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Fleming College - Notes for Cutover

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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.

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?

[issue description]

Ex L

  • [action]; due

College

  • [action]; due
  • Yes
  • No

[issue description]

College

  • [action]; due
  • Yes
  • No

[issue description]

College

  • [action]; due
  • Yes
  • No

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.

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?

PQIS Activations

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:
  • 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)
  • Map nothing (items inherit material types from bibs)
  • Map to same field as item type (usually Sirsi 999$t)
  • Map to 999$x
  • Courses & Reading List Headers
  • Ledgers and Funds
  • Licenses
  • COUNTER data

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
  • Yes
  • No
  • Yes
  • No

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

Scope

  • 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

Data Extract Tracking (For Sirsi Colleges and OCLS 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.

Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

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

Bibliographic Records (unshadowed records)

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

Courses/Reserves

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

Not provided at test load.

Patrons

Exclude User Profile=ADMIN

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Active Loans

Exclude all loans for the the pseudo user=MISSING

Requests/Available Holds

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

Issue

Exclude Issue Created > , or < DATE

Funds

Exclude Funds Created > , or < DATE

Not provided at test load.

Orders (>2011)

Exclude Closed Orders

Not provided at test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided at test load.

OCLS Assistance with P2E (For Colleges to Complete)

Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.

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.

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

Add additional Rows as necessary

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

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