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Batch Load Bibs/Holdings/Items - Training Materials and Script (Fall 2018)
Library Technology Services and Harvard Library staff are engaging in a Pilot project to extend batch load functions to library staff to create bibliographic records and stub holdings and items for records supplied by vendors.
Pilot Milestones
- Creation of generic load profile in Alma (complete).
- Creation of training program/documentation (complete)
- Pilot cohort training on record load process (completed October 9, 2018).
- Alma Sandbox Login will be updated with Resource Management Extended Plus (complete).
- Pilot members will independently practice loading records (October 9 - 19).
- Once pilot members feel comfortable with the process, they will ask LTS to review the records loaded.
- LTS will review the records loaded for the operator and approve submitted login request form.
- Alma Production Login will be updated with Resource Management Extended Plus.
- Pilot member can begin to load records in production, in line with the best practices covered in training.
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Batch Item Updates (Winter 2019)
Library Technology Services and Harvard Library staff are engaging in a Pilot project to extend batch item update functions to library staff to update item records in batch.
Pilot Milestones
- Development of training script & materials. (Completed Jan 2019)
- Review by LTS Tech Team and Working Group Co-Chairs.
- Identification of initial cohort of participants.
- Pilot cohort training on batch item update process. (Jan/Feb 2019)
- Pilot members will independently practice batch item updates. (February 2019)
- Once pilot members feel comfortable with the process, they will ask LTS to review the updated records.
- LTS will review the records loaded for the operator and confirm the project was completed according to proper parameters.
- Pilot member can begin to update item records in production, in line with the best practices covered in training.
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