A list of patron data cleanup activities and assignments that need to be accomplished prior to the initial data migration.
All but 2campuses have provided copies of their documents; reminder to the remaining campuses to upload an anonymized copy as soon as possible.
A list of patron data issues which require harmonization decisions, to be made available to the Implementation Coordinators group.
Question: Now that the decision has been made regarding separate institutional patron databases, should we consider any harmonization?
At the June 1st meeting, the group wondered how direct borrowing will work in the consortia (e.g., a UCSD student goes to UCB to borrow a book directly) and if this dictated any harmonization.
Greg Ferguson inquired with Ex Libris if harmonization of any user fields was necessary and confirmed that there was none. Per Ex Libris, “Fulfillment network doesn't require any form of patron data field harmonization among the consortia members to work. How it works is that the user records from the home institution would be shared/copied to the item owning institution as linked accounts. The primary identifier in the linked accounts is an Alma system-generated number. Member institutions can choose which fields in the user records they want to share with other institutions. Please see the below document for more details.
Do we need to harmonize to have the same primary identifiers?
Greg Ferguson confirmed that we do not need to have the same primary identifier
For different patron types (e.g. faculty, staff, students, etc.), there may be a need to review how these are identified to determine if harmonization in this regard is needed - specifically for the purpose of patrons using services at another campus.
All - 1a. Create local patron data audit and cleanup document and place anonymized “snapshot” copy in shared folder.
Greg Ferguson will check with Ex Libris for additional details on the need to harmonize patron type identification.
4
Dual Status Patrons
Discuss how each campus manage them now and how best to migrate these patrons to Alma
20 min
Greg
Example, at UCSD, if a person is both an enrolled student and a current employee (based on pay title) of the University, we download two patron records for them, one student and one staff or faculty.
Does Alma allow for an individual to have more than one user account? If not, how are existing Alma campuses managing this? Which status takes precedence?
What do campuses, like UCSD, need to address prior to migration if only single user records are allowed in Alma?
5
PCODE Revisit
Reaffirm understanding related to migrating PCODE field data from Millennium
15 min
Andy
Will PMESSAGE migrate into Alma?
there is no direct translatable field into alma
could map to a letter in a note field
there is a way to make it a pop-up
Would still like to be able to use PCODE 2 & 3 - do these migrate?
there is way to extract these codes into alma - you can extract the codes using the export tools - you’ll just get a number that will be imported into alma. you’ll need to do manually mapping in alma - there will most likely be overhead in determining how to make the pcode-mapping useful in alma