425 Hesburgh Library, 2:00 – 3:00 pm

Present: Andy, Justin, Trish, Tracey, Aaron

Updates

MALC Changes

• SMC & BCI cut over to WMS in May
• Deleted from Primo in May
• Removal from Aleph (August)
  • Removed from OPAC
  • Shut off cron jobs
  • In Process:
    • Clean up open loan and hold records
    • Final Scrub job for patron IDs
    • Remove configuration from server
• Will continue to load SMC & BCI patrons as “special borrowers”

Aleph Replacement

• Core team is working on compiling RFP
• Have reviewed 6 systems

The Future

• Consensus is to discontinue regular meetings, communicate via our group, and be able to call a meeting if something comes up.

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Justin, Lisa, Tracey, Kitty, Mary, Aaron, Andy

InterMALC Borrowing

• Request Delivery is disabled – no option to delivery to ND
  • Some confusion since St. Mary’s and Bethel books can still be requested and picked up at their main locations.
• SMC/BCI patrons will get 60 day loans w/ 1 renewal in Aleph
  • “MALC_ALI”
  • Need to test how Aleph handles renewals of existing loans once patron status is changed
• Patron load needs to be changed in Aleph to use new status prior to faculty curtesy notices
• Tracey is working with Tara on communications
  • Web pages for partner libraries have been updated
• Justin demo’d the lookup tool
  • Data hasn’t been formatted yet for this purpose
  • Lookup tool needs to be in place by May 11

PALNI Migration

• WMS go live is May 21
  • Data will be in place on May 11
• Keep PC servers on until June 30
• Circ returns will continue to route to SMC and BCI until June 30
  • After June 30, materials sent via InfoExpress will not be discharged and routed.
• Clear database table about 1 month later
• Aleph data
  • Current loans
  • Loan counts by item
  • Send in Excel, use the PALNI team drive
  • Need on Apr. 23

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Monica, Lisa, Trish, Mary, Justin, Aaron, Andy, Tracey, Michelle

PALNI Migration and InterMALC Borrowing

• Discontinue InterMALC requests on April 2
• Post an alert message on the Primo page on Monday, March 26
• Gave an overview of “plan a” for providing walk-in and ILL service post migration (based on meeting last week).
• There is a possibility that we could download print-monograph records for Bethel & St. Mary’s to load in Primo, and provide a link to ILL

Aleph Replacement Update

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Justin, Lisa, Monica, Andy, Michele, Sarah, Kevin, Tim, Lisa, Kitty

PALNI Migration and InterMALC Borrowing

• All four libraries are ALI Members
  • Patron would have to present ALI card from their own library
  • ND would issue an Irish1Card
  • Irish1Card expiration would match the expiration on the ALI card
• WMS supports special borrowers status.
  • SMC/Bethel would manually add and set status
• Current InterMALC Borrowing
  • SMC has set end-hold dates to April 13
• WMS Go Live date in May 11
  • Would like to keep Aleph for cleanup. E.g., for returns
  • Will need to be sure there are no rolling due dates left of BCI/SMC – set all to end of semester.
  • Will need reports of ND patrons who have BCI/SMC items, and vice-versa

TimeTable

• Feb. 19 – Full Bib Extraction
• March 1 – Full Serials Extraction
• March 26 – Patron data
• April 2 – Dis-able new InterMALC delivery requests
• April 13 – End hold date
• April 24 – Circ Data Pull
• May 11 – WMS Go Live
• May 31 – Faculty Admin Grad loans due
• June ? – Delete BCI and SMC data from Primo (Needs to be after Catalog links are updated on website)
• June 30 – Aleph end date

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Monica, Mary, Justin, Kitty, Aaron, Tracey, Lisa

Julian Samora Library

• They have approached Viveca about the ability to check materials out in Aleph
  • They are doing a lot of paper charges.
• Latino studies will pay for any equipment.
• Collection is in Aleph with system supplied barcodes
• Meeting is scheduled in January

Irish1Card Update

• Non-Banner Patrons
  • Will put changes into production after break
• Global Gateway
  • Data should be coming through in production soon
  • Campus (student) and Work Location (faculty/staff)

NISMEC Program

• Will not renew grant
• Discontinuing program for library

Aleph Migration Update

• Core Team has met twice
• SubTeams
  • IT Infrastructure (Aaron)
  • Resource Management (Monica C.)
  • Resource Delivery (Tracey)
  • Metadata/Description (Jared)
  • Consortial
  • Other Core Team Members: Sandra K, Miranda (PMO), Mark & Laura (Sponsors)
• 3 Phases
  • Requirements Gathering & writing RFP
  • Evaluation or RFP
  • Implementation
• “Enabling Technologies”
  • Includes OIT, Process Improvement, Finance

