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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.
Notes for Cutover (For Ex Libris and Colleges to Complete)
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Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.
Confirm Serial Control - bib matchpoint | Sirsi Item Material Type Mapping | Retain at Cutover | Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations? | Will you participate in Fulfillment Cutover? | Will you use the Alma offline Circ Utility during Fulfillment Freeze? |
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From Andrea (5/4): Justin Johnston (Deactivated)Liana Giovando , This is for serial control, but below you indicate that you are not migrating serial control for Cutover (it’s not selected in the “Data Preferences” table). Can you clarify your intention? |
From Andrea (5/4): Done |
From Andrea (5/4): Noted | PQIS Activations
Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted |
From Andrea (5/4): Liana GiovandoJustin Johnston (Deactivated) , can you clarify the intention here? If you are not submitting patrons/loans/requests for migration at Cutover, you can not participate in Fulfillment Cutover. Will Fleming submit patrons for Cutover migration? (5/6) based on email from Cheryl, FCO = No. |
From Andrea (5/4): Noted |
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
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Data Type | Exclusion Identifier | Exclusion Identifier Examples | Notes | Status (For OCLS to Complete) |
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Bibliographic Records (Shadowed records) 881 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?
| Extracted LM 2022/05/24 | |
Bibliographic Records (unshadowed records) 35223 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?
| Extracted LM 2022/05/24 | |
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| Not provided at test load. | ||
Patrons | Exclude User Profile=ADMINAll | We’re not migrating Sirsi Patrons. Going with a fresh SIS load at Go-Live | ||
Fines and Fees/Active Bills 1003 records | Exclude Bill Reason=PROCESSFEE | Would like a list of accounts with active fines/fees, but the information does not need to be migrated to Alma as we will not be migrating patron accounts from Sirsi. OCLS will provide a list of active bills. | Extracted LM 2022/05/24 | |
Active Loans 632 records | Exclude all loans for the the pseudo user=MISSING | Same as above. Not required as we’re not migrating patron accounts. OCLS will provide a list of active loans. | Extracted LM 2022/05/24 | |
Requests/Available Holds | Not applicable | Not required | ||
Serial Control 273 records | Exclude Serial Control Created > , or < DATE | Changing to SISAC_ID based on recommendation from OCLS | Extracted LM 2022/05/24 | |
Issue 30758 records | Exclude Issue Created > , or < DATE | Extracted LM 2022/05/24 | ||
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| Not provided at test load. | ||
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| Not provided at test load. | ||
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| Not provided at test load. |
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Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | Indicate if this collection is a Database or Portfolio |
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Add additional Rows as necessary |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Fleming College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748458