Type | Task | System | Phase | Who | Status | Date | Notes |
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Planning |
Communication | General announcement to hlcomms | Email | Planning | Doug Gragg | Complete | 7/14/2021 |
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Planning | Project team kickoff meeting with Library, Comms, HL, and LTS project members |
| Planning | Maureen Jennings |
| 8/3/2021 | Due to vacation schedules, a kick-off is not possible. We will instead have key stakeholders meet on 8/3 to confirm status of tasks. |
Planning | LTS will create wiki page for project that tracks all mapping information, timelines, and decision points and share with stakeholders. | Email | Planning | Laura Morse | In Process |
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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.
| Alma | Implementation | Corinna Baksik/Kara Young |
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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 |
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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.
| HART | Implementation | Allison Powers | N/A | 7/22/2021 |
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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.
| Alma | Implementation | Nell Carlson/Corinna Baksik |
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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.
| Alma | Implementation | Nell Carlson/Corinna Baksik |
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Alma Spine Labels | - Update library name in SpineOMatic, if necessary
| Alma/SpineOMatic | Implementation | Shelf Prep/Nell Carlson |
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ACORN | - Need to change repository field - this can be changed in UI by ACORN admin
| Acorn | Implementation | Deb Cuoco |
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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.
| Aeon | Implementation | Julie Wetherill |
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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
| ArchivesSpace | Implementation | Robin Wendler |
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Borrow Direct | - Jason to fill outKara contacted Lapis, waiting for reply
| BorrowDirect | Implementation | Kara Young, Jason Clarke |
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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).
| CRT | Implementation | 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. |
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Colonial North America | - Reharvest affected Collections after LibraryCloud changes are in place.
| CNA | Implementation | Vanessa Venti |
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CURIOSity | - Reharvest affected Collections after LibraryCloud changes are in place.
| CURIOSity | Implementation | Vanessa Venti |
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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 re-harvests until record lookup is made case-insensitive in CURIOSity.
- Should this row be here or in the Post section?
| DPLA | Implementation | Vanessa Venti |
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DRS Deposit | - Ask depositors to update deposit profiles with new name
| DRS | Implementation | Maureen Jennings |
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DRS | - Change name associated with DRS Owner Code
- Update name on Billing Reports
| DRS | Implementation | Paul Aloisio, Chris Vicary |
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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
| DRS | Implementation | LTS ?? |
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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
| DRS | Implementation | LTS ?? |
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E-bookplates | - LTS to export list of DIV funds for fund name review by library
| Bookplate Script | Implementation | Nell Carlson, Corinna Baksik |
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HART | - DIV holdings and items will be republished once the name change is done in Alma config. Options:
- Clone publishing profiles for LRW holdings and items and use DIV physical holdings/items as input with output to /reporting with same "incr" filename used for regular incrementals
- Run Republish > Republish Subset with DIV physical holdings/items sets on LRW publishing profiles. Test that incremental publishing resumes after republish jobs run.
| HART | Implementation | Allison Powers will test publishing options on sandbox and implement best option to run on Aug. 6. LRW will update on Monday, Aug. 9. |
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Harvard Library Website | - Digital collections
- Lists of libraries on subpages
| HL Portal | Implementation | Kerry Conley, Gloria Korsman |
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Harvard Digital Collections Catalog | - Enrique or Phil to fill out. Is all that is needed here verification after updates to LibCloud have pushed out?
| Harvard Digital Collections | Implementation | LTS ?? |
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HOLLIS, HOLLIS Images | | Alma | Implementation | LTS (Corinna) |
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ILL | Jason to fill out | - Web Pages updated
- NCIP addon updated
- Staff informed of change
- RAPID branch name change submitted
| ILLiad | Implementation | Kara Young, Jason Clarke |
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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 Forum | Implementation | Robin Wendler, Michael Vandermillen |
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LibAnswers, LibGuides | | SpringShare Systems | Implementation | Reed Lowrie? |
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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/ | LoC | Implementation | Robin Wendler |
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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.
| LibraryCloud | Implementation | Robin Wendler, Michael Vandermillen |
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OCLC | - Update WorldCat Registry record
| OCLC, Custom Scripts | Implementation | Robin Wendler |
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Ordering via vendor systems | - Confirm no GOBI or other vendor-related changes are needed
| GOBI | Implementation | Nell Carlson/ITS |
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Rapid ILL | - Publishing changes not needed for Alma
- Jason to fill out
| Rapid ILL | Implementation | Jason Clarke |
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Scan & Deliver | | ILLiad | Implementation | Kara Young, Jason Clarke |
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Storage Facilities | - Leila to fill in
- HD Request Forms
- HD/LAS Stopcode updates/display updates
| LAS, SCSB, Website | Implementation | Leila Smith |
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Post |
LTS wiki page updates | - Alma Login Liaisons Page
- Library names and codes in Alma
| Wiki | Post | LTS |
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Local wiki page updates | Update local documentation as needed | Wiki | Post | All stakeholders |
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