From Aleph to Alma fulfillment feel it fully

Outlines • Introduction • Milestones for circulation policies in Aleph • Milestones for circulation

Introduction • ULG Library • 1 institution • 5 Libraries (17 sites) + 16

Introduction • ULG Library • Aleph (June 2006 – February 2015) • Primo local

Milestones for circulation policies in Aleph • Library • Patron status • Item status

Milestones for circulation policies in Aleph From Aleph to Alma : fulfillment : feel

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra –libraries From

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra-libraries • 11

Milestones for circulation policies in Aleph • Table 16 • 27 columns • 843

Milestones for circulation policies in Aleph Item status and item Library and collection From

Milestones for circulation policies in Aleph 852$b: Library, 852$c: Location v Most often empty

Milestones for circulation policies Item status in Alma Most often empty ! Library and

Milestones for circulation policies in Alma Library (852$b) and location (852$c) From Aleph to

Milestones for circulation policies in Alma • 2 components • Patron Status • Location

Milestones for circulation policies in Alma Fulfillment Unit Regular Terms Of Use • Location

Main differences Circulation rules Criteria Aleph Mandatory Alma Optional Patron Status Mandatory Exceptional Patron

Impacts on implementation activities • Simplification of our physical fulfillment policies • Locations reorganization

Impacts on implementation activities From Aleph to Alma : fulfillment : feel it fully

Impacts on implementation activities • Simplification of our physical fulfillment policies • 5 Location

Impacts on implementation activities • Reorganization of locations • Adding Location Type From Aleph

Impacts on implementation activities • Reorganization of locations • Adding Location Type • Creating

Impacts on implementation activities • Attach items to the appropriate location • Adding locations

Impacts on implementation activities • Attach items to appropriate location • Adding locations (852$c)

Life after Go-Live and Conclusions • Benefits • Enlarged traffic • Items tracking From

Thanks to @monicarettig for her authorization

Life after Go-Live and Conclusions • Benefits • Enlarged traffic • Items tracking •

Thank you mvanruymbeke@ulg. ac. be remy. Lhoest@ulg. ac. be Paul. Thirion@ulg. ac. be

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From Aleph to Alma : fulfillment : feel it fully Muriel Van Ruymbeke – Rémy Lhoest – Paul Thirion ULg Library

Outlines • Introduction • Milestones for circulation policies in Aleph • Milestones for circulation policies in Alma • Main differences • Impacts on implementation activities • Life after Go-Live and Conclusions From Aleph to Alma : fulfillment : feel it fully 2

Introduction • ULG Library • 1 institution • 5 Libraries (17 sites) + 16 departments • 7 campuses From Aleph to Alma : fulfillment : feel it fully 3

Introduction • ULG Library • 1 institution • 5 Libraries (17 sites) + 16 departments • 7 campuses • 1 Remote Storage • 1 200 000 ++ cataloged works • 100 000 ++ E-books and E -journals • 66 000++ recorded users From Aleph to Alma : fulfillment : feel it fully 4

Introduction • ULG Library • Aleph (June 2006 – February 2015) • Primo local (2013 – February 2015) • 1 institution • Alma (February 2015 → … ) • 5 Libraries (17 sites) + • 1 st French speaking University 16 departments Alma adopter • 7 campuses • Primo hosted (February 2015 → … ) • 1 Remote Storage • 1 200 000 ++ cataloged works • 100 000 ++ E-books and E -journals • 66 000++ recorded users From Aleph to Alma : fulfillment : feel it fully 5

Milestones for circulation policies in Aleph • Library • Patron status • Item status • + Item process status From Aleph to Alma : fulfillment : feel it fully 7

Milestones for circulation policies in Aleph From Aleph to Alma : fulfillment : feel it fully 8

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra –libraries From Aleph to Alma : fulfillment : feel it fully 9

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra-libraries • 11 Patron statuses From Aleph to Alma : fulfillment : feel it fully 10

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra-libraries • 11 Patron statuses • 11 Item statuses From Aleph to Alma : fulfillment : feel it fully 11

