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? |
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PO/POLs rejected due to number of POLs on single PO[issue description] | Ex L
College
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bibs representing e-resources were not included on TL P2E; other titles should be “portfolio” rather than “db” | College
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mapping 999|t to both item type and item materials | https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432 Andrea Bainbridge (Unlicensed) May 11: no longer needed March 16, 2022 - Humber added this note; we prefer ExL makes the change |
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866 used as summary tag | https://3.basecamp.com/3765443/buckets/23965261/messages/4646658256 ExL
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course unit mapping | ExL
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preferred name mapping (see TL release notes) | ExL
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single PO value with multiple vendors | College
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PO vs. POL notes | College
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review P2E for CO | College
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Migration form (patron data reference) | April 26: since we are not migrating patron data at cutover then the User Group and UserStatCategories tabs are not relevant nor is the primary identifier question | |
Migration form (patron data reference) | April 26: regarding the User Stat Categories, we have spent a lot of time creating those in Alma for our SIS load and want to ensure that these don't get over-ridden by what is in the mig form tab. | |
Special Request: | May 2: For ExLibris > we changed the following 10 accounts to STAFF so that they will be retained at cutover. The primary identifiers are: | |
Special Request: not migrating fulfillment data | April 26: to prevent user, loan, bill, hold, etc information to be moved from Sirsi Workflows to Alma, make sure to flag as "Do not migrate" in mapping form | |
for CO, choose “Central Order Library” on the migration form | See BAsecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4903401093 ExL
College
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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 | Sirsi Item Material Type Mapping | Retain at Cutover | Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations? | Will you participate in Fulfillment Cutover? | Will you use the Alma offline Circ Utility during Fulfillment Freeze? |
|---|---|---|---|---|---|
From Andrea (5/4): Done. |
From Andrea (5/4): Done. May 11: changed choice to “no” |
From Andrea (5/4): Noted. | PQIS Activations
Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
Scope | ||
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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?
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Bibliographic Records (unshadowed records) | P2E eBooks
P2E Streaming Videos
SIRSI Library:
SIRSI Location:
| Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | Do you want Multi-volume custom script?
| |
Courses/Reserves | Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | May 11: we are migrating all courses | ||
Patrons | Exclude User Profile=ADMIN | April 12: we are not migrating patrons | ||
Fines and Fees/Active Bills | Exclude Bill Reason=PROCESSFEE | April 12: we are not migrating fines |
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Active Loans | Exclude all loans for the the pseudo user=MISSING | April 12: we are not migrating loans | ||
Requests/Available Holds | Not applicable | April 12: we are not migrating holds | ||
Serial Control | Exclude Serial Control Created > , or < DATE | April 12: N/A | ||
Issue | Exclude Issue Created > , or < DATE | April 13: N/A | ||
Funds | Exclude Funds Created > , or < DATE | April 12: we are not migrating funds | ||
Orders (>2011) | Exclude Closed Orders | April 12: we are not migrating orders | ||
Invoices (>2011) | Exclude Invoices Created > , or < DATE | April 12: we are not migrating 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 |
|---|---|---|
April 13: Stacey Boileau - we will be generating the P2E file ourselves | ||
Add additional Rows as necessary |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Humber College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781277