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? |
|---|---|---|
format of 996 local field request | Ex L
College
|
|
Preferred name mapping | ExL
College
|
|
course unit mapping | ExL
|
|
locations not included/mapped on mig form | ExL and College
132 The Lib|Loc combination ‘CONFED|AIRPORT' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E. 76 The Lib|Loc combination 'CONFED|ARCHIVES' does not exist in the 'Alma Location' tab Note: This location will be added by Confederation staff and assigned to 'Stacks’ fulfillment unit. D.E. 2 The Lib|Loc combination 'CONFED|ARF' does not exist in the 'Alma Location' tab Note: This location has been removed from Confederation data. D.E. 26 The Lib|Loc combination 'CONFED|AUDIOBOOKS' does not exist in the 'Alma Location' tab Note: This location to be added by Confederation staff and assigned to 'AV’ fulfillment unit. D.E. 1538 The Lib|Loc combination ‘CONFED|AV' does not exist in the ‘Alma Location' tab From Andrea (5/4): cretter (Unlicensed) , Tiffany.Miller (Unlicensed) , these changes can be made directly to the draft migration form--this is the version that will be produced by the data validator. You can incorporate these changes there. |
|
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.
Confirm Serial Control - bib matchpoint | Sirsi Item Material Type Mapping | Retain at Cutover | Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations? | Will you participate in Fulfillment Cutover? | Will you use the Alma offline Circ Utility during Fulfillment Freeze? |
|---|---|---|---|---|---|
OTHER:
From Andrea (5/4): Done |
From Andrea (5/4): Done |
From Andrea (5/4): Noted | PQIS Activations
Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
From Andrea (5/4): Noted |
From Andrea (5/4): Noted |
From Andrea (5/4): 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) |
|---|---|---|---|---|
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?
| ||
Bibliographic Records (unshadowed records) | Electronic resources - no exclusions … see note. | Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca | Note: Confederation has already had the following collections removed from ILS: EBRARY; PROQUEST; Curio; | |
Courses/Reserves | Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) | - | ||
Patrons | Exclude User Profile=ADMIN | “STAFF” should have been re-tagged as “STAFF_FAC” | ||
Fines and Fees/Active Bills | Exclude Bill Reason=PROCESSFEE |
| ||
Active Loans |
Exclude the user profiles – ADMIN, CATA, BOOKING, and MISSING. | Exclude all loans for the the pseudo user=MISSING | ||
Requests/Available Holds | Not applicable | Not provided at test load, so cannot provide at cutover | ||
Serial Control | Exclude Serial Control Created > , or < DATE | |||
Issue | Exclude Issue Created > , or < DATE | |||
|
| Not provided at test load. | ||
|
| Not provided at test load. | ||
|
| Not provided at test load. |
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.
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | Indicate if this collection is a Database or Portfolio |
|---|---|---|
Add additional Rows as necessary |
Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Confederation College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781202