Onboarding Tasks - Mandarin Colleges

Owned by Liana Giovando
Last updated: Nov 01, 2021
2 min read

The table below provides a list of activities and due dates college library staff will need to complete before the CLSP Test Load on December 19th. Details will be added to this table as we learn more. Please watch the page for changes.

 

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Activity

Links and Notes

Due Date

Activity

Links and Notes

Due Date

  • Deliver draft extract files to Ex Libris

Lambton and Cambrian are supported by @Danielle Emon

Fri, Oct. 1

  • Deliver revised and complete extracts if needed to Ex Libris

 

Fri, Oct. 29

  • Complete the Implementation Form for your library

Implementation Forms Page

Return completed forms by email to Maria Bunevski Maria.Bunevski@exlibrisgroup.com and Liana Giovando lgiovando@ocls.ca

Fri, Oct. 15

  • Draft Migration & Field Mapping Forms

Ex Libris will send you a Migration Form and Field Mapping Form using the extract data from your ILS.

You can begin planning now by familiarizing yourself with the sample migration forms and instructions, but you will not need to begin editing your own files until you receive the partially completed forms from OCLS.  

Mon, Oct. 18

  • 3rd Party Integration Form

A copy of the form and instructions can be found on the 3rd Party Integrations page.

Fri, Oct. 29

  • Final Mandarin Migration Form, Field Mapping Form

Details above next to “Draft Migration & Field Mapping Forms”

Mon, Nov. 1

  • Draft P2E

Please begin by reviewing the eResources Migration - Backgrounder. Then follow these P2E Instructions For “Generic” Colleges.

Refer to the P2E instructions on the P2E in Alma Migration presentation by Ex Libris.

Fri, Nov. 5

  • Final P2E

Details above next to “Draft P2E”

Fri, Nov. 12

  • Draft eResource Activation Form

Download & fill in E-Resource Activation Form. Find the most updated form on the Migration Guides and Tutorials page under Link Resolver: E-Resource Activation Sheet: Migration Guides and Tutorials

 

Follow instructions for filling out the Spreadsheet here: E-Resource Activations – Instructions for filling out the Spreadsheet

See also the eResource Migration - Backgrounder on Confluence.

Fri, Nov. 12

  • Final eResource Activation Form

See details above in Draft eResource Activation Form.

Fri, Nov. 19

  • Authentication Form

A copy of the form and instructions can be found on the 3rd Party Integrations and Authentication Forms page.

Fri, Nov. 19