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.. Schedule J Data Upgrade Details - continued Data U ade - Standard Services Patron Records: . Mapping of patron names into Last name, First name(s), and Middle initial fields in POLARIS records. . Preservation of gender and birth date fields, if appropriate. . Preservation of notes. . Placement of optional stop on patrons with notes. . Removal of permanently stopped and expired patrons (as requested). . Removal of 'Full Borrower input required' patrons. . Mapping of Galaxy Patron codes to POLARIS patron type codes; includes defaulting as necessary. . Mapping of Galaxy Patron home libraries to POLARIS Organizations. Includes defaulting as necessary . . Mapping of Galaxy language codes into POLARIS language codes. Includes the insertion of English as a default where no language code or 'Other' exists. . Corrections to cities, states, and zip codes for patron home and alternate addresses, including the insertion of defaults as appropriate. Corrections will be based upon reports generated for library by GIS with instructions returned by library to GIS. The responsibility to check the accuracy of the data belongs to the library. . Mapping of blocks and stops in the following order of priority: system stops (permanent stops and Registration required), user-defined stops, and free-text stops. . Mapping of whole data elements into 5 available user-defined fields. Mapping is to be based on the entire field, rather than on parts of the element. (e.g., if a user defined field is Galaxy Demographic data, then all Demographic data are to be mapped, not just those containing a particular value, such as Friend of the library.) . Preservation of links between patrons, bearing a description indicating that the links existed in Galaxy . . Preservation of Individual Access Module PINs as patron passwords, where the PIN is not uninitialized ("0000"). . Insertion of the patron last name into the patron password field where the PIN does not exist, or is unini tialized. Circulation Transactions eserves Records: . Preservation of patron registration, entry, update, last activity dates. . Preservation of patron usage for the last two years, as defined by library use of year-end processes. . Preservation of item creation, modification, and inventory dates. . Preservation of item circulation counts for lifetime and for year-to-date, as defined by library use of year-end processes. . Mapping of Galaxy item status to POLARIS item status. . Preservation of patron information, due dates, and renewal counts for items with a status of out. . Preservation of claims counts (but not claims reasons). . Preservation of patron account details (i.e., financial transaction history.) . Preservation of reserves placed in the Galaxy system. PO LARIS POIAIæ I