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Completed Projects List

Prioritized In Process Projects

RequestorRequest DateTarget Completion DateSizePriorityTitle/ScopeLTS LeadLibrary OwnerImpact
Alma Tech Team1/1/2017 See individual itemsMediumHighData updates that adversely affect workflows Laura MorseTSWG

Workflows will not be possible without key updates to data in Alma


Alma Tech Team1/1/2017See milestone timeline at OCLC Data Sync (Maintaining Holdings in WorldCat)LargeHighOCLC Export - Creation of Alma to OCLC scripts for maintaining holdingsAllison Powers Alma created holdings will not be in sync with WorldCat. Requires full synchronization of database prior to ongoing maintenance processes. There are several Harvard prerequisites prior to starting the synchronization for each symbol.
Alma Tech Team1/1/20173/30/2019SmallMediumETD loadsCorinna Baksik 

New DASH / print dissertation records not represented in catalog

  • Alma process defined. Testing with ETD extract and loads in process
  • Process for file retrieval needed. Tim and Dave to discuss.
Alma Tech Team1/1/20174/30/2019SmallHighIRIS exportsCorinna Baksik Lack of new/updated BER data in Italian research consortium
Alma Tech Team1/1/20171/30/2019MediumLowAlma Item file export for GFALaura Morse 

HD GFA accession checks relies on copy of full file of item records. Need to work with GFA to both ingest Alma item xml as well as revise checks for Alma coding.

Analysis underway with GFA to determine if this check is still needed.

Alma Tech Team6/30/201812/24/2018SmallLowItems to be withdrawn that are on loan or have open POLKara Young Unavailable items remain in Alma
Leila Smith7/3/20182/28/2019MediumHighRAPID ILL ImplementationMichael Edwards Develop and implement the publishing profiles for sending Harvard Library holdings to RAPID. LTS work complete, test file sent to RAPID. Waiting for confirmation from RAPID before marking as complete.
Marty Schreiner 9/4/201811/30/2018MediumMediumUpdated POE, DOC, and MIC to be LAM locationsKara Young Lamont would like to incorporate these libraries as Lamont locations.
Sharon Bayer11/201712/31/2018MediumHighWebhooksTim Preliminary use of Alma webhooks to monitor success of Alma jobs complete. Enhancement needed to add in database, etc.
Alma Tech Team10/2018Q3 2019 (Pending ExL development; see SF case no. 673074)MediumMediumCreate invoices via APIBill Walsh / Tim Elliott Use invoice APIs to create invoices for vendors unable to supply EDI invoicing.

Gutman Library

Karen Carlson Young/Rebecca Martin

February 2019 SmallLowCreate itemsKara 
  • Collection codes:
    • Karen will continue to work with Kara on using an Alma batch process to move existing items from the old SPEC* collection codes to the new HD SPEC* collection codes.
  • Item creation:
    • Karen will continue to work with Kara on using an Alma batch process to create items for holdings without items based on the report and template Marilyn had provided to Gutman Library. Karen will loop Marilyn into any updates on this process. We will be sure that all Special Collections items stay non-requestable until go-live.
HUA/Kate Bowers/Marilyn RackleyMarch 2019 MediumLow

Create items

Clean up items

Kara/Corinna Create 200K+ item records for HUA Aeon implementation.
Alma Tech Team1/1/2017 MediumMediumEbookplatesCorinna Baksik Lack of digital bookplates in HOLLIS for new receipts

Requests To Be Prioritized by the Alma Executive Committee

RequestorRequest DateRequested Completion DateSizePriorityTitle/ScopeLTS LeadImpact
Alma Tech Team1/1/2017 MediumMediumAleph Library Reporting Warehouse Data Updates - Updates Cognos System to include Aleph Archived DataAllison PowersData like the full order log, item history, request history and z00r did not migrate to Aleph. This project will provide access to this this data via Cognos. Tables to be added to Cognos: HVD01.Z00R, HVD60.Z00R, HVD10.Z00R, HVD12.Z00R, Order, subscription and invoice log (Z71), Hold Requests History (Z37H), Item history (Z30H).


