Alma Cataloging User Group - May 18, 2020

May 18, 2020 – Academic Cataloging Group Notes

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

Data Cleanup:

• Questions? Problems? Updates? –
  • ALMA data checking progress NMI - 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 (based on bib record rather than holding) – problem listed in Basecamp.
• ALMA workshop – Followup questions/discussions
  • 856 tags - strip out of NZ records for Overdrive, etc? Example was Zookeeper’s Wife. 856 for P2E file created for cleanup after go-live. Aubrey started a Google Doc to collect titles to be addressed.
    https://docs.google.com/spreadsheets/d/1Vld_AVgMxN78cuGZ1Ez7C1OvgA9UIiz…
    NMY BC link: https://3.basecamp.com/3765443/buckets/14394235/messages/2624056472
    Purpose: To track different collections/instances for the shared instance so we can capture and test in NZ. Can categorize on different tabs. *** Include something other than MMSID since that value will change during go-live
• 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. Updates come through ExL loads as source so this may not be needed.
  • Comments are welcome on the listserv.
• 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.” NBJ also sees this for regular OC call numbers. Jenny said they use local for theses and that seems to be working fine. Children’s fiction, gov docs would be affected. UPDATE: ExL started this reindexing on Friday. Please check for improvement.
• Email to list 5/7 re: NZ Indication Confusion and the 035|a and 035|z. Will this benefit or harm your library? https://3.basecamp.com/3765443/buckets/14394235/messages/2562301171#__r…
  AGREED to go ahead with this. Will need to recheck “bibs not linked to NZ & CZ” for cleanup after go-live.
  Link to BC instructions: https://3.basecamp.com/3765443/buckets/14394235/messages/2542759097#__r…
  Clarification from Barbara 5/12: One clarification - I misunderstood communication from the Migration team. Records with multiple 035|a fields will not be skipped. Instead, the OCLC number in the first 035|a field will be used, and will be linked accordingly.

New Topics:

• Liz sent message to group with topic suggestions (importing files, norm rules, attaching to collection, creating portfolios, etc for ebooks or FOD) and also posted suggestions to Basecamp (https://3.basecamp.com/3765443/buckets/14394235/messages/2678449463)
• Aubrey asked about item status vs process types. Link: https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/What_are_th…
• SUDOC numbers difficulty – 852 1st indicator 0 instead of 3
• Norm rule session would be desirable.
• Discussion regarding printing labels and printers.

Agenda for 5/19 call

• Review Printing setup
• Review Overdue and Lost Loan Profiles

For the week of 5/19

• Continue working through the Go Live Readiness Checklist
• Review migrated test load data - submit questions
• Test Primo VE - submit questions

For the week of 5/26

• 5/26 - Go Live Readiness Checklist Q&A - be prepared with questions
• 5/29 - Upload completed Go Live Readiness Checklist
• 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
• 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? **
June – prepare final migration forms
Early July – submit final P2E forms
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.