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Description

Pros

  • This will allow campuses more flexibility in how orders off NZ resources are created.

  • This will bring our setup in line with Ex Libris expectations which may prevent future issues.

  • At this time, we are only aware of one problem with our current setup. Otherwise, our system is relatively stable.

Cons

  • We were unable to test the impact of this change in Analytics as the sandbox does not have an Analytics environment. Based on feedback from users and Ex Libris, some old data in the fulfillment and borrower request subjects will not update.

  • Potentially, this change will impact an area we did not think to test.

  • Campuses may not be able to create orders off NZ inventory even if this is the best option for a particular situation.

  • We may find problems in the future with our current setup.

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  • Search facets in NZ Alma

  • Held By information for individual records

Likely Analytics Changes:

Note: we have been unable to test Analytics changes because the sandbox does not offer an Analytics option. However, based on the feedback from Ex Libris and other Alma customers, below are changes we consider likely.

  • In the Fulfillment subject area, “Loan Details”.”Loans – Linked from Institution Name” and “Loan Details”.”Loaned at Institution Name” may contain both forms of the name, with the old form appearing on any loan transactions that existed prior to the name change.

    • We may be able to mitigate this problem by using code rather than name. However, this would potentially require rewriting existing reports.

  • Borrowing Requests subject area. “Requester”.”User – Linked from Institution Name” will contain both forms, with the old form appearing on any requests prior to the name change. Likewise for the Requests subject area, “Requester”.”User – Linked from Institution Name.”

    • We may be able to mitigate this problem by using code rather than name. However, this would potentially require rewriting existing reports.

  • Changing the organization unit name will *not* lead to a change in the name of the institution’s folder under Shared Folders. However, this is something we can request that Ex Libris do for us.

Unexpected Changes

If there are unexpected issues, they are most likely to be related to Alma Analytics due to our inability to test Analytics in the sandbox. We do not believe that custom Primo VE domains would be impacted but this is another area we could not test in the sandbox.

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  1. Campus Reps: Does this change impact the campus Primo VE?

    1. Check how campus and UC-wide holdings display

    2. Confirm there are no changes to the UC Libraries search facet

    3. Verify custom domains are not impacted

  2. Campus Reps: Alma IZ Searching

    1. Search for Network Zone titles

    2. Search for Network Zone electronic collections and portfolios

    3. How do the search facets display?

    4. Does combined search work as expected?

  3. NZ testing

    1. Gem: Electronic Collection/Portfolio Group Settings (check the Inventory Management Group Details config table to see if the full name was updated)

    2. Gem: All Titles Held By 

    3. Gem: Pick a campus with access to a particular collection and open it in their Primo VE (to confirm that group settings/linkages weren’t broken in Primo after change - Inventory Management Group Details)

    4. Gem: Post to Discovery Slack so members can look over Primo VE pages. Pay particular attention to the campus facets.

    5. CDL Shared Collections: Negotiated License - member details

    6. Gem: Review how institution names appear in NZ Analytics.

  4. NZ Analytics testing (Gem)

    1. Test analytics report located in /Shared Folders/University of California System 01UCS_NETWORK/Reports/CDL IC/Organization Unit Change Test 1

    2. Also need to test “Requester”.”User – Linked from Institution Name” field in the Borrowing Requests subject but am having trouble getting any data to appear. - Need to look into this more.

    3. Note: we need to wait one day before this can be tested.

Testing Order Functionality

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