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Next Gen ILS Implementation

This is for FALSC's Alma/Primo VE Implementation Project.

Cataloging/Authorities Working Group

Cataloging/Authorities Working Group and Discussion Group

Charge

  • To oversee all cataloging and authorities activities including the migration and review of all bibliographic, holdings, item, and authority data and their configuration. This working group will also recommend any relevant reports and pre- or post-migration data remediation.

Current Working Group Members

 

Name Title Institution Email Address
Liza Campbell Head, Technical Services University of West Florida lcampbell1@uwf.edu
Daniel Cromwell Library Services Analyst FALSC (Liaison)

dcromwell@flvc.org

Zhonghua Du Database and Metadata Management Librarian Florida International University zdu@fiu.edu
Christine Dunleavy Library Operations Manager University of South Florida-St. Pete cdunleavy@usf.edu
Marta Frydman (Liaison to DWG) Technical Services Faculty Librarian Miami-Dade College mfrydman@mdc.edu
Annie Glerum (Chair; Liaison to S/RWG) Head, Discovery Data Services Florida State University aglerum@fsu.edu
Susan Massey (Secretary) Head, Discovery Enhancement University of North Florida susan.massey@unf.edu
Jeanne Piascik (Liaison to JUWG) Head, Cataloging Services University of Central Florida jeanne.piascik@ucf.edu
Traci Pizzi (Liaison to C/RWG) Manager of Library Cataloging Valencia College tpizzi@valenciacollege.edu
Melissa Stinson Data Management Specialist FALSC (Co-Liaison) mstinson@flvc.org
David Van Kleeck Chair, Cataloging and Discovery Services University of Florida dvankleeck@ufl.edu

 

Liaisons from Other Working Groups

 

Name Title Liaison From Email Address
Charles McElroy Head, Serials Department Acquisitions/Serials Working Group cnmcelroy@fsu.edu
Eric Biggs Public Services Librarian Circ/Resource Sharing Working Group ericbiggs@sjrstate.edu
Angel Hernandez Learning Resources Professional Systems/Reports Working Group aherna19@mdc.edu
Emily Ray Electronic Resources Librarian E-Resources Management Working Group emily.ray@unf.edu
Tammera Race Systems, Metadata & Assessment Librarian Joint Use Working Group trace@ncf.edu
Liza Campbell Head, Technical Services Training Working Group lcampbell1@uwf.edu

 

Cataloging/Authorities Subgroups

 

Authorities Subgroup

Name Title Institution Email Address
Dave Van Kleeck (Lead) Chair, Cataloging and Discovery Services University of Florida dvankleeck@ufl.edu
Zhonghua Du Metadata & Cataloging Services Librarian Florida International University zdu@fiu.edu
Gerald Langford Sr. Archivist (metadata specialist) University of Florida gerlang@uflib.ufl.edu
       

Bib Records Subgroup

Name Title Institution Email Address
Zhonghua Du (Lead) Database and Metadata Management Librarian Florida International University zdu@fiu.edu
Daniel Cromwell Library Services Analyst FALSC (Liaison) dcromwell@flvc.org
Annie Glerum Head, Discovery Data Services Florida State University aglerum@fsu.edu
Jody Hewitt Manager, Government Documents Cataloging Unit University of Florida jodyb @uflib.ufl.edu
Jeanne Piascik Head, Cataloging Services University of Central Florida jeanne.piascik@ucf.edu
       

Holdings Records Subgroup

Name Title Institution Email Address
Christine Dunleavy (Lead) Library Operations Manager University of South Florida-St. Pete cdunleavy@usf.edu
Liza Campbell Head, Technical Services University of West Florida lcampbell1@uwf.edu
Alexis  Carlson Reference Librarian Indian River State College acarlson@irsc.edu
Susan Crutchfield Library Technical Assistant I, Technical Processing Tallahassee Community College crutchfs@tcc.fl.edu
Brian Falato Assistant Librarian University of South Florida bfalato@usf.edu
Jessi Hurd Manager, Library Operations University of South Florida jhurd2@usf.edu
Andii Johnson Senior Cataloger & Institutional Repository Manager University of West Florida ajohnson4@uwf.edu
Madeline Sims Library Technical Services Program Coordinator Florida State College Jacksonville masims@fscj.edu
GW Swicord Theses and Dissertations Project Manager University of Florida gwswicord@ufl.edu
Hank Young Continuing Resources Coordinator University of Florida wilyoun@uflib.ufl.edu

