Algonquin College - Notes for Cutover
- 1 Introduction
- 2 Notes for Cutover (For Ex Libris and Colleges to Complete)
- 3 Migration Preferences (For Colleges to Complete)
- 4 Data Preferences (For Colleges to Complete)
- 5 Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)
- 6 OCLS Assistance with P2E (For Colleges to Complete)
- 7 Link to Test Load Environment Release Notes (For Ex Libris to Complete)
- 8 Link to Mapping and Migration Form Version Tracking Page
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 Andrea Bainbridge (Unlicensed) Algonquin’s physical items are all showing as Material Type ‘Book’. | Yes No |
[issue description] | College [action]; due Jan 7, 2022 | 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.
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 | |||||
|---|---|---|---|---|---|
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? 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 |
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 |
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 |
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 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) | |
|---|---|---|
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
Andrea Bainbridge (Unlicensed)
Hi Andrea,
Not sure if you saw the message I posted at the top of this page earlier, so I thought I would repost here. Algonquin’s physical items are all showing as Material Type - “Book” again for cutover.
Comments
Andrea Bainbridge (Unlicensed) Can this be done by Tuesday?
Hi, Maureen Sheppard (Unlicensed) . Leah (my boss) is already preparing your file for the update. I think we can do it on or before Tuesday.
--Andrea
Thank you!
Also,Andrea Bainbridge (Unlicensed) How does the bulk changes work? Is it going to pull the Material type from the extracts or is it just assigning things based on their location? We have a few mixed locations, so I’m just a little worried about them. Thanks!
Hi, Travis Winwood . We are going to fix via API, so we will just use your data extract , plus your preferences from the migration form, to create a file of barcodes and the correct item material type. We will make the material type conversions that you spelled out here:
Lots of items will still ahve type “BOOK,” since there are lines actually mapped that way, but if it was AUDIO_CASS in Sirsi, it’ll be AUDIOCASSETTE in Alma when we’re done.
cc: Maureen Sheppard (Unlicensed)
Excellent. That is what I was hoping. Thanks Andrea.
Andrea Bainbridge (Unlicensed) Would it help if I could give you locations that can remain books? Or does the API do them all regardless?
It’s not necessary. We’re just looking at the 999$t from Sirsi.
Hi,
Maureen Sheppard (Unlicensed) . I do see what you mean about item material types. Once you accept your data, we will fix via API or by bulk changes in Alma.
--Andrea
cc:
Liana Giovando (Unlicensed)