Page Comparison

• Add new physical locations
• Make sure locations are associated with appropriate circ desk and fulfillment units

If the POL Owner is changing, have liaison submit login request forms. Update ordering/receiving permissions for Alma Logins.

If the POL Owner is changing, confirm point person with ITS and determine amount of lead time needed.

Verify that any other profiles aren't mapping to the old Library that's being removed.

Communicate with Aeon administrator regarding new locations and old location removal.

Communicate with Resource Sharing regarding new locations and old location removal.

If holdings were scanned under separate Owner/Billing Code, confirm with library if it would be administratively beneficial to merge into ongoing separate Owner/Billing Code.

If the POL Owner is changing, update EOD import profiles to new POL Owner. Change any default inventory values/location mapping that reference old library, if necessary.

• Update any item policies

• Update the Library & Location based on mapping per Library preferences

Run a norm rule on the holdings to change the 852 $b and $c

Cleanup needed:

• UNASSIGNED: 4 titles (flipped to FAL UNASSIGNED) – Jessica Aberle will review and confirm final designation

  • 990121127520203941

  • 990117594090203941

  • 990088561670203941

  • 990083153190203941

• RUB false positives – 4 titles appear in a title search for perm phys loc RUB but don't actually have any RUB holdings/items. ExL Case # 00793786. MMS IDs:
  • 99153721786803941
  • 99153820106203941
  • 990153226810203941
  • 99153687167803941

• Run a report to see if there are any items whose temporary location is one of the locations being removed. If temp locs are in use, items will need to be mapped to new corresponding temp loc using change items job.
  
  • Report: RUB_tempItems_20191115.xlsx

• Opening hours
• Relationships table
• Circ desks (CB unchecked Hold Shelf flag to remove Rubel as pick-up location 1/16/20)
• Any library-specific workorders
• Printers
• Any library-specific Terms of Use
• Remove old physical locations

• Remind Libraries to change reports
• Look for scheduled reports on closing sublibrary code

Remove configuration for old library; update new library settings if needed

• Remove entry in institutional library list (turns out to be unnecessary)
• Remove entry in library scope

Ask BD support to

• remove any old mappings and turn on any additional locations as needed
• remove any closed libraries as pickup locations

Remove Old pickup locations ILLiad webforms if needed.

• If the new locations are Aeon-eligible, Aeon administration needs to enable them in Aeon.
• Update the wiki page for Aeon-eligible locations

• Alma Login Liaisons Page
• Library names and codes in Alma