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)

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.

Notes regarding Algonquin College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/l/c/Q46EuG5B

Issue Description	Action Items/Due Date (check when done)	Ready for Cutover?
Action Items	ExL Translate TL Delivery Notes into Action Items as needed	Yes No
Preferred Name mapping	Ex L Amend field mapping form for CO baseline College	Yes No
Item material types not applied per field mapping and migration form specifications	ExL Determined there was a problem in migration ,where material types were not applied. Migration analyst will ensure correct item material type mapping/values are applied at Cutover. Noted in CO case for migration team. College Check migrated Cutover data to for correct item material types were applied	Yes No
[issue description]	College [action]; due 07 Jan 2022	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?

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

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 Examples	Notes
Bibliographic Records (Shadowed 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?
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
Orders (>2011)	Exclude Closed Orders
Invoices (>2011)	Exclude Invoices Created > , or < DATE

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)