add 950 951 as local for CO

Ex L

•  [EXL will update baseline migration form with this tag
•  Note: OCLS decided this info (Sirsi catkey) should be preserved in 950 instead of 951.

College

•  [action]; due 07 Jan 2022

•  Yes
•  No

preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address

College

•  Confirm if user ADDR 1 is still preferred and still needed as an additional identifier. Andrea Bainbridge (Unlicensed)Yes, but see reorganization of ADDL_ID’s below. USER_ADDR1.EMAIL now goes to ADDL_ID_1, as this is how our SIS extract was configured.

• ADDL_ID_1 : USER_ADDR1.EMAIL

• ADDL_ID_2 : USER_GROUP_ID

• ADDL_ID_3 USER_XINFO.ACTIVEID

ExL

•  Change requested above has been made to Baseline form-please review when the form is released.
•  See context at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4562718150
•  For Cutover, ExL will map incoming Sirsi email field directly to the additional ID field, like screenshot below. Do not map “preferred_email” to the ADDL_ID field. ExL will add to baseline migration form. Note: see above for changes. From Andrea (5/4): this change has been made.

•  Yes
•  No

P2E resources should have been portfolios instead of collections/databases

College

•  See discussion at: https://3.basecamp.com/3765443/buckets/23965261/messages/4568110418#__recording_4570476401
•  For Cutover, review whether Bib ids on the P2E input (the .csv file) should be migrated as portfolios or collections/dbs. Andrea Bainbridge (Unlicensed)Yes, in almost all cases it should be portfolios. Will specify on P2E.

•  Yes
•  No

bibs for “College Complete” collection

College

•  See https://3.basecamp.com/3765443/buckets/23965261/messages/4587510881
•  Decide whether to include bibs in question on P2E, or manage resources via an available CZ collection. Andrea Bainbridge (Unlicensed) , we will exclude College Complete Bibs from P2E and manage in NZ instead.

•  Yes
•  No

P2E items in UNASSIGNED

See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027

College/ExL

•  Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
•  See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib. Will ensure all are reflected on the final migration form.

•  Yes
•  No

physical holdings in e-location “ONLINE”

College

•  Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
•  Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.

•  Yes
•  No

possible changes needed to mapped IDs at Cutover

Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt.

College

•  Review ID needs for Cutover mapping
•  Assess whether changes to Alma ID config needed after Go Live.

•  Yes
•  No

User preferred name mapping

Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.

ExL

•  Change baseline field mapping to remove USER_NAME as preferred.

•  Yes
•  No

course processing unit

ExL

•  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.

•  Yes
•  No

Course start date

Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'

College

•  Include and map data field “date placed” for Cutover if a different course start date is needed.

•  Yes
•  

No

Course term

See discussion in comments below.

ExL

•  Consult migration team about application of mapped “Term” values.
•  Error was identified in application of mapping. ExL migration reports this will be fixed for Cutover.
•  will monitor when CO data is loaded.

•  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): Done.

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

*See comment in Comments below.

From Andrea (5/4): Chris Woodley , I have mapped 999$t to Item Type and Item material, since it seemed like this was the direction you were leaning. You can change this if you want after I post the baseline form.

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

*Yes, I don’t want any of the above retained. We want a fresh set of course data, and the rest don’t apply to us.

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 for PQIS. Chris Woodley , do you want us to run EBC at migration? Andrea Bainbridge (Unlicensed) , sorry, yes please.

From Andrea (5/6): Ok, Chris Woodley , got it!

•  Yes
•  No

From Andrea (5/4): Noted.

•  Yes
•  No

From Andrea (5/4): Noted.

Bibliographic Records (Shadowed records)

86 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

97490 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

Exclude bib records with 996 containing any of the following: OREILLY, SCIENCEDIRECT, GALE, DESLIBRIS, NFB, CEL, EBC, COLLEGE_COMPLETE, ACCESSENGINEERINGACCESSENG, EBSCO, LinkedInLearning, OVID, Taylor&Francis, WILEY, ELSEVIER, SAGE, CambUP, ALEXANDER, MYILIB, ejournal, CRITERION, OXFORD or SPRINGER

(The college has already removed CEL and MYILIB collections from their system)

Extracted JM 2022/05/25

Not applicable

Not applicable

Courses/Reserves

1191 records

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

Extracted JM 2022/05/25

Not applicable

Not applicable

Patrons

149613 records

Exclude User Profile=ADMIN

Extracted JM 2022/05/25

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

152653 records

extracted LM 2022/07/21

Fines and Fees/Active Bills

188 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/25

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

145 records

extracted LM 2022/07/21

Active Loans

261 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/25

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

290 records

extracted LM 2022/07/21

Requests/Available Holds

3 records

Not applicable

Extracted JM 2022/05/25

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

6 records

extracted LM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

236 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/25

Not applicable

Not applicable

Issue

6429 records

Exclude Issue Created > , or < DATE

Extracted JM 2022/05/25

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