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RMIT University An early Alma implementer. RMIT University 3 campuses – Melbourne + 2 Vietnam Offer programs through partners in 6 other countries 74,000.

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Presentation on theme: "RMIT University An early Alma implementer. RMIT University 3 campuses – Melbourne + 2 Vietnam Offer programs through partners in 6 other countries 74,000."— Presentation transcript:

1 RMIT University An early Alma implementer

2 RMIT University 3 campuses – Melbourne + 2 Vietnam Offer programs through partners in 6 other countries 74,000 students includes 30,000 international students of whom 17,000 taught offshore “RMIT is a global university of technology and design”

3 Alma dates – sort of First test load sometime in early December 2012 Functional workshops in early January 2013 Voyager freeze end April Live in mid May 2013 Second Australian library to go live

4 Physical item workflow – where we want to be – sort of

5 Order creation If from EDI vendors √ Alma goes and retrieves a file of records via ftp (although not yet for us) √ These are automatically loaded and the POL is created (can create POLs from EOD) √ For approval plans no order is sent (half implemented) √ For selections and notifications an EDI order is sent

6 Order creation 2 If from non-EDI vendor √ Search Libraries Australia and add required records to a file (staff training still to be completed) √ Download set of records onto your desktop √ Add EOD and load into Alma (not yet started as to EOD but can add to Alma) √ Alma creates POL and sends off order via email

7 Receiving √ Automatically load EDI invoices into Alma (just heard other Libraries can do this but not us as far as I know) √ Manually load the other invoices (eventually try to get these in a form that can be manipulated and turn them into xml documents to automatically load into Alma) √ Receive and invoice items together Add call number (if required), correct metadata record and pass to spine labeling (we can't yet get our shelf read call number populated into the Holdings record)

8 Metadata manipulation Daily extract of records added to Alma for ordering purposes Run these through MarcEdit’s RDA Helper Then run a MarcEdit task to make some required corrections Run any further scripts over the records to make them as RDA compliant as possible Load them back into Alma overwriting the existing record Staff correct any errors in records after receiving and invoicing the item

9 Metadata manipulation Daily extract of records added to Alma for ordering purposes Run these through MarcEdit’s RDA Helper Then run a MarcEdit task to make some required corrections Run any further scripts over the records to make them as RDA compliant as possible Load them back into Alma overwriting the existing record Staff correct any errors in records after receiving and invoicing the item RDA support for Alma??

10 Traps

11 Configuration Get your Libraries right and watch who owns the POL – this impacts on where you need to be to receive and accession serial issues If coming from Voyager – do NOT map 'happening locations' to a 'catch all' bucket – they need to be mapped to the general location for the relevant library Any configuration changes after the first load need to be made by your Project Manager before the production load

12 Migration Anything not mapped as part of the P2E process will go into Alma as print and can't then be changed to electronic. It needs to be deleted and created anew as electronic With Verde make sure highly synced with SFX since SFX data only migrated

13 Other stuff In serials if creating new orders and want to attach this to an old Holding can reassociate the order Get your heads around Work Order Departments


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