Alma Tech Team1/1/2017 LargeMediumIngest of Alma Bibs/holdings/items into Library Reporting Warehouse/Cognos Data ModelAllison PowersAllow for crossing data sets with HD data and other reporting needs.
Alma Tech Team1/1/2017 SmallLowGeneric Alma ExportCorinna BaksikNo one has requested a specific ongoing export.
Alma Tech Team1/1/2017 MediumMediumOCLC BNS for Books and Serials (but needs Datasync first)Corinna BaksikLack of valuable updates to bib records with new data from OCLC
Alma Tech Team1/1/2017 MediumMediumHFA loadsCorinna BaksikLack of new/updated HFA data in HOLLIS
Alma Tech Team7/1/2017 SmallMedium

Mispaired non-Latin fields flipped to vernacular

Corinna BaksikLoss of non-Latin data in local records. (More detail on Known Issues page)
Anne Adams9/27/2017 SmallMediumOCLC sync for p level records (RECCO/MUS)TBDIn an effort to provide better access for recordings that have H08$ap level cataloging, a batch overlay of these records with updated OCLC records (I and blank encoding levels) could provide better access points for older records, allowing us to possible change them to H08$ac.

More information in ALEPH SUPPORT: ISSUE=21777 PROJ=14
Rachel Lewellen5/1/2018 LargeLowIngest of Alma Local Backup Service data in Library Reporting WarehouseLaura MorseCertain Data Elements may not be available in Alma Analytics for reporting. In addition, some data points may be needed in LRW to cross with other data sources, like HD data. This project would evaluate whether a subscription to this service and ingest of data into LRW would meet assessment and reporting needs not met by Alma analytics directly.
Andrea Schulman5/31/2018 SmallHighCapital IQKara Young

From Andrea: Like the wsj.com, it will require individual logins. They are implementing SAML for single sign-on.  We have also proxied a page where new users can register for an account with a Harvard email.  

ADSC?1/1/2017 SmallHighOCLC Holdings Symbol ConsolidationTBD 
Baker5/1/2018 MediumMediumBaker 3.0 API ProjectLaura Morse 
Laura Wood and Anu Vedantham 6/4/2018 MediumMediumFP Data Harvest for planningLindsay Whitacre 
Rachel Lewellen5/25/2018 MediumMediumUpdates to HD data model in LRW

Allison &


Update LKUP_HD_OWNER table by adding a column for "Customer Group" and populating with the entries provided in an Excel spreadsheet.

Wendy Gogel6/15/2018 MediumMediumAdding VC subject data to Alma recordsTBDVC included a local database that stored additional subject data not present in underlying database of records. With migration of VC to Spotlight, this data needs to migrate to a new home. This project is includes investigation of possible fields in Alma MARC records to store these subjects (they are not a controlled vocabulary), as well as planning for load of data into Alma.
Suzanne Wones/Franziska Frey6/30/2019 MediumMediumHathi Annual Print Holdings Disclosure

Benson Smith


Redesign process for the HathiTrust “print holdings” report.
Permanent Retention notes6/19 LargeMediumAdding retention notes to recordsTBDAdding retention notes to support collaborative partnerships (Hathi, ReCAP, LoR, JSTOR Retention)
Google Scanning5/1 MediumHighAlma export and tracking processesTBD 
Hathi Disability Disclosure6/15 SmallMediumUpdate holdings in HathiTBD 
Publishing Strategy6/19 MediumMediumSupport various full file publishingTBD 
Library Kiosk Machines (increased HOLLIS logout time)5/20 MediumHigh

Ensure that all library public terminals have kiosk accounts


Issues with HK logins on shared public library terminals

This project would allow all HOLLIS users to have an increased logout time so they are not logged out after 45 min, a significant complaint from patrons and staff.

