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Onboarding Tasks - Evergreen College (Borél)

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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.

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Activity

Links and Notes

Due Date

  • Deliver draft extract files to Ex Libris

Boreal and St. Clair are supported by Thomas Guignard (Unlicensed)

Lambton and Cambrian are supported by Danielle Emon

Fri, Oct. 1

  • Deliver revised and complete extracts if needed to Ex Libris

Fri, Oct. 29

  • 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

  • Draft Migration & Field Mapping Forms [All]

Ex Libris will send you a Migration Form and Field Mapping Form using the extract data from your ILS.

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.  

Mon, Oct. 18

  • Sitka Extracts [Boréal]

Sitka extracts due to MFT

Wed, Oct. 27

  • Bib files for Centriva Merge [St. Clair]

Merged bibliographic files do to MFT (De-duplicated list of records at Windsor and Chatham due EOD We, Oct. 27)

Fri, Oct 29

  • 3rd Party Integration Form [All]

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

Fri, Oct. 29

  • Final Mandarin Migration Form, Field Mapping [Cambrian, Lambton]

Details above next to “Draft Migration & Field Mapping Forms”

Mon, Nov. 1

  • Draft P2E [All]

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

More details to come in eResource Migration Overview meetings scheduled for October 12th.

Fri, Nov. 5

  • Final Migration Form, Field Mapping, and P2E

Details above next to “Draft Migration & Field Mapping Forms”

Fri, Nov. 12

  • Authentication Form

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

Fri, Nov. 19

  • 360 reports/extracts [Boreal, St. Clair]

Documentation:
https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/360_and_Intota_to_Alma_Migration_Guide

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/360_Link_Resolver_Activation_Report

Link Resolver (360Link) Files

Ex Libris migrates 360 Link Resolver tracked resources and databases automatically, based on the Tracked Resources and Database Details reports exported from 360/Intota. 

The files involved in 360Link migration are:

  • Database Details Report

  • Tracked Resources Report OR Tracked eBooks + Tracked eJournals reports: In the Management Reports Dropdown box, if you see "Tracked Resources Report", use that report. If you do not see "Tracked Resources Report", then export both "Tracked eBooks" and "Tracked eJournals" reports.

Fri, Dec. 3

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