The Agenda - Faculty and Staff Newsletter

Tag: Alma

  • Ex Libris Implementation Project Update – April 2018

    ExLibris graphicAlma Workshop 

    From March 13 to 15, an Ex Libris consultant came to the Libraries and facilitated a three-day workshop on Alma workflows. The first one and half days of the workshop were devoted to technical services topics, from ordering to receiving/activating to invoicing to cataloging. The second half of the workshop covered fulfillment issues, such as user management, circulation, requests, resource sharing, and course reserves. The participants of the workshop included the Implementation Team members, the working group members, and staff from technical, collection, and access services. The university librarian also attended most of the sessions. The feedback on the workshop was generally positive: The Ex Libris facilitator was very knowledgeable and well prepared. The demonstrations went smoothly. The discussions were both lively and calm, perhaps thanks to the puppy pictures the facilitator included throughout her presentation.  

    An important takeaway for everyone at the workshop is that we need to think about changing our workflows and sometimes policies to maximize the benefits of Alma, instead of simply trying to transfer our current practices in the Sirsi environment to Alma. This will guide the work of the team and working groups in the coming months. 

    Other Developments 

    Preparing for and participating in the Alma workshop was the main activity for the Implementation Team and working groups in March. All the working groups were also busy with both internal training and testing. The Implementation Team had four weekly training sessions with Ex Libris, two on Alma and two on Primo VE. On the migration front, the Data Migration and System Integration Group is currently working hard on third-party integration issues. 

    Submitted by Tao Yang and Abbey DiPaolo 

  • Ex Libris Implementation Project Update – March 2018

    Ex Libris Implementation Project Update – March 2018

    ExLibris graphicMigration Milestones in February

    The implementation project continued to move forward at a brisk pace. The Libraries’ Implementation Team finished the Alma configuration form and the Primo Central Index activation form. Ex Libris completed the Alma test data load and has released the Alma/Primo environments to us for data review and testing. Our Ex Libris consultants have given the library team very positive feedback: All of the tasks assigned to the Implementation Team have been completed on schedule or ahead of schedule. We are told that our data looks cleaner and has fewer problems than other libraries also migrating from Sirsi to Alma. The consultants are very confident about the successful launch of Alma and Primo on June 1st.

    Training for the Team and Working Groups

    In February, the Implementation Team continued the weekly training required by Ex Libris. All the working groups affiliated with the project were also engaged in extensive training in their functional areas. The considerable amount of time we are spending on internal training is paying off. Following a demo by two CTS staff on resource management at a training session, our Alma consultant remarked that she had never seen a client who could walk in at this stage of implementation and complete the tasks so smoothly!

    New Staffing Need

    As the implementation project progresses, we discovered an urgent need for an electronic resources librarian who has experience with Alma and Primo, so a new position was created and is being advertised. The new Electronic Resources Librarian will report to the Discovery Services Librarian and work closely with the CSRS staff responsible for licensing and renewing online journals and databases. In the past, we in the Libraries often talked about the need to increase staffing for e-resources management and support, since the library collections have shifted decisively from print to electronic. The new Electronic Resources Librarian position is an important step in that direction.

    Upcoming Workshop on Alma Workflows

    From March 13-15, an Ex Libris consultant will be onsite at Rutgers to conduct a three-day workshop on Alma. The primary goal of the workshop is to assist us with reviewing and defining major workflows using Alma. The format of the sessions will primarily be discussion as this is not a training exercise. The Implementation Team is working with Ex Libris to finalize the workshop agenda, which will likely include sessions on acquisitions, resource management, e-resources, and fulfillment. The working groups will decide who should attend the sessions in their respective areas.

    Plan for All Staff Trainings

    The Libraries’ working groups are also hard at work designing training and developing a related delivery plan to provide the training to our librarians and staff. As we reported last month, the all-staff training sessions will be conducted in person, by library staff, and with Rutgers data and configurations. Please stay tuned for more information about all staff training opportunities from the working groups.

    Tao Yang and Abbey DiPaolo

  • Ex Libris Implementation Project Update – December 2017

    Ex Libris Implementation Project Update – December 2017

    In this second update on the Ex Libris Implementation Project, we report on a major milestone achieved in November – the completion of organizational planning. In early December the project will transition from the pre-implementation to implementation stage, so this update also introduces the timeline from December to June, focusing on the three key phases of implementation – Define, Build, and Deploy.

    Completion of Organizational Planning

    Cabinet recently approved a proposal to form several working groups connected to the Implementation Team, marking the completion of organizational planning for the project. As reported last month, the Implementation Team was created in late September and includes seven members from the infrastructure units of the Libraries. Reporting directly to the University Librarian, the team functions as the coordinating body of the project. The working groups will provide expert input to the Implementation Team, organize workflow reviews, testing, and training in their focus areas, and involve library faculty and staff in the implementation process. The team appoints team members to liaise with the working groups to facilitate two-way communications.

