the road from millennium to alma: two tracks, one destination

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

• Email

• 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?