This page provides an overview of the steps libraries should take to review data for data acceptance. Please review the Ex Libris July 7th slides and presentation.
Do not make any changes to your data before accepting it! Changes to your data constitutes acceptance.
Focus on changes from test load. What should be different this time? The Test Load Spreadsheets tab has your migration spreadsheets from test load in December. Be sure to account for changes made to your data within the past few months.
More local e-resources switched from physical to electronic; the number of portfolios created should be comparable…
But there will be fewer Physical Titles in electronic/web locations
User Primary ID
Should match EMPLID (Aleph ID 07)
Aleph fields transformed
001 -> 952; OWN -> 975; STA -> 976; 946 -> 956; 949 -> 959; 910 -> 990
Local fields retained in IZ
Will not be overwritten by NZ record
590, 952, 956, 959, 970, 971, 975, 976, 990, 991
Spot-check against Aleph & SFX Data
Patron Example: Choose three or four individual patrons in Aleph and verify in Alma
Contact info is correct
Is User Group correct? Are they correctly marked internal vs. external?
Did blocks/fines migrate as specified?
Did notes migrate as expected? Are internal notes still internal (i.e. invisible to the patron)?
Repeat this spot-checking process for other record types
Verify the number of SFX activations for your IZ
Did the expected activations migrate to your IZ?
Review test load slides for help constructing searches.
Ex Libris checks the following. Campuses don't need to worry about these!
Some documents on this site require Adobe Acrobat Reader. You can download Acrobat Reader for free.