TL users were missing “original ID”

Resolution Notes:

Per Katrina in Basecamp: data has been corrected; no need to update field mapping. https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642#__recording_4746717058

Ex L

• [action]; due 10 Jan 2022

College

• Review field mapping at Cutover; is there a better candidate for what to map to “USER_ID”, instead of USER_ALT_ID? And/or: review patrons who are missing whichever value is mapped to “USER_ID”. See https://3.basecamp.com/3765443/buckets/23965261/messages/4554663642
• See list of affected patrons here. NOTE: the tab is filtered to display only the missing USER_ALT_ID, but the other users are there. This way you can reference the same line numbers you see in stats:

• Use other data in the record, like USER_ID field to identify the patron.

• Yes
• No

Preferred name mapping for patrons

ExL

• Remove “USER_NAME” as preferred name on baseline migration form.

Only fields that contain personal/first names should be mapped as preferred.

USER_NAME includes user first and surname

• Yes
• No

migrated patron barcode made internal per request

College

• Confirm whether this is needed at CO. It is no longer needed, per: https://3.basecamp.com/3765443/buckets/23965261/messages/4842756095

ExL

• Mark Barcode as internal again at CO if requested.

• Yes
• No

Course unit mapping

At TL there was a bug in migration scripts that created multiple departments in stead of a single department, as requested on the migration form. ExL will fix for Cutover.

ExL

• Ensure migration form preferences for course unit mapping are applied
• Fix migration script

• Yes
• No

items embedded in shadowed bibs were not migrated

ExL

• Reason: shadowed bibs were not included in item extraction
• Cutover: migration analyst will extract items from all bibs

College

• Check that inventory from shadowed bibs exists in Alma at Cutover

• Yes
• No

CENTENN requests no resource be active for them in the NZ

College/OCLS

• See “Comments” from /wiki/spaces/CI/pages/379748394 and discuss internally.
• Amend NZ e-resource form if needed , based on discussion

• Yes
• No

missing 360 selective titles

https://3.basecamp.com/3765443/buckets/23965261/messages/4667662902

ExL/College

• check for multiple “tracked resources” reports

• Yes
• No

change to patron email mapping at CO

See Basecamp: https://3.basecamp.com/3765443/buckets/23965261/messages/4853790805#__recording_4864624909

ExL

• Amend baseline form per college preference

College

• Confirm changes needed
• Review when baseline form is released during week of May 2

• Yes
• No

• SERC_TITLE_KEY
• SISAC_ID
• OTHER:
• 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 (5/3): Done.

• 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 (5/3): Done.

• Courses & Reading List Headers
• Ledgers and Funds
• Licenses
• COUNTER data

From Andrea (5/3): I’m unchecking “funds” to be retained, based on conversation below. Please submit a new funds file for Cutover.

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 (5/3): Noted.

• Yes
• No

From Andrea (5/3): Noted.

• Yes
• No

From Andrea (5/3): Noted.

• 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

Bibliographic Records (Shadowed 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?

Background information

• Yes
• No

Bibliographic Records (unshadowed records)

Sirsi Home Location = E_RESOURCE (same as test load)

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Courses/Reserves

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Patrons

Exclude User Profile=ADMIN

Fines and Fees/Active Bills

Exclude Bill Reason=PROCESSFEE

Active Loans

Exclude all loans for the the pseudo user=MISSING

Requests/Available Holds

Not applicable

Serial Control

Exclude Serial Control Created > , or < DATE

Issue

Exclude Issue Created > , or < DATE

Funds

Exclude Funds Created > , or < DATE

Orders (>2011)

Exclude Closed Orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

***As we did for test load, Centennial will again create our own short P2E file of bib records for physical items which also contain links to online versions of the resource. We will not need OCLS assistance. (MM)

N/A

N/A

Add additional Rows as necessary