- Run a norm rule on the holdings to change the 852 $b and $c
| Alma | Implementation | LTS |
| Alma Items | |
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| Alma Items | - 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 newi'm corresponding temp loc using change items job.
| Alma | Implementation | LTS |
| Alma Items | - Run a report to identify any active requests associated with old locations, and update these as decided in planning
- After items have been moved to new location, transit and acquisition requests can be batch-scanned-in using Alma cloud app set to any other circ desk
| Alma | Implementation | LTS |
| NA | Alma Orders - Closed | Remediation only necessary if trying to completely remove library from Alma. | Alma | Implementation | LTS |
| NA | Alma Orders - Open | If POL owner will change, update the open orders to new POL owner. A job with POL number as the input can be run to do this. You cannot do a search in Alma by POL owner, so search should be run in Analytics. | Alma | Implementation | LTS |
| NA | Alma Invoices -In Process | Delete any remaining in process invoices that were not closed prior to implementation based on a report of in process invoices that has been reviewed by the Library. | Alma | Implementation | LTS |
| Shelf Preparation | Make any necessary updates to Spine-o-Matic to ensure spine labels print the correct text on labels following the consolidation. | Spine-O-Matic | Implementation | ITS or other relevant Shelf-Prep team |
| Post |
|---|
| Communication | Notification to HL-Comms that the records have been updated | HL-Comms | Post | Library |
| NA | Alma Logins | Remove ordering/receiving permissions from logins for old library | Alma | Post | LTS |
| NA | Alma Funds | If the POL Owner is changing, remove POL Owner from Available for in Ledger, Summary Funds, and Allocated Funds. | Alma | Post | HLF |
| NA | Alma Orders | Remove Acquire For relationship(s) for Documents (Lamont) to prevent new orders from being placed for old library. | Alma | Post | LTS |
| Alma Configuration-cleanup | - Opening hours
- Relationships table
- Circ desks
- Any library-specific workorders
- Printers
- Any library-specific Terms of Use
- Remove old physical locations
| Alma | Post | LTS |
| Alma Analytics | - Remind Libraries to change reports
- Look for scheduled reports on closing sublibrary code
| Alma | Post | LTS |
| Primo | Remove configuration for old library; update new library settings if needed - Remove entry in institutional library list
- Remove entry in library scope
| Primo | Post | LTS |
| Portal | Remove any pages. | Portal | Post | Portal Team |
| Borrow Direct | Ask BD support to - remove any old mappings and turn on any additional locations as needed
- remove any closed libraries as pickup locations
| Borrow Direct | Post | LTS |
| ILL | Remove Old pickup locations ILLiad webforms if needed. | ILLiad | Post | Resource Sharing |
| Aeon | - If the new locations are Aeon-eligible, Aeon administration needs to enable them in Aeon.
- Update the wiki page for Aeon-eligible locations
| Aeon | Post | Aeon team |
| Remote Storage | HD/RD should update LAS with necessary changes. | LAS | Post | HD/ReCAP |
| LTS wiki page updates | - Alma Login Liaisons Page
- Library names and codes in Alma
| Wiki | Post | LTS |
| LibraryCloud | Remove the old values from the RepositoryNameMapping.xml table | LibraryCloud | Post | LTS |
| NA | DRS | Merge past Owner/Billing code to into ongoing separate Owner/Billing Code. | DRS | Post | LTS-DRS team |
| Local wiki page updates | Update local documentation as needed | Wiki | Post | All stakeholders |