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Laura Morse

Laura Morse

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TypeTaskSystemPhaseWho
Planning
CommunicationGeneral announcement to hlcommsEmailPlanningLibrary Lead
PlanningProject team kickoff meeting with Library, ITS, AS, and LTS project members
PlanningLibrary Lead
PlanningLTS will create wiki page for project that tracks all mapping information, timelines, and decision points and share with stakeholders.EmailPlanningLTS (Systems and Support Lead)
Implementation
Alma Library Management Configuration

Update library name in configuration

  • Admin/list List of librariesLibraries
  • Organization Unit Contact Information 
  • Circulation Desks List 
  • Physical Locations
  • Digitization Departments
  • Workorder Departments
  • Review fund names for required changes.  Must consult with HL Finance for any that need to be changed.
AlmaImplementationLTS (Systems Librarian)
Alma Items updatesAre any needed?Scripts
  • AP Feed Script
  • AR/Termbill Script
  • HD/ReCAP Request Feeds
Alma ImplementationLTS (Systems Librarian, DevOps)
Alma Analytics
  • Allison to fill out related to lookup tables and variable in canned reports
HARTImplementationLTS (Systems Librarian)
Alma Items updates
  • Library needs to use analytics to identify fields where old name may exist.  LTS can consult on options for batch update.  Batch update may not be feasible in all scenarios.
AlmaImplementationLibrary Staff/LTS (Systems Librarian)
ALMA--Updating catalog records and textual notes referring to owning libraryWhich Fields are these?
  • Library needs to use analytics to identify fields where old name may exist.  LTS can consult on options for batch update.  Batch update may not be feasible in all scenarios.
AlmaImplementationLibrary Staff/LTS (Systems Librarian)
HOLLISUpdate
  • For Alma - update library name in configuration
. Does this cover the mapping described  at Repository Names and Contacts? If not, add task.		AlmaImplementationLTS (Systems Librarian)
Acorn
  • ? to fill out
AcornImplementation
Aeon
  • ? to fill out
AeonImplementation
ArchivesSpace
  • Change name in Repository record
ArchivesSpaceImplementation
Borrow Direct
  • Kara/Jason to fill out
BorrowDirectImplementationLTS (Systems Librarian), HL AS RS Lead
ILL
  • Kara/Jasonto fill out
ILLiadImplementationLTS (Systems Librarian), HL AS RS Lead
Scan & Deliver
  • Kara/Jason to fill out
ILLiadImplementationLTS (Systems Librarian), HL AS RS Lead
Class Request Tool
  • ? to fill out
CRTImplementation
DRS
  • Robin to fill out
DRSImplementation
DRS--Updating object-specific information
  • Robin to fill out
DRSImplementation
E-bookplates
  • LTS to export list of DIV funds for fund name review by library
Bookplate ScriptImplementationLibrary Staff/LTS (Systems Librarian)Harvard Library website listings (digital collections, lists of libraries on subpages, etc
HD Request formsHART 
  • Allison to fill out related to lookup tables and variable in canned reports
HARTImplementationLTS (Systems Librarian)
Harvard Library Website 
  • Digital collections
  • Lists of libraries on subpages

ImplementationHL Communications Teams
Storage Facilities
  • HD Request Forms
  • HD/LAS Stopcode updates/display updates
  • Leila to fill in
LAS, SCSB, WebsiteImplementationHL Access Services
JSTOR Forum

Change repository name authority record

Update documentation: Repository Names and Contacts

*** Needs to be timed with HOLLIS Images configuration changes

JSTOR ForumImplementationLTS (Metadata Analyst) or library
Library of CongressRequest name change to MARC Organization Code record from NDMSO@LOC.GOV. Refer to specific record ID, found by searching https://www.loc.gov/marc/organizations/LoCImplementationLTS (Metadata Analyst) or library
LibraryCloud

After name is changed in Update RepositoryNameMapping.xml and move to production.

Reingest Alma, ArchivesSpace, and/or Forum records for that repository (or all Alma, if necessary) after new mapping file is in place. 

LibraryCloudImplementationLTS (Metadata Analyst, Developer)
OCLC library infoOCLC 
  • Update WorldCat Registry record
  • Data Sync Feeds (Allison to confirm)
OCLC, Custom ScriptsImplementationLTS (Metadata Analyst, Systems Librarian) or libraryRECaP
Springshare (LibAnswers, other productsLibGuides)
  • Ask Reed to fill out
SpringShare SystemsImplementationHL SpringShare Lead
Post
LTS wiki page updates
  • Alma Login Liaisons Page
  • Library names and codes in Alma
WikiPostLTS
Local wiki page updatesUpdate local documentation as neededWikiPostAll stakeholders


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