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Symphony Data Extract and Validation Support

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Data Extracts

OCLS is prepared to create Symphony data extract files for the data types listed below. OCLS will require your preferences for data extract by Friday, October 15th. Please indicate your preferences by completing this survey:

Bibliographic Records

OCLS will provide a full extract of all bibliographic records including eResources unless you indicate another preference. Please note: You will be able to omit eResource records at Cut-over if you include them in the Test Load, however, if you choose to omit eResources from your bib record files in the Test Load phase, you will not be able to include them in the final Cut-over Load.

Learn more about handling the migration of Bibliographic Records on the Ex Libris migration guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Bibliographic_Records

Please indicate your preference in the survey.

MARC Holdings

OCLS will not extract MARC holdings based on the assumption that all your MARC holdings reflect serial holdings and the information needed is included in serial, issue, and control files. Please let OCLS know if you have other MARC holdings besides serials.

Learn more about Holdings records in the Ex Libris migration guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Holding_Records

Please indicate your use of MARC holdings in the survey.

Courses Reserves

OCLS will provide Course data extract files for your reserves unless you indicate another preference.

Learn more about migrating Course data in the Ex Libris migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Course_Reserves

Please indicate your preference in the survey.

Boudwith

OCLS will not extract Boundwith records because it appears they are not used by the colleges.

Learn more about migrating Boudnwith data in the Ex Libris migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Boundwith_Records

Please indicate your use of Boundwith records in the survey.

Secondary Item

OCLS will not provide Secondary Item files because they do not have the ability and the file is an optional load for Alma.

Learn more about migrating Secondary Item data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Secondary_Item_file

Blocks

OCLS will not provide Block files because that block information is in the Patron file.

Learn more about migrating Block Files in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Block_File

Patrons

OCLS will provide Patron files but colleges need to let them know what to use as the match point, either User ID or Alt ID.

Learn more about migration Patron data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Patrons

Please indicate your preference for the match point in the survey.

Fines and Fees (Bills)

OCLS will provide only active Bills. If you need historical information, you will need to gather this separately.

Learn more about migration Bills data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Fines_and_Fees_(Bills)

Loans

OCLS will provide only active Loans. If you need historical information, you will need to gather this separately.

Learn more about migration Loans data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Active_Loans

Requests

“Requests” is Alma-speak for “Holds”. OCLS will provide only active Requests. If you need historical information, you will need to gather this separately.

Learn more about migration Requests data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Active_Requests_on_the_Hold_Shelf

Serial Control

OCLS will provide Serial Control files.

Learn more about migration Serial Control data in the Ex Libris Migration Guide here:https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Serial_Control_Record

Issue

OCLS will provide Issue files.

Learn more about migration Issue data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Serial_Control_Records_and_Issues

Vendors

OCLS will provide Vendor files.

Learn more about migrating Vendor data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Vendors

Please use the survey to indicate if you use the Sirsi Acquisitions module and you wish for OCLS to provide your Vendor data extract files.

Funds

OCLS will not provide Fund files.

Learn more about migrating Funds data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Funds

Orders

OCLS will not provide Order files.

Learn more about migrating Orders data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Orders

Invoices

OCLS will not provide Invoice files.

Learn more about migrating Invoices data in the Ex Libris Migration Guide here: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide#Invoices

P2E

OCLS will assist colleges with the creation of Printed to Electronic (P2E) files but OCLS will need input from colleges on which records require P2E. Please see the eResource Migration Backgrounder and P2E Instructions for details.

Data Validation

We are still investigating the data validation process. Colleges may be required to participate in the data validation process.

Tracking the Status of Your Extracts

Colleges can track the status of data extracts being completed by OCLS in the sub-pages below.

Algonquin College

College

Data Type

Notes

Status

EXTRACTED VALIDATED LOADED TO MFT

Algonquin

Bibliographic Records (Shadowed records)

Algonquin

Bibliographic Records (unshadowed records)

Algonquin

MARC Holdings 

Not provided

Algonquin

Courses

Algonquin

Boundwith

Not provided

Algonquin

Secondary Item

Not provided

Algonquin

Blocks

Not provided

Algonquin

Patrons

Algonquin

Bills (Fines and Fees)

Algonquin

Loans

Algonquin

Requests

Algonquin

Serial Control

Algonquin

Issue

Algonquin

Vendors

Algonquin

Funds

Not provided

Algonquin

Orders

Not provided

Algonquin

Invoices

Not provided

Centennial College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Centennial

