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Primo processes Collections & Access staff export single daily update file RTA plug-in working well re response time change in workflow required for deletions
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Millennium and Primo at University of Ballarat
Rose Counsel, Systems Librarian
Primo implementation 2010
• UB is Primo ‘Total Care’ customer
• concept of exporting records not difficult(similar to Libraries Australia process)
• Cataloguer had little experience of export tables (subsequently undertook LP training)
Primo processes 2011 -
• Collections & Access staff export single daily update file
• RTA plug-in working well re response time
• change in workflow required for deletions
Primo processes 2011 – (cont.)
• staff need to convert Items to Bibs via Create Lists so ALL Items attached to the Bib ‘go up’
• Checkin records not included as their Bibs are updated via overnight Link Maintenance
• this was discovered by trial and error – any better
ideas/suggestions?
Primo processes 2011 – (cont.)
• Scheduler runs series of Review Files each night
• currently do manual export of records to ExLibris each morning
• staff maintain spreadsheet to record details of export process (how many records, etc.)
• integration of Primo with WebPAC and BONUS+is via ‘Links’
Thanks to UWAfor generous time and expert help
Questions to UB - Karen FitzpatrickCataloguing Librarian k.fitzpatrick@ballarat.edu.au
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