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George Brown 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?

possible to include 866 data with holding policy?

Ex L

  • TBD

College/OCLS

  • Yes
  • No

serial control/issues rejects

College/OCLS

  • Yes
  • No

Holding Code not mapped on TL mig form; holdings given an UNASSIGNED location, and P2E titles not made electronic

College

  • Values from serial control mapped as HOLDING_CODE on Field Mapping Form will be listed in Column A of the Migration Form “Holding Code” tab
  • Ensure columns C and D on the “Holding Code” tab are populated with combinations of SIRSI home library location, from columns A/B of the “Alma Location” tab.
  • Yes
  • No

marked additional ID 2 as internal during test Load

Mark Barcode as internal

ExL

  • Mark Additional IS 2 internal if requested.
  • Mark Barcode as internal; this is already noted on the internal ExL tracking spreadsheet.

College

  • Yes
  • No

TL funds extract was missing FY

College

  • Yes
  • No
  •  

NOTES from Serial Control file records were not migrated to 852$x in Alma Holdings record.

ExL

  • Determined this was a bug in migration script that will be fixed for Cutover

College

  • Double-check that mapped serial control notes appear in the holding when data is delivered.
  • I’m more concerned with the subscription status of the serials. While this cannot be migrated, we will manually add this in Alma after cutover.
  • Yes
  • No
  • See my comment.

Preferred Name mapping (see TL Delivery Notes)

ExL

  • Amend baseline CO Field mapping form to remove “USER_NAME” from preferred name mapping

  • Yes
  • No

Base status mapping from 999$k resulted in many items in “Technical Migration” that didn’t need to be

ExL

  • Amend baseline migration form so that the default, for items with no 999$k, is that they are available/on shelf.

College

  • Do not change line 5 on the “Item BAse Status” tab of the migration form. Map all other rows as directed.
  • 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)
  • We will pick the option of using SERC_TITLE_KEYs as a matching point but ignore the leading letter. As mentioned here Options for Failed Sirsi Serial Control/Issues Records

From Andrea (5/4): Noted.

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

From Andrea (5/4): Done.

  • Courses & Reading List Headers
  • Ledgers and Funds
  • Licenses
  • COUNTER data
  • Will vendors be retained? We would like them to be retained.

From Andrea (5/4): Noted. And: Vendors are always retained.

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

From Andrea (5/4): Noted.

  • Yes
  • No

From Andrea (5/4): Noted.

  • Yes
  • No

From Andrea (5/4): Noted.

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)

Fulfillment Data Exclusion Identifier

Fulfillment Data Status (For OCLS to Complete)

Bibliographic Records (Shadowed records)

1585 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

500987 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Courses/Reserves

2937 records

Exclude Item Type=LAPTOP

Item Type=IPAD

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

Extracted JM 2022/05/25

Not applicable

Not applicable

Patrons

188856 records

Exclude User Profile = ACQU, ACQUFUND, BOOKING, CATA, CIRC, LIBRARYUSE, POCKETCIRC, PROCESS, REPORTS, RESERVES, SCANNER, SERIALS, SIRSI, STANDALONE, STUDENTEXT, SVA, TECH, TECHSERV, TEST, WCASA_LOMA, WDANIELS, WEBSERVER, WESL_CL, WIT-PRO, WNV_KIOSK, WSH_EATON, WST_JAMES, WWATERFRON, ZCCASA_LOM, ZCDANIELS, ZCESL_CL, ZCIT-PRO, ZCNV_KIOSK, ZCSH_EATON, ZCST_JAMES, ZCWATERFRO, ZTCASA_LOM, ZTDANIELS, ZTESL_CL, ZTIT-PRO, ZTNV_KIOSK, ZTSH_EATON, ZTST_JAMES, ZTWATERFRO

Exclude User Profile=ADMIN

Extracted JM 2022/05/25

  • Use same exclusion identifiers selected for cutover
  • Use different exclusion identifiers

Please specify:

Fines and Fees/Active Bills

14936 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/25

  • Use same exclusion identifiers selected for cutover
  • Use different exclusion identifiers

Please specify:

Active Loans

3190 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/25

  • Use same exclusion identifiers selected for cutover
  • Use different exclusion identifiers. Please specify:

Requests/Available Holds

21 records

Not applicable

Extracted JM 2022/05/25

  • Use same exclusion identifiers selected for cutover
  • Use different exclusion identifiers. Please specify:

Serial Control

416 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/25

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

Do not migrate Issues

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Do not migrate funds (current funds and legers will retain at cutover)

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Do not migrate orders

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Do not migrate invoices

Not applicable

Not applicable

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. (460625 records. Extracted JM 2022/05/25)

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

All home location = e_resource

Portfolio

Add additional Rows as necessary

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

Notes regarding George Brown College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781231

Link to Mapping and Migration Form Version Tracking Page

George Brown College - Mapping & Migration Forms

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