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See also: Checklist for Consolidating an Alma Library

Background

In order to check items back in ("return items"), and for other functions, Alma requires users to change their "Currently at" circulation location to match the Library ownership of the item being processed. For example: when returning WID items, the operator must select Widener Library - WID Circulation from the location list in the upper-right hand corner of Alma. Due to the nature of shared services and pseudo-libraries, many users must therefore have access to multiple library circulation desks in order to fulfill work functions. The need to switch locations for certain pseudo-libraries has created workflow issues and processing delays in some cases (FAL-RUB; LAM-DOC,POE,MIC) where the libraries/locations in question are actually functionally managed by a different library.

Resolution:

Where possible, to simplify workflows, consolidation projects have been undertaken:

Fine Arts - Rubel consolidation (Fall 2019)

Rubel location codes to be consolidated under FAL. Functionally these materials are already managed by Fine Arts Library.

Project Leads

Library Lead - Jessica Aberle

LTS Lead - Kara Young / Laura Morse

HL ITS Lead - Scott Wicks

Task Checklist

Decision PointDecision
Alma Orders - AnalysisBoth libraries have ITS 625 ACW acquire for relationship. POL update not required
Collection Mapping

GEN to RUBGEN; HDSC to RUBHDSC; HD to RUBHD; RUBLC to RUBLC (same); RUBXC to RUBXC (same); RR to RUBRR; VISCO to RUBVISCO; XCAGE to RUBXCAGE; HDSCP to RUBSDSCP   (these are codes for |c. the |b code will be FAL)

New Location - RUBRD

Deleted Locations - RUB-DI

Item PoliciesNo change in item policies
Record Update StartDecember 9, 2019

Reports and Documentation

Lamont- Documents/Microfilms (Winter 2020)

Project Leads

Library Lead - Marty Schreiner

LTS Lead - Kara Young / Laura Morse

HL ITS Lead - Scott Wicks

Task Checklist

Decision PointDecision
Alma Orders - AnalysisBoth libraries have ITS 625 ACW acquire for relationship. POL update not required
Collection Mapping

Map existing DOC/POE/MIC locations to Lamont by appending old owning "library" code to collection code.

  1. From Documents: DOCCODE DOCLC  DOCGEN DOCHD DOCRD DOCREF DOCSCAN 

    1. Need to create an offsite storage RD and HD circ desk for Lamont to accommodate

  2. From Microforms: MICGEN MICHD MICRD MICREF; 
    locations which will not be migrated (no/few items): MICRR CDDOC DOCDI. Any items in these locations will be consolidated into other locations.

    1. Note to Corinna: make sure the MIC holdings all have 007 to indicate MF format
  3. Note: items in ERROR or UNASSIGNED (system default) locations will not be migrated (errors will instead be resolved to put items in correct locations).
Item PoliciesNo change in item policies
Record Update StartTBD

Reports and Documentation

Lamont- Poetry (tbd)

Project Leads

Library Lead - Marty Schreiner

LTS Lead - Kara Young / Laura Morse

HL ITS Lead - Scott Wicks

Task Checklist

Decision PointDecision
Alma Orders - AnalysisBoth libraries have ITS 625 ACW acquire for relationship. POL update not required
Collection Mapping

Map existing DOC/POE/MIC locations to Lamont by appending old owning "library" code to collection code.

  1. From Poetry: POECASS POECD POECDROM POEDAT POEDISC POEDVD POEGEN POEMEDIA POEREF POESER POETAPEA  POEVID; location which will not be migrated (no items): POEBLUE

  2. Note: items in ERROR or UNASSIGNED (system default) locations will not be migrated (errors will instead be resolved to put items in correct locations).

Item PoliciesNo change in item policies
Record Update StartTBD

Reports and Documentation



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