Item Records Subgroup

Name Title Institution Email Address
Marta Frydman (Lead) Technical Services Faculty Librarian Miami-Dade College mfrydman@mdc.edu
Marcia Alden Collections & Discovery Facilitator University of Florida m.alden@ufl.edu
Darleen Croteau Administrator of Technical Operations Florida Atlantic University croteau@fau.edu
Andii Johnson Senior Cataloger & Institutional Repository Manager University of West Florida ajohnson4@uwf.edu
Maria Alvarez Associate Instructor Miami-Dade College (Padrón Campus) malvarez@mdc.edu
Hank Young Continuing Resources Coordinator University of Florida wilyoun@uflib.ufl.edu

 

Meeting Agendas, Minutes, and Recordings

 

Cataloging/Authorities Working Group

Date Agenda Minutes Recordings
June 22, 2020 2020-06-22 Agenda 2020-06-22 Minutes 2020-06-22 Recording
July 10, 2020 2020-07-10 Agenda 2020-07-10 Minutes 2020-07-10 Recording
July 17, 2020 2020-07-17 Agenda 2020-07-17 Minutes 2020-07-17 Recording
July 24, 2020 2020-07-24 Agenda 2020-07-24 Minutes 2020-07-24 Recording
July 31, 2020 2020-07-31 Agenda 2020-07-31 Minutes 2020-07-31 Recording
August 7, 2020 2020-08-07 Agenda 2020-08-07 Minutes 2020-08-07 Recording
August 14, 2020 2020-08-14 Agenda 2020-08-14 Minutes 2020-08-14 Recording
August 21, 2020 2020-08-21 Agenda 2020-08-21 Minutes 2020-08-21 Recording
August 28, 2020 2020-08-28 Agenda 2020-08-28 Minutes 2020-08-28 Recording
September 4, 2020 2020-09-04 Agenda 2020-09-04 Minutes 2020-09-04 Recording
September 11, 2020 2020-09-11 Agenda 2020-09-11 Minutes 2020-09-11 Recording
September 18, 2020 2020-09-18 Agenda 2020-09-18 Minutes 2020-09-18 Recording
September 25, 2020 2020-09-25 Agenda 2020-09-25 Minutes 2020-09-25 Recording
October 2, 2020 2020-10-02 Agenda 2020-10-02 Minutes 2020-10-02 Recording
October 9, 2020 2020-10-09 Agenda 2020-10-09 Minutes 2020-10-09 Recording
October 16, 2020 2020-10-16 Agenda 2020-10-16 Minutes 2020-10-16 Recording
October 23, 2020 2020-10-23 Agenda 2020-10-23 Minutes 2020-10-23 Recording
October 30, 2020 2020-10-30 Agenda 2020-10-30 Minutes 2020-10-30 Recording
November 5, 2020 2020-11-05 Agenda 2020-11-05 Minutes 2020-11-05 Recording
November 13, 2020 2020-11-13 Agenda 2020-11-13 Minutes 2020-11-13 Recording
November 20, 2020 2020-11-20 Agenda 2020-11-20 Minutes 2020-11-20 Recording
November 27, 2020 Thanksgiving Break Thanksgiving Break Thanksgiving Break
December 4, 2020 2020-12-04 Agenda 2020-12-04 Minutes 2020-12-04 Recording
December 11, 2020 2020-12-11 Agenda 2020-12-11 Minutes 2020-12-11 Recording
December 18, 2020 2020-12-18 Agenda 2020-12-18 Minutes 2020-12-18 Recording
