650 bib tags not preserved

Ex L

• copy bib 650 tags to a field specified by Georgian in the 950-999 range
• remove “650##” from mig form

College

• Choose field in the range 950-999 to copy 650 tags to.
• Preferred field is: no longer applicable; OCLS will be assisting us in migrating to 690

• Yes
• No

change to staff primary ID at Cutover?

College

• TBD; see https://3.basecamp.com/3765443/buckets/23965261/messages/4626302297#__recording_4639988767
• We are NOT changing what was originally selected as PRIMARY_ID. We will use student number recognizing that staff do not have one and ALMA will generate a PRIMARY_ID to populate that field. We are reconsidering HR integration thinking it might be better to do so sooner than later but may depend on IT resources. Matchpoint would be email address.

•  
•  
• Yes
• No

TL mismatch between subfield mapped for Item Type and values on migration form

At TL, field mapping listed 999$x as source for “ITem Type” but migration form mapping took incoming values from 999$t. And: not all incoming $t values were accounted for on the migration form

College and ExL

• confirm Item material type mapping in the CO survey
• make sure that the 999 field mapped as Item Type, e.g. 999$t, is actually the source of Sirsi values on the “Item Type” tab of the migration form
• Make sure all 999$t values from shadowed and unshadowed bibs are accounted for on the migration form.

• Yes
• No

change to CO primary ID?

https://3.basecamp.com/3765443/buckets/23965261/messages/4732443179#__recording_4759281750

College

• Alert ExL if you will be changing Primary ID
• We will not be changing PRIMARY_ID for cutover; see other notes

• Yes
• No

correct preferred name mapping per TL delivery notes

ExL

• Correct on baseline form

• Yes
• No

course unit mapping

ExL

• Ensure mig form preferences for course unit mapping are honored

• Yes
• No

reassess serial control mapping options

College

• See TL delivery notes for discussion
• Also See: background on serial control options
• indicate choice for CO in the CO survey when released

• Yes
• No

mapping for Additional ID 3

ExL

• Remove mapping of user incoming “ACTIVEID” as Alma Additional identifier 3.
• Completed on baseline form

• 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 (5/4): 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 (5/4): Done.

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

From Andrea (5/4): Carol McNabb , please clarify your intention about courses. Up here you say you want to retain them, but in the “Data Preferences” table you indicate that you will have a new extract. Do you want to retain what’s in Alma now, or give us a new course extract for Cutover? Hi Andrea, sorry for the confusion. See below--re-extract them. THX!

(5/6): ok, Carol McNabb , got it!

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 (5/4): Noted.

• Yes
• No

From Andrea (5/4): Noted.

• Yes
• No

From Andrea (5/4): 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)

483 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

Reviewed SB 5/10

Extracted SB 5/24

Bibliographic Records (unshadowed records)

91,784 records

Exclude:

856=www.nfb.ca or 996=NFB (GC-EVIDEO)

996=E-Books (Coutts)

773=Flipster

996=COD (Criterion)

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

Reviewed SB 5/10

Extracted SB 5/24

Courses/Reserves

776 records

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

Reviewed SB 5/10

Extracted SB 5/24

Patrons

155,523 records

Profile= ACQU,ACQUFUND,ADMIN,BOOKING,CATA,CATSER,CIRC,COLLINGADMIN,HYPERION,LIBRARYUSE,REPORTS,SELFCHK,SERIALS,SHIPCAMPUS,SIPCHK,SIRSI,STANDALONE,TECH,TECHNOLOGY,WIT-PRO,WMUSKOKA,WORGANGEVIL,WORILLIA,WOWEN_SOUN,ZCBARRIE,ZCCOLLINGW,ZCIT-PRO,ZCMIDLAND,ZCMUSKOKA,ZCORANGEVI,ZCORILLIA,ZAOWEN_SO,ZTBARRIE,ZTCOLLINW,ZTMIDLAND,ZTMUSKOKA,ZTORANGEVI,ZTORILLIA,ZTOWEN_SO

ALSO EXCLUDE: STAFF, FAC_STAFF (we have decided not to include in extract; will wait for HR integration)

Exclude User Profile=ADMIN

OCLS to advise if there is a use case to keep any of these admin type users SB: No use case; they only have use in Sirsi 5/10/2022

Reviewed SB 5/10

Reviewed SB 5/19

Extracted SB 5/24

Fines and Fees/Active Bills

1435 records

Exclude Bill Reason=PROCESSFEE

Reviewed SB 5/10

Extracted SB 5/24

Active Loans

1104 records

Exclude all loans for the the pseudo user=MISSING

Reviewed SB 5/10

Extracted SB 5/24

Requests/Available Holds

4 records

Not applicable

Reviewed SB 5/10

Extracted SB 5/24

Serial Control

191 records

Exclude Serial Control Created > , or < DATE

Reviewed SB 5/10

Extracted SB 5/24

Issue

3288 records

Exclude Issue Created > , or < DATE

Reviewed SB 5/10

Extracted SB 5/24

Funds

Exclude Funds Created > , or < DATE

Not provided for test load.

Orders (>2011)

Exclude Closed Orders

Not provided for test load.

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Not provided for test load.

EBSCOhost (individual perpetual titles)

996=EBSCOhost ebook SB changed to EBSCOhost eBook for results 5/10/2022

portfolio

OVID

996=E-books (OVID) SB changed to E-Books (OVID) for results 5/10/2022

portfolio

Bloomsbury

996=Bloomsbury eBook SB opened up scope for better results 5/10/2022

portfolio

Wiley

Note: double-checking re NZ match

996=Wiley SB opened up scope for better results 5/10/2022

portfolio

Cambridge Core

996=Cambridge SB opened up scope for better results 5/10/2022

portfolio

Taylor & Francis

996=T&F

portfolio

All videostreaming titles with the exception of NFB & Criterion

996=GC-EVIDEO

but exclude if additional 996=NFB (GC-EVIDEO) or if 996=COD (Criterion)

portfolio

Add additional Rows as necessary