Bad diacritics in courses

Ex L

College

• Option 1: Correct in Sirsi prior to extract, for Cutover Load; make corrections to diacritics now in Alma, to see the result in Alma and Primo VE
• Option 2: Make corrections to all courses in alma during implementation, and do not reload courses for Cutover. Corrections will be retained, but citations will be lost.
• See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4555078761
• Note to ExL : La Cité will not migrate Course reserves during Cutover

• Yes
• No

no e-resources created for bibs with URL in 856

College

• Review titles to see if additional bib IDs should be added to the Cutover P2E input list; e.g. bib with Alma MMS ID and Sirsi ID 991000140239707318 with 004/951 of 123315
• See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4555991161#__recording_4565374433
• Note to ExL : No action needed on this.

• Yes
• No

bad diacritics in patron extracts

College /OCLS staff doing data extracts

• see https://3.basecamp.com/3765443/buckets/23965261/messages/4580673174
• OCLS: extract patrons from Sirsi in UTF-8 format
• College: review extracts before submitting for migration
• Note to ExL : When we do the patron extract again from SIRSI, I will be expecting to see bad diacritics for older records. At Go-live, we will import only active patrons from SIS to Alma. The diacritics seem to be ok (currently being tested). NO ACTION needed.

• Yes
• No

Want to define Preferred Address as “Home” only - not “All”

Needs to be updated on the cutover field mapping form

This is what I see on the mapping form : is this correct ?

• Yes
• No

do not map patron barcode at CO ?

https://3.basecamp.com/3765443/buckets/23965261/messages/4755322512#__recording_4760295405

Action: TBD

Andrea to do.

• Yes
• No

retain ledgers and funds for CO

https://3.basecamp.com/3765443/buckets/23965261/messages/4794251757

• ExL: indicate this on La Cite’s CO survey. DONE.

• Yes
• No

course reserve unit mapping

ExL

• Ensure migration form preferences are honored
• We had 2 course reserve unit at migration. Jessica “merged” the 2. The Processing Department is now called La Cité Course Reserves. We would like to keep that name at CO.

• Yes
• No

preferred name mapping

ExL

• Amend CO form to remove mapping of Sirsi USER_NAME as preferred name

• Yes
• No

• 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

• 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

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

Courses/Reserves

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

We are not migrating Course reserves at CO

Patrons

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

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.

Publications du gouvernement du Canada

856=https://www.publications.gc.ca

Portfolio (these titles are e-portfolios) They should all be under that collection.

Cantook

996=Archambault

Portfolio (these titles are e-books/portfolios. Part of the Cantook e-books collection.

Note to Jennifer : 2 important notes :

In Alma, from test load, these portfolios are identified as book-electronic (which is fine). Right now, when clicking on the holdings (electronic (1) ) the collection name is always the title of the book. This seems ok but shouldn’t it be the collection title Cantook (or I think I had put Archambault in my original P2E) ?

Also, in Primo, these e-books are identified as Database. This does not make sense to me. I know Primo codes differently it seems, but these are identified as e-books in Alma. They are part of a collection (Cantook). We don’t subscribe to the whole database (basically Cantook is the interface where the books are housed). We buy a certain number of the e-books - it’s kind of a selective package. Not a database. I don’t understand why every e-books show as Database.

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