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Data Preferences (For Colleges to Complete)
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Scope |
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- Bib Records (Non-suppressed)
- Items
- Patrons
- Active Loans
- Active Requests
| - E-resource Activation Form360 Reports
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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 |
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| View file |
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| name | 01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx |
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| View file |
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| name | 01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx |
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| | View file |
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| name | 01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429 (1) (1).xlsx |
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| View file |
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| name | 01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429_draft.xlsx |
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| | View file |
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| name | 01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Final_20220610.xlsx |
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| View file |
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| name | 01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Final_20220610.xlsx |
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Notes | Notes | Notes - No further changes
- Submitted to Migration (Olivia will check this box)
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Migration Form Version Tracking
Baseline | Draft form for College to Review | Draft Form for ExL Review | Final Version for Migration |
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| View file |
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| name | 01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Baseline_20220429.xlsm |
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| View file |
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| name | 010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Baseline_20220429.xlsm |
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| | | View file |
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| name | 01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Baseline_20220429 (2) (1).xlsm |
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| View file |
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| name | 010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Baseline_20220429 (1) (1).xlsm |
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| | View file |
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| name | 010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Final_20220610.xlsm |
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| View file |
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| name | 01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Final_20220610.xlsm |
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Notes This document is FOR REFERENCE ONLY. 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)
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Link to Mapping & Migration Form Version Tracking Page
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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) |
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Bib Records (Non-suppressed) | | 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 | | |
Patrons | | |
Active Loans | | |
Active Requests | | |
360 Reports | | |
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