Sheridan College - Notes for Cutover
- 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 Version Form 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? |
|---|---|---|
patron mapping | Ex L [action]; due Jan 10, 2022 College review field mapping form, in case additional field should be mapped see Basecamp for context: https://3.basecamp.com/3765443/buckets/23965261/message_boards/4134515703
From Andrea (5/5)” Lingling Jiang , was there a decision on any changes needed to patron mapping for Cutover? Thanks! If you’re not sure, you can review the baseline form and make changes after. From Lingling (05/06): Andrea Bainbridge (Unlicensed) , there are a couple of changes we want to make: 1) map USER_XINFO.CELL_PHONE to USER_ADDR2.PHONE; 2)some changes around notes but not fully decided yet. will review and make those changes once we have the baseline form.
From Andrea (5/6) : ok, Lingling Jiang . I made the change to the phone number mapping. Please be sure to check this on the version that comes out of the data validator. Sirsi has so many address elements/possibilities, let’s double-check the result at that stage. | Yes No
Per Lingling’s comment below, cell phone data was not in extract. |
item material not mapped correctly | ExL ExL migration has discovered a problem that result in incorrect mapping. A solution has been developed and will be applied at Cutover. College Double-check item material migration at Cutover | Yes No |
migrated items from “issues” extract | https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578 College Do not submit “issues” extract for CO migration Do not map issues data in field mapping Serial control extract and mapping can still be provided | Yes No |
review URLs in P2E resources | P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy College Review these records for clean-up
| Yes No |
Set default Base status to “on shelf”/available | ExL Set base status default o “1” on the CO migration form | Yes No |
preferred name | ExL remove Sirsi USER_NAME as preferred name from field mapping for CO | Yes No |
course unit processing dept | ExL Ensure migration form preferences are honored | Yes No |
fine/fee searches in Alma | ExL/College Will be fixed in Alma June release; review prior to Cutover See case 06274657 |
|
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: will not migrate Serial Control/Issues data 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 (5/5): Noted | 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 (5/5): Done | Courses & Reading List Headers Ledgers and Funds Licenses COUNTER data
From Andrea (5/5): 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 (5/5): Noted | Yes No
From Andrea (5/5): Noted | Yes No
From Andrea (5/5): Noted
|
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) | Item current location = Missing
| 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 | Reviewed by SB 5/13 | Not applicable | Not applicable |
Bibliographic Records (unshadowed records) | Exclude bib records that contain certain MARC fields such as 856=*http://journals.sagepub.com* 856=*sagepub.com* 856=Full Text online from Project Muse Journals (549 records excluded) or *http://muse.jhu.edu* or *http://journals.uchicago.edu* 996=ACF 996=IEEE 996=INFOBASE Exclude 996=EBSCO & Item Category 2=PKG-SUBSC | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | can we have two sets of unshadowed bib records? set 1: library=IT-PRO set 2: library=Davis,Trafalgar, Mississaug
Do you want Multi-volume custom script? Yes | Reviewed by SB 5/13 Reviewed by SB 5/19 Reviewed by SB 5/20 | Not applicable | Not applicable |
Courses/Reserves | Exclude Item Type = TEXTBOOK | Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) |
| Reviewed by SB 5/13 | Not applicable | Not applicable |
Patrons 23,845 | Exclude User Profile= ADMIN BOOKING COLLADMIN | Exclude User Profile=ADMIN | updated 5/20 to exclude COLLADMIN as well | Reviewed by SB 5/13 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers. Please specify: | 24,189 records SB |
Fines and Fees/Active Bills 77 |
| Exclude Bill Reason=PROCESSFEE |
| Reviewed by SB 5/13 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers. Please specify: | 138 records |
Active Loans 23,928 | Exclude all loans for the pseudo user=MISSING, LOST | Exclude all loans for the pseudo user=MISSING |
| Reviewed by SB 5/13 | Use same exclusion identifiers selected for cutover Use different exclusion identifiers. Please specify: | 24,272 records |
Requests/Available Holds 7 |
| Not applicable |
|
| Not applicable | 17 records Andrea Bainbridge (Unlicensed) |
Serial Control |
| Exclude Serial Control Created > , or < DATE | N/A |
| Not applicable | Not applicable |
Issue |
| Exclude Issue Created > , or < DATE | N/A |
| 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 by SB 5/13; Reviewed by SB 5/20
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | |
|---|---|---|
Frontier Life | 996=AMDIGITAL | Portfolio |
Alexander Street Press | 996=ASP | Portfolio |
Alexander Street Press | 996=ATIV | Portfolio |
Bloomsbury - Drama Online | 996=BLOOMSBURY | Portfolio |
Cambridge University Press | 996=CAMBRIDGE | Portfolio |
Conference Board of Canada | 996=CBOC | Portfolio |
Credo Reference | 996=CREDO | Portfolio |
DeGruyter | 996=DEGRUYTER | Portfolio |
desLibris | 996=DESLIBRIS | Portfolio |
Docuseek | 996=DOCUSEEK | Portfolio |
EBSCO | 996=EBSCO & Item Category 2 = No Policy Found | Portfolio |
EBSCO | 996=EBSCO & Item Category 2 = Perpetual | Portfolio |
Films on Demand | 996=FOD | Portfolio |
Individual eJournal | 996=INDJ | Portfolio |
InfoScience Journals | 996=IGIGLOBAL | Portfolio |
Infobase - eBooks - Bloom's Literature | 996=INFOPUB | Portfolio |
JSTOR | 996=JSTOR 856=*http://www.jstor.org* | Portfolio |
Kanopy | 996=KANOPY | Portfolio |
Knovel | 996=KNOVEL | Portfolio |
LinkedIn Learning | 996=LinkedIn | Portfolio |
McIntyre | 996=MCINTYRE | Portfolio |
Oxford Univeristy Press | 996=OXFORD | Portfolio |
Rittenhouse | 996=RITTENHOUSE | Portfolio |
Sage | 996=SAGEBOOK | Portfolio |
Springer | 996=SPRG | Portfolio |
Taylor & Francis | 996=TAY&FRA | Portfolio |
Wiley Online Library | 996=WILEY | Portfolio |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Sheridan College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379748525
Link to Mapping and Migration Version Form Tracking Page
Comments
Lingling Jiang , I am looking at your Cutover patron extract. Above we had talked about making sure that USER_XINFO.CELL_PHONE was mapped for Cutover, but I do not see that field in your patron data. Is that expected? Thanks!
cc: Jennifer Mo (Unlicensed) Liz Maraston Stacey Boileau (Unlicensed)
Hello Andrea Bainbridge (Unlicensed) , it was in the test patron data extract file but we did a huge cleanup after that, and none of the cutover patron records have cellphone information. so it is expected. thanks for checking this up.
Updated page this week in the section “OCLS Assistance with P2E (For Colleges to Complete)” to include an 856 option for JSTOR and adding in the account code INDJ for Individual Journals.
Updated Bibliographic Records (unshadowed records) section to include some additional 856s and to show that one of the updated 856s is improved on the Sage one, we did strikethrough on the previous Sage URL.
Updated Patron section to include COLLADMIN from our exclude list.