Cambrian College - Mapping & Migration Forms

Owned by Liana Giovando
Last updated: Jun 28, 2022 by Olivia Montolin (Unlicensed)
3 min read

Introduction

Ex Libris has prepared pre-extraction baseline (“version zero”) forms based on your test load forms and changes discussed on the Cambrian - Notes for Cutover page. The baseline forms, both Field Mapping and Migration, have been posted below. Please review these forms and follow instructions included in the tables below.

Field Mapping Form Version Tracking

Baseline

Draft Form for ExL Review

Final Version for Migration

Baseline

Draft Form for ExL Review

Final Version for Migration

 

 

 

Notes

  • This a copy of Final Test Load form that includes changes discussed in Notes for Cutover

  • Cambrian should review/amend this version (version of form has been updated since test load)

Notes

  • College should review and make changes to form and post form here for Olivia to review

  • Olivia will post comments here if additional changes should be made

Notes

No further changes
Submitted to Migration (Olivia will check this box)

Migration Form Version Tracking

Baseline

 

Draft Form for ExL Review

Final Version for Migration

Baseline

 

Draft Form for ExL Review

Final Version for Migration

 

 

 

 

Notes

  • This document is FOR REFERENCE ONLY.

  • This is a copy of Test Load (TL) form that includes changes discussed in Notes for Cutover.

  • On many tabs it also still contains TL mapping preferences. Use this as a reference for filling out the CO form after June 6th, but DO NOT COPY/PASTE from this form into the CO form.

Notes

  • Olivia will post an updated version of your Migration Form here.

  • Cambrian should review/amend this version.

  • This version has been updated since test load and includes most recent data extracts.

Notes

  • New Question: line 17 - Do you want to use a call number in the generated holding records?

    • Answer “Yes” here to see holdings call number generated same as test load

    • Answer “No” here to not have a holdings call number generated at migration. Useful if you were seeing volume information in holding call number and no longer want to see that. Call numbers will be applied to item call number field only in this case.

  • College should review and make all necessary changes to form and post form here for Olivia to review

  • @Hilary Kelly - I updated the Location tab of this form to reflect the combinations of library/location in the cutover files for both inventory and equipment files. Please update the mapping to current Alma locations. I filled in what I could based on baseline form, but there are a lot of new ones to account for. Thanks!

  • @Olivia Montolin (Unlicensed) Thank you. Will work on that this week!

Notes

No further changes
Submitted to Migration (Olivia will check this box)

 

 

Data Extract and Form Tracking

Use the table to notify Ex Libris when you have loaded your extracted records to your MFT folder. You and Ex Libris may also use this table to capture notes and reminders about your extracts and forms.

Data Type

Submitted to MFT

Notes (if necessary)

Data Type

Submitted to MFT

Notes (if necessary)

Bib Records (Suppressed)

Yes
Not submitting

 

Bib Records (Not suppressed)

Yes
Not submitting

 

Fines/Fees

Yes
Not submitting

Fines/Fees were not selected in the Data Preferences table on Cambrian’s Notes for Cutover page.

Patrons

Yes
Not submitting

 

Active Loans

 

E-Resource Activation Form

 

P2E