Millennium and Primo at University of Ballarat

Rose Counsel, Systems Librarian

Primo implementation 2010

• UB is Primo ‘Total Care’ customer

• concept of exporting records not difficult(similar to Libraries Australia process)

• Cataloguer had little experience of export tables (subsequently undertook LP training)

Primo processes 2011 -

• Collections & Access staff export single daily update file

• RTA plug-in working well re response time

• change in workflow required for deletions

Primo processes 2011 – (cont.)

• staff need to convert Items to Bibs via Create Lists so ALL Items attached to the Bib ‘go up’

• Checkin records not included as their Bibs are updated via overnight Link Maintenance

• this was discovered by trial and error – any better

ideas/suggestions?

Primo processes 2011 – (cont.)

• Scheduler runs series of Review Files each night

• currently do manual export of records to ExLibris each morning

• staff maintain spreadsheet to record details of export process (how many records, etc.)

• integration of Primo with WebPAC and BONUS+is via ‘Links’

Thanks to UWAfor generous time and expert help

Questions to UB - Karen FitzpatrickCataloguing Librarian k.fitzpatrick@ballarat.edu.au