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.

Notes for Cutover (For Ex Libris and Colleges to Complete)

Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.

Issue Description	Action Items/Due Date (check when done)	Ready for Cutover?
Incoming Library/Location combinations need to all be accounted for Migration Form > Alma Location tab; columns A \| B	Ex L Reviewing cutover migration form - TBD College Drafting cutover migration form - TBD	Yes No
Item call number - subfield indicators display in the Alma UI	Ex L Cutover migration form - review - TBD College Cutover migration form, Questionnaire tab, Line 20 - update value to “No”; due when draft cutover migration form is due	Yes No
Items not created due to mandatory missing Item_Key - currently mapped from 852$p (barcode)	Ex L [action]; due 07 Jan 2022 College [action]; due 07 Jan 2022	Yes No
Address type “ALL” selected on Field Mapping Form > Patrons tab - only “Home” should be selected	Ex L Update field mapping form > patrons tab line 55 to be “Home” only; due when creating cutover field mapping form College Review selections on field mapping form; update as needed; due when checking draft form before final cutover field mapping form is due
Do not map “Country” on field mapping form for cutover Issue - patron telephone number is in the “Country” field of the patron file	Ex L When providing baseline field mapping form - remove “Country” from being mapped College Make sure “Country” has been removed from the field mapping form when submitting draft/final copies - only if it appears that telephone numbers are in the “Country” field of the patron file. If the country codes appear in the patron file - then continue to map the “Country” field in the field mapping form

Migration Preferences (For Colleges to Complete)

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.

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