Procedure for deleting locations or libraries

1. Search analytics for the location code as permanent physical location, temp location, and location.

   1. Any active items found with the location need to be updated to remove it (even if it’s a non-active temp location.)

      1. (presumably deleted/withdrawn items are OK because they only exist in Analytics - but that’s not something I found specifically mentioned anywhere)

2. Next day, search holding lifecycle = active and the location code to verify cleanup.

3. In Alma, search the repository for the code under permanent physical location, temp location, and location to verify cleanup.

4. Remove location from any fulfillment unit rules (loans, requests)

5. Remove location from any overdue / lost loan profiles.

Once those steps are complete:

1. Remove locations from the premium sandbox;

2. Remove locations from production;

3. Notify metadata-management channel in Alma Implementation Teams area of change(s)

Info from ELUNA email list thread: (https://exlibrisusers.org/hyperkitty/list/alma@exlibrisusers.org/thread/HXCRVVBUFQA4XMF4D4AG5FZJC6FUTCST/#HXCRVVBUFQA4XMF4D4AG5FZJC6FUTCST)

Removing library

1. Review Patron configurations for

   1. Resource sharing libraries

   2. Purchase Request libraries

2. Review staff configurations for

   1. Associated role profiles

3. Review Configurations > Users for

   1. Associated role profiles

4. Review fulfillment records

   1. Requests, Resource Sharing Work Orders

5. Review items

   1. Missing / lost items

   2. Move items to new libraries with change holdings, etc.

6. Fulfillment configuration

   1. Remove from fulfillment unit rules

   2. Remove locations from fulfillment rules

   3. Review circulation desk and remove associations to work order types

Analytics impact

• Fulfillment - item location at time of loan, loan circ desk, renew circ desk, return circ desk

• Requests - owning library

• Physical items - library code and lifecycle