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Onboarding Tasks - Symphony Colleges

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The table below provides a list of activities and due dates college library staff will need to complete before the CLSP Test Load on December 19th. Details will be added to this table as we learn more. Please watch the page for changes.

Activity

Links and Notes

Due Date

  • Confirm that you want OCLS to create data extract files.

OCLS is committed to uploading data extracts by October 25th. Please let us know if you prefer to complete these extracts on your own.

You may track the status of your extracts on the Symphony Data Extracts & Validation page.

Fri, Oct. 8

  • If your library uses the Sirsi Acquisitions Module, determine what acquisitions related data you will migrate from Sirsi, for example Orders, and Invoices. This will not be relevant to your library if you do not plan to migrate acquisitions data.

OCLS will provide Vendor data extracts for colleges that wish to migrate acquisitions data. Other acquisitions data extracts will are the responsibility of the colleges.

Fri, Oct. 8

  • Complete the Implementation Form for your library

Implementation Forms Page

Return completed forms by email to Maria Bunevski Maria.Bunevski@exlibrisgroup.com and Liana Giovando lgiovando@ocls.ca

Fri, Oct 15

  • Create a list of specific electronic resources NOT included in the Community Zone that can be identified in your ILS.

Please begin by reviewing the eResources Migration - Backgrounder. Then follow these P2E Instructions For Symphony Colleges.

See this related blog post for details: eResource Migration (P2E) Support from OCLS.

Fri, Oct. 22

  • 3rd Party Integration Form

A copy of the form and instructions can be found on the 3rd Party Integrations page.

Fri, Oct. 29

  • Draft Migration & Field Mapping Forms

OCLS will send you a Migration Form and Field Mapping Form using the extract data from your ILS no later than October 25th. The forms will include your data and suggested mapping and terms in some places. It will be up to your team to confirm and complete these forms.

You can begin planning now by familiarizing yourself with the sample migration forms and instructions, but you will not need to begin editing your own files until you receive the partially completed forms from OCLS.  

Fri, Nov. 5

  • Draft P2E

Please begin by reviewing the eResources Migration - Backgrounder. Then follow these P2E Instructions For Symphony Colleges.

More details to come in eResource Migration Overview meetings scheduled for October 21st.

Fri, Nov. 5

  • Final Migration Form, Field Mapping, and P2E

Details above.

Fri, Nov. 12

  • Draft eResource Form

[For Algonquin, Conestoga, Confederation, Fanshawe, Fleming, George Brown, La Cite, Northern, Sault, St. Lawrence]

More details to come in eResource Migration Overview meetings scheduled for October 21st.

Fri, Nov. 12

  • Final eResource activation Form

[For Algonquin, Conestoga, Confederation, Fanshawe, Fleming, George Brown, La Cite, Northern, Sault, St. Lawrence]

More details to come in eResource Migration Overview meetings scheduled for October 21st.

Fri, Nov. 19

  • Authentication Form

A copy of the form and instructions can be found on the 3rd Party Integrations page.

Fri, Nov. 19

  • 360 reports/extracts

[For Centennial, Georgian, Humber, Sheridan]

More details to come in eResource Migration Overview meetings scheduled for October 21st.

Fri, Dec. 3

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