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Conestoga College - Mapping & Migration Forms

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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?

add 951 as local for CO

Ex L

  • [EXL will update baseline migration form with this tag

College

  • [action]; due
  • Yes
  • No

preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address

College

  • Confirm if user ADDR 1 is still preferred and still needed as an additional identifier. Andrea Bainbridge (Unlicensed)Yes, but see reorganization of ADDL_ID’s below. USER_ADDR1.EMAIL now goes to ADDL_ID_1, as this is how our SIS extract was configured.

  • ADDL_ID_1 : USER_ADDR1.EMAIL

  • ADDL_ID_2 : USER_GROUP_ID

  • ADDL_ID_3 USER_XINFO.ACTIVEID

ExL

  • Yes
  • No

P2E resources should have been portfolios instead of collections/databases

College

  • Yes
  • No

bibs for “College Complete” collection

College

  • Yes
  • No

P2E items in UNASSIGNED

See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027

College/ExL

  • Ensure all Sirsi locations, including those from the Holdings tab of the migration form, are mapped to Alma locations on the Alma Location tab.
  • See Bib with 951= 535318. DB was created as requested per P2E, but there is still physical inventory on the bib. Will ensure all are reflected on the final migration form.
  • Yes
  • No

physical holdings in e-location “ONLINE”

College

  • Consider adding these titles to your P2E input, so physical inventory in e-locations are rejected, and portfolio created.
  • Approx 67K titles have physical holdings in location ONLINE Andrea Bainbridge (Unlicensed), I believe this is connected to the College Complete issue above, but I’ll be taking a closer look to try to avoid this ONLINE physical holdings issue.
  • Yes
  • No

possible changes needed to mapped IDs at Cutover

Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt.

College

  • Review ID needs for Cutover mapping
  • Assess whether changes to Alma ID config needed after Go Live.
  • Yes
  • No

User preferred name mapping

Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname.

ExL

  • Change baseline field mapping to remove USER_NAME as preferred.
  • Yes
  • No

course processing unit

ExL

  • there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.
  • Yes
  • No

Course start date

Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed'

College

  • Include and map data field “date placed” for Cutover if a different course start date is needed.

  • Yes
  •  

No

Course term

See discussion in comments below.

ExL

  • Consult migration team about application of mapped “Term” values.
  • Error was identified in application of mapping. ExL migration reports this will be fixed for Cutover.
  • will monitor when CO data is loaded.

 

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

*See comment in Comments below.

  • Courses & Reading List Headers
  • Ledgers and Funds
  • Licenses
  • COUNTER data

*Yes, I don’t want any of the above retained. We want a fresh set of course data, and the rest don’t apply to us.

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)

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

Exclude bib records with 996 containing any of the following: OREILLY, SCIENCEDIRECT, GALE, DESLIBRIS, NFB, CEL, EBC, COLLEGE COMPLETE, ACCESSENGINEERING, EBSCO, LinkedInLearning, OVID, Taylor&Francis, WILEY, ELSEVIER, SAGE, CambUP, ALEXANDER, MYILIB, ejournal, CRITERION, OXFORD or SPRINGER

Courses/Reserves

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

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 at test load.

Orders (>2011)

Exclude Closed Orders

Not provided at test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided at 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

FilmsOnDemand

996=FilmsOnDemand

Portfolio

TechStreet

996=TechStreet

Portfolio

Kanopy

996=Kanopy

Portfolio

OverDrive

996=OVERDRIVE

Portfolio

American Welding Society

996=AWS

Portfolio

SafetyHub

996=SAFETYHUB

Portfolio

Red Book Online

996=REDBOOK

Portfolio

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

Notes regarding Conestoga College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781183

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