December 25, 2020 Winter Break Winter Break Winter Break
January 1, 2021 Winter Break Winter Break Winter Break
January 8, 2021 January 8, 2021 Agenda January 8, 2021 Minutes January 8, 2021 Recording
January 15, 2021 January 15, 2021 Agenda January 15, 2021 Minutes January 15, 2021 Recording
January 22, 2021 January 22, 2021 Agenda January 22, 2021 Minutes January 22, 2021 Recording
January 29, 2021 January 29, 2021 Agenda January 29, 2021 Minutes January 29, 2021 Recording
February 5, 2021 February 5, 2021 Agenda February 5, 2021 Minutes February 5, 2021 Recording
February 12, 2021 February 12, 2021 Agenda February 12, 2021 Minutes February 12, 2021 Recording
February 19, 2021 February 19, 2021 Agenda February 19, 2021 Minutes February 19, 2021 Recording
February 26, 2021 February 26, 2021 Agenda February 26, 2021 Minutes February 26, 2021 Recording
March 5, 2021 March 5, 2021 No Meeting March 5, 2021 No Meeting March 5, 2021 No Meeting
March 12, 2021 March 12, 2021 Agenda March 12, 2021 Minutes March 12, 2021 Recording
March 19, 2021 March 19, 2021 Agenda March 19, 2021 Minutes March 19, 2021 Recording
March 26, 2021 March 26, 2021 Agenda March 26, 2021 Minutes March 26, 2021 Recording
April 2, 2021 April 2, 2021 Agenda April 2, 2021 Minutes April 2, 2021 Recording
April 9, 2021 April 9, 2021 Agenda April 9, 2021 Minutes April 9, 2021 Recording
April 16, 2021 April 16, 2021 Agenda April 16, 2021 Minutes April 16, 2021 Recording
April 23, 2021 April 23, 2021 Agenda April 23, 2021 Minutes April 23, 2021 Recording
April 30, 2021 April 30, 2021 Agenda April 30, 2021 Minutes April 30, 2021 Recording
May 7, 2021 May 7, 2021 Agenda May 7, 2021 Minutes May 7, 2021 Recording
May 14, 2021 May 14, 2021 Agenda May 14, 2021 Minutes May 14, 2021 Recording
May 21, 2021 May 21, 2021 Agenda May 21, 2021 Minutes May 21, 2021 Recording
May 28, 2021 May 28, 2021 Agenda May 28, 2021 Minutes May 28, 2021 Recording
June 4, 2021 June 4, 2021 Agenda June 4, 2021 Minutes June 4, 2021 Recording
June 11, 2021 June 11, 2021 Agenda June 11, 2021 Minutes June 11, 2021 Recording
June 18, 2021 June 18, 2021 Agenda June 18, 2021 Minutes June 18, 2021 Recording
June 25, 2021 June 25, 2021 Agenda June 25, 2021 Minutes June 25, 2021 Recording
July 2, 2021 July 2, 2021 Agenda July 2, 2021 Minutes July 2, 2021 Recording
July 9, 2021 July 9, 2021 Agenda July 9, 2021 Minutes July 9, 2021 Recording
July 16, 2021 July 16, 2021 Agenda July 16, 2021 Minutes July 16, 2021 Recording
July 23, 2021 July 23, 2021 Agenda July 23, 2021 Minutes July 23, 2021 Recording
July 30, 2021 July 30, 2021 Agenda July 30, 2021 Minutes July 30, 2021 Recording
       

