Conestoga College - Notes for Cutover
- Liana Giovando
- Liz Maraston (Unlicensed)
- Jessica.Alverson (Unlicensed)
- 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.
Issue Description | Action Items/Due Date (check when done) | Ready for Cutover? |
|---|---|---|
add 950 951 as local for CO
| Ex L [EXL will update baseline migration form with this tag Note: OCLS decided this info (Sirsi catkey) should be preserved in 950 instead of 951. College [action]; due Jan 7, 2022 | Yes No |
preferred email not migrated as additional ID, despite field mapping; preferred email migrated correctly as an element of patron address | College Confirm if user ADDR 1 is still preferred and still needed as an additional identifier. @Andrea Bainbridge (Unlicensed)Yes, but see reorganization of ADDL_ID’s below. USER_ADDR1.EMAIL now goes to ADDL_ID_1, as this is how our SIS extract was configured.
ExL Change requested above has been made to Baseline form-please review when the form is released. For Cutover, ExL will map incoming Sirsi email field directly to the additional ID field, like screenshot below. Do not map “preferred_email” to the ADDL_ID field. ExL will add to baseline migration form. Note: see above for changes. From Andrea (5/4): this change has been made.  | Yes No
|
P2E resources should have been portfolios instead of collections/databases | College | |
bibs for “College Complete” collection | College | |
P2E items in UNASSIGNED | See https://3.basecamp.com/3765443/buckets/23965261/messages/4629619027 College/ExL | |
physical holdings in e-location “ONLINE” | College | |
possible changes needed to mapped IDs at Cutover | Comments from Feb. 18 and later at: https://3.basecamp.com/3765443/buckets/23965261/messages/4562399045#__recording_4655064532. @Andrea Bainbridge (Unlicensed), Let’s stick with the existing ID mapping. We definitely need UNIV_ID = USER ALT_ID and ADDL_ID_1 = USER_ADDR1.EMAIL, but the other values maybe be useful too, for accounts that we bring over that aren’t part of our SIS load. I don’t think it can hurt. College | |
User preferred name mapping | Only map fields that contain first/personal name to USER_PREFERRED_NAME. Do not map Sirsi USER_NAME as preferred, or any other field that contains a first and surname. ExL | |
course processing unit | ExL | |
Course start date | Courses Start date migrated with the date of migration 01/05/2022 due to non-mapped ‘date placed' College
| No |
Course term | See discussion in comments below. ExL |
|
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 | |||||
|---|---|---|---|---|---|
From Andrea (5/4): Done. | *See comment in Comments below. From Andrea (5/4): @Chris Woodley , I have mapped 999$t to Item Type and Item material, since it seemed like this was the direction you were leaning. You can change this if you want after I post the baseline form. | *Yes, I don’t want any of the above retained. We want a fresh set of course data, and the rest don’t apply to us.
From Andrea (5/4): Noted. | PQIS Activations Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted for PQIS. @Chris Woodley , do you want us to run EBC at migration? @Andrea Bainbridge (Unlicensed) , sorry, yes please.
From Andrea (5/6): Ok, @Chris Woodley , got it! |
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted. |
Data Preferences (For Colleges to Complete)
Check all that you are submitting again for Cutover.
Scope | ||
|---|---|---|
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) 86 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? | Extracted JM 2022/05/25 | Not applicable | Not applicable |
Bibliographic Records (unshadowed records) 97490 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? Exclude bib records with 996 containing any of the following: OREILLY, SCIENCEDIRECT, GALE, DESLIBRIS, NFB, CEL, EBC, COLLEGE_COMPLETE, ACCESSENG, EBSCO, LinkedInLearning, OVID, Taylor&Francis, WILEY, ELSEVIER, SAGE, CambUP, ALEXANDER, MYILIB, ejournal, CRITERION, OXFORD or SPRINGER (The college has already removed CEL and MYILIB collections from their system) | Extracted JM 2022/05/25 | Not applicable | Not applicable |
Courses/Reserves 1191 records |
| Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) |
| Extracted JM 2022/05/25 | Not applicable | Not applicable |
Patrons 149613 records |
| Exclude User Profile=ADMIN |
| Extracted JM 2022/05/25 | 152653 records extracted LM 2022/07/21 | |
Fines and Fees/Active Bills 188 records |
| Exclude Bill Reason=PROCESSFEE |
| Extracted JM 2022/05/25 | 145 records extracted LM 2022/07/21 | |
Active Loans 261 records |
| Exclude all loans for the the pseudo user=MISSING |
| Extracted JM 2022/05/25 | 290 records extracted LM 2022/07/21 | |
Requests/Available Holds 3 records |
| Not applicable |
| Extracted JM 2022/05/25 | 6 records extracted LM 2022/07/21 @Andrea Bainbridge (Unlicensed) | |
Serial Control 236 records |
| Exclude Serial Control Created > , or < DATE |
| Extracted JM 2022/05/25 | Not applicable | Not applicable |
Issue 6429 records |
| Exclude Issue Created > , or < DATE |
| Extracted JM 2022/05/25 | Not applicable | Not applicable |
Funds |
| Exclude Funds Created > , or < DATE | Not provided at test load. |
| Not applicable | Not applicable |
Orders (>2011) |
| Exclude Closed Orders | Not provided at test load. |
| Not applicable | Not applicable |
Invoices (>2011) |
| Exclude Invoices Created > , or < DATE | Not provided at test load. |
| 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. (66892 records, extracted JM 2022/05/25)
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | |
|---|---|---|
FilmsOnDemand | 996=FilmsOnDemand | Portfolio |
TechStreet | 996=TECHSTREET | Portfolio |
Kanopy | 996=KANOPY | Portfolio |
OverDrive | 996=OVERDRIVE | Portfolio |
American Welding Society | 996=AWS | Portfolio |
SafetyHub | 996=SAFETYHUB | Portfolio |
Red Book Online | 996=REDBOOK | Portfolio |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Conestoga College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781183
Link to Mapping and Migration Form Version Tracking Page
Conestoga College - Mapping & Migration Forms