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?
Item Base Status	Ex L for CO, make default availability “1”/Available; DONE on baseline CO form College [action]; due 07 Jan 2022	Yes No
User Stat Categories did not load correctly	ExL ExL migration team has identified the cause of problem described at: https://3.basecamp.com/3765443/buckets/23965261/messages/4571491350#__recording_4572169795 ExL migration is developing a fix and will test, so this does not happen at Cutover Patrons re-loaded to ExL test server to show results of the fix--see screenshots /wiki/spaces/CI/pages/379748435 on TL Delivery page. College Review results at TL Delivery PAge. Determine if additional or different incoming patron fields should be mapped as stat categories. (from Tony, April 26 - we will be using updated user stat categories from our SIS load for current users, all of the new values have been loaded and mapped in Alma. We are considering skipping migrating categories from Sirsi at cutover, but we realize any older/alumni/community/guest accounts not included in the SIS load would be missing stat category values in Alma)	Yes No
Preferred name mapping	ExL amend CO field mapping so that Sirsi USER_NAME is not mapped as Alma USER_PREFERRED_NAME; DONE-added to CO baseline form College Only Sirsi field sthat contain a first/personal name (should be mapped as preferred. (USER_NAME includes both first and last name)	Yes No
course processing unit mapping	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. Make sure mig form preferences are honored	Yes No
bib encoding	TL bibs were provided in UTF format, although the declared/expected format was Ansel/MARC-8 (according to OCLS) College/OCLS Declare correct bib encoding	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)

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
Bibliographic Records (unshadowed records)	856=https://ebookcentral.proquest.com	Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca	we will be excluding Ebook Central from P2E
~~Courses/Reserves~~		~~Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)~~	Not provided at test load.
Patrons	ADMIN, CASTEST, CIRC, ZCIRC, CUDDY1, CUDDY, ZTECH, ILL, INFO, JNALLAN, JNACIRC, JNALLANCIRC, JNALLANPUB, JNALLANTECH, JNALLANWEB, LONDONMAIN, LONDONMAINCIRC, LONDONMAIN-ILL, LONDONMAINPUB, LONDONMAINTECH, LONDONMAINWEB, PUBLIC, REF, RESERVES, LONDON-RESV, SIPCHK2, SIPCHK3, SIRSI, STACKER, TECH, DEBBIE, WEBSERVER, WOODSTOCK, WOODCIRC, WOODSTOCKCIRC, WOODSTOCK-ILL, WOODSTOCKPUB, WOODSTOCKTECH	Exclude User Profile=ADMIN	Sirsi pseudo-patrons to be excluded
~~Fines and Fees/Active Bills~~		~~Exclude Bill Reason=PROCESSFEE~~	The college is fine free.
Active Loans		Exclude all loans for the the pseudo user=MISSING
Requests/Available Holds		Not applicable
~~Serial Control~~		~~Exclude Serial Control Created > , or < DATE~~	Not provided at test load.
~~Issue~~		~~Exclude Issue Created > , or < DATE~~	Not provided at test load.
~~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



Add additional Rows as necessary

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

Notes regarding Fanshawe College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748435

Link to Mapping and Migration Form Version Tracking Page

Fanshawe College - Mapping & Migration Forms

Fanshawe College - Notes for Cutover