Migration Remediation Joint Task Force

Date Agenda Minutes Recordings
September 11, 2020 2020-09-11 Joint Task Force Agenda 2020-09-11 Joint Task Force Minutes 2020-09-11 Joint Task Force Recording
October 9, 2020 2020-10-09 Joint Task Force Agenda 2020-10-09 Joint Task Force Minutes 2020-10-09 Joint Task Force Recording
November 16, 2020 2020-11-16 Joint Task Force Agenda 2020-11-16 Joint Task Force Minutes 2020-11-16 Joint Task Force Recording
December 21, 2020 No meeting due to Winter Break No meeting due to Winter Break No meeting due to Winter Break
January 25, 2021 2021-01-25 Joint Task Force Agenda 2021-01-25 Joint Task Force Minutes 2021-01-25 Joint Task Force Recording
February 15, 2021 2021-02-15 Joint Task Force Agenda 2021-02-15 Joint Task Force Minutes 2021-02-15 Joint Task Force Recording
March 15, 2021 2021-03-15 Joint Task Force Agenda 2021-03-15 Joint Task Force Minutes 2021-03-15 Joint Task Force Recording
April 19, 2021 2021-04-19 Joint Task Force Agenda 2021-04-19 Joint Task Force Minutes 2021-04-19 Joint Task Force Recording
May 17, 2021 2021-05-17 Joint Task Force Agenda 2021-05-17 Joint Task Force Minutes 2021-05-17 Joint Task Force Recording
June 21, 2021 2021-06-21 Joint Task Force Agenda 2021-06-21 Joint Task Force Minutes 2021-06-21 Joint Task Force Recording
July 19, 2021 2021-07-19 Joint Task Force Agenda 2021-07-19 Joint Task Force Minutes 2021-07-19 Joint Task Force Recording
August 16, 2021 2021-08-16 Joint Task Force Agenda 2021-08-16 Joint Task Force Minutes 2021-08-16 Joint Task Force Recording
September 20, 2021 2021-09-20 Joint Task Force Agenda 2021-09-20 Joint Task Force Minutes 2021-09-20 Joint Task Force Recording
October 25, 2021 2021-10-25 Joint Task Force Agenda 2021-10-25 Joint Task Force Minutes 2021-10-25 Joint Task Force Recording
November 22, 2021 2021-11-22 Joint Task Force Agenda 2021-11-22 Joint Task Force Minutes 2021-11-22 Joint Task Force Recording

Working Documents for CAWG & Subgroups

Alma MARC Mapping and Fix Scripts

CAWG Subgroups

Data Review

Other Resources

Working Documents for the Consortium

Recommended Remediation per Ex Libris

CAWG is coordinating these remediation projects and will share information with each institution's cataloging contacts and ILS Coordinators. Please email CAWG Chair Annie Glerum (aglerum@fsu.edu) for any questions.

Duplicate barcodes

Remediating any duplicate or unintentionally empty item barcodes is required. In Alma, duplicate barcodes are not supported. Scanning one of the items will result in an error message and item will not be retrieved.  Non-barcoded items, although supported, cannot circulate in Alma.

Note: if your institution is not in this list, it is because you did not have duplicate or empty barcodes.

Catalog Data Reports

To download these files:

