

Not applicable

Patrons

113895 records

Exclude User Profile=ADMIN

Extracted JM 2022/05/24

•  Use different exclusion identifiers. Please specify:

ACQU

ACQUFUND

ACQVIEW

ADMIN

BINDERY

BOOKING

CATA

CCTEST

CIRC

DISCARD

HYPERADMIN

HYPERION

ILL

LIBRARYUSE

LOST

LOSTCARD

MISSING

PROCESS

PUBLIC

REPORTS

SCANNER

SERIALS

SHIPCAMPUS

SIRSI

STANDALONE

SVA

TECH

TECHSERV

WASHTONBEE

WCC

WCCC

WDOWNSVIEW

WEBSERVER

WIT-PRO

WKIOSK

WPOLLOCK

WPROGRESS

WSTC

ZCASHTONBEE

ZCASHTONBE

ZCCCC

ZCDOWNSVIEW

ZCDOWNSVIE

ZCIT-PRO

ZCKIOSK

ZCPOLLOCK

ZCPROGRESS

ZCSTC

ZTASHTONBEE

ZTASHTONBE

ZTCCC

ZTDOWNSVIEW

ZTDOWNSVIE

ZTIT-PRO

ZTKIOSK

ZTPOLLOCK

ZTPROGRESS

ZTSTC

114799 records
Done JM 2022/07/21

Fines and Fees/Active Bills

575 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/24

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

718 records
Done JM 2022/07/21

Active Loans

1898 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/24

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

2071 records
Done JM 2022/07/21

Requests/Available Holds

74 records

Not applicable

Extracted JM 2022/05/24

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

65 records
Done JM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

308 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/24

Not applicable

Not applicable

Issue

30738 records

Exclude Issue Created > , or < DATE

Extracted JM 2022/05/24

Not applicable

Not applicable

Funds

137 records

Exclude Funds Created > , or < DATE

Extracted JM 2022/05/06

Not applicable

Not applicable

Orders (>2011)

5 records

Exclude Closed Orders

Extracted JM 2022/05/24

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

The college doesn’t migrate invoices at cutover

Not applicable

Not applicable