Alma/Primo VE Migration

Responsibilities

• Implement Alma and Discovery within the agreed upon timeframe, according to the agreed upon contractual scope.
• Manage the internal library implementation team.
• Form a library implementation team of functional experts and appoint a project manager who serves as the primary contact for the Ex Libris project manager and manages the library implementation team.
• Test workflows end-to-end in the Alma and Discovery production environments and provide feedback to the Ex Libris implementation team concerning any necessary configuration modifications.

Alma and Discovery Project Team Roles/Skills

• Project Manager (Lauren M., Adam, Matt P./OPAL)
  • leads and coordinates activities related to the implementation of Alma and Discovery for the institution
  • responsible for ensuring that institutional staff resources are available to assist as necessary
  • manages internal and external communications about the status and priorities of the project
  • keeps the project moving and on track
  • helps to mitigate project risks
  • acts as primary point of contact with the Ex Libris project manager – including the following specific activities:
    • upgrading Ex Libris’ source systems, when relevant, to a supported version prior to the Alma and Discovery implementation project and preparing the source systems for the data extract based on the requirements of the source system
    • arranging access to data and the necessary space allocation required for data extraction (Ex Libris products) or delivering data (for non-Ex Libris products)
    • managing the library implementation team in determining and reviewing migration and configuration settings
    • preparing, scheduling, and training the library staff in a timely manner and within the timeframe of the agreed upon Go Live date
    • attending project meetings
    • reviewing project plans
    • managing and overseeing the testing processes and providing feedback
    • setting and communicating relevant priorities with the Ex Libris project manager
• Project Team - Functional Experts
  • Acquisitions (Lauren M., Mina) – has overall familiarity with workflows in the current system including ledgers/funds, POs and invoices, and acquisition of print monographs and serials
  • Digital (Mina, Laurene, Diane) – has overall familiarity with workflows in current system including selection, acquisition, organization, and accessibility and preservation of digital resources
  • E-Resources (Mina, Lauren M.) – has overall familiarity with workflows in current system including procurement, licensing, and management of all electronic resources acquired by the institution
  • Fulfillment (Adam, Lillith, Lauren N.) – has overall familiarity with workflows in the current system including patron registration and management, circulation policies, and calendars
  • Interlibrary Loan (Adam, Lillith, Lauren N.) – has overall familiarity with workflows in the current system including lending and borrowing and external resource sharing management applications
  • Resource management (Mina, Lauren M.) – has overall familiarity with workflows in the current system including bibliographic and authority records, inventory, and local practices
  • Data Experts (Matt P./OPAL)
    • Acquisitions (Lauren M., Mina) – has full understanding of the institution’s acquisitions data including ledgers/funds, POs, and invoices
    • Digital (Mina, Laurene, Diane) – has full understanding of the institution’s digital repository and data
    • E-Resources (Lauren M., Mina)– has full understanding of the institution’s electronic resources data including procurement, licensing, and management
    • Fulfillment (Adam, Lillith, Lauren N.) – has full understanding of the institution’s patron and circulation data including patron import, circulation policies, and calendars
    • Interlibrary Loan (Adam, Lillith, Lauren N.) – has full understanding of the institution’s policies for lending and borrowing, profiles for external resource sharing applications, and integration with NCIP
    • Resource management (Mina, Lauren M., Diane) – has full understanding of the institution’s bibliographic, authority and inventory data, and access to external resources
    • Discovery (Lauren M., Mina, Adam, Amy) – has full understanding of the institution’s metadata and definitions of what should be discovered and displayed to the end users in Discovery
• Public Services Staff (Julia, Mina, Nevin)
  • reviews the end-user systems that are impacted by Alma implementation (Discovery, MetaLib)
  • assists in planning the transition from the OPAC or former discovery layers to Discovery
  • coordinates user testing of discovery to aid in configuration decisions
• Information Technology Services
  • assists with authentication, security, patron load processes
  • assists with third party integrations set up (Canvas, Banner integrations)