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 review P2E input and extend/revise for Cutover if necessary. April 12/22: Stacey Boileau Humber will be generating this file instead of OCLS see: https://3.basecamp.com/3765443/buckets/23965261/messages/4621858142	Yes No
mapping 999\|t to both item type and item materials	https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432 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 (note for 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 identifer question
Migration form (note for 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: Discards	April 26: For ExLibris > please flag the DISCARD Sirsi location from ALL libraries to be excluded for migration
Special Request: Internal accounts	April 27: For ExLibris > please do not purge the following Internal user accounts:

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

April 12: done with this column

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)

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

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 (Shadowed) Bib Records (Unshadowed) Course/Reserves Patrons Fines and Fees/Active Bills Active Loans	Requests/Available Holds Serial Control Issue Funds > April 12/22: Andrea Bainbridge (Unlicensed) and Stacey Boileau - we will provide a new file Orders (>2011) Invoices (>2011)	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 Examples	Notes
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 April 26: N/A
Bibliographic Records (unshadowed 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
Courses/Reserves	Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)	April 12: N/A
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

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

Humber College - Notes for Cutover