[Wactclc-alma] End/Beginning of Quarter Tasks

Mon Dec 10 10:23:17 PST 2018

Thank you, Wade. :)

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Monday, December 10, 2018 10:10 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] End/Beginning of Quarter Tasks

I found the attached document (which I believe was started at BTC), from May 2017.

Meanwhile, don't get lost in the details.

End of quarter (or week, or year) tasks in Alma are going to be conceptually similar to the tasks needing completion or any other ILS you've used.

And even conceptually similar to tasks needed for libraries that operate completely manually.

With Stephanie's addition of updating closure dates (which could be an annual task) and potentially reviewing patrons with blocks, I think this thread has captured the highlights.

With the two that will 'break' your library if you don't do them:

-Updating extract scripts (not new for most of you that were on Voyager previously)
-Updating end of quarter due dates in Alma (same as you would do with any ILS)

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Stephanie Levesen
Sent: Monday, December 10, 2018 9:18 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] End/Beginning of Quarter Tasks

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Another thing to do is put your  closures in for the break/upcoming quarter - like holiday closures, etc.  We did that last week.

Also, if you need to run a block list of everyone who has overdue items/fines still owed to the library.

Stephanie Levesen
Periodicals/Circulation/Reserves/ILLs
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7837

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Traci Taylor
Sent: Monday, December 10, 2018 8:57 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] End/Beginning of Quarter Tasks

I believe we all worked on creating an end of quarter maintenance list last year. I had it printed out, but I can't locate it. Does anyone have it?

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Monday, December 10, 2018 8:53 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] End/Beginning of Quarter Tasks

Maryanne,

Troy should already be aware of these, but the main things are:

  1.  Update the expiry and purge dates in the student (LG321R) and employee (LG301R) extract scripts on your HP servers.

Preferred expiration date is going to be based on institutional preferences (end of quarter, end of year, end of school year).

I would just set purge date to the same as expiration date (the purge date has no effect until you actually run a patron purge job).

  1.  On the student extract script specifically, update the academic quarter code with the quarter you want to start extracting for.

See also: https://sites.google.com/view/wactclc/documents/ppms-and-sms-user-record-loading for more info on these scripts.

  1.  If you are using end of quarter due dates, you will need to update the event date in the institutional calendar once the current end of quarter date is passed.

Admin / General / Add edit library information / Calendar Management tab

Again, Troy has been through these at least a few times, and should be a good resource.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Hirning, Maryanne
Sent: Friday, December 7, 2018 10:25 AM
To: 'wactclc-alma at lists.ctc.edu' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] End/Beginning of Quarter Tasks

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Hello!

I'm hoping someone could point me in the direction of, or would be willing to share their own compilation of, a list of all the Alma tasks that need to be completed at the end of a quarter and/or beginning of a quarter. I'm still new, so I want to make sure I'm tying up all of the loose ends and making sure we're set up for a successful new quarter in January!

Thanks in advance!

[http://internal.lowercolumbia.edu/departments/effectiveness-college-relations/_assets/images/LCC_logo_black-lg.png]

Maryanne E. Hirning  she/her/hers
Library Circulation Services Manager
Lower Columbia College
p. 360.442.2668| Learning Commons
Website<https://lowercolumbia.edu/library/index.php/lcc.ctc.edu/reroute/Staff/mhirning/Custom%20Office%20Templates> | Facebook<https://www.facebook.com/LowerColumbiaCollegeLearningCommons/?ref=settings> | Instagram<https://www.instagram.com/lcc_learningcommons/>

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