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How to Prepare: Mismatched Item Cat 3 and Item Types

CCS has created a handy tool to help libraries identify conflicts between Item Cat 3 and Item Type values for their items in Symphony. These combinations were used to map to Polaris Material Types, and errors in coding here will result in errors at go live.

Add your library name as it appears in Symphony (example: DUNDEE or DUNDEEB) to the link above to access a list of all combinations of Item Cat 3 and Item Types in use by your library.

Look for conflicts between Item Cat 3 and Item Type. Each row includes a count for how many records match the combination. Click ਨ at the start of a row on the left side of the window to display a list of matching call numbers on the right side. Clicking ਨ on the right frame will open a new window with matching barcodes.

To find material in Workflows, drill to the barcode level as described above, or use the Item Search Configuration Helper to limit to the Cat 3 and Item Type combination in question. Limit to your library, and press Search. No search terms are needed.

Correcting errors in Workflows will ensure material maps to the correct Material Type in April. Review your combinations by November 1. Library staff will need to revisit this report prior to go live as well.

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