MALC & PALNI

• SMC will join PALNI
  • PALNI uses WMS
• InterMALC borrowing
  • Will explore options

Break Issues

425 Hesburgh Library, 1:00 – 2:00 pm

Julian Samora Library

• http://latinostudies.nd.edu/library-archives/

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Monica, Trish, Justin, Lisa, Kitty, Aaron, Andy

Aleph Replacement

• Now have an official strategic initiative
• Rough Timeline is Fall 2017 – Summer 2020
• Oversight Team and Subteams
• Phases
  • Identifying requirements & initial review
  • RFP and recommendations
  • Implementation

Patron Load

• Justin will be refactoring Patron Load
• Simplify overall workflow
  • Multiple data inputs with separate scripts
  • Output to Koha
  • Use NiFi

Ebooks Project

• Moving towards vendor neutral records to accomodate multiple platforms
• Move all possible packages to WS Collection Manager using combined
• For other packages, using Merge Rules to preserve 856 fields

ChromeStorm & SSL

• Browsers will flag “not secure” for search boxes on non-https sites
• Will attempt to implement https for Primo and other services\
  • Primo
  • EZ Proxy
  • SFX

Primo SP

• August Release
• Security enhancement for emailing records

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Tracey, Kitty, Aaron, Trish, Lisa, Justin, Monica

Leganto

• Ex Libris course management system
  • Instructor Request
  • Copyright Clearance
  • Library approval
• Sipix will be discontinued
• Tracey will send product demo info to the MALCs

Irish1Card / Special Borrowers

• Takes about 7 business days
• Faculty/Staff recarding will begin in September
• Have to hold the card on/close to the ready for a few moments

Miscellaneous

• Patron purge is done
• Credit report was run. Tracey is going through it and will pass on to Salem and work with student accounts for refunds
• Staff delivery
  • Will delivery to all ND staff, not just exempt.
  • Not all staff had home library.

425 Hesburgh Library, 1:00 – 2:00 pm

Present: Michele, Lisa, Andy, Justin, Kitty, Mary, Monica, Trish

Unbarcoded Monographs

• Machine-create item records for unbarcoded monographs
  • Items would be requestable
  • Help display issues issues in Primo
  • Make the problem reportable and countable
  • Barcode would be system supplied
  • Status 01
  • Process status UB
  • Questions
    • Can we generate an item for each holdings record
    • Should these be transferred to the Annex?
    • Who should barcode? Are there likely to be a lot of cataloging problems?
    • Preservation?

Special Borrowers

• ND will refer Alumni, and family members of MALC institutions back to their home institution for special borrower cards

Campus ID Numbers

• We will be able to add campus ID numbers, without prefix, but will use a separate key type for each campus
• This will allow for overlap, if that happens in the future, as long as the PINs are unique
• Cannot use for GUI lookup

GUI Search

• Added OPAC view in GUI Search Tab
  • Searches xxx01pub (does not include suppressed records)

222A Hesburgh Library, 1:00 – 2:00 pm

Present: Monica, Michelle, Lisa, Mary, Kitty, Tracey, Justin

Irish1Card

• Currently in Prod
• Most faculty and staff will not get new cards until September

Campus ID Numbers

• Campus ID numbers are in Auth field 3
• Currently campus ID numbers are prefixed, e.g. NDU9000000, etc.
• Should we enter w/o prefix?
  • This would be convenient for primo/OPAC login
• Note: St. Mary’s is now using CAS

Special Borrowers

• ND Special Borrowers will get Irish1Card Photo IDs
• So far
  • 2 Alumni (1 has picked up card)
  • 2 Visiting scholars requested by an admin in O’Shag
• Follow-up to previous meeting discussion of Special Borrowers
  • Should special borrowers in general have reciprocal privileges?
  • Will compare policies, see if procedures match

Patron Purge

• Purge all patrons with expiration older than June 1, 2016
• If patrons have an open transfer, will need to close before purging

Linked Data & Display Issues

• Example record: 004605225
• $0 contains various authority record numbers for linked data
• Need to suppress from display and from browse lists
• Defined as “authority control number”, can be in any heading field w/ authority control
• Need to adjust for OPAC
• Might need to adjust Primo N.R.