St. Clair College - Notes for Cutover
- Liana Giovando
- Joanne Qin (Unlicensed)
- Olivia Montolin (Unlicensed)
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:
| 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 Jan 7, 2022 @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 Jan 7, 2022 | Yes No |
[issue description] | College [action]; due Jan 7, 2022 |
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.
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 | ||||
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| PQIS Activations Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription) |
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Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
Scope | |
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Form Version Tracking and Data Extract Tracking
Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the St. Clair College - Notes for Cutover page. The baseline forms, both Field Mapping and Migration, have been posted below. Please review these forms and follow instructions included in the tables below.
Field Mapping Form Version Tracking
Baseline | Draft Form for ExL Review | Final Version for Migration |
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Notes
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Migration Form Version Tracking
Baseline | Draft form for College to Review | Draft Form for ExL Review | Final Version for Migration |
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Notes
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Data Extract and Form Tracking
Use the table to notify Ex Libris when you have loaded your extracted records to your MFT folder. You and Ex Libris may also use this table to capture notes and reminders about your extracts and forms.
Data Type | Submitted to MFT | Notes (if necessary) |
|---|---|---|
Bib Records (Non-suppressed) | Patrons not being carried over. Any bib records with current loans, holds, or fines will be recorded from legacy system and re-entered into Alma after migration | |
Items |
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Patrons |
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Active Loans |
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Active Requests |
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360 Reports |
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Link to 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: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781350