HKS (partial change)

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.

• AP Feed Script
• AR/Termbill Script
• HD/ReCAP Request Feeds

• 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.

• 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.

• 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.

• Update library name in SpineOMatic, if necessary

• Need to change repository field - this can be changed in UI by ACORN admin

• Library info is managed in the Aeon Customization Manager (one of 3 desktop clients in the client installation package). Most library information customization is under the Customization tab > Contact Information path
  and also:
  Customization tab > System > General > CustomDropDown > ReadingRoom rows
• Customization Manager access is by policy limited to: LTS Support Staff who support Aeon and the HL primary Aeon contact (TBD); when a new library primary contact is named, s/he should probably get the same access. 
• Some library name displays are controlled on server side by Atlas. For example, the HSR web pages have a "new request" form with a "Location" dropdown, contents of which can only be changed on the Atlas side.

• 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. 

LTS (Metadata Analyst)

potentially also LTS (Developer)

• Order new barcode stock with updated name

• 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).

• Reharvest affected Collections after LibraryCloud mapping is updated

• Reharvest affected Collections after LibraryCloud changes are in place.

• 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?

• 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

• Update name on Billing Reports

• 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

• 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

• LTS to export list of DIV funds for fund name review by library

• Assess impact of name change on legal status or downstream issues

• 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. 

• Digital collections
• Lists of libraries on subpages

• Verify change is reflected once LibraryCloud mapping is updated

• For Alma - update library name in configuration
• See scope names for Adv Search and Lib dropdowns for both HVD2 and HVD_IMAGES scopes
• For Image data from JSTOR Forum, see /wiki/spaces/LibraryTechServices/pages/59107651

• Request name change to MARC Organization Code record from 

• Update WorldCat Registry record

• Confirm no GOBI or other vendor-related changes are needed

• Alma Login Liaisons Page
• Library names and codes in Alma