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Algonquin 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.

Notes regarding Algonquin College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/l/c/Q46EuG5B

Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

Action Items

ExL

  • Translate TL Delivery Notes into Action Items as needed
  • Yes
  • No

Preferred Name mapping

Ex L

  • Amend field mapping form for CO baseline
  •  

College

  •  
  • Yes
  • No

Item material types not applied per field mapping and migration form specifications

ExL

  • Determined there was a problem in migration ,where material types were not applied.
  • Migration analyst will ensure correct item material type mapping/values are applied at Cutover. Noted in CO case for migration team.

College

  • Check migrated Cutover data to for correct item material types were applied
  • Yes
  • No

[issue description]

College

  • [action]; due
  • 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)

Andrea Note (5/3) : Done.

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

Andrea Note (5/3) : Done.

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

Andrea Note (5/3) : Noted.

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

Andrea Note (5/3) : Noted.

  • Yes
  • No

Andrea Note (5/3) : Noted.

  • Yes
  • No

Andrea Note (5/3) : 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 (Algonquin will submit new Funds file)
  • 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)

34 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 2022/05/24

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

98813 records

996=EBSCO-EBOOKPROJECT-ACADCOLL

996=PQCOLLCOMPF

996=SAFARIOREILLYEBOOK

996=SAFARIOREILLYVIDEO

996=NFBVIDEO

996=ONFVIDEO

996=CODVIDEO

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

Extracted JM 2022/05/24

Not applicable

Not applicable

Courses/Reserves

656 records

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

Extracted JM 2022/05/24

Not applicable

Not applicable

Patrons

155071 records

Exclude User Profiles=ACQU

ACQUFUND

ADMIN

BINDERY

BOOKING

CATA

CIRC

CIRCPRINT

COLLADMIN

DISCARD

INTRANSIT

LIBRARYUSE

LOST

LOSTCARD

MISSING

PROCESS

PUBLIC

REPAIR

REPORTS

RESERVES

SCANNER

SERIALS

SHIPCAMPUS

SIPCHK

SIRSI

STAFF

STANDALONE

SUPER

SVA

TECH

TECHSERV

WEBSERVER

WIT-PRO

WPEMBROKE

WPERTH

WWOODROFFE

ZCIT-PRO

ZCPEMBROKE

ZCPERTH

ZCWOODROFF

ZTIT-PRO

ZTPEMBROKE

ZTPERTH

ZTWOODROFF

Exclude User Profile=ADMIN

Extracted JM 2022/05/24

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

155385 records
Done JM 2022/07/21

Fines and Fees/Active Bills

2507 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/24

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

2513 records
Done JM 2022/07/21

Active Loans

352 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/24

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

334 records
Done JM 2022/07/21

Requests/Available Holds

15 records

Not applicable

Extracted JM 2022/05/24

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

10 records
Done JM 2022/07/21

Andrea Bainbridge (Unlicensed)

Serial Control

174 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/24

Not applicable

Not applicable

Issue

6955 records

Exclude Issue Created > , or < DATE

Extracted JM 2022/05/24

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

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. (55803 records, extracted JM 2022/05/24)

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

Netlibrary (COOL collections)

996=EBSCONETLIB

All individual records are portfolios

Ebsco individually purchased ebooks

996=EBSCOALGON

All individual records are portfolios

Films on Demand

996=FODVIDEO

All individual records are portfolios

Kanopy videos

996=KANOPYVIDEO

All individual records are portfolios

Gale Virtual Reference Library

996=GALEVRL

All individual records are portfolios

Gale Directory Library

996=GALEDIR

All individual records are portfolios

McIntyre Media

996=MIMVIDEO

All individual records are portfolios

Select government documents

996=FREEONLINE

All individual records are portfolios

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

Notes regarding Algonquin College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/l/c/Q46EuG5B

Link to Mapping and Migration Form Version Tracking Page

Algonquin College - Mapping & Migration Forms

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