Alma Cataloging User Group - January 06, 2020

Jan 6 2020 | 2 - 3pm

January 6, 2020 – Academic Cataloging Group Notes

Attending: Amy (NDSCS), Aubrey (Mayville), Ben (NDV), Drew (UND), Erika (UNF), Hattie (BSF), Jasmine (NDJ), Jenny (NDSU), Jolene (NMI), Laurie (UNE), Liz (NBJ), Megan (ODIN), Phyllis Bratton (NDJ), Phyllis Kuno (TBI), Shari (UNW), Staci (NDI), Shelby (UND), Lynn (ODIN)


  • Catalog User Group Chair election Thank you, Jenny, for serving as the Interim Chair for the Cataloging User Group. Shelby offered to chair the group and no objections were raised. Welcome, Shelby.
  • Data Cleanup progress: - Questions or problems
    • Global changes – can be submitted to ODIN Office for data cleanup if libraries are not comfortable doing their own global changes.
    • Excel sheets were sent out by Megan to all the libraries
      • Question on items without holdings – reserves and ILL – consensus was to not worry about them (cust-32 report). Jenny (NDSU) said there was a report in ALMA that could identify those.
      • Lost items – some will come across during migration. Will that be a problem?
      • Jenny said anything that did not have process type of on loan or available would come across as a different process type as unavailable. NDSU used internal note #3 field for item process status. Technical migration status items had to be cleaned up later. There will be a way to get a list afterwards.
      • Some files had very large output (cust-215 collection list and circ-05 patron list). Megan reran several reports for libraries. The custom reports are can be broken down if you have problems opening them. Let us know if you need any of the reports rerun.
      • Lynn “touched” the files so they appear with the date of 1/6/20.
      • Ret-adm-01 contains items that have material type of “unavailable”
    • Some local fields earlier specified would not be indexed. Jenny revised the spreadsheet so certain fields are included in the indexing. She submitted the completed form on Basecamp to it could be used for dataload.
    • Networked Printers – printouts queue method – try to specify at least one email if you can. Laurie (UNE) remembered Al saying we could wait on the printer pieces.
    • Five location types (fulfillment unit) are people choosing – most libraries are still deciding what would be best for their library.
    • TOU tab column 43 – reloan limit length – is that that max number of loans for particular item?
    • ILL – not sure how to fill out forms – ExLibris said that would be addressed later
    • Reserve and ILL would be two of the exceptions for the Item Policies.
    • Resource Management tab – do anything with barcode generation area? Not much info in the configuration guide instructions.
    • Bring questions to call with ExLibris tomorrow and/or continue to submit to Basecamp.
  • People have registered for the training sessions that are starting this week.

Posted deadlines and to-dos:

  • Agenda for Tuesday’s call with ExLibris (1/7/20):
    • Configuration form questions?
      • Reminder - DRAFT Alma Config form due Monday 1/13 --- (due to ODIN Office: 1/10 if possible)
    • Reminder - Alma Inventory Model and Searching on Thursday 1/9 at 10 CST
      • Sign up here - 📢 2020 Alma Implementation Training
        For the week of 1/13
    • Due 1/13: DRAFT Alma Config form due
    • Due 1/14: Review Resource Management in NZ training
    • Reminder - Acquisitions Infrastructure on Tuesday 1/14 at 10 CST
  • Ongoing Tasks
    Post questions to Basecamp
    Complete assigned trainings
    Sign up for 📢 2020 Alma Implementation Training
    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:

  • January 13, 2020 – Alma Test Load Migration Start
  • January 28, 2020 – Alma Production Environments Delivered for Testing
  • February 11, 2020 – Primo VE/First Look Production Environment Delivered for Testing
  • April 10, 2020 -- SIS load testing completed
  • 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. Will be ready by end of month, possibly by end of next week.