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?
patron mapping	Ex L [action]; due 10 Jan 2022 College review field mapping form, in case additional field should be mapped see Basecamp for context: https://3.basecamp.com/3765443/buckets/23965261/message_boards/4134515703 Also: https://3.basecamp.com/3765443/buckets/23965261/messages/4611253973#__recording_4611821079	Yes No
item material not mapped correctly	ExL ExL migration has discovered a problem that result in incorrect mapping. A solution has been developed and will be applied at Cutover. College For discussion see: https://3.basecamp.com/3765443/buckets/23965261/messages/4576735432#__recording_4604604154 Double-check item material migration at Cutover	Yes No
migrated items from “issues” extract	https://3.basecamp.com/3765443/buckets/23965261/messages/4606505784#__recording_4610966578 College Do not submit “issues” extract for CO migration Do not map issues data in field mapping Serial control extract and mapping can still be provided	Yes No
review URLs in P2E resources	P2E resources have empty 600+ empty URLs in p2e (e.g. bib with Sirsi catkey 1334211 where it is in 856a instead of 856 u like: 856 4$ahttps://sheridancollege.kanopy.com/node/111552$zView online from Kanopy College Review these records for clean-up	Yes No
Set default Base status to “on shelf”/available	ExL Set base status default o “1” on the CO migration form	Yes No
preferred name	ExL remove Sirsi USER_NAME as preferred name from field mapping for CO	Yes No
course unit processing dept	ExL Ensure migration form preferences are honored	Yes No
fine/fee searches in Alma	ExL/College Will be fixed in Alma June release; review prior to Cutover See case 06274657

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

Backgrounder

Sirsi Item Material Type Mapping

See Basecamp FAQ

Retain at Cutover

ExL Documentation;

See #13 of Cutover Prep slides

Acquisitions Options at Cutover

Do you want PQIS enrichment and/or EBC run for you at Cutover, in addition to your 360 or LR form activations?

Troubleshooting E-Resource Duplication Issues

Will you participate in Fulfillment Cutover?

ExL Documentation

Will you use the Alma offline Circ Utility during Fulfillment Freeze?

ExL Documentation

SERC_TITLE_KEY
SISAC_ID
OTHER: will not migrate Serial Control/Issues data
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)

Map nothing (items inherit material types from bibs)
Map to same field as item type (usually Sirsi 999$t)
Map to 999$x

Courses & Reading List Headers
Ledgers and Funds
Licenses
COUNTER data

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

Yes
No

Yes
No

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

Scope
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

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
Bibliographic Records (Shadowed records)	Item current location = Missing	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)	856=http://journals.sagepub.com 996=ACF 996=ACLS 996=B24X7 996=CRITERION 996=CRITERIONFOX 996=CURIO 996=EBOOKCENTRAL 996=EBRARY 996=EBSCO & Item Category 2=PKG-SUBSC 996=EBSCO-EBOOKPROJECT-ACAD 996=EBSCO-EBOOKPROJECT-ACADCOLL 996=GALE 996=HEIN 996=MHENGR 996=MYLIB 996=NFB 996=OREILLY 996=OREILLYSAFARI 996=OVID 996=PRJMUSE 996=PROQUEST-EBOOKPROJECT-COLLCOMP	Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca	can we have two sets of unshadowed bib records? set 1: library=IT-PRO set 2: library=Davis,Trafalgar, Mississaug
Courses/Reserves	AV-EQUIP TEXTBOOK BOARDGAME	Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)
Patrons	Exclude User Profile=ADMIN BOOKING CATA CIRC GLASS_CATA GUEST_BORR ILL INTRANSIT LIBRARYUSE LOST LOSTCARD MISSING PUBLIC REPORTS RESERVES SERIALS SHIPCAMPUS SIPCHK SIRSI STANDALONE TECH TECHSERV WDAVIS WEBSERVER WIT-PRO WMISSISSAU WTRAFALGAR ZCIT-PRO ZCTRAFALGA ZTIT-PRO ZTMISSISSA ZTTRAFALGA	Exclude User Profile=ADMIN
Fines and Fees/Active Bills		Exclude Bill Reason=PROCESSFEE
Active Loans	user=MISSING, LOST	Exclude all loans for the the pseudo user=MISSING
Requests/Available Holds		Not applicable
~~Serial Control~~		Exclude Serial Control Created > , or < DATE	N/A
~~Issue~~		Exclude Issue Created > , or < DATE	N/A
~~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.

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 Ex Libris Documentation
Alexander Street Press	996=ALEXANDER	Portfolio
Frontier Life	996=AMDIGITAL	Portfolio
Alexander Street Press	996=ASP	Portfolio
Alexander Street Press	996=ATIV	Portfolio
Bloomsbury - Drama Online	996=BLOOMSBURY	Portfolio
Cambridge University Press	996=CAMBRIDGE	Portfolio
Conference Board of Canada	996=CBOC	Portfolio
Credo Reference	996=CREDO	Portfolio
DeGruyter	996=DEGRUYTER	Portfolio
desLibris	996=DESLIBRIS	Portfolio
Docuseek	996=DOCUSEEK	Portfolio
EBSCO	996=EBSCO & Item Category 2 = No Policy Found	Portfolio
EBSCO	996=EBSCO & Item Category 2 = Perpetual	Portfolio
Films on Demand	996=FOD	Portfolio
IEEE Xplore Digital Library	996=IEEE	Portfolio
IEEE Xplore Digital Library	996=IEEEMIT	Portfolio
IEEE Xplore Digital Library	996=IEEEWILEY	Portfolio
InfoScience Journals	996=IGIGLOBAL	Portfolio
Infobase - eBooks - Bloom's Literature	996=INFOBASE	Portfolio
Infobase - eBooks - Bloom's Literature	996=INFOPUB	Portfolio
JSTOR	996=JSTOR	Portfolio
Kanopy	996=KANOPY	Portfolio
Knovel	996=KNOVEL	Portfolio
LinkedIn Learning	996=LinkedIn	Portfolio
McIntyre	996=MCINTYRE	Portfolio
Oxford Univeristy Press	996=OXFORD	Portfolio
Rittenhouse	996=RITTENHOUSE	Portfolio
Sage	996=SAGE	Portfolio
Springer	996=SPRG	Portfolio
Taylor & Francis	996=TAY&FRA	Portfolio
Wiley Online Library	996=WILEY	Portfolio

Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding Sheridan College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748525

Sheridan College - Notes for Cutover