Item Base Status

Ex L

•  for CO, make default availability “1”/Available; DONE on baseline CO form

College

•  [action]; due 07 Jan 2022

•  Yes
•  No

User Stat Categories did not load correctly

ExL

•  ExL migration team has identified the cause of problem described at: https://3.basecamp.com/3765443/buckets/23965261/messages/4571491350#__recording_4572169795
•  ExL migration is developing a fix and will test, so this does not happen at Cutover
•  Patrons re-loaded to ExL test server to show results of the fix--see screenshots /wiki/spaces/CI/pages/379748435 on TL Delivery page.

College

•  Review results at TL Delivery PAge.
•  Determine if additional or different incoming patron fields should be mapped as stat categories. (from Tony, April 26 - we will be using updated user stat categories from our SIS load for current users, all of the new values have been loaded and mapped in Alma. We are considering skipping migrating categories from Sirsi at cutover, but we realize any older/alumni/community/guest accounts not included in the SIS load would be missing stat category values in Alma)

•  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 contain a first/personal name (should be mapped as preferred. (USER_NAME includes both first and last name)

•  Yes
•  No

course processing unit mapping

ExL

•  there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.
•  Make sure mig form preferences are honored

•  Yes
•  No
•  n/a

bib encoding

TL bibs were provided in UTF format, although the declared/expected format was Ansel/MARC-8 (according to OCLS)

College/OCLS

•  Declare correct bib encoding

•  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):

aonorato (Unlicensed) , FYI, since you are not migrating serial control, this does not apply to you.

•  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

•  Yes
•  No

•  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)

16 records

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

Extracted JM 2022/05/26

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

8463 records

856=https://ebookcentral.proquest.com

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

we will be excluding Ebook Central from P2E

Extracted JM 2022/05/26

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 at test load.

Not applicable

Not applicable

Patrons

51837 records

ADMIN, CASTEST, CIRC, ZCIRC, CUDDY1, CUDDY, ZTECH, ILL, INFO, JNALLAN, JNACIRC, JNALLANCIRC, JNALLANPUB, JNALLANTECH, JNALLANWEB, LONDONMAIN, LONDONMAINCIRC, LONDONMAIN-ILL, LONDONMAINPUB, LONDONMAINTECH, LONDONMAINWEB, PUBLIC, REF, RESERVES, LONDON-RESV, SIPCHK2, SIPCHK3, SIRSI, STACKER, TECH, DEBBIE, WEBSERVER, WOODSTOCK, WOODCIRC, WOODSTOCKCIRC, WOODSTOCK-ILL, WOODSTOCKPUB, WOODSTOCKTECH

Exclude User Profile=ADMIN

Sirsi pseudo-patrons to be excluded

Include only the following user profiles:

FACULTY
FACULTY-PT
GUEST
LIBRARIAN
PARTTIME
STAFF
STAFF-TEMP
STUDENT
STUDENT-PT

Extracted JM 2022/05/26

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

52230 records
Done JM 2022/07/21

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

The college is fine free.

Not applicable

Not applicable

Active Loans

135 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/26

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

120 records
Done JM 2022/07/21

Requests/Available Holds

0 record

Not applicable

No records found

Not applicable

0 record

Andrea Bainbridge (Unlicensed)

Serial Control

Exclude Serial Control Created > , or < DATE

Not provided at test load.

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

Not provided at test load.

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