Collège Boréal - Notes for Cutover

Collège Boréal - Notes for Cutover

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?

Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

 

  • Mark Bucholtz with the BC Libraries Co-op provided the data extracts for test-load. Mark should be contacted early to ensure he is available to provide extracts for cutover.

 

 

  • Loan information was not linking user with the title. Caused by indexing issue on ExL side.

 

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.

Generic Item Material Type Mapping

 

See Basecamp FAQ

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

Generic Item Material Type Mapping

 

See Basecamp FAQ

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

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

 

 

 

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

Scope

Scope

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

Link to Mapping and Migration Form Version Tracking Page

Collège Boréal - Mapping & Migration Forms

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