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Julie to fill out staff (Julie and LTS Support folks)
  • Julie can make the DIV changes.
  • TypeTaskSystemPhaseWhoStatusDate
    Planning
    CommunicationGeneral announcement to hlcommsEmailPlanningLibrary Lead

    PlanningProject team kickoff meeting with Library, Comms, HL, 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

    • List of Libraries
    • 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 (Corinna)

    Alma Scripts
    • AP Feed Script - Only adjustment invoices are processed in Alma with DIV as owner.
    • AR/Termbill Script
    • HD/ReCAP Request Feeds
    Alma Implementation

    Bill - AP feed

    Kara - AR/Termbill & HD/ReCAP

    AP Feed - N/A
    Alma Analytics
    • Per Ex Libris Library Name will update in Analytics immediately. The key is the library code (which cannot be changed) which will join to the new library name in the lookup table.
    HARTImplementationAllison believes no manual work needed.N/A7/22/2021
    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 library
    • 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 Spine Labels
    • Update library name in SpineOMatic, if necessary
    Alma/SpineOMaticImplementationShelf Prep/Local processing unit

    ACORN
    • Need to change repository field - this can be changed in UI by ACORN admin
    AcornImplementationWPC ACORN Admin (Deb Cuoco)

    Aeon
    • Library info is managed in the Aeon Customization Manager (one of 3 desktop clients in the client installation package). For library information customization, look under the Customization tab > Contact Information path.  
    • Customization Manager access is by policy limited to: LTS
    • Support Staff who support Aeon
    • and the library's primary Aeon contact (TBD); when a new library primary contact is named, s/he should probably get the same access. 
    AeonImplementationLTS Aeon support staff (Julie, Emily, Maureen) or the HL Aeon primary contact (TBD)

    ArchivesSpace
    • Change name in Repository record
    • If the change to the Repository record does not trigger an fresh export of related finding aids, force it.
    • Confirm name change appears correctly in HOLLIS for Archival Discovery
    ArchivesSpaceImplementationLTS (Metadata Analyst)

    Borrow Direct
    • Jason to fill out
    BorrowDirectImplementationLTS (Systems Librarian), HL AS RS Lead

    Class Request Tool
    • Names are managed in the Admin > Libraries/Archives area of the CRT web interface. 
    • Access to the Admin area requires admin privileges; each participating repository has a user with admin privileges (also controlled under the Admin section CRT web interface).
    CRTImplementation

    Maureen Jennings has admin privileges and has agreed to make the changes for DIV. But per Maureen, this role will shortly pass to another DIV staff member TBD.



    Colonial North America
    • ? to fill out





    CURIOSity
    • Reharvest affected Collections after LibraryCloud changes are in place.
    CURIOSityImplementationHL Digital Collections Lead

    DPLA
    • Ask DPLA to reharvest affected Collections after LibraryCloud changes are in place.
    • *** Note: DPLA will not reharvest on demand. And we can't request any reharvests until record lookup is made case-insensitive in CURIOSity.
    • Should this row be here or in the Post section?
    DPLA 
    HL Digital Collections Lead

    DRS
    • Change name associated with DRS Owner Code
      • Update the WordShack record for the library
      • Manually change the term's preferred value in the DRS DB term table

      • Reindex everything in that owner code so that the value is flushed through to Solr and Mongo

    • Update name on Billing Reports
    DRSImplementationLTS (Developers/OPS)

    DRS--Updating object-specific information
    • Note: library names included in METS Labels will not be affected by these LTS updates.
      • METS Labels are (currently) used for display of PDS Objects
      • Not every object has an explicit METS label. PDS has another method source for theses cases
    • MODS: recordIdentifier-source MH:VIA or MH:OASIS have physicalLocation-Value with full name (at time) of location
      • Need to check if or how these values are used
    • Confirm unit name is used in delivery contexts like page turned objects, image captions, and streaming audio/video
    • Custom Caption Unit names in object may include outdated repository name
    DRSImplementation


    DRS – Delivery Services
    • Vitaly/Paul to fill out
    • Streaming Audio and Streaming Video- check source for Repository information in metadata display and 'Cite' information
      • Metadata drawn from DRS2 Services - should be fixed by DRS changes
    • Page Turned Objects - check source for 'Label', Cite, and caption when printing
    • Image Delivery - check for source of caption in downloaded images





    E-bookplates
    • LTS to export list of DIV funds for fund name review by library
    Bookplate ScriptImplementationLibrary Staff/LTS (Corinna)

    HART 
    • A lookup table for library name would need to be implemented to update all instances of library name. The name currently comes from published Item data, and therefore will only be represented in items published after the name change in Alma. As a temporary workaround Allison will work with Nell to create a case statement to handle former library name.
    HARTImplementationLTS (Systems Librarian)

    Harvard Library Website 
    • Digital collections
    • Lists of libraries on subpages
    HL PortalImplementationHL Communications Teams

    Harvard Digital Collections Catalog
    • ? to fill out
    Harvard Digital CollectionsImplementation


    HOLLIS, HOLLIS ImagesAlmaImplementationLTS (Corinna)

    ILL
    • Jason to fill out
    ILLiadImplementationLTS (Systems Librarian), HL AS RS Lead

    JSTOR Forum
    • Needs Developer review
    • Change repository name authority record
    • Update documentation: Repository Names and Contacts
    • Reharvest library's Forum project
    • *** Needs to be timed with HOLLIS Images configuration changes
    JSTOR ForumImplementationLTS (Metadata Analyst) or library, Developer for reharvest.

    LibAnswers, LibGuides
    • Ask Reed to fill out
    SpringShare SystemsImplementationHL SpringShare Lead

    Library of Congress
    • Request 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
    • Needs Developer review
    • 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 
    • Update WorldCat Registry record
    OCLC, Custom ScriptsImplementationLTS (Metadata Analyst, Systems Librarian) or library

    Scan & Deliver
    • Jason to fill out
    ILLiadImplementationLTS (Systems Librarian), HL AS RS Lead

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

    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

    ...