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?
possible to include 866 data with holding policy?	Ex L TBD College/OCLS Discuss extract options internally Notify EXL of conclusions See https://3.basecamp.com/3765443/buckets/23965261/messages/4567462052OCLS couldn’t extract Marc holdings, so we’ll enter this information manually after cutover	Yes No
serial control/issues rejects	College/OCLS See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4605826169#__recording_4610562045 Review title references in serial control and issue extracts Is there a more reliable bib link, rather than SERC_TITLE_KEY? See bib/serial control linking requirements at https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Serial_Control_Record See discussion Options for Failed Sirsi Serial Control/Issues RecordsWe will pick the option of using SERC_TITLE_KEYs as a matching point but ignore the leading letter. While SISAC_ID option is highly recommended, we found not all our serial records have SISAC_ID (373 against 416).	Yes No
Holding Code not mapped on TL mig form; holdings given an UNASSIGNED location, and P2E titles not made electronic	College Values from serial control mapped as HOLDING_CODE on Field Mapping Form will be listed in Column A of the Migration Form “Holding Code” tab Ensure columns C and D on the “Holding Code” tab are populated with combinations of SIRSI home library location, from columns A/B of the “Alma Location” tab.	Yes No
marked additional ID 2 as internal during test Load Mark Barcode as internal	ExL ~~Mark Additional IS 2 internal if requested.~~ Mark Barcode as internal; this is already noted on the internal ExL tracking spreadsheet. College Confirm for Exl whether this should be repeated for Cutover Refer to: https://3.basecamp.com/3765443/buckets/23965261/messages/4664833789#__recording_4723013180 Could you also mark Barcode field as internal AFTER cutover? We couldn’t sync this field through SIS anyway (the value is the same as primary ID)	Yes No
TL funds extract was missing FY	College IF submitting a funds extract for CO, ensure it includes funds for the current FY that is declared on the CO migration form. Do not include the FY in fund codes for current FY. See https://3.basecamp.com/3765443/buckets/23965261/messages/4810954546#__recording_4813451642 We have set up a new fund structure in Alma and will not reload fund extract since those currently in Alma will retain for cutover.	Yes No
NOTES from Serial Control file records were not migrated to 852$x in Alma Holdings record.	ExL Determined this was a bug in migration script that will be fixed for Cutover College Double-check that mapped serial control notes appear in the holding when data is delivered. I’m more concerned with the subscription status of the serials. While this cannot be migrated, we will manually add this in Alma after cutover.	Yes No See my comment.

Preferred Name mapping (see TL Delivery Notes)	ExL Amend baseline CO Field mapping form to remove “USER_NAME” from preferred name mapping	Yes No
Base status mapping from 999$k resulted in many items in “Technical Migration” that didn’t need to be	ExL Amend baseline migration form so that the default, for items with no 999$k, is that they are available/on shelf. College Do not change line 5 on the “Item BAse Status” tab of the migration form. Map all other rows as directed.	Yes No

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)
We will pick the option of using SERC_TITLE_KEYs as a matching point but ignore the leading letter. As mentioned here Options for Failed Sirsi Serial Control/Issues Records

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 Orders (>2011) Invoices (>2011)	E-resource Activation Form 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
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)	Exclude bib records whose 856 link contains: https://learning.oreilly.com https://ebookcentral.proquest.com	Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca	Please exclude these eBook packages from P2E
Courses/Reserves	Exclude Item Type=LAPTOP Item Type=IPAD	Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)
Patrons	Exclude User Profile = ACQU, ACQUFUND, BOOKING, CATA, CIRC, LIBRARYUSE, POCKETCIRC, PROCESS, REPORTS, RESERVES, SCANNER, SERIALS, SIRSI, STANDALONE, STUDENTEXT, SVA, TECH, TECHSERV, TEST, WCASA_LOMA, WDANIELS, WEBSERVER, WESL_CL, WIT-PRO, WNV_KIOSK, WSH_EATON, WST_JAMES, WWATERFRON, ZCCASA_LOM, ZCDANIELS, ZCESL_CL, ZCIT-PRO, ZCNV_KIOSK, ZCSH_EATON, ZCST_JAMES, ZCWATERFRO, ZTCASA_LOM, ZTDANIELS, ZTESL_CL, ZTIT-PRO, ZTNV_KIOSK, ZTSH_EATON, ZTST_JAMES, ZTWATERFRO	Exclude User Profile=ADMIN
Fines and Fees/Active Bills		Exclude Bill Reason=PROCESSFEE
Active Loans		Exclude all loans for the the pseudo user=MISSING
Requests/Available Holds		Not applicable
Serial Control		Exclude Serial Control Created > , or < DATE
Issue		Exclude Issue Created > , or < DATE	Do not migrate Issues
Funds		Exclude Funds Created > , or < DATE	Do not migrate funds (current funds and legers will retain at cutover)
Orders (>2011)		Exclude Closed Orders	Do not migrate orders
Invoices (>2011)		Exclude Invoices Created > , or < DATE	Do not migrate 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



Add additional Rows as necessary

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

Notes regarding George Brown College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781231

George Brown College - Notes for Cutover