Page Comparison

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

1. Creation of generic load profile in Alma (complete). 
2. Creation of training program/documentation (complete)
3. Pilot cohort training on record load process (completed October 9, 2018).  
4. Alma Sandbox Login will be updated with Resource Management Extended Plus (complete).
5. Pilot members will independently practice loading records (October 9 - 19).  
6. Once pilot members feel comfortable with the process, they will ask LTS to review the records loaded.
7. LTS will review the records loaded for the operator and approve submitted login request form.
8. Alma Production Login will be updated with Resource Management Extended Plus. 
9. Pilot member can begin to load records in production, in line with the best practices covered in training.

Pilot Participants

1. Nada Hussein (MED)
2. Karim Rouqui (MED)
3. Lev Chaban  (ELD)
4. Matt Sullivan (HCL Collections)
5. Vardit Samuels (JUD)
6. Elizabeth Vernon (JUD)
7. Daryl Boone (ITS—ASWG))
8. Naun Chew (ITS—RMWG)

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

1. Development of training script & materials. (Completed Jan 2019)
2. Review by LTS Tech Team and Working Group Co-Chairs.
3. Identification of initial cohort of participants.
4. Pilot cohort training on batch item update process.  (Jan/Feb 2019)
5. Pilot members will independently practice batch item updates. (February 2019) 
6. Once pilot members feel comfortable with the process, they will ask LTS to review the updated records.
7. LTS will review the records loaded for the operator and confirm the project was completed according to proper parameters.
8. Pilot member can begin to update item records in production, in line with the best practices covered in training.

Pilot Participants

TBD