ULMS Migration Archive : Fullerton Workshop by ExL Jan 9-11, 2017

 Day   1

 Video Links

•   Introduction, lifecycles and policies
•   Ordering physical single title and standing orders
•   Receiving one-time orders
•   Temporary new books location

Technical services & Acquisitions staff

Part 1

Part 2

Part 3

•   Activating collections from the CZ
•   Ebooks: activating and (optionally) loading records
•   E-resource task list and management

Technical services & Acquisitions staff

Part 1

Part 2

Centralized e-acquisitions workflows

•   Chancellor’s Office introduction

•   Concepts and shared data (vendors, licenses)

•   Individual institutional purchase workflows based on shared records

Technical services & Acquisitions staff

Part 1

Part 2

Day   2

Invoicing and tax

•   Billing, payment, and synchronization

•   Tax and use tax

Technical services & Acquisitions staff

Part 1

Part 2

Part 3

NZ concepts and cataloging policies

•   Chancellor’s Office introduction

  •   Overall scope of policies

  •   Administration and communication

•   Policies and Principles

Manual cataloging workflows

• •   Cataloging within the acquisitions framework

  •   Working from Connexion

Technical services & Acquisitions staff

Part 1

Part 2

Part 3

Follow-up questions

Import profiles

•   Importing to NZ

•   Match/Merge Choices

•   Multi-match handling options

•   Unlinking bibs from CZ

•   EOD and inventory creation

•   Gov docs and local portfolios deduped against NZ

Technical services & Acquisitions staff

Part 1

Part 2

Bulk data updates

•   Inventory   / user / other update jobs, withdrawals

•   Normalization rules syntax and usage

•   Shared configuration (import profiles, norm rules, bulk NZ update responsibility)

Technical services & Acquisitions staff

Part 1

Part 2

Day   3

Resource Sharing

•   Resource sharing task force introduction

•   Concepts (configuration, rotas, workflows)

•   Request lifecycles

•   Miscellaneous resource sharing topics

Fulfillment staff

Part 1

Part 2

Part 3

Part 4

Walk-in borrowing

•   Loan and return to remote patron

•   Return in the wrong library

Fulfillment staff

Part 1

Part 2

Miscellaneous circulation topics

•   Lost and missing workflows

•   Fine and fee management

 Wrap-up;  Q&A; next steps

Fulfillment staff

Video