Collège Boréal - 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 Link to Test Load Environment Release Notes (For Ex Libris to Complete)
- 6 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.
Issue Description | Action Items/Due Date (check when done) | Ready for Cutover? |
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Item barcode not appearing in “Item Barcode” field of the Fines/Fees tab | Ex L Update Field Mapping form, Fines&Fees tab “FF_ITEM_ID” to “barcode” in fines file due when preparing draft/baseline field mapping form to Boreal College double-check that this update is reflected on the field mapping form and update if need to for final field mapping form for cutover due when final field mapping form is due | Yes No |
No patron notes migrated - missing mapping | Ex L Update Field Mapping form, Patron tab “LIBRARY_NOTE” (private note) or “OTHER_NOTE” (public note) to “alert message” from patron file ; due when preparing draft/baseline field mapping form to Boreal College double-check that this update is reflected accurately on the final field mapping form; due when submitting final field mapping form to EXL | 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 | ||||
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Map nothing (items inherit material types from bibs) Map to same field as item type (circ_modifier)
| Courses & Reading List Headers Ledgers and Funds Licenses COUNTER data | 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 | Yes No | Yes No
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Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
Scope | |
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Bib Records Fines / Fees Items Patrons Patrons address Active Loans Active Requests (Holds file was empty indicating no items were on active hold shelf - OM) | E-resource Activation Form P2E |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Boréal College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781164
Please find attached my cutover form. If anything is unclear, please do not hesitate to ask. Thank you!