possible to include 866 data with holding policy?

Ex L

• TBD

College/OCLS

• Discuss extract options internally
• Notify EXL of conclusions
• See https://3.basecamp.com/3765443/buckets/23965261/messages/4567462052OCLS couldn’t extract Marc holdings, so we’ll enter this information manually after cutover

• Yes
• No

serial control/issues rejects

College/OCLS

• See discussion at https://3.basecamp.com/3765443/buckets/23965261/messages/4605826169#__recording_4610562045
• Review title references in serial control and issue extracts
• Is there a more reliable bib link, rather than SERC_TITLE_KEY?
• See bib/serial control linking requirements at https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Serial_Control_Record
• See discussion Options for Failed Sirsi Serial Control/Issues RecordsWe will pick the option of using SERC_TITLE_KEYs as a matching point but ignore the leading letter. While SISAC_ID option is highly recommended, we found not all our serial records have SISAC_ID (373 against 416).

• Yes
• No

Holding Code not mapped on TL mig form; holdings given an UNASSIGNED location, and P2E titles not made electronic

College

• Values from serial control mapped as HOLDING_CODE on Field Mapping Form will be listed in Column A of the Migration Form “Holding Code” tab
• Ensure columns C and D on the “Holding Code” tab are populated with combinations of SIRSI home library location, from columns A/B of the “Alma Location” tab.

• Yes
• No

marked additional ID 2 as internal during test Load

Mark Barcode as internal

ExL

• Mark Additional IS 2 internal if requested.
• Mark Barcode as internal; this is already noted on the internal ExL tracking spreadsheet.

College

• Confirm for Exl whether this should be repeated for Cutover
• Refer to: https://3.basecamp.com/3765443/buckets/23965261/messages/4664833789#__recording_4723013180
• Could you also mark Barcode field as internal AFTER cutover? We couldn’t sync this field through SIS anyway (the value is the same as primary ID)
• Joy Wen (Unlicensed) , I have it in my notes to mark BARCODE as internal. --Andrea

• Yes
• No

TL funds extract was missing FY

College

• IF submitting a funds extract for CO, ensure it includes funds for the current FY that is declared on the CO migration form.
• Do not include the FY in fund codes for current FY. See https://3.basecamp.com/3765443/buckets/23965261/messages/4810954546#__recording_4813451642
• We have set up a new fund structure in Alma and will not reload fund extract since those currently in Alma will retain for cutover.

• Yes
• No
•  

NOTES from Serial Control file records were not migrated to 852$x in Alma Holdings record.

ExL

• Determined this was a bug in migration script that will be fixed for Cutover

College

• Double-check that mapped serial control notes appear in the holding when data is delivered.
• I’m more concerned with the subscription status of the serials. While this cannot be migrated, we will manually add this in Alma after cutover.

• Yes
• No

• See my comment.

Preferred Name mapping (see TL Delivery Notes)

ExL

• Amend baseline CO Field mapping form to remove “USER_NAME” from preferred name mapping

• Yes
• No

Base status mapping from 999$k resulted in many items in “Technical Migration” that didn’t need to be

ExL

• Amend baseline migration form so that the default, for items with no 999$k, is that they are available/on shelf.

College

• Do not change line 5 on the “Item BAse Status” tab of the migration form. Map all other rows as directed.

• 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)
• We will pick the option of using SERC_TITLE_KEYs as a matching point but ignore the leading letter. As mentioned here Options for Failed Sirsi Serial Control/Issues Records

From Andrea (5/4): Noted.

• 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
• Will vendors be retained? We would like them to be retained.

From Andrea (5/4): Noted. And: Vendors are always retained.

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)

1585 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Bibliographic Records (unshadowed records)

500987 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

Extracted JM 2022/05/25

Not applicable

Not applicable

Courses/Reserves

2937 records

Exclude Item Type=LAPTOP

Item Type=IPAD

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

Extracted JM 2022/05/25

Not applicable

Not applicable

Patrons

188856 records

Exclude User Profile = ACQU, ACQUFUND, BOOKING, CATA, CIRC, LIBRARYUSE, POCKETCIRC, PROCESS, REPORTS, RESERVES, SCANNER, SERIALS, SIRSI, STANDALONE, STUDENTEXT, SVA, TECH, TECHSERV, TEST, WCASA_LOMA, WDANIELS, WEBSERVER, WESL_CL, WIT-PRO, WNV_KIOSK, WSH_EATON, WST_JAMES, WWATERFRON, ZCCASA_LOM, ZCDANIELS, ZCESL_CL, ZCIT-PRO, ZCNV_KIOSK, ZCSH_EATON, ZCST_JAMES, ZCWATERFRO, ZTCASA_LOM, ZTDANIELS, ZTESL_CL, ZTIT-PRO, ZTNV_KIOSK, ZTSH_EATON, ZTST_JAMES, ZTWATERFRO

Exclude User Profile=ADMIN

Extracted JM 2022/05/25

• Use same exclusion identifiers selected for cutover
• Use different exclusion identifiers

Please specify:

Fines and Fees/Active Bills

14936 records

Exclude Bill Reason=PROCESSFEE

Extracted JM 2022/05/25

• Use same exclusion identifiers selected for cutover
• Use different exclusion identifiers

Please specify:

Active Loans

3190 records

Exclude all loans for the the pseudo user=MISSING

Extracted JM 2022/05/25

• Use same exclusion identifiers selected for cutover
• Use different exclusion identifiers. Please specify:

Requests/Available Holds

21 records

Not applicable

Extracted JM 2022/05/25

• Use same exclusion identifiers selected for cutover
• Use different exclusion identifiers. Please specify:

Serial Control

416 records

Exclude Serial Control Created > , or < DATE

Extracted JM 2022/05/25

Not applicable

Not applicable

Issue

Exclude Issue Created > , or < DATE

Do not migrate Issues

Not applicable

Not applicable

Funds

Exclude Funds Created > , or < DATE

Do not migrate funds (current funds and legers will retain at cutover)

Not applicable

Not applicable

Orders (>2011)

Exclude Closed Orders

Do not migrate orders

Not applicable

Not applicable

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Do not migrate invoices

Not applicable

Not applicable

All home location = e_resource

Portfolio

Add additional Rows as necessary