| Table of Contents |
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Introduction
The tables below will be used to capture important notes for Cutover including actions that must be taken prior to migration as well as your library’s data migration preferences. Please follow the instructions included with each table. Please complete sections for colleges by April 29th.
Notes for Cutover (For Ex Libris and Colleges to Complete)
Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.
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Issue Description
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Action Items/Due Date (check when done)
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Ready for Cutover?
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650 bib tags not preserved
...
Ex L
- copy bib 650 tags to a field specified by Georgian in the 950-999 range
- remove “650##” from mig form
College
- Choose field in the range 950-999 to copy 650 tags to.
- Preferred field is: no longer applicable; OCLS will be assisting us in migrating to 690
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- Yes
- No
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change to staff primary ID at Cutover?
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College
- TBD; see https://3.basecamp.com/3765443/buckets/23965261/messages/4626302297#__recording_4639988767
- We are NOT changing what was originally selected as PRIMARY_ID. We will use student number recognizing that staff do not have one and ALMA will generate a PRIMARY_ID to populate that field. We are reconsidering HR integration thinking it might be better to do so sooner than later but may depend on IT resources. Matchpoint would be email address.
...
- Yes
- No
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TL mismatch between subfield mapped for Item Type and values on migration form
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At TL, field mapping listed 999$x as source for “ITem Type” but migration form mapping took incoming values from 999$t. And: not all incoming $t values were accounted for on the migration form
College and ExL
- confirm Item material type mapping in the CO survey
- make sure that the 999 field mapped as Item Type, e.g. 999$t, is actually the source of Sirsi values on the “Item Type” tab of the migration form
- Make sure all 999$t values from shadowed and unshadowed bibs are accounted for on the migration form.
...
- Yes
- No
...
change to CO primary ID?
...
https://3.basecamp.com/3765443/buckets/23965261/messages/4732443179#__recording_4759281750
College
- Alert ExL if you will be changing Primary ID
- We will not be changing PRIMARY_ID for cutover; see other notes
...
- Yes
- No
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correct preferred name mapping per TL delivery notes
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ExL
- Correct on baseline form
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- Yes
- No
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course unit mapping
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ExL
- Ensure mig form preferences for course unit mapping are honored
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- Yes
- No
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reassess serial control mapping options
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College
- See TL delivery notes for discussion
- Also See: background on serial control options
- indicate choice for CO in the CO survey when released
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- Yes
- No
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mapping for Additional ID 3
...
ExL
- Remove mapping of user incoming “ACTIVEID” as Alma Additional identifier 3.
- Completed on baseline form
...
- Yes
- No
...
Migration Preferences (For Colleges to Complete)
Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.
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Confirm Serial Control - bib matchpoint
Sirsi Item Material Type Mapping
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Retain at Cutover
See #13 of Cutover Prep slides
Acquisitions Options at Cutover
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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
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Will you participate in Fulfillment Cutover?
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Will you use the Alma offline Circ Utility during Fulfillment Freeze?
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- 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
From Andrea (5/4): Done.
- Courses & Reading List Headers
- Ledgers and Funds
- Licenses
- COUNTER data
From Andrea (5/4): Carol McNabb , please clarify your intention about courses. Up here you say you want to retain them, but in the “Data Preferences” table you indicate that you will have a new extract. Do you want to retain what’s in Alma now, or give us a new course extract for Cutover? Hi Andrea, sorry for the confusion. See below--re-extract them. THX!
(5/6): ok, Carol McNabb , got it!
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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.
- Yes
- No
From Andrea (5/4): Noted.
- Yes
- No
From Andrea (5/4): Noted.
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
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Scope
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- 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
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Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)
This table will be used to capture details of the data extract scope indicated above in the Data Preferences table. You may prefer to exclude records from the data extracts that OCLS will complete on your behalf. Use the second column of this table to provide the details OCLS will use to exclude data from your extracts if this is your preference. For example, indicate “exclude bib records that contain 996=Proquest. You will find examples of exclusion identifiers in the third column. Please provide whatever information will be necessary to identify records for exclusion.
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Data Type
Exclusion Identifier
...
Exclusion Identifier Examples
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Notes
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Status (For OCLS to Complete)
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Bibliographic Records (Shadowed records)
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Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Do you want Multi-volume custom script?
- Yes
- No
...
Bibliographic Records (unshadowed records)
...
Exclude:
856=www.nfb.ca or 996=NFB (GC-EVIDEO)
996=E-Books (Coutts)
773=Flipster
996=COD (Criterion)
...
Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca
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Courses/Reserves
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Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)
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Patrons
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Profile= ACQU,ACQUFUND,ADMIN,BOOKING,CATA,CATSER,CIRC,COLLINGADMIN,HYPERION,LIBRARYUSE,REPORTS,SELFCHK,SERIALS,SHIPCAMPUS,SIPCHK,SIRSI,STANDALONE,TECH,TECHNOLOGY,WIT-PRO,WMUSKOKA,WORGANGEVIL,WORILLIA,WOWEN_SOUN,ZCBARRIE,ZCCOLLINGW,ZCIT-PRO,ZCMIDLAND,ZCMUSKOKA,ZCORANGEVI,ZCORILLIA,ZAOWEN_SO,ZTBARRIE,ZTCOLLINW,ZTMIDLAND,ZTMUSKOKA,ZTORANGEVI,ZTORILLIA,ZTOWEN_SO
...
Exclude User Profile=ADMIN
...
OCLS to advise if there is a use case to keep any of these admin type users SB: No use case; they only have use in Sirsi 5/10/2022
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Fines and Fees/Active Bills
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Exclude Bill Reason=PROCESSFEE
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Active Loans
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Exclude all loans for the the pseudo user=MISSING
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Requests/Available Holds
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Not applicable
...
Serial Control
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Exclude Serial Control Created > , or < DATE
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Issue
...
Exclude Issue Created > , or < DATE
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Funds
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Exclude Funds Created > , or < DATE
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Not provided for test load.
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Orders (>2011)
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Exclude Closed Orders
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Not provided for test load.
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Invoices (>2011)
...
Exclude Invoices Created > , or < DATE
...
Not provided for test load.
OCLS Assistance with P2E (For Colleges to Complete)
Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.
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.
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Collection Title
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Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)
...
Indicate if this collection is a Database or Portfolio
...
EBSCOhost (individual perpetual titles)
...
996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022
...
portfolio
...
OVID
...
996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022
...
portfolio
...
Bloomsbury
...
996=Bloomsbury eBook SB opened up scope for better results 5/10/2022
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portfolio
...
Wiley
Note: double-checking re NZ match
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996=Wiley SB opened up scope for better results 5/10/2022
portfolio
...
Cambridge Core
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996=Cambridge SB opened up scope for better results 5/10/2022
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portfolio
...
Taylor & Francis
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996=T&F
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portfolio
...
All videostreaming titles with the exception of NFB & Criterion
...
996=GC-EVIDEO
but exclude if additional 996=NFB (GC-EVIDEO) or if 996=COD (Criterion)
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portfolio
...
| Table of Contents |
|---|
Introduction
The tables below will be used to capture important notes for Cutover including actions that must be taken prior to migration as well as your library’s data migration preferences. Please follow the instructions included with each table. Please complete sections for colleges by April 29th.
Notes for Cutover (For Ex Libris and Colleges to Complete)
Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.
Issue Description | Action Items/Due Date (check when done) | Ready for Cutover? |
|---|---|---|
650 bib tags not preserved | Ex L
College
|
|
change to staff primary ID at Cutover? | College
|
|
TL mismatch between subfield mapped for Item Type and values on migration form | At TL, field mapping listed 999$x as source for “ITem Type” but migration form mapping took incoming values from 999$t. And: not all incoming $t values were accounted for on the migration form College and ExL
|
|
change to CO primary ID? | https://3.basecamp.com/3765443/buckets/23965261/messages/4732443179#__recording_4759281750 College
|
|
correct preferred name mapping per TL delivery notes | ExL
|
|
course unit mapping | ExL
|
|
reassess serial control mapping options | College
|
|
mapping for Additional ID 3 | ExL
|
|
Migration Preferences (For Colleges to Complete)
Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.
Confirm Serial Control - bib matchpoint | Sirsi Item Material Type Mapping | Retain at Cutover | Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations? | Will you participate in Fulfillment Cutover? | Will you use the Alma offline Circ Utility during Fulfillment Freeze? |
|---|---|---|---|---|---|
From Andrea (5/4): Done. |
From Andrea (5/4): Done. |
From Andrea (5/4): Carol McNabb , please clarify your intention about courses. Up here you say you want to retain them, but in the “Data Preferences” table you indicate that you will have a new extract. Do you want to retain what’s in Alma now, or give us a new course extract for Cutover? Hi Andrea, sorry for the confusion. See below--re-extract them. THX! (5/6): ok, Carol McNabb , got it! | PQIS Activations
Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
Scope | ||
|---|---|---|
|
|
|
Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)
This table will be used to capture details of the data extract scope indicated above in the Data Preferences table. You may prefer to exclude records from the data extracts that OCLS will complete on your behalf. Use the second column of this table to provide the details OCLS will use to exclude data from your extracts if this is your preference. For example, indicate “exclude bib records that contain 996=Proquest. You will find examples of exclusion identifiers in the third column. Please provide whatever information will be necessary to identify records for exclusion.
