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Bibliographic, holdings, order and item data
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| III Procedures | Voyager Procedures | Notes |
Clean up and/or purge patron records that are inactive or expired and have no outstanding items, fines, fees, or other transactions. |
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Clean up and/or purge patron records with fines, fees, or other transactions that are older than a certain date and/or less than a certain amount. |
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Clean up and/or remove purchase orders that are old drafts or tests. |
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Clean up and/or remove invoices that are old drafts or tests. |
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Clean up standing orders and subscriptions that are old, should have been closed, or require investigation when active, but have been inactive for years. |
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Clean up or standardize currency codes for vendors, funds, orders, or invoices that are not standard per the ISO standards for currency. |
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Clean up or standardize country codes for patrons or vendors that are not standard per the ISO standards for countries. |
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Locate and fix unnecessary field prestamps |
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Locate and fix diacritic issues in record data |
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Browse call number index to locate and fix bad/incorrect call numbers |
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Browse barcode index to locate and fix bad barcodes |
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Browse numeric indexes (OCLC, LCCN, ISN, etc.) to locate and fix incorrect values |
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Locate and fix bad characters in volume fields |
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Review MARC fields for incorrect subfield tags or indicator usage |
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E-Resources and Package Resources
| III Procedures | Voyager Procedures | Notes | ||
Mark PDA BIB records clearly so that they can more easily be found in Alma and marked for PDA workflows in Alma and Primo post-migration. | |||||
Use KB interface names for electronic interfaces to make use of the Community Zone in the best possible manner. |
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Set up UStat – Customers who do not already use UStat for e-usage statistic reports can set it up prior to Alma and Primo implementation to benefit from its statistics and reporting capabilities from the beginning of Alma and Primo implementation. |
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Patron, Vendor, library contacts
| III Procedures | Voyager Procedures | Notes |
Establish how name fields are stored (Last name, First Name, or First Name/Last Name) when names are entered in one field in the source ILS system. |
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Locate and fix duplicate patron records |
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Locate and fix patron records with missing data (email addresses, telephone number, address, etc.) |
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Locate and delete patron records missing barcode or name fields |
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Locate and resolve existing “on-the-fly” records |
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Authority records
| III Procedures | Voyager Procedures | Notes |
Identify local authority records, if relevant (keeping in mind the Alma CZ will have various national authorities automatically available globally). When relevant, these can be loaded post Go-Live using standard Alma loading tools. |
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Find blind and duplicate authority records |
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Find and fix invalid subject headings |
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Locate and fix authority records missing 008 fields |
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Locate and delete authority records lacking data |
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Other
- Naming conventions
- Standardize how country information is entered such USA, U.S.A., United States, etc. for patron, vendor, and library contact information.
- Library and collection/location names
- Create/ensure unique collection/location names for each library that will be established in Alma and Primo