RMIT University

An early Alma implementer

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”

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

Physical item workflow – where we want to be –

sort of

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

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

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)

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

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??

Traps

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

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

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