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Data Type

Exclusion Identifier

Exclusion Identifier Examples

Notes

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?

Background information

  •  Yes
  •  No

Bibliographic Records (unshadowed records)

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.caExclude bib records whose 856 link contains: https://learning.oreilly.com

https://ebookcentral.proquest.com

Exclude bib records that contain certain MARC fields such as 996=Proquest, or 856=www.nfb.ca

Please exclude these eBook packages from P2E

Courses/Reserves

Exclude Item Type=LAPTOP

Item Type=IPAD

Exclude Item Type=LAPTOP (Laptops or other equipment items can be put into another location in Alma.)

Patrons

Exclude Item Type=LAPTOP

Item Type=IPAD

Patrons

User Profile = ACQU, ACQUFUND, BOOKING, CATA, CIRC, LIBRARYUSE, POCKETCIRC, PROCESS, REPORTS, RESERVES, SCANNER, SERIALS, SIRSI, STANDALONE, STUDENTEXT, SVA, TECH, TECHSERV, TEST, WCASA_LOMA, WDANIELS, WEBSERVER, WESL_CL, WIT-PRO, WNV_KIOSK, WSH_EATON, WST_JAMES, WWATERFRON, ZCCASA_LOM, ZCDANIELS, ZCESL_CL, ZCIT-PRO, ZCNV_KIOSK, ZCSH_EATON, ZCST_JAMES, ZCWATERFRO, ZTCASA_LOM, ZTDANIELS, ZTESL_CL, ZTIT-PRO, ZTNV_KIOSK, ZTSH_EATON, ZTST_JAMES, ZTWATERFRO

Exclude User Profile=ADMIN

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

Do not migrate Issues

Funds

Exclude Funds Created > , or < DATE

Do not migrate funds (current funds and legers will retain at cutover)

Orders (>2011)

Exclude Closed Orders

Do not migrate orders

Invoices (>2011)

Exclude Invoices Created > , or < DATE

Do not migrate invoices

OCLS Assistance with P2E (For Colleges to Complete)

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