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Suggestions for Non-Sirsi Libraries

The following are recommendations for data cleanup that may or may not be relevant to all libraries. For a more complete list of data clean up suggestions, please see Getting Ready for Alma and Discovery Implementation, Appendix B - Optional Data Preparations.

• 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 Statuses and codes: standardize and clean up any coding/tagging errors that may prevent items from being mapped to locations;your designated Alma locations, e.g., BK, Book, Monograph

• Weeded items: purge prior to cutover.Local tags may need to be reviewed (how you are marking them).

• Barcodes: identify and re-barcode any duplicate or unintentionally empty item barcodes.

• Local tags: ensure that local tags (if any) are identified in 09x, 59x, 69x, 77x/78x, and 950-999 ranges, and marked with subfield 9 with only the word LOCAL (no spaces, punctuation, or any other characters). For more information, see Alma Migration Considerations for Consortia - Ex Libris Knowledge Center (exlibrisgroup.com)Consider control field coding Note: if you become aware of local tags

• Control field coding: records that are not tagged for that needs to be cleaned up.

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