Bibliographical data

Exclude home location E_RESOURCE

Centennial

Suppressed bibs

Centennial

MARC Holdings 

Centennial

Serials

Centennial

Issues

Centennial

Patrons

Centennial

Loans

Centennial

Fines and Fees

Centennial

Requests

Centennial

Vendors

Centennial

Courses

Conestoga College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Conestoga

Bibliographical data

Conestoga

Suppressed bibs

Conestoga

MARC Holdings 

Conestoga

Serials

Conestoga

Issues

Conestoga

Patrons

Conestoga

Loans

Conestoga

Fines and Fees

Conestoga

Requests

Conestoga

Vendors

Conestoga

Courses

Confederation College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Confederation

Bibliographical data

Confederation

Suppressed bibs

Confederation

MARC Holdings 

Confederation

Serials

Confederation

Issues

Confederation

Patrons

Confederation

Loans

Confederation

Fines and Fees

Confederation

Requests

Confederation

Vendors

Confederation

Courses

Fanshawe College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Fanshawe

Bibliographical data

Fanshawe

Suppressed bibs

Fanshawe

MARC Holdings 

Fanshawe

Serials

Fanshawe

Issues

Fanshawe

Patrons

Fanshawe

Loans

Fanshawe

Fines and Fees

Fanshawe

Requests

Fanshawe

Vendors

Fanshawe

Courses

Fleming College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Fleming

Bibliographical data

Fleming

Suppressed bibs

Fleming

MARC Holdings 

Fleming

Serials

Fleming

Issues

Fleming

Patrons

Fleming

Loans

Fleming

Fines and Fees

Fleming

Requests

Fleming

Vendors

Fleming

Courses

George Brown College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

George Brown

Bibliographical data

George Brown

Suppressed bibs

George Brown

MARC Holdings 

George Brown

Serials

George Brown

Issues

George Brown

Patrons

George Brown

Loans

George Brown

Fines and Fees

George Brown

Requests

George Brown

Vendors

George Brown

Courses

Georgian College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Georgian

Bibliographical data

Georgian

Suppressed bibs

Georgian

MARC Holdings 

Georgian

Serials

Georgian

Issues

Georgian

Patrons

Georgian

Loans

Georgian

Fines and Fees

Georgian

Requests

Georgian

Vendors

Georgian

Courses

Humber College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Humber

Bibliographical data

Humber

Suppressed bibs

Humber

MARC Holdings 

Humber

Serials

Humber

Issues

Humber

Patrons

Humber

Loans

Humber

Fines and Fees

Humber

Requests

Humber

Vendors

Humber

Courses

La Cité

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

La Cite

Bibliographical data

La Cite

Suppressed bibs

La Cite

MARC Holdings 

La Cite

Serials

La Cite

Issues

La Cite

Patrons

La Cite

Loans

La Cite

Fines and Fees

La Cite

Requests

La Cite

Vendors

La Cite

Courses

Northern College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Northern

Bibliographical data

Northern

Suppressed bibs

Northern

MARC Holdings 

Northern

Serials

Northern

Issues

Northern

Patrons

Northern

Loans

Northern

Fines and Fees

Northern

Requests

Northern

Vendors

Northern

Courses

Sault College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Sault

Bibliographical data

Sault

Suppressed bibs

Sault

MARC Holdings 

Sault

Serials

Sault

Issues

Sault

Patrons

Sault

Loans

Sault

Fines and Fees

Sault

Requests

Sault

Vendors

Sault

Courses

Sheridan College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

Sheridan

Bibliographical data

Sheridan

Suppressed bibs

Sheridan

MARC Holdings 

Sheridan

Serials

Sheridan

Issues

Sheridan

Patrons

Sheridan

Loans

Sheridan

Fines and Fees

Sheridan

Requests

Sheridan

Vendors

Sheridan

Courses

St. Lawrence College

College

Data Type

Status

EXTRACTED VALIDATED LOADED TO MFT

Notes

St. Lawrence

Bibliographical data

St. Lawrence

Suppressed bibs

St. Lawrence

MARC Holdings 

St. Lawrence

Serials

St. Lawrence

Issues

St. Lawrence

Patrons

St. Lawrence

Loans

St. Lawrence

Fines and Fees

St. Lawrence

Requests

St. Lawrence

Vendors

St. Lawrence

Courses

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