Milestones for circulation policies in Aleph • 17 libraries under 5 Supra-libraries • 11 Patron statuses • 11 Item statuses • 18 Item Process statuses From Aleph to Alma : fulfillment : feel it fully 12

Milestones for circulation policies in Aleph • Table 16 • 27 columns • 843 lines From Aleph to Alma : fulfillment : feel it fully 13

Milestones for circulation policies in Aleph Item status and item Library and collection From Aleph to Alma : fulfillment : feel it fully process status 14

Milestones for circulation policies in Aleph 852$b: Library, 852$c: Location v Most often empty ! From Aleph to Alma : fulfillment : feel it fully 15

Milestones for circulation policies Item status in Alma Most often empty ! Library and location From Aleph to Alma : fulfillment : feel it fully 17

Milestones for circulation policies in Alma Library (852$b) and location (852$c) From Aleph to Alma : fulfillment : feel it fully 18

Milestones for circulation policies in Alma • 2 components • Patron Status • Location • 1 Exception: • Item Policy From Aleph to Alma : fulfillment : feel it fully 19

Milestones for circulation policies in Alma Fulfillment Unit Regular Terms Of Use • Location A (Location Type Regular) • Location B (Location Type Regular) • Location C (Location Type Regular) • … • Borrowing Resource Sharing • Lending Resource • Sharing • Loan • Request • User registration • Booking From Aleph to Alma : fulfillment : feel it fully Policies Types • Is Loanable • Grace Period • Due Date • Closed Library • Due Date • … Options • Fixed • Non Fixed 20

Main differences Circulation rules Criteria Aleph Mandatory Alma Optional Patron Status Mandatory Exceptional Patron Status Item Policy Item Process Status Library Location From Aleph to Alma : fulfillment : feel it fully Location 22

Impacts on implementation activities • Simplification of our physical fulfillment policies • Locations reorganization • Attach items to appropriate location From Aleph to Alma : fulfillment : feel it fully 24

Impacts on implementation activities From Aleph to Alma : fulfillment : feel it fully 25

Impacts on implementation activities • Simplification of our physical fulfillment policies • 5 Location types → Fulfillment Units • 4 Patron groups From Aleph to Alma : fulfillment : feel it fully 26

Impacts on implementation activities From Aleph to Alma : fulfillment : feel it fully 27

Impacts on implementation activities From Aleph to Alma : fulfillment : feel it fully 28

Impacts on implementation activities • Simplification of our physical fulfillment policies • 5 Location types → Fulfillment Units • 4 Patron groups • 2 Item exception types → Items Policies • 1 Default Institutional TOU • 25 TOUs < 605 From Aleph to Alma : fulfillment : feel it fully 29

Impacts on implementation activities • Reorganization of locations • Adding Location Type From Aleph to Alma : fulfillment : feel it fully 30

Impacts on implementation activities • Reorganization of locations • Adding Location Type • Creating new locations From Aleph to Alma : fulfillment : feel it fully 31

Impacts on implementation activities • Attach items to the appropriate location • Adding locations (852$c) before migration • Some batch processing impossible in Aleph From Aleph to Alma : fulfillment : feel it fully 32

Impacts on implementation activities From Aleph to Alma : fulfillment : feel it fully 33

Impacts on implementation activities • Attach items to appropriate location • Adding locations (852$c) before migration • Some batch processing impossible in Aleph • Finalizing in Alma From Aleph to Alma : fulfillment : feel it fully 34

Life after Go-Live and Conclusions • Benefits • Enlarged traffic • Items tracking From Aleph to Alma : fulfillment : feel it fully 36

Thanks to @monicarettig for her authorization

Life after Go-Live and Conclusions • Benefits • Enlarged traffic • Items tracking • Less and less overdue loans From Aleph to Alma : fulfillment : feel it fully 38

Life after Go-Live and Conclusions • Benefits • Enlarged traffic • Items tracking • Less and less overdue • Lacks • Time during implementation • Batch processing incompatibility • Vocabulary changes between implementation forms and Alma platform From Aleph to Alma : fulfillment : feel it fully 39

Thank you mvanruymbeke@ulg. ac. be remy. Lhoest@ulg. ac. be Paul. Thirion@ulg. ac. be