[opal_migration_leads] Funds form questions

[Matt Polcyn]

We haven’t heard anything from Ex Libris about the problems with the fund files.  But we’ve determined that the problem arose when multiple libraries had the same fund code:  the fund file Innovative provided to Ex Libris may have had notes and/or fund names that actually belonged to another library.

Rather than wait for Ex Libris and/or Innovative to investigate and fix, we’ve extracted the fund files ourselves and are certain they are correct.  We’ve submitted these corrected versions to Ex Libris.

Thanks,

Matt

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org> on behalf of Matt Polcyn via opal_migration_leads <opal_migration_leads at opal-libraries.org>
Date: Thursday, May 9, 2024 at 11:03 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org>
Cc: Matt Polcyn <mattp at ohionet.org>
Subject: Re: [opal_migration_leads] Funds form questions
Hi Kathleen,

We just discovered this as well (albeit with another library):  the files Ex Libris provided us contain notes and other details from other libraries.  So I’ll be posting something to Basecamp and will take care of sorting these out.

Thanks,

Matt

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org> on behalf of Aufderhaar, Kathleen <aufderhaark at bluffton.edu>
Date: Thursday, May 9, 2024 at 11:01 AM
To: opal_migration_leads at opal-libraries.org <opal_migration_leads at opal-libraries.org>
Subject: [opal_migration_leads] Funds form questions
Good morning,

The Funds form is something that has been in process, and I believe we were told not to do anything with it.
Of course, me being me, I noticed that that Bluffton’s form was uploaded and that it has some anomalies.
Am I correct in assuming those fund names and notes that aren’t Bluffton’s are there because of repeated fund codes among OPAL libraries?
Will we just correct these things once we’re over in Alma?

Thanks much,

Kathleen Aufderhaar
Technical Services & Systems Librarian
Musselman Library, Bluffton University
Voice: 419-358-3414
Fax: 419-358-3384

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