Content Comparison

Date

01 Dec 2016

Attendees

• Cynthia Schwarz (Unlicensed)

• David Lacy

• Erin Finnerty
• Sarah Yerger
• Nancy Turner
• Justin Hill
• Royce Sargeant
• Lauri Fennell
• Catherine Dunn
• Leanne Finnigan
• Former user (Deleted)
• Chad Nelson (Unlicensed)
• Mark Darby
• Emily Toner (Unlicensed)
• Jackie Sipes

Goals

• Provide an overview and update on the status of the ILS migration to Alma

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Review of project org chart and overall timeline - Cynthia

• Org Chart:  2016-12-01 ILS Migration Meeting notesOrg Chart
  • Note that discovery layer part will be separate and will involve public services staff 
  • Two groups: technical and functional
  • Technical group (Jim, Chin): technical configuration with computer services
  • Functional group: Mark, Justin, and Brian as co-leads, with functional experts reporting up to them
    • Functional Expert Description from ExLibris: 
      • Provide expert input from all areas of business processes
      • Facilitate and perform functional review activities
      • Report issues found during testing to Ex Libris ExLibris via CRM
      • Provide team updates on testing progress
      • Actively participate in training, functional meetings and workshop (to be scheduled in the spring)
  • Is anyone missing from this chart?
• General timeline from ExLibris: more Estimated Timeline
  • More of an idea rather than the exact schedule
  • 2016-12-01 ILS Migration Meeting notes
  • When do we get access to the sandbox?: After we have some of the initial kickoff meetings, we will get access to sandbox (max. 30 people, with just generic data at first). 
  • "Rapid Implementation” methodology: define, build, and deploy phases
  • Projection: “Go live” date will be at the beginning of June
  • We can continue to work with implementation team at ExLibris for 3 months after go live date. We will then transition to regular support people after that. 
  • Will someone from ExLibris be onsite? A representative will be here for the kickoff meeting and then 2-3 times after that. 
  • April and May most intense periods
• Feedback from other schools is that ExLibris is very organized and will expect us to meet their deadlines. 
• Alma is going to need to take priority over other things for this time period. 

...

• Are there principles for how we are going to set up the system?
  • Yes, ExLibris do have a document called “Getting ready for Alma and Primo migration”
  • We are also actively working on reviewing best practices as part of our prep work. 
• Has all of this being communicated to other library locations (Japan, Italy)? Yes
• How will this affect the library's organizational structure? 
  • The full effect has not be fully realized yet. 
  • We will be looking at and reviewing workflow evaluations during this transition.
• How essential is it to do pre-migration cleanup?
  • ExLibris has more detailed documentation about how to flag content for later review (code for specific field). 
  • The hope is to get as much cleanup done as possible before migration, but we can also do this, if needed. 
• Dave and Cynthia will communicate information to the group as ExLibris shares more. 

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