Confederation College - Notes for Cutover
- Liana Giovando
- Stacey Boileau
- Danielle Emon
- 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? |
|---|---|---|
format of 996 local field request | Ex L MF will be updated: (a) local field 996# changed to 996##; DONE-added to CO baseline form College [action]; due | Yes No |
Preferred name mapping | ExL amend CO field mapping so that Sirsi USER_NAME is not mapped as Alma USER_PREFERRED_NAME; DONE-added to CO baseline form College Only Sirsi fields that contain a first/personal name should be mapped as preferred. (USER_NAME in Sirsi includes both first and last name) | Yes No |
course unit mapping | ExL There was a bug in migration scripts that created multiple departments instead of a single department, as requested on the migration form. If this applies to your site, ExL will fix for Cutover. | Yes No |
locations not included/mapped on mig form | ExL and College Double check that all incoming Sirsi libraries and home locations are mapped to Alma locations on the “Alma Location” tab of the migration form Test Load examples Total holdings in UNASSIGNED location: 1,975. Reason: 999 $lAV is not on a MF, location tab. See file "01OCLS_CONFED-BIBs-with-UNASSIGNED-Locations.mrk" on MFT/DC82: /01ocls_confed/NonMigrationDocs/. Data validator may have failed to grab this location from data; validation tool is under review. Migration also flagged these locations ad not being mapped on the migration form: 132 The Lib|Loc combination ‘CONFED|AIRPORT' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E. 76 The Lib|Loc combination 'CONFED|ARCHIVES' does not exist in the 'Alma Location' tab Note: This location will be added by Confederation staff and assigned to 'Stacks’ fulfillment unit. D.E. 2 The Lib|Loc combination 'CONFED|ARF' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E. 26 The Lib|Loc combination 'CONFED|AUDIOBOOKS' does not exist in the 'Alma Location' tab Note: This location to be added by Confederation staff and assigned to 'AV’ fulfillment unit. D.E. 1538 The Lib|Loc combination ‘CONFED|AV' does not exist in the ‘Alma Location' tab From Andrea (5/4): @cretter , @Tiffany.Miller (Unlicensed) , these changes can be made directly to the draft migration form--this is the version that will be produced by the data validator. You can incorporate these changes there. | 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) From Andrea (5/4): Done | Map nothing (items inherit material types from bibs) Map to same field as item type (usually Sirsi 999$t) Map to 999$x
From Andrea (5/4): Done | Courses & Reading List Headers Ledgers and Funds Licenses COUNTER data
From Andrea (5/4): 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
From Andrea (5/4): Noted | Yes No
From Andrea (5/4): Noted | Yes No
From Andrea (5/4): Noted
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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 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) 19 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 SB 5/25 | Not applicable | Not applicable |
|
Bibliographic Records (unshadowed records) 12,447 records | Electronic resources - no exclusions … see note. | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | Note: Confederation has already had the following collections removed from ILS: EBRARY; PROQUEST; Curio; | Extracted SB 5/25 | Not applicable | Not applicable |
|
Courses/Reserves 265 records |
| Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | - | Extracted SB 5/25 | Not applicable | Not applicable |
|
Patrons 23,583 records |
| Exclude User Profile=ADMIN | “STAFF” should have been re-tagged as “STAFF_FAC” | Extracted SB 5/25 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers Please specify: | 23,612 records |
|
Fines and Fees/Active Bills 441 records |
| Exclude Bill Reason=PROCESSFEE |
| Extracted SB 5/25 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers Please specify: | 459 records |
|
Active Loans 57 records | Exclude all loans for the the pseudo user= Exclude the user profiles – ADMIN, CATA, BOOKING, and MISSING. | Exclude all loans for the the pseudo user=MISSING | Extracted SB 5/25 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers Please specify: | 61 records @Andrea Bainbridge (Unlicensed) |
| |
Requests/Available Holds |
| Not applicable | Not provided at test load, so cannot provide at cutover |
| Not applicable | Not applicable |
|
Serial Control 50 records |
| Exclude Serial Control Created > , or < DATE |
| Extracted SB 5/25 | Not applicable | Not applicable |
|
Issue 1014 records |
| Exclude Issue Created > , or < DATE |
| Extracted SB 5/25 | 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.
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | |
|---|---|---|
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Add additional Rows as necessary |
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Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Confederation College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781202