format of 996 local field request

Ex L

•  MF will be updated: (a) local field 996# changed to 996##; DONE-added to CO baseline form

College

•  [action]; due

•  Yes
•  No

Preferred name mapping

ExL

•  amend CO field mapping so that Sirsi USER_NAME is not mapped as Alma USER_PREFERRED_NAME; DONE-added to CO baseline form

College

•  Only Sirsi field sthat fields that contain a first/personal name ( should be mapped as preferred. (USER_NAME in Sirsi includes both first and last name)

•  Yes
•  No

course unit mapping

ExL

•  There was a bug in migration scripts that created multiple departments instead of a single department, as requested on the migration form. If this applies to your site, ExL will fix for Cutover.

•  Yes
•  No

locations not included/mapped on mig form

ExL and College

•  Double check that all incoming Sirsi libraries and home locations are mapped to Alma locations on the “Alma Location” tab of the migration form
•  Test Load examples
•  Total holdings in UNASSIGNED location: 1,975. Reason: 999 $lAV is not on a MF, location tab. See file "01OCLS_CONFED-BIBs-with-UNASSIGNED-Locations.mrk" on MFT/DC82: /01ocls_confed/NonMigrationDocs/. Data validator may have failed to grab this location from data; validation tool is under review. Migration also flagged these locations ad not being mapped on the migration form:
•  

132  The Lib|Loc combination ‘CONFED|AIRPORT' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E.

     76  The Lib|Loc combination 'CONFED|ARCHIVES' does not exist in the 'Alma Location' tab Note: This location to will be added by Confederation staff and assigned to 'Stacks’ fulfillment unit. D.E.

      2  The Lib|Loc combination 'CONFED|ARF' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E.

     26  The Lib|Loc combination 'CONFED|AUDIOBOOKS' does not exist in the 'Alma Location' tab Note: This location to be added by Confederation staff and assigned to 'AV’ fulfillment unit. D.E.

   1538  The Lib|Loc combination ‘CONFED|AV' does not exist in the ‘Alma Location' tab
Note: [Lib|Loc combination 'CONFED|AV’ will be changed to Lib|Loc combination 'CONFED|DVD’. The AV location will no longer exist.] Additional Note: The CONFED|DVD location to be added assigned to 'AV’ fulfillment unit. D.E.

From Andrea (5/4): cretter (Unlicensed) , Tiffany.Miller (Unlicensed) , these changes can be made directly to the draft migration form--this is the version that will be produced by the data validator. You can incorporate these changes there.

•  Yes
•  No

•  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): 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

•  Yes
•  No

From Andrea (5/4): Noted

•  Yes
•  No

From Andrea (5/4): 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)

19 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 SB 5/25

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

12,447 records

Electronic resources - no exclusions … see note.

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

Note: Confederation has already had the following collections removed from ILS: EBRARY; PROQUEST; Curio;
Everything with location set to IT-PRO has also been removed

Extracted SB 5/25

Not applicable

Not applicable

Courses/Reserves

265 records

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

-

Extracted SB 5/25

Not applicable

Not applicable

Patrons

23,583 records

Exclude User Profile=ADMIN

“STAFF” should have been re-tagged as “STAFF_FAC”

Extracted SB 5/25

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

23,612 records

Fines and Fees/Active Bills

441 records

Exclude Bill Reason=PROCESSFEE

Process FeeExtracted SB 5/25

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

459 records

Active Loans

57 records

Exclude all loans for the the pseudo user=
MISSING
Admin
CONFCAT
CONFBOOK

Exclude the user profiles – ADMIN, CATA, BOOKING, and MISSING.

Exclude all loans for the the pseudo user=MISSING

Extracted SB 5/25

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

61 records

Andrea Bainbridge (Unlicensed)

Requests/Available Holds

Not applicable

Not provided at test load, so cannot provide at cutover

Not applicable

Not applicable

Serial Control

50 records

Exclude Serial Control Created > , or < DATE

Extracted SB 5/25

Not applicable

Not applicable

Issue

1014 records

Exclude Issue Created > , or < DATE

Extracted SB 5/25

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