St. Lawrence College - Notes for Cutover
- Liana Giovando
- Leigh Cunningham (Unlicensed)
- 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? |
|---|---|---|
preferred name mapping | Ex L remove Sirsi USER_NAME as preferred name in patron mapping | Yes No |
course unit mapping | ExL ensure migration form preferences are honored (N/A no course units) | Yes No |
base status for 999$kRESERVES | College review migration form mapping on the “Item Base Status” tab for this $k value We are working on ensuring this is corrected in SIRSI but will still review. | Yes No |
user stat categories not wanted for Cutover | 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 (5/2): I’ve made this change to your baseline field mapping. |
From Andrea (5/2): I’ve made this change to your Baseline Field mapping. Be sure to fill out the “Item Material” tab of your migration form after data validation. Leigh (07/21): change not appearing in Alma. Calculator shows as Book. Ex. MMS ID 991000715829707324 @Olivia Montolin (Unlicensed) @Andrea Bainbridge (Unlicensed) |
From Andrea (5/2): noted. nothing to be retained. (05/27) From Brenda Requesting that Funds and Ledgers be retained. | PQIS Activations Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/2): noted. |
From Andrea (5/2): noted. |
From Andrea (5/2): 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) 98 records |
Exclude records that belong to the libraries IT-PRO and SMITHSFALL [Leigh 07/21 - these records are in Alma, suppressed @Stacey Boileau ] | 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 05/13 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Bibliographic Records (unshadowed records) 71063 records | Exclude records that belong to the libraries IT-PRO and SMITHSFALL [Leigh 07/21 - these records are in Alma, suppressed @Stacey Boileau @Liz Maraston (Unlicensed) - ex. MMSID 991000176589707324/Record 276901] | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Courses/Reserves |
| Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | Not provided for test load.
Not providing again. |
| Not applicable | Not applicable |
Patrons 50213 | Exclude User Profile= ADMIN | Exclude User Profile=ADMIN | We do not want stat categories mapped for Cutover | Reviewed SB 05/13 Extracted LM 2022/05/24 | 50217 records extracted LM 2022/07/21 | |
Fines and Fees/Active Bills 0 records |
| Exclude Bill Reason=PROCESSFEE |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | 0 records extracted LM 2022/07/21 | |
Active Loans 192 records |
| Exclude all loans for the the pseudo user=MISSING |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | 203 records extracted LM 2022/07/21 | |
Requests/Available Holds 5 records |
| Not applicable |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | Not applicable | 4 records extracted LM 2022/07/21 @Andrea Bainbridge (Unlicensed) |
Serial Control 335 records |
| Exclude Serial Control Created > , or < DATE |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Issue 26046 records |
| Exclude Issue Created > , or < DATE |
| Reviewed SB 05/13 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Funds |
| Exclude Funds Created > , or < DATE | Not provided for test load. Not providing again. |
| Not applicable | Not applicable |
Orders (>2011) |
| Exclude Closed Orders | Not provided for test load. Not providing again. |
| Not applicable | Not applicable |
Invoices (>2011) |
| Exclude Invoices Created > , or < DATE | Not provided for test load. Not providing again. |
| 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 05/13
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 St. Lawrence College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379748552
Link to Mapping and Migration Form Version Tracking Page
St. Lawrence College - Mapping & Migration Forms