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Sheridan College - Notes for Cutover

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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?

patron mapping

Ex L

  • [action]; due

College

  • Yes
  • No

item material not mapped correctly

ExL

  • ExL migration has discovered a problem that result in incorrect mapping.
  • A solution has been developed and will be applied at Cutover.

College

  • Yes
  • No

migrated items from “issues” extract

https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578

College

  • Do not submit “issues” extract for CO migration
  • Do not map issues data in field mapping
  • Serial control extract and mapping can still be provided
  • Yes
  • No

review URLs in P2E resources

P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy

College

  • Review these records for clean-up

  • Yes
  • No

Set default Base status to “on shelf”/available

ExL

  • Set base status default o “1” on the CO migration form
  • Yes
  • No

preferred name

ExL

  • remove Sirsi USER_NAME as preferred name from field mapping for CO
  • Yes
  • No

course unit processing dept

ExL

  • Ensure migration form preferences are honored
  • Yes
  • No

fine/fee searches in Alma

ExL/College

  • Will be fixed in Alma June release; review prior to Cutover
  • See case 06274657

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: will not migrate Serial Control/Issues data
  • 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
  • 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

Status (For OCLS to Complete)

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)

856=http://journals.sagepub.com

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

can we have two sets of unshadowed bib records?

set 1: library=IT-PRO

set 2: library=Davis,Trafalgar, Mississaug

Courses/Reserves

AV-EQUIP

TEXTBOOK

BOARDGAME

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Patrons

BOOKING
GLASS_CATA
GUEST_BORR
ILL
INTRANSIT
LOSTCARD
PUBLIC
SHIPCAMPUS
SIPCHK
SIRSI
STANDALONE
WEBSERVER

CATA
CIRC
LIBRARYUSE
LOST
MISSING
REPORTS
RESERVES
SERIALS
TECH
TECHSERV
WDAVIS
WIT-PRO
WMISSISSAU
WTRAFALGAR
ZCIT-PRO
ZCTRAFALGA
ZTIT-PRO
ZTMISSISSA
ZTTRAFALGA

ADMIN

Exclude User Profile=ADMIN

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Active Loans

user=MISSING, LOST

Exclude all loans for the the pseudo user=MISSING

Requests/Available Holds

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

N/A

Issue

Exclude Issue Created > , or < DATE

N/A

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

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

Alexander Street Press

996=ALEXANDER

Portfolio

Frontier Life

996=AMDIGITAL

Portfolio

Alexander Street Press

996=ASP

Portfolio

Alexander Street Press

996=ATIV

Portfolio

Bloomsbury - Drama Online

996=BLOOMSBURY

Portfolio

Cambridge University Press

996=CAMBRIDGE

Portfolio

Conference Board of Canada

996=CBOC

Portfolio

Credo Reference

996=CREDO

Portfolio

DeGruyter

996=DEGRUYTER

Portfolio

desLibris

996=DESLIBRIS

Portfolio

Docuseek

996=DOCUSEEK

Portfolio

996=EBSCO & Item Category 2 = Perpetual

Portfolio

Films on Demand

996=FOD

Portfolio

IEEE Xplore Digital Library

996=IEEE

Portfolio

IEEE Xplore Digital Library

996=IEEEMIT

Portfolio

IEEE Xplore Digital Library

996=IEEEWILEY

Portfolio

InfoScience Jornals

996=IGIGLOBAL

Portfolio

Infobase - eBooks - Bloom's Literature

996=INFOBASE

Portfolio

996=INFOPUB

Portfolio

JSTOR

996=JSTOR

Portfolio

Kanopy

996=KANOPY

Portfolio

Knovel

996=KNOVEL

Portfolio

McIntyre

996=MCINTYRE

Portfolio

Oxford Univeristy Press

996=OXFORD

Portfolio

Rittenhouse

996=RITTENHOUSE

Portfolio

Sage

996=SAGE

Portfolio

Springer

996=SPRG

Portfolio

Taylor & Francis

996=TAY&FRA

Portfolio

Wiley Online Library

996=WILEY

Portfolio

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

 Notes regarding Sheridan College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748525

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