Georgian College - Notes for Cutover
- Liana Giovando
- Carol McNabb
- Stacey Boileau
- 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? |
|---|---|---|
650 bib tags not preserved | Ex L copy bib 650 tags to a field specified by Georgian in the 950-999 range remove “650##” from mig form College Choose field in the range 950-999 to copy 650 tags to. Preferred field is: no longer applicable; OCLS will be assisting us in migrating to 690 Checked a few titles in new extract and OCLS did move these to 690. No action to be taken. | Yes No |
change to staff primary ID at Cutover? | College We are NOT changing what was originally selected as PRIMARY_ID. We will use student number recognizing that staff do not have one and ALMA will generate a PRIMARY_ID to populate that field. We are reconsidering HR integration thinking it might be better to do so sooner than later but may depend on IT resources. Matchpoint would be email address.
| Yes No |
TL mismatch between subfield mapped for Item Type and values on migration form | At TL, field mapping listed 999$x as source for “ITem Type” but migration form mapping took incoming values from 999$t. And: not all incoming $t values were accounted for on the migration form College and ExL confirm Item material type mapping in the CO survey make sure that the 999 field mapped as Item Type, e.g. 999$t, is actually the source of Sirsi values on the “Item Type” tab of the migration form Make sure all 999$t values from shadowed and unshadowed bibs are accounted for on the migration form. | |
change to CO primary ID? | https://3.basecamp.com/3765443/buckets/23965261/messages/4732443179#__recording_4759281750 College | |
correct preferred name mapping per TL delivery notes | ExL | |
course unit mapping | ExL | |
reassess serial control mapping options | College | |
mapping for Additional ID 3 | 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. |
From Andrea (5/4): Done. |
From Andrea (5/4): @Carol McNabb , please clarify your intention about courses. Up here you say you want to retain them, but in the “Data Preferences” table you indicate that you will have a new extract. Do you want to retain what’s in Alma now, or give us a new course extract for Cutover? Hi Andrea, sorry for the confusion. See below--re-extract them. THX!
(5/6): ok, @Carol McNabb , got it! | PQIS Activations Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted. |
From Andrea (5/4): Noted.
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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 | ||
|---|---|---|
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) 483 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? | Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable |
|
Bibliographic Records (unshadowed records) 91,784 records | Exclude: 856=www.nfb.ca or 996=NFB (GC-EVIDEO) 996=E-Books (Coutts) 773=Flipster 996=COD (Criterion) Also: see below re P2E--would all need to be excluded? | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca |
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable |
|
Courses/Reserves 776 records |
| Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) |
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable |
|
Patrons 155,523 records | Profile= ACQU,ACQUFUND,ADMIN,BOOKING,CATA,CATSER,CIRC,COLLINGADMIN,HYPERION,LIBRARYUSE,REPORTS,SELFCHK,SERIALS,SHIPCAMPUS,SIPCHK,SIRSI,STANDALONE,TECH,TECHNOLOGY,WIT-PRO,WMUSKOKA,WORGANGEVIL,WORILLIA,WOWEN_SOUN,ZCBARRIE,ZCCOLLINGW,ZCIT-PRO,ZCMIDLAND,ZCMUSKOKA,ZCORANGEVI,ZCORILLIA,ZAOWEN_SO,ZTBARRIE,ZTCOLLINW,ZTMIDLAND,ZTMUSKOKA,ZTORANGEVI,ZTORILLIA,ZTOWEN_SO ALSO EXCLUDE: STAFF, FAC_STAFF (we have decided not to include in extract; will wait for HR integration) | Exclude User Profile=ADMIN | OCLS to advise if there is a use case to keep any of these admin type users SB: No use case; they only have use in Sirsi 5/10/2022 | Reviewed SB 5/10 Reviewed SB 5/19 Extracted SB 5/24 | 157,531 records SB |
| |
Fines and Fees/Active Bills 1435 records |
| Exclude Bill Reason=PROCESSFEE |
| Reviewed SB 5/10 Extracted SB 5/24 | 1437 records |
| |
Active Loans 1104 records |
| Exclude all loans for the the pseudo user=MISSING |
| Reviewed SB 5/10 Extracted SB 5/24 | 1138 records |
| |
Requests/Available Holds 4 records |
| Not applicable |
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | 3 records @Andrea Bainbridge (Unlicensed) |
|
Serial Control 191 records |
| Exclude Serial Control Created > , or < DATE |
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable |
|
Issue 3288 records |
| Exclude Issue Created > , or < DATE |
| Reviewed SB 5/10 Extracted SB 5/24 | Not applicable | Not applicable |
|
Funds |
| Exclude Funds Created > , or < DATE | Not provided for test load. |
| Not applicable | Not applicable |
|
Orders (>2011) |
| Exclude Closed Orders | Not provided for test load. |
| Not applicable | Not applicable |
|
Invoices (>2011) |
| Exclude Invoices Created > , or < DATE | Not provided for 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. Reviewed SB 5/10
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | |
|---|---|---|
EBSCOhost (individual perpetual titles) | 996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022 | portfolios |
OVID | 996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022 | portfolios |
Bloomsbury | 996=Bloomsbury eBook SB opened up scope for better results 5/10/2022 | portfolios |
Wiley Note: double-checking re NZ match | 996=Wiley SB opened up scope for better results 5/10/2022 | portfolios
|
Cambridge Core | 996=Cambridge SB opened up scope for better results 5/10/2022 | portfolios |
Taylor & Francis | 996=T&F | portfolios |
All videostreaming titles with the exception of NFB & Criterion | 996=GC-EVIDEO but exclude if additional 996=NFB (GC-EVIDEO) or if 996=COD (Criterion) | portfolios |
Relational child and child youth practice | 856 = uRemote Access | portfolio only one record SB 06/16 Correct |
Oxford University Press | 996 = UniPress eBook | portfolios six records SB 06/16 That would make sense; we only activated them in past 6 months. |
Elsevier (individual titles purchased via OASIS) | 996 = Ebooks (Coutts) BUT: Ship and mobile offshore unit automation 856 =  In another example: Climate Change Impacts on Soil Processes and Ecosystem Properties: 996 = EBSCOhost ebook but 856 follows similar format:|3ScienceDirect|uRemote Access | portfolios (Note: I believe these are the only two portfolios on this platform to date) These will not be migrated because you excluded from your extract. See above SB 06/16 Do you mean because (in error) the 996=Ebooks (Coutts)? OK. It’s only two titles. |
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Link to test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Georgian College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781254
Link to Mapping and Migration Form Version Tracking Page
Georgian College - Mapping & Migration Forms