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Humber 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. 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?

PO/POLs rejected due to number of POLs on single PO[issue description]

Ex L

  • Migration team has tested an alternate loading method and successfully loaded PO/POLs to impl server
  • At Cutover, PO/POLs will be loaded in segments > Andrea Bainbridge (Unlicensed)April 12/22: Humber has decided that we will not be loading PO/POLs

College

  • See note above
  • Yes
  • No
  • N/A

bibs representing e-resources were not included on TL P2E; other titles should be “portfolio” rather than “db”

College

  • Yes
  • No

mapping 999|t to both item type and item materials

https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432

Andrea Bainbridge (Unlicensed) May 11: no longer needed

March 16, 2022 - Humber added this note; we prefer ExL makes the change

  • Yes
  • No

866 used as summary tag

https://3.basecamp.com/3765443/buckets/23965261/messages/4646658256

ExL

  • ExL migration will not use 866 (or other tag) as holding ”summary statement” unless requested.
  • Yes
  • No

course unit mapping

ExL

  • ensure mig form preferences are honored
  • Yes
  • No

preferred name mapping (see TL release notes)

ExL

  • amend mapping form so that Sirsi USER_NAME is not mapped as preferred
  • Yes
  • No

single PO value with multiple vendors

College

  • if migrating orders at CO, disambiguate PO numbers by incorporating the vendor code
  • see TL delivery notes for specifics
  • Yes
  • No
  • N/A--not migrating orders

PO vs. POL notes

College

  • If migrating orders at CO, reivew PO note mapping. some should be moved to the POL level.
  • See TL delivery notes for details
  • Yes
  • No
  • N/A--not migrating orders

review P2E for CO

College

  • Many physical holdings are in electronic “online” location. May indicate these bibs should have been on P2E.
  • Review P2E list.
  • Yes
  • No

Migration form (patron data reference)

April 26: since we are not migrating patron data at cutover then the User Group and UserStatCategories tabs are not relevant nor is the primary identifier question

Migration form (patron data reference)

April 26: regarding the User Stat Categories, we have spent a lot of time creating those in Alma for our SIS load and want to ensure that these don't get over-ridden by what is in the mig form tab.

Special Request:
Internal accounts

May 2: For ExLibris > we changed the following 10 accounts to STAFF so that they will be retained at cutover. The primary identifiers are:

Special Request: not migrating fulfillment data

April 26: to prevent user, loan, bill, hold, etc information to be moved from Sirsi Workflows to Alma, make sure to flag as "Do not migrate" in mapping form

for CO, choose “Central Order Library” on the migration form

See BAsecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4903401093

ExL

  • Make this change to CO baseline form Andrea Note: (5/4): Done

College

  • Incorporate this change into the your CO draft migration 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.

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)

From Andrea (5/4): Done.

  • Map nothing (items inherit material types from bibs)
  • Map to same field as item type (usually Sirsi 999$t)
  • Map to 999$x

From Andrea (5/4): Done.

May 11: changed choice to “no:

  • Courses & Reading List Headers
  • Ledgers and Funds
  • Licenses
  • COUNTER data

From Andrea (5/4): Noted.

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

From Andrea (5/4): Noted.

  • Yes
  • No

From Andrea (5/4): Noted.

  • Yes
  • No

From Andrea (5/4): Noted.

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
  • 360 Report
  • 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

Do you want Multi-volume custom script?

Background information

  • Yes
  • No

Bibliographic Records (unshadowed records)

P2E eBook Ref

P2E Streaming Videos

https://digitalcampus.swankmp.net/audiocine/play/ (996: Audio Cine Films)

https://www.nfb.ca/film/ (996: NFB - National Film Board)

https://www.mcnabbconnolly.ca/HumberLibraries (996: McNabb & Connolly)

https://media2.criterionpic.com/display/ (996: Criterion)

https://curio.ca/en/video/ (996: CBC Curio)

https://humber.kanopy.com/video/ (996: Kanopy)

SIRSI Library:

  • ORANGEVILL

SIRSI Location:

  • DISCARD

  • ACADEMIC

  • ARCHIVROOM

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

Do you want Multi-volume custom script?

Background information

  • Yes
  • No

Courses/Reserves

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

May 11: we are migrating all courses

Patrons

Exclude User Profile=ADMIN

April 12: we are not migrating patrons

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

April 12: we are not migrating fines

Active Loans

Exclude all loans for the the pseudo user=MISSING

April 12: we are not migrating loans

Requests/Available Holds

Not applicable

April 12: we are not migrating holds

Serial Control

Exclude Serial Control Created > , or < DATE

April 12: N/A

Issue

Exclude Issue Created > , or < DATE

April 13: N/A

Funds

Exclude Funds Created > , or < DATE

April 12: we are not migrating funds

Orders (>2011)

Exclude Closed Orders

April 12: we are not migrating orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

April 12: we are not migrating invoices

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

April 13: Stacey Boileau - we will be generating the P2E file ourselves

Add additional Rows as necessary

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

 Notes regarding Humber College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781277

Link to Mapping and Migration Form Version Tracking Page

Humber College - Mapping & Migration Forms

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