Lambton College - Notes for Cutover

Lambton College - 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?

Missed library/location combinations on migration form caused items to end up in UNASSIGNED

Ex L

[action]; due Jan 10, 2022

College

[action]; due Jan 7, 2022
Yes
No

Some 852 fields in bib file have empty $a in addition to $a<library code)>causing them to go to UNASSIGNED

Ex L

Olivia will manually remove the empty $a from the bib file if the number continues to be low. due - when EXL checks data and forms

College

[action]; due Jan 7, 2022
Yes
No

item policies not created in migration

ExL

Migration has determined the cause of the problem--it will be fixed at Cutover.

College

Confirm item policies are created and applied when Cutover data is delivered in Alma
Yes
No

Change local fields for migration

ExL

Add 590 as local
Add 500 as local
Add 990 as local
Add 991 as local

College

Confirm designated local fields on the BASELINE Migration Form once received

 

 

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 (852$k)
Map same from test load (852$g)
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 (Shadowed)
Bib Records (Unshadowed)
Course/Reserves
Patrons
Fines and Fees/Active Bills
Active Loans
E-resource Activation Form
P2E

Link to Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding Lambton College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379748481

Link to Mapping and Migration Form Version Tracking Page

Lambton College - Mapping & Migration Forms

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