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Suggestions for Non-Sirsi Libraries

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Consider cleaning out old patron files;

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Fines that you do not want to bring over should be forgiven;

The following are recommendations for data cleanup that may or may not be relevant to all libraries.

  • Fines, fees: clean up fines, fees, or other transactions that are older than a certain date and/or less than a certain amount, that should be forgiven;

  • Patron files: clean up and/or purge patron records that are inactive or expired and have no outstanding items, fines, fees, or other transactions

  • Clean up brief order records are old, should have been closed, or have been inactive for years.

  • You also may need to clean up any coding errors that may prevent items from being mapped to locations;

  • Consider control field coding that needs to be cleaned upWeeded items: purge prior to cutover.

  • Local tags may need to be reviewed (how you are marking them). Alma Migration Considerations for Consortia - Ex Libris Knowledge Center (exlibrisgroup.com)

  • If there are any carts of weeded items to be purged, it would be useful to get that done prior to cutoverConsider control field coding that needs to be cleaned up.