Alma Cataloging User Group - May 04, 2020

May 4 2020 | 2 - 3pm

May 4, 2020 – Academic Cataloging Group Notes

ATTENDING: Amy (NDSCS), Aubrey (NMY), Ben (NDV), Drew (UND), Ginny (ODIN), Jasmine (NDJ), Jason (ODIN), Jenny (NDSU), Julia (NMI), Kelly (NMY), Laurie (UNE), Liz (NBJ), Phyllis (TBI), Phyllis Bratton, Shari (UNW), Shelby (UND) 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 uses 050 instead of 090 – problem listed in Basecamp.
      TBI - about 200 patrons that are not theirs and had to do cleanup. 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. This topic is being discussed in the ACAD Fulfillment User Group.
      UPDATE: ??
      *** Data review due date moved to April 30
      UPDATE: Was everyone able to complete and submit the review? NBJ, UNW, NMI today, NDJ soon, TBI today, NDV today.
  • NZ model and electronic resources –
    • Orbis Cascade model workflows
        UPDATE: ? UND had issues with their resources in the NZ when only for UND. Ben mentioned that they mainly are there but has not looked at them in detail. *** will resources purchased by individual libraries be available in NZ to all (they should not be) ***** set to run in NZ now and appears to be working well.
    • Search external resources -will not need OCLC set up (Shelby’s previous instructions)
  • ALMA workshop – Followup questions/discussions
  • NZ Manager: Ongoing discussion as to how to handle NZ – who needs access, what type of access, etc
    • Who will be able to update records in the NZ?
    • Who will be able to update AUTHORITY records? Shelby is NACO trainer.
    • Comments are welcome on the listserv.

New Topics:

  • Shelby reported Children’s fiction call numbers are often not in order (TD12709890/SF00821559). Response from ExL Support: “We can try to change the current sorting parameter (not visible to the customer) and Full redindexing will be required. If you agree, I will request reindexing permission on your environment. However, it may affect other sorting, not only Other Scheme. Please let me know what you think.” Discuss.
  • Topics to have covered in the Tuesday meetings with Ex Libris.
  • NDW – Deletion process in OCLC – if item is in NZ, delete holding and item in your IZ then go to OCLC and delete like you did before. Another question was if the record should be unlinked prior to deleting. Shelby already asked one of her staff members to try and report back.
  • Regarding the question in Basecamp about the 710 containing the UND information, Shelby plans to delete the 710s prior to final pull since that information is now in the 953 fields.

Posted deadlines and to-dos:
Migration checklist might come in handy…

Before the meeting on 5/5
Please review the following:

Tuesday’s agenda

  • Alma Analytics presentation

For the week of 5/12

  • To Be Determined
  • Review migrated test load data - submit questions
  • Test Primo VE - submit questions

Ongoing Tasks

  • Post questions to Basecamp
  • Complete assigned trainings
  • Future meeting topic suggestions
  • 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 **
** Authentication Configuration Completed / Tested? **
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.