    Here is a list of working groups and their membership:

    Working Group Implementation Team Liaison(s) Membership
    Acquisitions Abbey DiPaolo Dominique Dixon, Megan O’Connor/Kati Ritter, Cathy Pecoraro/Rita Wells, Gracemary Smulewitz, Lucy Vidal, Mary Beth Weber
    Data Migration and System Integration Chris Sterback & Chad Mills (co-liaisons) Fengzhi Fan, Dave Hoover, Bob Warwick
    Digital Chad Mills Isaiah Beard, Kalaivani Ananthan, Jane Otto
    Discovery Joseph Deodato Discovery Working Group*
    E-Resources Gracemary Smulewitz Michelle Best, Paul Cabelli, Cathy Pecoraro, Lucy Vidal, Geoff Wood, Tao Yang
    Fulfillment Chris Sterback Access Services Committee*
    Interlibrary Loan Gracemary Smulewitz Abbey DiPaolo, Orla Mejia, Glenn Sandberg
    Resource Management Mary Beth Weber Colin Bitter, Jamie Smith, Geoff Wood, Tao Yang

    (* indicating existing groups)

    The Discovery Working Group and Access Services Committee are existing groups, and the others are newly established. All of the groups have members from multiple departments or units of the Libraries.

    While approving the working groups, Cabinet also made two important points:

    1. The Ex Libris Implementation Project is a top priority that must be completed within the established timeframe. Members of the Implementation Team and working groups are taking on a significant amount of work, so it may be necessary for everyone to adjust the expectations for them in areas unrelated to implementation.
    2. Communicating with library users about potential service interruptions (and enhancements) is an essential component of the implementation project. The Implementation Team will work with the Director of Communications to develop an external communications plan.

    The Implementation Team has also made significant progress on creating a project website and performing data preparation and validation. We hope to describe them in more details at the poster session of the State of the Libraries or in the next monthly update.

    Overview of Implementation Timeline (December – June)

    Ex Libris divides the Alma/Primo implementation process into three phases: Define, Build, and Deploy. During the Define phase for Rutgers (December – early February), the Implementation Team gains access to the standard Alma sandbox environment including standard Ex Libris data and configuration, takes Alma training (including configuration training) via pre-recorded sessions, and then configures the sandbox environment. At the same time, the Libraries continue with data extraction and validation and deliver the data from source systems (Symphony and EDS) based on the Ex Libris specifications for migration to Alma. The Define phase ends with Ex Libris completing the configuration of the Alma production environment with the input from the Rutgers team and a test load of the migrated data.

    During the Build phase (late February – May), the Libraries receive access to both the Alma production environment and Primo environment for functionality review and data testing. Both environments use Rutgers data and configurations and we need to document any necessary modifications for the cutover data load. The Implementation Team works with Ex Libris to define a list of third-party integrations (such as the ILL and Central Authentication Systems). Ex Libris conducts onsite workshops to explain the workflows of the new system. The Implementation Team and working groups also prepare and perform internal staff training. This phase completes with a “freeze” of the source systems (Symphony and EDS). Ex Libris then performs the cutover data load.

    Alma and Primo are scheduled to go live at Rutgers on June 1, which is the Day 1 of the Deploy phase. From June to July, the Implementation Team works closely with Ex Libris to address any issues and support library faculty and staff through their first steps with Alma and Primo in production.

    Additional information about the three phases can be found in this chart published by Ex Libris:

    We look forward to the opportunities to discuss the project with you at the State of the Libraries and other venues. Please do not hesitate to contact us or other Implementation Team members if you have any questions or comments. Thank you!

     

    Tao Yang & Abbey DiPaolo

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  • Ex Libris Implementation Project Update – November 2017

    Ex Libris Implementation Project Update – November 2017

    In spring 2017, the Libraries decided to adopt the new library service platform (Alma and Primo) from Ex Libris. The decision was made in support of two major librarywide priorities: improving information control and optimizing collection development and management. What this means to the Libraries is that Alma will replace the current SirsiDynix system and Primo will replace both the EBSCO Discovery Service and VuFind catalog. Unlike our current configurations, Alma and Primo are fully integrated with each other. They also provide other important benefits: a unified interface to manage our entire collections of electronic and print resources, rich analytics for making better decisions about collections, the potential of improving the discovery experience of library users, and the opportunities to collaborate with other Alma/Primo libraries.

    The Ex Libris Implementation Project officially began at Rutgers in late September, when the Implementation Team was formed and met for the first time. The team includes seven members from the Libraries’ infrastructure units – Tao Yang, Abbey DiPaolo, Joseph Deodato, Chad Mills, Gracemary Smulewitz, Chris Sterback, and Mary Beth Weber, with Tao and Abbey as the co-leads. The team has had a busy and productive month: we completed and submitted to Ex Libris the Alma Implementation Form, which is the first step of the implementation process. We have also begun to work on the validation of SIRSI Symphony data extracts, creation of the project website, and development of internal goals, among other things. As a happy coincidence, the Ex Libris Northeast User Group held its annual meeting in Jersey City in mid-October, so all the team members and several other colleagues had an outing to Jersey City and learned the experiences of many libraries who have adopted Alma and Primo.

    Currently, the project is still at the pre-implementation phase, which is when the library team works with an Ex Libris consultant to get ready for the implementation. The project will kick into high gear in early December, when the implementation phase officially begins. The new system is expected to go live on June 1, 2018. Between early December and June, there will be many opportunities for library colleagues to get involved in the project and become familiar with the new system. Please stay tuned. Thank you!

    Tao Yang & Abbey DiPaolo

     

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