from aleph to alma : fulfillment : feel it fully muriel van ruymbeke – rémy lhoest – paul...
TRANSCRIPT
From Aleph to Alma : fulfillment :
feel it fully Muriel Van Ruymbeke – Rémy Lhoest – Paul Thirion
ULg Library
From Aleph to Alma : fulfillment : feel it fully 2
Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Introduction
• ULG Library • 1 institution• 5 Libraries (17 sites) +
16 departments• 7 campuses
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Introduction
• ULG Library • 1 institution• 5 Libraries (17 sites) +
16 departments• 7 campuses• 1 Remote Storage• 1 200 000 ++ cataloged
works • 100 000 ++ E-books and
E-journals • 66 000++ recorded users
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Introduction
• ULG Library • 1 institution• 5 Libraries (17 sites) +
16 departments• 7 campuses• 1 Remote Storage• 1 200 000 ++ cataloged
works • 100 000 ++ E-books and
E-journals • 66 000++ recorded users
• Aleph (June 2006 – February 2015)
• Primo local (2013 – February 2015)
• Alma (February 2015 → … )• 1st French speaking University
Alma adopter
• Primo hosted (February 2015 → … )
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Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Milestones for circulation policies in Aleph • Library • Patron status • Item status • + Item process status
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Milestones for circulation policies in Aleph
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Milestones for circulation policies in Aleph • 17 libraries under 5
Supra –libraries
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Milestones for circulation policies in Aleph • 17 libraries under 5
Supra-libraries• 11 Patron statuses
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Milestones for circulation policies in Aleph • 17 libraries under 5
Supra-libraries• 11 Patron statuses• 11 Item statuses
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Milestones for circulation policies in Aleph • 17 libraries under 5
Supra-libraries• 11 Patron statuses• 11 Item statuses• 18 Item Process
statuses
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Milestones for circulation policies in Aleph • Table 16• 27 columns• 843 lines
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Milestones for circulation policies in Aleph
Library and collection
Item status and item process status
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Milestones for circulation policies in Aleph
v
852$b: Library, 852$c: Location
Most often empty !
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Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Milestones for circulation policies in Alma
Library and location
Item status
Most often empty !
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Milestones for circulation policies in Alma
Library (852$b) and location (852$c)
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Milestones for circulation policies in Alma• 2 components• Patron Status • Location
• 1 Exception: • Item Policy
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Milestones for circulation policies in Alma
•Location A (Location Type Regular)•Location B (Location Type Regular)•Location C (Location Type Regular)•…
•Borrowing Resource Sharing•Lending Resource •Sharing•Loan•Request•User registration•Booking
Fulfillment Unit Regular Terms Of Use
•Is Loanable•Grace Period•Due Date•Closed Library •Due Date •…
Policies Types
•Fixed•Non Fixed
Options
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Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Main differencesCirculation rules Criteria
Aleph Alma
Mandatory Optional Mandatory Exceptional
Patron Status Patron Status
Item Status Item Policy
Item Process Status
Library Library
Location Location
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Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Impacts on implementation activities• Simplification of our
physical fulfillment policies • Locations
reorganization• Attach items to
appropriate location
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Impacts on implementation activities
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Impacts on implementation activities• Simplification of our
physical fulfillment policies • 5 Location types →
Fulfillment Units
• 4 Patron groups
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Impacts on implementation activities
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Impacts on implementation activities
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Impacts on implementation activities• Simplification of our
physical fulfillment policies • 5 Location types →
Fulfillment Units
• 4 Patron groups
• 2 Item exception types → Items Policies
• 1 Default Institutional TOU
• 25 TOUs < 605
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Impacts on implementation activities• Reorganization of
locations • Adding Location Type
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Impacts on implementation activities• Reorganization of
locations• Adding Location Type
• Creating new locations
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Impacts on implementation activities• Attach items to the
appropriate location• Adding locations (852$c)
before migration
• Some batch processing impossible in Aleph
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Impacts on implementation activities
HOLDING (contains Library, Collection/Location*, Call number… but no item policy**)
Overwrites common information (in yellow)
ITEM (contains Library, Collection/Location*, Call number and item policy**)
*The collection/Location was the information we wanted to change
**The item policy was the criteria to use
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Impacts on implementation activities• Attach items to
appropriate location• Adding locations (852$c)
before migration
• Some batch processing impossible in Aleph
• Finalizing in Alma
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Outlines
• Introduction• Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma• Main differences• Impacts on implementation activities• Life after Go-Live and Conclusions
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Life after Go-Live and Conclusions• Benefits
• Enlarged traffic
• Items tracking
Thanks to @monicarettig for her authorization
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Life after Go-Live and Conclusions• Benefits
• Enlarged traffic
• Items tracking
• Less and less overdue loans
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Life after Go-Live and Conclusions• Benefits
• Enlarged traffic
• Items tracking
• Less and less overdue
• Lacks• Time during implementation
• Batch processing incompatibility
• Vocabulary changes between implementation forms and Alma platform
