PO/POLs rejected due to number of POLs on single PO[issue description]

Ex L

•  Migration team has tested an alternate loading method and successfully loaded PO/POLs to impl server
•  At Cutover, PO/POLs will be loaded in segments > Andrea Bainbridge (Unlicensed)April 12/22: Humber has decided that we will not be loading PO/POLs

College

•  See note above

•  Yes
•  No
•  N/A

bibs representing e-resources were not included on TL P2E; other titles should be “portfolio” rather than “db”

College

•  review P2E input and extend/revise for Cutover if necessary. April 12/22: Stacey Boileau Humber will be generating this file instead of OCLS
•  see: https://3.basecamp.com/3765443/buckets/23965261/messages/4621858142
•  

•  Yes
•  No

mapping 999|t to both item type and item materials

https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432

Andrea Bainbridge (Unlicensed) May 11: no longer needed

March 16, 2022 - Humber added this note; we prefer ExL makes the change

•  Yes
•  No

866 used as summary tag

https://3.basecamp.com/3765443/buckets/23965261/messages/4646658256

ExL

•  ExL migration will not use 866 (or other tag) as holding ”summary statement” unless requested.

•  Yes
•  No

course unit mapping

ExL

•  ensure mig form preferences are honored

•  Yes
•  No

preferred name mapping (see TL release notes)

ExL

•  amend mapping form so that Sirsi USER_NAME is not mapped as preferred

•  Yes
•  No

single PO value with multiple vendors

College

•  if migrating orders at CO, disambiguate PO numbers by incorporating the vendor code
•  see TL delivery notes for specifics

•  Yes
•  No
•  N/A--not migrating orders

PO vs. POL notes

College

•  If migrating orders at CO, reivew PO note mapping. some should be moved to the POL level.
•  See TL delivery notes for details

•  Yes
•  No
•  N/A--not migrating orders

review P2E for CO

College

•  Many physical holdings are in electronic “online” location. May indicate these bibs should have been on P2E.
•  Review P2E list.

•  Yes
•  No

Migration form (patron data reference)

April 26: since we are not migrating patron data at cutover then the User Group and UserStatCategories tabs are not relevant nor is the primary identifier question

•  Yes

Migration form (patron data reference)

April 26: regarding the User Stat Categories, we have spent a lot of time creating those in Alma for our SIS load and want to ensure that these don't get over-ridden by what is in the mig form tab.

•  Yes

Special Request:
Internal accounts

May 2: For ExLibris > we changed the following 10 accounts to STAFF so that they will be retained at cutover. The primary identifiers are:

• admin

• N01528022@humber.ca

• exl_impl

• exl_api

• vanmiera@humber.ca

• armstrna@humber.ca

• kladnjak@humber.ca

• dibarbor@humber.ca

• n01235957@humber.ca

• n01527188@humber.ca

Special Request: not migrating fulfillment data

April 26: to prevent user, loan, bill, hold, etc information to be moved from Sirsi Workflows to Alma, make sure to flag as "Do not migrate" in mapping form

•  Yes

for CO, choose “Central Order Library” on the migration form

See BAsecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4903401093

ExL

•  Make this change to CO baseline form Andrea Note: (5/4): Done

College

•  Incorporate this change into the your CO draft migration form.

•  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.

May 11: changed choice to “no”

•  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 > April 12/22: Andrea Bainbridge (Unlicensed) and Stacey Boileau - we will provide a new file
•  Orders (>2011)
•  Invoices (>2011)

•  360 Report
•  P2E

Bibliographic Records (Shadowed records)

63 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 LM 2022/05/26

Bibliographic Records (unshadowed records)

114310 records

P2E eBook RefeBooks

• 856=www.learner.org/vod/vod

• locatt=label:secondary_bloomsburyCollections OR 996: EBA – BLOOMSBURY

• 856=learning.oreilly.com/library/

• 856:www.deslibris.ca OR 996: GIBSON; IRWINLAW

• 856:find.galegroup.com OR 996: GALE

• 856: search.ebscohost.com OR 996: EBSCO; NETL

• 856: ovidsp.ovid.com/ovidweb.cgi?T OR 996: OVID

• 856:ebookcentral.proquest.com/lib/ OR 996: EBOOKCENTRAL

P2E Streaming Videos

• 856:digitalcampus.swankmp.net/audiocine/play/ OR 996: Audio Cine Films

• 856: www.nfb.ca/film OR 996: NFB - National Film Board

• 856:https://www.mcnabbconnolly.ca/HumberLibraries OR 996: McNabb & Connolly

• 856:media2.criterionpic.com/display OR 996: Criterion

• https://curio.ca/en/video/ ( OR 996: CBC Curio)

• 856:humber.kanopy.com/video OR 996: Kanopy

SIRSI Library:

• ORANGEVILL

SIRSI Location:

• DISCARD

• ACADEMIC

• ARCHIVROOM

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 LM 2022/05/26

Courses/Reserves

2466 records

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

May 11: we are migrating all courses

Patrons

Exclude Extracted LM 2022/05/26

Patrons

Exclude User Profile=ADMIN

April 12: we are not migrating patrons

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

April 12: we are not migrating fines

Active Loans

Exclude all loans for the the pseudo user=MISSING

April 12: we are not migrating loans

Requests/Available Holds

Not applicable

April 12: we are not migrating holds

Serial Control

234 records

Exclude Serial Control Created > , or < DATE

April 12: N/A

Extracted LM

2022/05/26

Issue

23707 records

Exclude Issue Created > , or < DATE

April 13: N/A

Extracted LM

2022/05/26

Funds

Exclude Funds Created > , or < DATE

April 12: we are not migrating funds

Orders (>2011)

Exclude Closed Orders

April 12: we are not migrating orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

April 12: we are not migrating invoices

April 13: Stacey Boileau - we will be generating the P2E file ourselves

May 16: Stacey Boileau - see the attached file that Dijana has generated. Do you need it as a .txt file or can you convert it yourself?

Add additional Rows as necessary