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Generic 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

  •  Map nothing (items inherit material types from bibs)
  •  Map to same field as item type (CAT - same as test load)

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

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
  •  Yes
  •  No
  •  Yes
  •  No

Data Preferences (For Colleges to Complete)

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Scope

  •  Bib Records (Non-suppressed)
  •  Items
  •  Patrons
  •  Active Loans
  •  Active Requests
  •  E-resource Activation Form360 Reports

Form Version Tracking and Data Extract Tracking

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Baseline

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx
View file
name01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429.xlsx

View file
name01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Baseline_20220429 (1) (1).xlsx
View file
name01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Baseline_20220429_draft.xlsx

View file
name01OCLS_StClair_Windsor_Generic Field Mapping_CUTOVER_Final_20220610.xlsx
View file
name01OCLS_StClair_Chatham_Generic Field Mapping_CUTOVER_Final_20220610.xlsx

Notes

  • This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • St. Clair should review/amend this version (version has been updated since test load)

Notes

  • 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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Baseline

Draft form for College to Review

Draft Form for ExL Review

Final Version for Migration

View file
name01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Baseline_20220429.xlsm
View file
name010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Baseline_20220429.xlsm

View file
name01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Baseline_20220429 (2) (1).xlsm
View file
name010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Baseline_20220429 (1) (1).xlsm

View file
name010OCLS_StClair_Windsor_Generic Migration Form_CUTOVER_Final_20220610.xlsm
View file
name01OCLS_StClair_Chatham_Generic Migration Form_CUTOVER_Final_20220610.xlsm

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of 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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Data Type

Submitted to MFT

Notes (if necessary)

Bib Records (Non-suppressed)

  •  Yes
  •  Not submitting

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

  •  Yes
  •  Not submitting

Patrons

  •  Yes
  •  Not submitting

Active Loans

  •  Yes
  •  Not submitting

Active Requests

  •  Yes
  •  Not submitting

E-Resource Activation360 Reports

  •  Yes
  •  Not submitting

Link to Test Load Environment Release Notes (For Ex Libris to Complete)

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