Moving from Aleph to Primo Stephen Winch Quality

Moving from Aleph to Primo Stephen Winch Quality Education for a Healthier Scotland

The Shelcat landscape Shelcat is currently composed of the library data from: • 12 regional NHSS boards • 5 special NHSS boards • 4 partner organisations It includes around 40 sub library locations that hold 294, 049 items There are roughly 27, 000 registered borrowers (45, 000 if you include expired) and around 80 Aleph library staff users. Quality Education for a Healthier Scotland

Functions used in Aleph • Circulation • • • Circulation policies Bookings Photocopy requests Self issue machines/Self issue from Opac User management Staff management Inter Library Loan • BL requesting • Partner records • Cataloguing • Authority Management (Names, Mesh, DHDT) • Article records (HML, Health Scotland) • Serial records • Z 39. 50 libraries Quality Education for a Healthier Scotland

Data that can be migrated • Aleph settings • Bibs • Holdings • Items • Patrons • Loans • Holds Quality Education for a Healthier Scotland

Pre-implementation tasks • Data clean up • • Remove orphan bibs Remove duplication Improve record quality Improve serial records Remove lost or missing stock from the system Remove Patrons Authorities System clean up • Remove traces of old libraries and defunct configuration Quality Education for a Healthier Scotland

Things we need to consider… • Which user database (Aleph, Athens, Knowledge Network) • Review statuses, circulation policies, material types • How does national and board level functions • How are National/Board e. Books handled • Review number of admin accounts • How are we handling journal article records • Stockmate • Current awareness • Self issue • ILL and Document delivery Quality Education for a Healthier Scotland

Next steps • Libraries need to consider their collections on Aleph Get more familiar with Alma/Primo (documentation, videos) Think about who might represent your service Stocktaking Libraries will need to collectively review statuses, circulation policies, material type • NES will do some automated data clean up, but we will be looking for libraries to improve their data. e. g updating serials holdings • Where libraries have capacity there may be additional data improvement tasks they can assist us with e. g removing duplication • • Quality Education for a Healthier Scotland