Berenson7/3 SmallMediumPotential patron loader changesKara YoungBerenson visiting scholars currently come through patron loader as staff members. This results in longer loan periods than Berenson would like for these short-term visitors. Analysis is required to determine whether such a change is possible.
Shalimar White7/2017 MediumMediumConsolidate Rubel collections in Fine ArtsTBDCirculation and management of Rubel collections separate from Fine Arts present issues with patron interfaces (Rubel appears as a pick-up location) and with staff workflows (staff have to flip "currently at" location to discharge Rubel items to put "in place"). Consolidation would simplify patron request options and provide more efficiency in circulation workflows.
Alma Tech Team1/1/2017 SmallLowLongterm HD loansTBD

Determine if issues still exist with items in transit to HD/ReCAP not appearing in end of day files and requiring periodic reconciliation

Alma Tech Team1/1/2017 MediumLowHey CarrelTBD
Local development of a web app.
  • Use of both APIs to loan  and manage due date
  • Development to work with Alma Loan API for Carrels
  • Update due date using the manage_due_date API due in July release
Alma Tech Team1/1/2017 MediumLowInscriptio enhancementTBD
  • HK integration for LTS App
  • Functional enhancement to use Alma API to loan carrel
Alma Tech Team1/1/2017 MediumLowLibrary Services Dispatcher - Phase 2TBD
  • Switch to Python 3
  • Put behind PIN
  • Add date picker
Alma Tech Team1/1/2017 MediumLowOpen MetadataTBD 
Alma Tech Team1/1/2017 MediumHighLibrary CloudTBD 
Alma Tech Team1/1/2017 MediumLowGLIB (FIG Updates)TBD 
ITS7/31/2018 MediumLowRequestsTrackerTBDSystem is used to triage requests largely from selectors and route internally to ITS departments. Project would analyze ways to utilize Alma or other systems to replace this system.
LTS8/9/2018 MediumHighEzProxy to CASKara Young, Lindsay Whitacre

It is proving problematic implementing changes to AMS while it still has to support the EZProxy gateway.  I know that it was planned to move EZProxy off AMS and on to Shib/CAS.  It would be very helpful it that could be done as soon as possible.

HLS8/17/2018 MediumMediumSHARIAsource project (http://ilsp.law.harvard.edu/shariasource/Robin Wendler (analysis)Replacement for metadata for lilCloud.
Laura Morse9/5/2018 MediumMediumAlma Widget - Receive ItemTBD

Create an app that will accept a file of barcodes and receive the item to remove acq status

  • 6200+ items identified so far as unavailable to patrons, but on shelf at HD or RD
Kristin Stoklosa


*Request for prioritization 4/18/2019

 SmallLowSafari/O'Reilly SSO authenticationKara YoungAuthenticate SSO users with Shib (or other options)- analysis required.
LeWG5/17/2018 MediumMediumCreate a view of reserves lists in HOLLISTBDAllow users to access lists/find materials in HOLLIS directly. Useful at circulation desk when trying to find the item needed.
Lidia Uziel  Small?Document process for allocated fund batch updatesTBDCreate workflow to allow libraries to generate sets of order records and submit requests to update of allocated funds.
 10/19/201806/30/2019LargeMediumPhase 3/Long-Term Alma TrainingJennifer KoerberDevelop and launch a sustainable training platform for staff to work through under manager supervision. Will be developed in the first 6 months of 2019.
Lauren Syer10/25/18 SmallMediumFully automate update of Harvard holdings in BrowZineTBDImproved user experience with BrowZine with up-to-date holdings; non-automated process subject to human error.
Cynthia Churchwell10/15/18 SmallHighOnboard HBS for LegantoKara Young

Allow HBS faculty to add Course Reserves in Canvas Course Sites.

Project includes: Integrate HBS Canvas Course feed to Alma, training of staff on workflows, Alma configuration

Suzanne Wones10/24/18 SmallHighExport Google Scanning Metadata to HathiBenson Smith / Allison PowersHathi will download GBS scans and provide access to Harvard Researchers.

Create process to export google scanning metadata to Hathi.
Elizabeth Vernon11/15/2018 ?MediumConversion of Harvard Alma 966 fields to 853/863 PairsTBD

An important feature of Alma Analytics reporting is that Analytics contains a summary holding field, making it possible to easily include holdings -- including serial holdings -- in a tabular report. This data is critical for the purposes for collaborative collection development with our ReCAP and Ivy Plus partners -- to identify strengths of and holes in holdings. This summary holdings information also serves to support several other key areas of library operations, including  periodical deduplication and weeding, digitization projects, remote storage transfer projects, and more. However, any holdings data stored in a 966 field is invisible to Analytics.

