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Instructions

Notes

Removals (Please use this column to indicate if you have removed values from cells in this tab. Indicate Yes/No)

Bib Items

No action needed

Defined by Sirsi

No

Holdings

No action needed

No college has Marc Holdings

No

Boundwith

No action needed

No college has boundwith records

No

Serial Control for Issues

Look at NON_PUBLIC_NOTE.

Remove anything you do not want to carry over.

** Could be cell ranges: B20-B32,C20-C32 but may differ depending on your data.

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Issues

Look at NON_PUBLIC_NOTE.

Remove anything you do not want to carry over.

** Could be cell ranges: B17-B37, C17-C37 but may differ depending on your data.

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Patrons

Look at LIBRARY_NOTE.

Remove anything you do not want to carry over.

** Could be cell ranges: B103-B123, C103-C123 but may differ depending on your data.

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

removed B103/C103, B105/C105, B107/C107, B110/C110, B111/C111, B116/C116, B104/C104, B113/C113, B114/C114

Patrons - ##User Identifiers

UNIV_ID, under ##ALma ##Alma identifier type## should map to USER_ALT_ID under ##Symphony local field##

Example

moved B91 to B89 - USER_ALT_ID in Symphony is staff/student number

Patrons - ##User Identifiers

BAR, under ##ALma identifier type## should map to USER_ID under ##Symphony local field##

Example

added USER_ID to B90 (barcode)

Use the following mapping if you have additional user information in your current ILS. Statistical data is contained in the user category fields within Symphony. To map these cells, select the correct stat category label below and insert it into the matching field. USER_CATEGORY1 USER_CATEGORY2 USER_CATEGORY3

Patrons - ##Patron Statistical Categories

The first field in USER_STAT_CATEGORY should be mapped to your Sirsi field that currently contains the most relevant program data. (For example, the default is USER_CATEGORY1, but if your college uses USER_CATEGORY3 for program data, change it. )

**Could be B98 but may differ depending on your data.

moved USER_GROUP_ID from B92 to B98 - statistical categories 1-12 not currently used in Symphony but program information for students is provided in USER_GROUP_ID (also includes staff department info)

Patrons - ##Patron Statistical Categories

Insert an additional row here if you have Faculty or School data to migrate. Include the Sirsi field name for that data here.

Patrons - ##Patron Statistical Categories

Insert an additional row here if you have specific department information for faculty data to migrate. Include the Sirsi field name for that data here.

Patrons - ##Patron Statistical Categories

If there is something else that you currently have and you want it mapped, continue this process by adding rows.

Blocks

No action needed

No

Loans

Look at LOAN_NOTE.

Remove anything you do not want to carry over.

** Could be cell ranges: B16-B19, C16-C19

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Removed B16-19 and C16-19

Fines & Fees

Look at FINE_FEE_COMMENT

Look at non-public notes.

Remove anything you do not want to carry over.

** Could be cell ranges: B13, C13

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Requests

Look at NON_PUBLIC_NOTE

Remove anything you do not want to carry over.

** Could be cell ranges: B12-B13, C12-C13

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Vendors

Only for those colleges that wanted Acquisitions Data

Look at VENDOR_NOTE

Remove anything you do not want to carry over.

** Could be cell ranges: B57-B62, C57-C62

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Orders

No action needed (for now)

No

Funds

No action needed (for now)

No

Invoices

No action needed (for now)

No

Hol Form Bib

No action needed

No

Courses

Only for those colleges that wanted course data.

Look at COURSE_NOTE

Remove anything you do not want to carry over.

** Could be cell rages: B17-B18, C17-C18

Keep in mind, notes are not attached to any functionality in Alma. They will appear all in one field, separated via pipe.

Suppressed Bibs

No action needed

No

Item Secondary File

No action needed

No

P2E

No action needed

Your P2E items are processed in a separate file.

No

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