Alma Cataloging User Group - April 13, 2020
Apr 13 2020 | 2 - 3pm

April 13, 2020 – Academic Cataloging Group Notes

ATTENDING: Amy (NDSCS), Aubrey (NMY), Ben (NDV), Danae (UND), Drew (UND), Erika (UNF), Ginny (ODIN), Jasmine (NDJ), Jason (ODIN), Jenny (NDSU), Jessica (UNF), Julia (NMI), Kelly (NMY), Laurie (UNE), Linda (ODIN), Liz (NBJ), Megan (ODIN), Phyllis (TBI), Shari (UNW), Staci (NDI), Lynn (ODIN)

Data Cleanup:

  • Questions? Problems? Updates? –
    • ALMA data checking progress
      NMI – on Primo one item said ONLINE when they had online, print and microform.
      UND - browsing call numbers
      UND - cutters used in 099 tags
      NMI -- cutters with 092 for children’s collections.
      Virtual browse use 050 instead of 090 – problem listed in Basecamp.
      TBI - about 200 patrons that are not theirs and had to do cleanup. Update: ExL presented a few options for cleanup but appears the process presented earlier may be the easiest. ODIN Office may be able to take care of that for libraries – stay tuned.
      UPDATE: no updates on above
      *** Data review due date moved to April 30
      UPDATE: NMI – about half done, NBJ – checking eresources, UNE – had problem with workspace, NDJ – lots left to do (homeschool), TBI – worked on list from 2/2 do they still need to do the spreadsheets, NDW – completed and redoing after the reload
  • NZ model and electronic resources –

New Topics:

  • Will need discussion on cataloging policies and best practices.
  • ALMA workshop training – April 28-30
    • Define and train on LOCAL workflows using ALMA
    • Demonstration-led discussion o Discuss needs, work tasks
    • Cataloging specific sections of agenda:
      • Manual cataloging and record management
        • Post-receiving processing & work orders
        • Metadata Editor: templates, locked records, copy cataloging, form editor, headings, etc.
        • Authority control -
        • Item editor
      • Bulk catalog, inventory, and delivery maintenance
        • Import profiles
        • PDA/DDA (NDSU has one resource ongoing for 2 years)/EBA (evidence based acquisitions)
        • Bulk processing – records, inventory, order lines, users
      • Activating e-resources
  • Any additional loading workflows (record sources) that are needed to be covered?
  • Cover LOST and MISSING status as part of the training.
  • QUESTION: is there a difference between LOST and MISSING in ALMA? Jenny stated the item has to be attached to a patron for the item to be LOST. Missing items in ALEPH have been moved to the Tech Services area of ALMA. If item has any other status than AVAILABLE, it will show NOT AVAILABLE.
  • Locally defined bib field indexing – (Liz in Basecamp 4/13/20) – up to 10 bib fields and 10 Holding fields were added to Holding Details dimension of the Physical Items subject area: https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Add_bibliog… UPDATE: since ALMA analytics are unique to each library, they can customize for each. Resource sharing could be an issue in NZ – would ODIN have to do the Analytics there for all libraries?
  • Quality of records in the CZ and NZ are a concern. NBJ mentioned FOD and UND mentioned JSTOR/EBA
  • Who will be able to update records in the NZ?
  • Who will be able to update AUTHORITY records? Shelby is NACO trainer.

Posted deadlines and to-dos:
Migration checklist might come in handy
https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/M…

Before the meeting on 4/14

  • Please submit any questions, scenarios, etc. on creating and fulfilling resource sharing requests to the discussion section of this agenda and we will answer/walk through as many as possible.

Agenda for Ex Libris 4/14 meeting:

  • Reminder -No additional training this week
  • Creating and Fulfilling Resource Sharing Requests demonstration
  • Workflow
  • Configuration
  • Future meeting topic suggestions

For the week of 4/20

Ongoing Tasks
Post questions to Basecamp
Complete assigned trainings
Work towards Alma and Primo VE certification
Alma Admin Certification
Primo VE Certification
Archive completed threads in the Message Board

According to Basecamp To-Dos 00 - Key Alma-Primo VE Implementation Phase Milestones:
** SIS load testing ongoing **
April 22, 2020 – Authentication Configuration Complete
April 28-30, 2020 – ALMA Onsite Workshop
July 10, 2020 – Technical Freeze
July 3, 2020 – Critical 3rd party integrations completed
July 6, 2020 – Alma & Primo Certification Completed
July 24, 2020 - Fulfillment Freeze
July 12-26, 2020 – Cutover Load
July 29, 2020 – Go Live
** Keep track of any concerns/conflicts with the dates so they can be addressed by the PM team.

Problem tracking – Tracking link on ODIN website setup in progress. Not ready yet.

Meeting Links

Cataloging Meeting Recording Apr. 13, 2020

Attached File(s)