The Analytics summary holding field is populated with the aggregate contents of the 866 fields in the holding record. The 866 fields in Alma are generated as display versions of the 863/863 fields. 

The data that was previously stored in an 866 field in Aleph was converted as a 966 field in Alma. The old 866 (now 966) holdings data includes both serial holdings that were done in summary form (particuarly from retrospective conversion projects of periodical holdings recorded on cards, but also certain categories of more recent titles), as well as holdings for monographs and collections.  

The problem is that the data in the 966 field does not populate the Analytics holdings summary field -- it only recognizes the 866 field.  This means that the holdings for approximately 783K records -- of which 173K are serials -- display as blank fields in Analytics. Without this holdings information being reportable through the holdings field, compiling this data will be complex and time-consuming.  

The remedy to this problem is to convert the data in 966 fields 853 / 863 pairs via batch job, according to the following pattern:

853 02 $$8 1 $$a (*)
863 40 $$8 1 $$a [contents of converted 966]

RMWG11/25/2018 SmallLowCorrect 2nd indicator and $2 for 655 coded as LCSH and flipped by Alma to LCGFT termCorinna BaksikWhen a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft). This does not have an effect on patrons using HOLLIS, but the incorrect coding may cause problems in future linked data projects or migrations. Alma will continue to flip these headings so on-going clean-up may be required until after/if the Ideas Exchange is implemented:https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/36105922-preferred-term-correction-correct-coding-when-fl
Leila Smith12/6/18 ?HighHD Accession ChecksTBDWith accession checks currently off in LAS, we are anticipating a fair amount of errors that will impact patron requests. For example, an item that should be refiled at ReCAP, that was never on file at HD, might be accessioned into HD instead of being returned to ReCAP. The longer these checks aren't done the way they used to be, the more cleanup there will be down the road, which could leave a number of partial trays. Cleanup work is also contingent upon ALMA data in Cognos.

Vitaly Zakuta for:

  • Judaica Division
  • Buddhist Resource Center
  • MCZ / BHL
3/6/19 ?MediumBulk-create holdings with URNs to DRS itemsTBDMultiple repositories previously used Aleph functionality to bulk-add new suppressed (or unsuppressed) holdings to existing Bibs with URNs to DRS items. The old process took a CSV of HOLLIS numbers and URNs and then created new digital holdings with URNs. These repositories would like Alma to offer similar functionality. This is especially critical for large scale projects when thousands of records in Alma need to be updated with new digital holdings with DRS URNs.
Alma Tech Team3/7/19  LowItems with Item Policy 88 (Suppressed) (These display to the public)Corinna BaksikThese items were suppressed from display in Aleph, but are displayed to the public in Alma. In Alma you can suppress entire holdings, but not individual items attached to holdings. Sometimes units have these items and just didn't want them to display to the public for misc. reasons; in other cases the libraries no longer have the item. Items with this policy are not requestable by patrons.
D2D3/27/19  MediumOutstanding data clean-up for closed librariesCorinna BaksikNumerous reports were distributed prior to migration for data from closed libraries that needed clean up. Staff are reporting seeing holdings for serials but the item records are not available. Example: 32044072903669 is attached to a Littauer holding which is suppressed from display, but this volume in listed on a WID HD holding indicating that we should have it, but because the item is attached to the suppressed holding there is no way for a patron to request it
Kara5/17/19 SmallMediumBatch process to close work ordersKara YoungThere is currently a way to batch create work orders in Alma, but not a way to batch close them. We have several high volume departments (Resource Sharing, Imaging Services) which have hundreds or thousands of items waiting in work order requests that need to be processed through the work order process. There is an Alma API that we could use which would allow them to batch change status and close work orders. I think parts of Sharon's original scan-in items script (for Remote Storage) could be possibly be reused for this purpose. Boston College also has successfully coded something that we could possibly re-use.
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