Type | Task | System | Phase | Who |
---|
Planning |
Communication | General announcement to hlcomms | Email | Planning | Library Lead |
Planning | Project team kickoff meeting with Library, Comms, HL, and LTS project members |
| Planning | Library Lead |
Planning | LTS will create wiki page for project that tracks all mapping information, timelines, and decision points and share with stakeholders. | Email | Planning | LTS (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.
| Alma | Implementation | LTS (Systems Librarian) |
Alma Scripts | - AP Feed Script
- AR/Termbill Script
- HD/ReCAP Request Feeds
| Alma | Implementation | LTS (Systems Librarian, DevOps) |
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 | LTS (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.
| Alma | Implementation | Library 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.
| Alma | Implementation | Library Staff/LTS (Systems Librarian) |
Alma Spine Labels | - Update library name in SpineOMatic, if necessary
| Alma/SpineOMatic | Implementation | Shelf Prep/Local processing unit |
ACORN | - Need to change repository field - this can be changed in UI by ACORN admin
| Acorn | Implementation | WPC ACORN Admin |
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 Suppport 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 | LTS Aeon support staff 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
- Names also appear in an uncontrolled Finding Aid Author field in each resource record. These are individually editable by the unit, but in cases where the number of finding aids is large, bulk update via the ArchivesSpace API might fall to LTS.
| ArchivesSpace | Implementation | LTS (Metadata Analyst) potentially also LTS (Developer) |
Borrow Direct | | BorrowDirect | Implementation | LTS (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).
| CRT | Implementation | CRT "admin" user in the library/archive |
Colonial North America | - Reharvest affected Collections after LibraryCloud mapping is updated
| CNA | Implementation | HL Digital Collections Lead |
CURIOSity | - Reharvest affected Collections after LibraryCloud changes are in place.
| CURIOSity | Implementation | HL Digital Collections Lead |
DPLA | - Ask DPLA to reharvest affected Collections after LibraryCloud changes are in place.
- *** Note: DPLA will not reharvest on demand. Reharvests of CURIOSity collections from LibraryCloud should not be requested until record lookup is made case-insensitive in CURIOSity, or the links back to Harvard from DPLA will not resolve.
- Should this row be here or in the Post section?
| DPLA |
| HL Digital Collections Lead |
DRS | - Change name associated with DRS Owner Code
- Update name on Billing Reports
| DRS | Implementation | LTS (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 in PDS Objects and Streaming Audio and Video
- Not every object has an explicit METS label.
- METS labels can only be changed manually through DRS WebAdmin
- MODS: recordIdentifier-source MH:VIA or MH:OASIS have physicalLocation-Value with full name of the location (at the time the metadata was acquired)
- It currently is not part of the MODS-derived label in the DRS - so no immediate impact
- Custom Caption Unit names in object may include outdated repository name
- These need to be changed manually for new name to be displayed in delivery context
| DRS | Implementation | Content Owners will need to decide if manually changing METS and Custom Caption Unit names in each object is necessary. |
DRS – Delivery Services | - Streaming Audio and Streaming Video
- Repository information in metadata display and 'Cite' information addressed in DRS Owner Code change
- METS label is used in display and 'Cite' as description - can only be changed manually if Library is included
- Page Turned Objects
- Repository information in Cite will change with DRS Owner Code change
- Manifest label is based on METS Label in DRS and will not change automatically
- Description field in Cite and title bar in PDS Viewer is based on METS Label and will not change
- Printed caption at bottom of page uses repository information and METS Label - Only repository information will change
- Image Delivery
- Custom Caption Unit, if present, is source of caption in downloaded images (almost never used)
- Owner Code information is used otherwise and should be changed with DRS Owner Code change
| DRS | Implementation | Content Owners will need to decide if manually changing METS and Custom Caption Unit names in each object is necessary. |
E-bookplates | - LTS to export list of DIV funds for fund name review by library
| Bookplate Script | Implementation | Library Staff/LTS (Systems Librarian) |
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.
| HART | Implementation | LTS (Systems Librarian) |
Harvard Library Website | - Digital collections
- Lists of libraries on subpages
| HL Portal | Implementation | HL Communications Teams |
Harvard Digital Collections Catalog | - Verify change is reflected once LibraryCloud mapping is updated
| Harvard Digital Collections | Implementation | HL Web Team |
HOLLIS | | Alma | Implementation | LTS (Systems Librarian) |
ILL | | ILLiad | Implementation | LTS (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 Forum | Implementation | LTS (Metadata Analyst) or library, Developer for reharvest. |
LibAnswers, LibGuides | | SpringShare Systems | Implementation | HL 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/ | LoC | Implementation | LTS (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.
| LibraryCloud | Implementation | LTS (Metadata Analyst, Developer) |
OCLC | - Update WorldCat Registry record
| OCLC, Custom Scripts | Implementation | LTS (Metadata Analyst, Systems Librarian) or library |
Ordering via vendor systems | - Confirm no GOBI or other vendor-related changes are needed
| GOBI | Implementation | LIbrary/ITS |
Scan & Deliver | | ILLiad | Implementation | LTS (Systems Librarian), HL AS RS Lead |
Storage Facilities | - Leila to fill in
- HD Request Forms
- HD/LAS Stopcode updates/display updates
| LAS, SCSB, Website | Implementation | HL Access Services |
Post |
LTS wiki page updates | - Alma Login Liaisons Page
- Library names and codes in Alma
| Wiki | Post | LTS |
Local wiki page updates | Update local documentation as needed | Wiki | Post | All stakeholders |