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Translation table: Locations

Find a template to be used to map the locations from your local system (ILS) to WMS.

Purpose

This document is a template to be used to map the locations from your local system (ILS) to WMS.

Using an Excel spreadsheet, follow the examples below to translate locations from your ILS to WMS.

 Note: All data is case sensitive. Data from your system may vary.

Non-Voyager systems

List all possible combinations of locations and item types in your data (see examples in table below).

Migration scenario
(Do not put this column in your translation table)

ILS Source Columns
(The names of these fields vary by ILS)

WMS

Migration

 

Location ID

Location code

Item type

852 $b Holding library code

Branch (display name in WorldCat Discovery)

852 $c Shelving Location

008/20 (LHR lending policy)

008/21 (LHR reproduction policy)

New Location

Do Not Migrate

Default

1: Location ID or code determines WMS shelving location

213

Fic

*

1CML

Simpson Library

Fiction

u

u

     

544

Per

*

1CML

Simpson Library

Periodicals

b

a

     

2: Item type determines WMS shelving location

123

Media

DVD

ABCD

Smith Library

Media Library - DVD

b

b

     

123

Media

Video

ABCD

Smith Library

Media Library -

Video

u

u

     

3: New location

     

1CML

Simpson Library

New Fiction

b

b

X

   

4: Do not migrate

677

Supp

*

           

X

 

5: Default

*

*

*

1CML

Simpson Library

Migration exceptions

u

u

   

X

Voyager system

List all possible combinations of locations and item types in your data (see examples in table below). If you have locations that do not have item records, you may add a row listing the location and leaving the item type cells blank. For example, periodicals, electronic resources, and government documents often do not have item type information (see Migration scenario 3).

Migration scenario
(Do not put this column in your translation table)

Voyager

WMS

Migration

 

Location ID

Location Code

Location Name

Item type number

Item type code

Item type name

852 ‡b Holding library code

Branch (display name of holding library

code)

852 ‡c Shelving Location

008/20 (LHR lending policy)

008/21 (LHR Reproduction policy)

New Location

Do Not Migrate

Default

1: Default

           

1CML

Simpson Library

Migration exceptions

u

u

   

X

2: Do not migrate

677

Supp

Suppleme nts

2

Supp

Suppleme ntary

           

X

 

3: Items without item type data (periodicals,

gov’t documents,

e-resources, etc.)

544

Per

Periodical

     

ABCA

ABC

College Library

Periodical stacks

b

a

     

4: Item type determines WMS shelving location

101

DVD

Media - DVD

16

DVD

DVD

ABCD

Smith Library

Media Library

- DVD

b

b

     

100

Video

Media Video

15

VID

Video

ABCD

Smith Library

Media Library

- Video

b

b

     

5: Location ID or code determines WMS shelving location

213

Fic

Stacks

1

Book

Book

1CML

Simpson Library

Fiction

a

b

     

544

Per

Periodical s

11

Per

Periodical

1CML

Simpson Library

Periodicals

b

a

     

6: New location

           

1CML

Simpson Library

New Fiction

b

b

X

   

Definitions

Asterisk (*)

Use to indicate that any data is acceptable in that subfield, including an empty subfield, or lack of a subfield. Cells should not be left blank, but should have an asterisk. Note: Not applicable to libraries using Voyager.

Branch

Display preference for WorldCat Discovery.

Default

This shelving location is used for any data that has a location and/or item type (or combination of the two) that is not represented in the translation table delivered to OCLC (may be a new or existing location).

Do Not Migrate

If checked, any data in the ILS columns in that row will not migrated to WMS (the WMS columns are blank).

Holding Library Code

The four-character code assigned by OCLC that identifies a branch library (distinct from the three-character OCLC symbol). Your OCLC Implementation Manager can supply the holding library codes for your institution.

ILS Source Columns (nonVoyager systems only)

Use to indicate where this data comes from in your ILS. Source locations can have descriptive text in the header row, but must identify the tag and subfield in the format ‘nnn $s’. Any source columns containing only descriptive text will be ignored. For example, 950 $a.

New Location

If checked, indicates a new shelving location to be created (WMS columns are filled in), but no data will be migrated into it (ILS columns are blank).

Shelving Location

The Branch and Shelving Location are displayed together in WorldCat Local. Keep this in mind as you create your shelving locations, to avoid redundancy. Do not record temporary status locations (e.g. Book Repair, At Bindery, In Processing) in your translation table. Shelving locations cannot exceed 150 characters or contain an ampersand (&) or a double dash (–).

Shelving location in WorldCat Discovery

008/20

You can set your interlibrary loan deflection policy during migration. Byte 20 in the 008 field of the local holdings record (LHR) can be set to these values:

  • a: will lend (overrides deflection policy set in the Policies Directory)
  • b: will not lend (overrides deflection policy set in the Policies Directory)
  • u: unknown (LHR is ignored; deflection policy in the Policies Directory is used instead)
    • If there are no policies in the Policies Directory, the request goes to your ILL department.
    • If you change an item's shelving location after migration (for example, from b to u), you must also update its LHR.

For more information, see 008/20.

008/21

You can set your interlibrary loan reproduction policy during migration. Byte 21 in the 008 field of the local holdings record (LHR) can be set to these values:

  • a: will reproduce (overrides reproduction policy set in the Policies Directory)
  • b: will not reproduce (overrides reproduction policy set in the Policies Directory)
  • u: unknown (LHR is ignored; reproduction policy in the Policies Directory is used instead)
    • If there are no policies in the Policies Directory, the request goes to your ILL department.
    • If you change an item's shelving location after migration (for example, from b to u), you must also update its LHR.

For more information, see 008/21.

 

 

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