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St. Clair College - Mapping & Migration Forms

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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)

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?

Item Types were not merged entirely

List:

  • Audiovisual Equipment

  • Children Books

  • Course Reserve Books

  • Special Collection

Ex L

  • Where the descriptions are the same on the Item Type tab of the Migration Forms - Chatham’s codes/descriptions should match Windsors - also additional pre-processing should be done to merge ahead of migration; due TBD - when draft/final forms are due

College

  • [action]; due
  • Olivia Montolin (Unlicensed) We already sorted out item types and circulation status for both campuses to match with the Item Type tab of the Migration Forms, and also created proper locations in Alma. We will map that information in the Migration Forms.
  • 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.

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

  • Map nothing (items inherit material types from bibs)
  • Map to same field as item type (CAT - same as test load)

  • 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 (Non-suppressed)
  • Items
  • Patrons
  • Active Loans
  • Active Requests
  • E-resource Activation Form

Field Mapping Form Version Tracking

Baseline

Draft Form for ExL Review

Final Version for Migration

Notes

  • This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • St. Clair should review/amend this version (version has been updated since test load)

Notes

  • College should review and make changes to form and post form here for Olivia to review

  • Olivia will post comments here if additional changes should be made

Notes

  • No further changes
  • Submitted to Migration (Olivia will check this box)

Migration Form Version Tracking

Baseline

Draft Form for ExL Review

Final Version for Migration

Notes

  • This is a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • St. Clair should review/amend this version (version has been updated since test load)

Notes

  • New Question: line 17 - Do you want to use a call number in the generated holding records?

  • College should review and make changes to form and post form here for Olivia to review

  • Olivia will post comments here if additional changes should be made

Notes

  • No further changes
  • Submitted to Migration (Olivia will check this box)

Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding St. Clair College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781350

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