add 951 as local for CO

Ex L

• [EXL will update baseline migration form with this tag

College

• [action]; due 07 Jan 2022

• Yes
• No

preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address

College

• Confirm if user ADDR 1 is still preferred and still needed as an additional identifier.

ExL

• See context at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4562718150
• For Cutover, ExL will map incoming Sirsi email field directly to the additional ID field, like screenshot below. Do not map “preferred_email” to the ADDL_ID field. ExL will add to baseline migration form.

• Yes
• No

P2E resources should have been portfolios instead of collections/databases

College

• See discussion at: https://3.basecamp.com/3765443/buckets/23965261/messages/4568110418#__recording_4570476401
• For Cutover, review whether Bib ids on the P2E input (the .csv file) should be migrated as portfolios or collections/dbs. Andrea Bainbridge (Unlicensed)Yes, in almost all cases it should be portfolios. Will specify on P2E.

• Yes
• No

bibs for “College Complete” collection

College

• See https://3.basecamp.com/3765443/buckets/23965261/messages/4587510881
• Decide whether to include bibs in question on P2E, or manage resources via an available CZ collection. Andrea Bainbridge (Unlicensed) , we will exclude College Complete Bibs from P2E and manage in NZ instead.

• Yes
• No

P2E items in UNASSIGNED

See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027

College/ExL

• Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
• See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib.

• Yes
• No

physical holdings in e-location “ONLINE”

College

• Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
• Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.

• Yes
• No

possible changes needed to mapped IDs at Cutover

Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt.

College

• Review ID needs for Cutover mapping
• Assess whether changes to Alma ID config needed after Go Live.

• Yes
• No

User preferred name mapping

Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.

ExL

• Change baseline field mapping to remove USER_NAME as preferred.

• Yes
• No

course processing unit

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.

• Yes
• No

Course start date

Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'

College

• Include and map data field “date placed” for Cutover if a different course start date is needed.

• Yes
•  

No

Course term

See discussion in comments below.

ExL

• Consult migration team about application of mapped “Term” values.

• 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

• 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)

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.)

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.

Add additional Rows as necessary