Northern College - Notes for Cutover
- Liana Giovando
- Liz Maraston (Unlicensed)
- Stacey Boileau
- 1 Introduction
- 2 Notes for Cutover (For Ex Libris and Colleges to Complete)
- 3 Migration Preferences (For Colleges to Complete)
- 4 Data Preferences (For Colleges to Complete)
- 5 Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)
- 6 OCLS Assistance with P2E (For Colleges to Complete)
- 7 Link to Test Load Environment Release Notes (For Ex Libris to Complete)
- 8 Link to Mapping and Migration Form Version Tracking Page
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 user notes not mapped at TL | https://3.basecamp.com/3765443/buckets/23965261/messages/4758732212 Ex L check for user note mapping on CO field mapping College indicate user note mapping preferences From Andrea (5/2): @Shannon Arsenault I see Northern has checked this off, but which fields do you want mapped for Cutover, in terms of patron notes? The Basecamp post above mentioned the USER_XINFO.NOTE field, so I have put that on your mapping form. Of the examples Jennifer showed in Basecamp, do you expect other notes?
| Yes No |
course reserves processing unit | ExL Ensure migration form preferences are honored | Yes No |
preferred name | ExL amend field mapping so that Sirsi USER_NAME is not mapped as preferred |
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.
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 | |||||
|---|---|---|---|---|---|
Andrea (5/2): Done. |
Andrea (5/2): Done. |
Andrea (5/2): Noted. | PQIS Activations Ebook Central Integration (Ebook Central Perpetual, DDA and Subscription)
Andrea (5/2): Noted. |
Andrea (5/2): Noted. |
Andrea (5/2): Noted.
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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) | Fulfillment Data Exclusion Identifier | Fulfillment Data 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? | Reviewed SB 5/10 | Not applicable | Not applicable |
Bibliographic Records (unshadowed records) 17155 records |
| Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Courses/Reserves |
| Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.) |
| Reviewed SB 5/10 | Not applicable | Not applicable |
Patrons 34736 records |
| Exclude User Profile=ADMIN |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | 34864 records extracted LM 2022/07/21 | |
Fines and Fees/Active Bills 2 records |
| Exclude Bill Reason=PROCESSFEE |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | 2 records extracted LM 2022/07/21 | |
Active Loans 265 records |
| Exclude all loans for the the pseudo user=MISSING |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | 246 records extracted LM 2022/07/21 | |
Requests/Available Holds 1 record |
| Not applicable |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | 1 record extracted LM 2022/07/21 @Andrea Bainbridge (Unlicensed) | |
Serial Control 82 records |
| Exclude Serial Control Created > , or < DATE |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Issue 2670 records |
| Exclude Issue Created > , or < DATE |
| Reviewed SB 5/10 Extracted LM 2022/05/24 | Not applicable | Not applicable |
Funds |
| Exclude Funds Created > , or < DATE | Not provided for test load. |
| Not applicable | Not applicable |
Orders (>2011) |
| Exclude Closed Orders | Not provided for test load. |
| Not applicable | Not applicable |
Invoices (>2011) |
| Exclude Invoices Created > , or < DATE | Not provided for test load. |
| Not applicable | Not applicable |
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. Reviewed SB 5/10
Collection Title | Collection Identifier (For example, 996=Curio, or 856=https://www.nfb.ca) | |
|---|---|---|
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Add additional Rows as necessary |
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Link to Test Load Environment Release Notes (For Ex Libris to Complete)
Notes regarding Northern College - Test Load Environment Release can be found on a different page: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/379781323