Data Extracts
OCLS has extracted all Symphony college data files except for Acquisitions data (Vendors, Orders, Invoices, and Funds). In addition, Mapping and Migration Forms have been created in the validation process based on the data files extracted. Data extracts have been loaded to MFT Folders on your behalf and Mapping and Migration Forms are available from OCLS FTP.
Colleges can track the status of data extracts being completed by OCLS in the sub-pages below the heading, Tracking the Status of Your Extracts.
🔆 See the Symphony Data Mapping & Migration Form Instructions for next steps.🔆
Data Types
The information below provides detail on the data extracts. You can also track the status of data extracts by finding the page for your college under Tracking the Status of Your Extracts.
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 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 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
It is yet to be determined if OCLS will 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
Mapping and Migration Forms have been created in the validation process based on the data files extracted. See the page on Symphony Data Mapping & Migration Form Instructions for more information.
Tracking the Status of Your Extracts
Colleges can track the status of data extracts being completed by OCLS in the sub-pages below.