  1. Click on the link to open the spreadsheet in Excel online
  2. Go to File >> Save As >> Download a Copy
Institution Sublibrary/Collections Locations Review
Broward College Broward_Cleanup_Locations.xlsx
College of Central Florida Central_Cleanup_Locations.xlsx
Chipola College Chipola_Cleanup_Locations.xlsx
Daytona State College Daytona_Cleanup_Locations.xlsx
Eastern Florida State College Eastern_Cleanup_Locations.xlsx
FAMU FAMU_Cleanup_Locations.xlsx
FAU FAU_Cleanup_Locations.xlsx
FGCU FGCU_Cleanup_Locations.xlsx
FIU FIU_Cleanup_Locations.xlsx
FL Gateway College FL_Gateway_Cleanup_Locations.xlsx
College of the FL Keys FL_Keys_Cleanup_Locations.xlsx
FL Polytechnic University FL_Poly_Cleanup_Locations.xlsx
FL State College at Jacksonville FSCJ_Cleanup_Locations.xlsx
FSU FSU_Cleanup_Locations.xlsx
FL SouthWestern State College FSW_Cleanup_Locations.xlsx
Gulf Coast State College Gulf_Coast_Cleanup_Locations.xlsx
Hillsborough Community College Hillsborough_Cleanup_Locations.xlsx
Indian River State College Indian_River_Cleanup_Locations.xlsx
Lake-Sumter State College Lake_Sumter_Cleanup_Locations.xlsx
Miami Dade State College Miami_Dade_Cleanup_Locations.xlsx
New College of FL New_College_Cleanup_Locations.xlsx
North Florida State College North_Florida_Cleanup_Locations.xlsx
Northwest FL State College NWFSC_Cleanup_Locations.xlsx
Palm Beach State College Palm_Beach_Cleanup_Locations.xlsx
Pasco-Hernando State College Pasco_Hernando_Cleanup_Locations.xlsx
Pensacola State College Pensacola_Cleanup_Locations.xlsx
Polk State College Polk_Cleanup_Locations.xlsx
Santa Fe College Santa_Fe_Cleanup_Locations.xlsx
State College of FL - Manatee-Sarasota SCFMS_Cleanup_Locations.xlsx
Seminole State College Seminole_Cleanup_Locations.xlsx
South Florida State College South_Florida_Cleanup_Locations.xlsx
St. John's River State College St_Johns_River_Cleanup_Locations.xlsx
St Petersburg College St_Pete_Cleanup_Locations.xlsx
Tallahassee Community College Tallahassee_Cleanup_Locations.xlsx
UCF UCF_Cleanup_Locations.xlsx
UF UF_Cleanup_Locations.xlsx
UNF UNF_Cleanup_Locations.xlsx
USF USF_Cleanup_Locations.xlsx
UWF UWF_Cleanup_Locations.xlsx
Valencia College Valencia_Cleanup_Locations.xlsx

Standalone BIB Reports

To download these files:

  1. Click on the link to open the spreadsheet in Excel online
  2. Go to File >> Save As >> Download a Copy
Institution Standalone BIB Report
FAMU

FAMU_REPORT_A.xlsx

FAMU_REPORT_B.xlsx

FAU

FAU_REPORT_A.xlsx

FAU_REPORT_B.xlsx

FAU_REPORT_C.xlsx

FAU_REPORT_D.xlsx

FGCU FGCU_REPORT.xlsx
FIU FIU_REPORT.xlsx
FLARE FLARE_REPORT.xlsx
FLPOLY POLY.xlsx
FSU FSU_REPORT.xlsx
UCF UCF_REPORT.xlsx
UF

UF_REPORT_A.xlsx

UF_REPORT_B.xlsx

UNF UNF.xlsx
USF

USF_REPORT.xlsx

UWF UWF_REPORT.xlsx

Full Test Load Resources

FALSC Basic data review help sheet for the Full Test Load

Full Test Load Checklists

Remediation Resources

Procedures

Duplicate OCLC Bib Records
Duplicate Holdings Records
Item Description Field

Presentations

OCLC Duplicates held on November 5, 2020
SUS SBMERGE $5 held on December 10, 2020
Electronic Resource​ Clean Up 856 Fields held on February 4, 2021
Orphan Bibs held on April 1, 2021

Resources and Relevant Websites

Ex Libris Documentation

Ex Libris Training

Alma Configuration Form Example and Guide

Alma Indexes and Searching

Alma Item Records

Alma Printing Call Number Labels

Authorities Records in Alma

P2E: Physical to Electronic Processing

Aleph and Alma Reports

Cataloging/Authorities Discussion Group

The Cataloging/Authorities Discussion Group is open to all library staff interested in the assisting in the development of all cataloging related activities and authorities functionality within the Alma/Primo VE Implementation Project. A discussion list has been set up to allow the Cataloging/Authorities Working Group to share their work on this issue and allow for open discussion.

To join the Cataloging/Authorities Discussion List,

  1. Go to https://listserv.flvc.org/scripts/wa.exe?SUBED1=ILS-CAT-AUTH-DISCUSSION&A=1. A form should appear.
  2. Enter your name and email address into the form.
  3. Click on Subscribe.
  4. You should receive an email message welcoming you to the list. Within that email, there should be a confirmation link. Click on the link to complete the process.

If you have problems subscribing to the list, please contact the FLVC Helpdesk at help@flvc.org.