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) 483 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?
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | ||
Bibliographic Records (unshadowed records) 91,784 records | Exclude: 856=www.nfb.ca or 996=NFB (GC-EVIDEO) 996=E-Books (Coutts) 773=Flipster 996=COD (Criterion) Also: see below re P2E--would all need to be excluded? | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | ||
Courses/Reserves 776 records | Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | |||
Patrons 155,523 records | Profile= ACQU,ACQUFUND,ADMIN,BOOKING,CATA,CATSER,CIRC,COLLINGADMIN,HYPERION,LIBRARYUSE,REPORTS,SELFCHK,SERIALS,SHIPCAMPUS,SIPCHK,SIRSI,STANDALONE,TECH,TECHNOLOGY,WIT-PRO,WMUSKOKA,WORGANGEVIL,WORILLIA,WOWEN_SOUN,ZCBARRIE,ZCCOLLINGW,ZCIT-PRO,ZCMIDLAND,ZCMUSKOKA,ZCORANGEVI,ZCORILLIA,ZAOWEN_SO,ZTBARRIE,ZTCOLLINW,ZTMIDLAND,ZTMUSKOKA,ZTORANGEVI,ZTORILLIA,ZTOWEN_SO ALSO EXCLUDE: STAFF, FAC_STAFF (we have decided not to include in extract; will wait for HR integration) | Exclude User Profile=ADMIN | OCLS to advise if there is a use case to keep any of these admin type users SB: No use case; they only have use in Sirsi 5/10/2022 | Reviewed SB 5/10 Reviewed SB 5/19 Extracted SB 5/24 |
| 157,531 records SB | |
Fines and Fees/Active Bills 1435 records | Exclude Bill Reason=PROCESSFEE | Reviewed SB 5/10 Extracted SB 5/24 |
| 1437 records | |||
Active Loans 1104 records | Exclude all loans for the the pseudo user=MISSING | Reviewed SB 5/10 Extracted SB 5/24 |
| 1138 records | |||
Requests/Available Holds 4 records | Not applicable | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | 3 records | |||
Serial Control 191 records | Exclude Serial Control Created > , or < DATE | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | |||
Issue 3288 records | Exclude Issue Created > , or < DATE | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable | |||
|
| Not provided for test load. | Not applicable | Not applicable | |||
|
| Not provided for test load. | Not applicable | Not applicable | |||
|
| Not provided for test load. | Not applicable | Not applicable |
OCLS Assistance with P2E (For Colleges to Complete)
Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.
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 |
|---|---|---|
EBSCOhost (individual perpetual titles) | 996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022 | portfolios |
OVID | 996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022 | portfolios |
Bloomsbury | 996=Bloomsbury eBook SB opened up scope for better results 5/10/2022 | portfolios |
Wiley Note: double-checking re NZ match | 996=Wiley SB opened up scope for better results 5/10/2022 | portfolios |
Cambridge Core | 996=Cambridge SB opened up scope for better results 5/10/2022 | portfolios |
Taylor & Francis | 996=T&F | portfolios |
All videostreaming titles with the exception of NFB & Criterion | 996=GC-EVIDEO but exclude if additional 996=NFB (GC-EVIDEO) or if 996=COD (Criterion) | portfolios |
Relational child and child youth practice | 856 = uhttps://ra.ocls.ca/ra/login.aspx?inst=georgian&url=https://rcycp-com.eztest.ocls.ca/unicol/ | portfolio only one record SB 06/16 Correct |
Oxford University Press | 996 = UniPress eBook | portfolios six records SB 06/16 That would make sense; we only activated them in past 6 months. |
Elsevier (individual titles purchased via OASIS) | 996 = Ebooks (Coutts) BUT: Ship and mobile offshore unit automation 856 =  | portfolios (Note: I believe these are the only two portfolios on this platform to date) These will not be migrated because you excluded from your extract. See above SB 06/16 Do you mean because (in error) the 996=Ebooks (Coutts)? OK. It’s only two titles. |
Link to test Load Environment Release Notes (For Ex Libris to Complete)
...