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?
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 Preferred field is: no longer applicable; OCLS will be assisting us in migrating to 690	Yes No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

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:
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)		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)	Exclude: 856=www.nfb.ca or 996=NFB (GC-EVIDEO) 996=E-Books (Coutts) 773=Flipster	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	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	Exclude User Profile=ADMIN	OCLS to advise if there is a use case to keep any of these admin type users
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	We added serial issues as “items” in SIRSI and that is how they appear for first extract
~~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
EBSCOhost (individual perpetual titles)	996=EBSCOhost ebook	portfolio
OVID	996=E-books (OVID)	portfolio
Bloomsbury	996=Bloomsbury eBook	portfolio
Wiley Note: double-checking re NZ match	996=Wiley	portfolio
Cambridge Core	996=Cambridge	portfolio
Taylor & Francis	996=T&F	portfolio
All videostreaming titles with the exception of NFB	996=GC-EVIDEO but exclude if additional 996=NFB (GC-EVIDEO)	portfolio

Add additional Rows as necessary

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

Notes regarding Georgian College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379781254

Georgian College - Notes for Cutover