the road from millennium to alma: two tracks, one destination
TRANSCRIPT
Kristin D’Amato, Serials and Electronic Resources Librarian, Central Connecticut State University
Rachel Erb, Electronic Resources Management Librarian, Colorado State University
NASIGJune 10, 2017
The Road from Millennium to Alma: Two Tracks, One Destination
• Carnegie Classification: R1—Highest Research Activity and Land Grant University
• FTE: 23,768
• Undergraduate 19,806
• Graduate 3,962
• The Libraries include three sites: Colorado State University-Pueblo (4436 FTE); and CSU Global—a
virtual campus of about 200 part-time students
Colorado State University (CSU)
• Midsize Regional Comprehensive University• FTE of 9,341• Undergraduate 8,172• Graduate 1,169
• 17 Institutions with a combined FTE of 57,031• 4 Universities• 12 Community Colleges• Charter Oak (online college)
Project Website
Central Connecticut State University (Central)
Connecticut State Colleges & Universities (CSCU)
Timeline
CSU Central/CSCU
Migration 6/1/2016 – 8/15/2016 6/30/2016 – 8/10/2016
Configuration 8/1/2016 – 10/31/2016 7/15/2016 – 7/29/2016
Testing 11/1/2016 – 12/7/2016 9/27/2016 – 12/1/2016
Cutover 12/8/2016 12/2/2016 – 1/3/2017
Go Live! 12/22/2016 1/9/2017
Project Management: Communication
• ExLibris• Basecamp
• Salesforce
• Phone Calls
• On-site Visits
• Internal• Basecamp
• Meetings
• Other…
Pre-migration Clean-up
CSU • Each member of Alma Migration Team responsible for area
• Some collaboration
• Data Clean-up checklist
• Areas of responsibility
• Project examples
• Many challenges
• Millennium data questions
Central/CSCU
Data Clean-up checklist
• Areas of Responsibility
• Some collaboration acrossconsortium
Pre-migration Clean-up
• WebEx Trainings
• Watch the assigned homework videos & read documentation• Practice what you learned in the sandbox.• Post any questions about the processes presented prior to the scheduled training session.• Do NOT expect these sessions to be a re-hashing of what was presented in the online/video
training, but instead a Q&A session to address specific functionality/workflow questions
• Workflow Workshops
• CSCU Train the Trainer
• Alma Administration Certification
Project Management: Training
Kenausis, V. (2016, May 26). Ups & Downs: Special Edition - Weekly Training sessions. [Blog post] Retrieved from http://libguides.wcsu.edu/cscublog/2016-05?t=1536
• Forms • Field Mapping
• Migration
• Configuration
• Link Resolver
• Extracts/Delivered Files
• Production Environment
Migration
Field Mapping Form: CSU
Migration: Forms
Central’s Migration Form, Example: PO Line Type
Configuration Form: CSU
Migration: Forms
Central’s Link Resolver Form
• Forms
• Extracts/Delivered Files• P2E
• ERM
• Production Environment
Migration
Migration: Extracts/Delivered Files
CSU P2E
• Background—Reason and Purpose
• Building the file
• CSU: 1 million bibs!
• CSV file
• Sample entries (two columns)
• b30806835, portfolio
• b1448777, db
• b23239828, package
CSU Migration/Configuration from III’s ERM
ERM Linking Data Definition File XML
• Licenses
• Interfaces
• E-Inventory Fields and Linking
Migration: Extracts/Delivered Files
CSU Migration/Configuration from III’s ERM: Sample File (Vendor/Contact)
• ERM Vendor XSD
• Output XML vendor file
Migration: Extracts/Delivered Files
Migration: Extracts/Delivered Files
CSU Migration/Configuration from III’s ERM and SFX KB: Sample File
Migration: Extracts/Delivered Files
CSU Migration/Configuration: License XML File Preliminary Work
• ERM License XSD
• Output license XML file
• Forms
• Extracts/Delivered Files
• Production Environment
• Data testing
• (Re)configuration
Migration
Central: Holdings in Millennium, Check-in Record
Migration: Production Environment
Central: Holdings in Alma/Primo, Holdings Record
Migration: Production Environment
Go-Live and Beyond
• Post Migration Data Clean up
• Idea Exchange
• Designing New Workflows
Go-Live and Beyond: Designing Work Flow
CSCU E-Resources in Alma’s Network Zone
• Network Zone Considerations• Central Office Role• Criteria for NZ management of a Resource
Go-Live and Beyond: Designing Work Flow
Go-Live and Beyond: Designing Work Flow: NZ Licensing
A look at CSCU E-Resources in Alma’s Network Zone
Lessons learned
• Communication
• Training
• Impact on staff
• Analytics
• KB Management
• Ordering/Invoicing
• License Records
• Internal Collaboration
Let’s leave on a positive Note: Alma Benefits
Questions?