HKS Alma-D for digital course reserves

Status:

Project Request

Pilot of Alma-D for digital course reserves.

Project Leads

Library Lead -

Library Team - Corinne Wolfson, Alessandra Seiter, Julie Petzold, and Carol Kentner

LTS Lead - Kara Young

Overview of Project

Transition from ARES
Transition to Leganto
- Make sure HKS classes are in Canvas
High volume (11-13,000 digitized course materials a year)
Primarily journal articles, chapters, etc
Concerns:
- Copyright clearance
- Manage rights- Access rights adjustments (will need many different access rights policies)
- Usage limited only to Leganto/Course users (not HOLLIS users)
- Need to add stub bib records for materials not in Alma
- Workflow requirements - time intensive
Timeline:
- Pilot for fall- make recommendation by end of summer
- Next meeting end of June

Tasklist

Completed Date	Task	System	Phase	Who
Planning
	Library submits project request.	Alma Support Center	Planning	Library
	LTS/Library will meet to review request and verify project meets pilot criteria.	Zoom	Planning	Library/LTS
	LTS will create wiki page for project that tracks all mapping information, timelines, and decision points and share with the stakeholders.	Email	Planning	LTS
	Library will provide configuration information for the service in the project request ticket.	Alma Support Center	Planning	Library
	Library will provide Alma login forms for staff who will create/update Alma records	Alma Support Center	Planning	Library
Testing & Implementation
	Update Alma sandbox logins	Alma	Testing	LTS
	Update Alma sandbox configuration Create collection Create Access policy	Alma	Testing	LTS
Not Applicable	Configure NextCloud for project coming soon	NextCloud	Testing	LTS
	Alma sandbox: load records / digital objects	Alma	Testing	Library
	HOLLIS sandbox: request records be published from Alma	Alma	Testing	Library
	HOLLIS sandbox: confirm records/functionality	HOLLIS	Testing	Library
	Request configuration changes, if needed, and LTS pre-production review	Alma/HOLLIS	Testing	Library
	Update Alma production logins	Alma	Move to production	LTS
	Update Alma production configuration Create collection Create Access policy	Alma	Move to production	LTS
	Update Alma wiki documentation for Alma-D	Wiki	Move to production	LTS
	Update local workflow documentation	Varies	Move to production	Library
Post
	Announce Service	Email	Communication	Library
	Create dashboards/canned reports Alma Analytics	Alma	Service Review	Library/LTS
	Evaluate service/determine next steps	Alma	Service Review	Library/LTS

Library Service Information

Parameter	Service Definition
Access rights
What types of patrons should have access? Access can be allowed for all users, to only patrons with Active Alma accounts/HK holders, or to specific Alma user groups.	ex: Active Alma accounts/HK holders
Should there be limits to the number of concurrent users? Access can be allowed for a maximum number of simultaneous users, or have no limit.	Ex: No limit to concurrent user.
Should there be a time limit on length of use of object? Access can be allowed for a maximum length of time before starting a new virtual session.	ex: 3-hour time limit on length of “loan”
Should patrons be allowed to download content? Downloads can be explicitly allowed or turned off.
Should a use statement be displayed to users? A use statement can be provided on screen for the item.
Should use statement be presented as a click-through? It is also possible to require this access statement to be a click through (i.e. user must Accept terms before seeing digital item).
Digital Representation
What type of content will be uploaded?
Who is creating the digital objects?	ex: Authors created the content.
Workflow
Do metadata records already exist in Alma for the Digital Representations?
Will digital representations be loaded by staff through the Alma interface, or is a batch load required?