LDS Church Implementations Aleph / Primo Implementation & Gap Application Development Ken Jensen David Benge

Overview LDS Church overview History of LDS Church / Ex Libris Implementation of Aleph / Primo –Data Migration – HMMS -> MarkLogic -> Aleph –Aleph Configuration – Library / Archives / Museum –Primo Implementation – Customizing UI –Gap Applications – EAD, Put-away program Future development –Digitool Implementation –EAD phase II and III –Acquisitions module –Integration with other departments / institutions

LDS Church overview 14+ million members globally 166 languages supported $885 MM of Humanitarian Assistance since Universities and Colleges Family History Library Church History Library – 4+ million Audio Visual Department / MPS

History of LDS Church / Ex Libris BYU previously purchased Primo 9/2009 – Aleph and Primo purchase 10/2010 – Aleph Go-Live 10/2010 – PutAway Go-Live 11/2010 – Primo Go-Live Rosetta POC done, implementation begun Digitool implementation begun

Data Migration 20+ year old, homegrown Oracle apps ILS – Historical Materials Management System (HMMS) Modified MARC Innovative and Aquabrowser 1 million validation errors transformation rules HMMS xml -> MarkLogic -> Aleph

(: Biblography/LIBR to file :) (: :) (: place HMMS Library here before starting :) (: :) (: Converter for Biblography/LIBR Records and write to file :) (: NOTE: export label is used for the data checker to validate :) (: all subfields have been exported. If export label is :) (: not used, then data checker will most likely be :) (: compromised. :) let $exportlabel := " " let $output := for $record in = "LIBR"][format]) return let $exported := return ^^^^^nam^a22^^^^^^a^4500 { for $format in eq "BIB"] let $uniqueidlen := let $uniqueid := ((9+$uniqueidlen)-8), (9+$uniqueidlen)) return ( {$uniqueid}, org.ldschurch.hmms, {substring(data($exported),1,8)}, if then else (), if then else (), 40 } 0000 LDS01, 40 } 0000 LDS01, local:convert_libr_bib_npu_rule( ), for $tag in $format/tag where not = (006, 007, 008, 009)) return local:convert_rule_manager( $record, $tag, "BIB", $exportlabel ) } return xdmp:save( concat( "/hmms_export/AlephLoadFiles/", substring(replace(string(current-date()),"-",""),1,8), "LIBR-BIB-All", "-", count($output), ".bib.xml" ), {$output} ) MarkLogic - XQuery

Aleph Configuration Library, Archives and Museum –Nested locations (non-call #) –Acquisitions (catalog over time) –Volunteer staff (no formal training)

Custom configurations Extract BIB, HOLD and AUTH data into the Z13 for custom reports and auto populating item data (real time). Configured Aleph to authority control a holdings tag (usually it’s only done with BIB tags). Configured Aleph to do custom sorting by creating a user-defined sort key and putting it in the enumeration-A field. We then selected one of the canned Aleph sort routines (item-14) that uses the enumeration-A field. Configured Aleph to authoritatively manage bar-coded locations by putting our locations (and containers) in item records under a single custom BIB record. (put-away program uses these). Configured Aleph to do LDAP authentication for staff login to the Aleph client. Configured Aleph to automatically push collection code and call number to an item record using a 950 tag in a HOLD record (real time). Note: Aleph already does this using the 852 tag. What makes it unique is that the call number could come from a BIB record (090 tag) or a HOLD record (850 tag).

Primo Implementation Records from Church History Library, Archive, Museum, BYU, Audio Visual Library LibGuides integration

Primo Implementation

Gap Applications PutAway –Barcoded locations and assets –Auditing reports EAD – Encoded Archival Description –Phase I – Creation –Phase II – Display through Primo –Phase III – Circulation integration w/ Aleph

- Login - Scan Location - Scan Object - Object Putaway - Create Storage Container PutAway

EAD Module Encoded Archival Description (XML) Physical and Virtual nesting Cataloging to various levels incomplete Java & GWT with MarkLogic XML-DB

Future Development EAD –Phase II – Integrate with Primo / Digitool –Phase III – Integrate with Aleph for circulation Acquisitions Remote Cataloging by volunteers Digitization on demand Crowd-sourcing metadata descriptions

Questions??? Thanks!