Procedure for deleting locations

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 items are OK because they only exist in Analytics - but that’s not something I found 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

• Patron resource sharing libraries

• Associated service desks on role profiles

• Update any roles with refreshed role profiles

• Review outstanding requests, patron physical, restore, resource sharing, work orders

• Review missing/lost items

• Remove locations from fulfillment unit rules

• Remove locations from fulfillment unit

• Remove associations with work order types under circulation desk

• move any items to new libraries with norm rules / change holding job

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