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TypeTaskSystemPhaseWho
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 (Systems Librarian)
Alma 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 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
  • Julie to fill out
  • 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 staff who support Aeon (Julie and LTS Support folks) and the library's primary Aeon contact (TBD); when a new library primary contact is named, s/he should probably get the same access. 
  • Julie can make the DIV changes.
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
  • Julie to fill out
CRTImplementation
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
  • Vitaly/Paul to fill out
  • 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

  • Note: library names included in METS Labels will not be affected by these LTS updates.
  • Update name on Billing Reports
DRSImplementationLTS (Developers/OPS)
DRS--Updating object-specific information
  • Vitaly/Paul to fill out
  • MODS: recordIdentifier-source MH:VIA or MH:OASIS have physicalLocation-Value with full name (at time) of location
  • 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 - check source for Repository information in metadata display and 'Cite' information
  • Streaming Video - check source for Repository information in metadata display and 'Cite' information
  • Page Turned Objects - check source for 'Label', Cite, and caption when printing



E-bookplates
  • LTS to export list of DIV funds for fund name review by library
Bookplate ScriptImplementationLibrary Staff/LTS (Systems Librarian)
HART 
  • 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
HL PortalImplementationHL Communications Teams
Harvard Digital Collections Catalog
  • ? to fill out
Harvard Digital CollectionsImplementation
HOLLISAlmaImplementationLTS (Systems Librarian)
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

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