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Table of Contents
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.

...

Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

patron mapping

Ex L

  •  [action]; due

College

From Andrea (5/5)” Lingling Jiang , was there a decision on any changes needed to patron mapping for Cutover? Thanks! If you’re not sure, you can review the baseline form and make changes after.

From Lingling (05/06): Andrea Bainbridge (Unlicensed) , there are a couple of changes we want to make: 1) map USER_XINFO.CELL_PHONE to USER_ADDR2.PHONE; 2)some changes around notes but not fully decided yet. will review and make those changes once we have the baseline form.

From Andrea (5/6) : ok, Lingling Jiang . I made the change to the phone number mapping. Please be sure to check this on the version that comes out of the data validator. Sirsi has so many address elements/possibilities, let’s double-check the result at that stage.

  •  Yes
  •  No

Per Lingling’s comment below, cell phone data was not in extract.

item material not mapped correctly

ExL

  •  ExL migration has discovered a problem that result in incorrect mapping.
  •  A solution has been developed and will be applied at Cutover.

College

  •  Yes
  •  No

migrated items from “issues” extract

https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578

College

  •  Do not submit “issues” extract for CO migration
  •  Do not map issues data in field mapping
  •  Serial control extract and mapping can still be provided
  •  Yes
  •  No

review URLs in P2E resources

P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy

College

  •  Review these records for clean-up

  •  Yes
  •  No

Set default Base status to “on shelf”/available

ExL

  •  Set base status default o “1” on the CO migration form
  •  Yes
  •  No

preferred name

ExL

  •  remove Sirsi USER_NAME as preferred name from field mapping for CO
  •  Yes
  •  No

course unit processing dept

ExL

  •  Ensure migration form preferences are honored
  •  Yes
  •  No

fine/fee searches in Alma

ExL/College

  •  Will be fixed in Alma June release; review prior to Cutover
  •  See case 06274657

...

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: will not migrate Serial Control/Issues data
  •  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 (5/5): Noted

  •  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 (5/5): Done

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

From Andrea (5/5): 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 (5/5): Noted

  •  Yes
  •  No

From Andrea (5/5): Noted

  •  Yes
  •  No

From Andrea (5/5): Noted

Data Preferences (For Colleges 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.

Examples

Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

Status (For OCLS to Complete)

Fulfillment Data Exclusion Identifier

Notes

Fulfillment Data Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

Item current location = Missing

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 by SB 5/13

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

Exclude bib records that contain certain MARC fields such as

856=*http://journals.sagepub.com*

856=*sagepub.com*

856=Full Text online from Project Muse Journals (549 records excluded)

or *http://muse.jhu.edu*

or *http://journals.uchicago.edu*

996=ACF
996=ACLS
996=B24X7
996=CRITERION
996=CRITERIONFOX
996=CURIO
996=EBOOKCENTRAL
996=EBRARY
996=EBSCO-EBOOKPROJECT-ACAD
996=EBSCO-EBOOKPROJECT-ACADCOLL
996=GALE
996=HEIN

996=IEEE
996=IEEEMIT
996=IEEEWILEY

996=INFOBASE
996=MHENGR
996=MYLIB
996=NFB
996=OREILLY
996=OREILLYSAFARI
996=OVID
996=PRJMUSE
996=PROQUEST-EBOOKPROJECT-COLLCOMP

Exclude

996=EBSCO & Item Category 2=PKG-SUBSC

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

can we have two sets of unshadowed bib records?

set 1: library=IT-PRO

set 2: library=Davis,Trafalgar, Mississaug

Do you want Multi-volume custom script?

Yes

Reviewed by SB 5/13

Reviewed by SB 5/19

Reviewed by SB 5/20

Not applicable

Not applicable

Courses/Reserves

Exclude Item Type =

TEXTBOOK

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

Reviewed by SB 5/13

Not applicable

Not applicable

Patrons

23,845

Exclude User Profile=

ADMIN

BOOKING
CATA

COLLADMIN
CIRC
GLASS_CATA
GUEST_BORR
ILL
INTRANSIT
LIBRARYUSE
LOST
LOSTCARD
MISSING
PUBLIC
REPORTS
RESERVES
SERIALS
SHIPCAMPUS
SIPCHK
SIRSI
STANDALONE
TECH
TECHSERV
WDAVIS
WEBSERVER
WIT-PRO
WMISSISSAU
WTRAFALGAR
ZCIT-PRO
ZCTRAFALGA
ZTIT-PRO
ZTMISSISSA
ZTTRAFALGA

Exclude User Profile=ADMIN

updated 5/20 to exclude COLLADMIN as well

Reviewed by SB 5/13by SB 5/13

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

24,189 records SB

Fines and Fees/Active Bills

77

Exclude Bill Reason=PROCESSFEE

Reviewed by SB 5/13

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

138 records

Active Loans

23,928

Exclude all loans for the pseudo user=MISSING, LOST

Exclude all loans for the pseudo user=MISSINGReviewed by SB 5/13=MISSING

Reviewed by SB 5/13

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

24,272 records

Requests/Available Holds

7

Not applicable

Not applicable

17 records

Andrea Bainbridge (Unlicensed)

Serial Control

Exclude Serial Control Created > , or < DATE

N/A

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

N/A

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

Not applicable

Not applicable

OCLS Assistance with P2E (For Colleges to Complete)

...

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 by SB 5/13; Reviewed by SB 5/20

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

Frontier Life

996=AMDIGITAL

Portfolio

Alexander Street Press

996=ASP

Portfolio

Alexander Street Press

996=ATIV

Portfolio

Bloomsbury - Drama Online

996=BLOOMSBURY

Portfolio

Cambridge University Press

996=CAMBRIDGE

Portfolio

Conference Board of Canada

996=CBOC

Portfolio

Credo Reference

996=CREDO

Portfolio

DeGruyter

996=DEGRUYTER

Portfolio

desLibris

996=DESLIBRIS

Portfolio

Docuseek

996=DOCUSEEK

Portfolio

EBSCO

996=EBSCO & Item Category 2 = No Policy Found

Portfolio

EBSCO

996=EBSCO & Item Category 2 = Perpetual

Portfolio

Films on Demand

996=FOD

Portfolio

Individual eJournal

996=INDJ

Portfolio

InfoScience Journals

996=IGIGLOBAL

Portfolio

Infobase - eBooks - Bloom's Literature

996=INFOPUB

Portfolio

JSTOR

996=JSTOR

856=*http://www.jstor.org*

Portfolio

Kanopy

996=KANOPY

Portfolio

Knovel

996=KNOVEL

Portfolio

LinkedIn Learning

996=LinkedIn

Portfolio

McIntyre

996=MCINTYRE

Portfolio

Oxford Univeristy Press

996=OXFORD

Portfolio

Rittenhouse

996=RITTENHOUSE

Portfolio

Sage

996=SAGEBOOK

Portfolio

Springer

996=SPRG

Portfolio

Taylor & Francis

996=TAY&FRA

Portfolio

Wiley Online Library

996=WILEY

Portfolio

...