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Table of Contents

Introduction

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Confirm Serial Control - bib matchpoint

Backgrounder

Sirsi Item Material Type Mapping

See Basecamp FAQ

Retain at Cutover

ExL Documentation;

See #13 of Cutover Prep slides

Acquisitions Options at Cutover

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

Will you participate in Fulfillment Cutover?

ExL Documentation

Will you use the Alma offline Circ Utility during Fulfillment Freeze?

ExL Documentation

  •  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 (5/2): I’ve made this change to your baseline field mapping.

  •  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 (5/2): I’ve made this change to your Baseline Field mapping.

Be sure to fill out the “Item Material” tab of your migration form after data validation.

Leigh (07/21): change not appearing in Alma. Calculator shows as Book. Ex. MMS ID 991000715829707324 Olivia Montolin (Unlicensed) Andrea Bainbridge (Unlicensed)

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

From Andrea (5/2): noted. nothing to be retained.

(05/27) From Brenda

Requesting that Funds and Ledgers be retained.

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 (5/2): noted.

  •  Yes
  •  No

From Andrea (5/2): noted.

  •  Yes
  •  No

From Andrea (5/2): noted.

Data Preferences (For Colleges to Complete)

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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)

98 records

Exclude records that belong to the libraries IT-PRO and SMITHSFALL

[Leigh 07/21 - these records are in Alma, suppressed Stacey Boileau ]

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

Reviewed SB 05/13

Extracted LM 2022/05/24

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

71063 records

Exclude records that belong to the libraries IT-PRO and SMITHSFALL

[Leigh 07/21 - these records are in Alma, suppressed Stacey Boileau Liz Maraston (Unlicensed) - ex. MMSID 991000176589707324/Record 276901]

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

Reviewed SB 05/13

Extracted LM 2022/05/24

Not applicable

Not applicable

Courses/Reserves

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

Not provided for test load.

Not providing again.

Not applicable

Not applicable

Patrons

50213

Exclude User Profile=

ADMIN
BOOKING
CATA
CIRC
CIRCSTUD
INTRANSIT
LIBRARYUSE
LOST
MISSING
PROBLEM
PUBLIC
REPORTS
RESERVES
SERIALS
STANDALONE
TECH
TECHSERV
SIRSI
WBROCKVILL
WCORNWALL
WEBSERVER
WITPRO
WKINGSTON
WSMITHSFAL
ZCBROCKVIL
ZCCORNWALL
ZCIT-PRO
ZCKINGSTON
ZCSMITHSFA
ZTBROCKVIL
ZTCORNWALL
ZTIT-PRO
ZTKINGSTON
ZTSMITHSFA

Exclude User Profile=ADMIN

We do not want stat categories mapped for Cutover

Reviewed SB 05/13

Extracted LM 2022/05/24

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

50217 records

extracted LM 2022/07/21

Fines and Fees/Active Bills

0 records

Exclude Bill Reason=PROCESSFEE

Reviewed SB 05/13

Extracted LM 2022/05/24

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

0 records

extracted LM 2022/07/21

Active Loans

192 records

Exclude all loans for the the pseudo user=MISSING

Reviewed SB 05/13

Extracted LM 2022/05/24

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

203 records

extracted LM 2022/07/21

Requests/Available Holds

5 records

Not applicable

Reviewed SB 05/13

Extracted LM 2022/05/24

Not applicable

4 records

extracted LM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

335 records

Exclude Serial Control Created > , or < DATE

Reviewed SB 05/13

Extracted LM 2022/05/24

Not applicable

Not applicable

Issue

26046 records

Exclude Issue Created > , or < DATE

Reviewed SB 05/13

Extracted LM 2022/05/24

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Not providing again.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Not providing again.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

Not providing again.

Not applicable

Not applicable

...

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 05/13

Collection Title

Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca)

Indicate if this collection is a Database or Portfolio

Ex Libris Documentation

Add additional Rows as necessary

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