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Migrating from Talis to Alma at The University of Manchester Library

Explore the transition from Talis to Alma at University of Manchester Library, a pioneer in library systems innovation. Learn about challenges, successes, and user experience enhancements during this migration process.

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Migrating from Talis to Alma at The University of Manchester Library

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  1. Migrating from Talis to Alma at The University of Manchester Library Andy Land Digital Systems Manager

  2. Introduction • The University of Manchester • largest single-site university in the UK • 40,000 students • 10,000 staff • The University of Manchester Library • one of only five UK National Research Libraries • 11 libraries • 3 million+ catalogue records • Used Talis Alto (now Capita Alto) • Alma Early Adopter since 2011 • Primo subscriber since 2010

  3. Talis – a way of life • Talis launched as a product in 1992 by BLCMP, a not-for-profit partnership of which The University of Manchester was a founder member. • 1993 Manchester becomes the first University library to install Talis

  4. Talis – a way of life • 1996 – Manchester, Loughborough University, the University of Greenwich, Kingston University and the University of Derby become amongst the first libraries to mount their catalogue on the WWW

  5. Talis – a way of life • 2013 – 20th anniversary of Talis in The University of Manchester Library

  6. “It’s how we do things…”

  7. Many services built on what Talis could do or would allow

  8. IT infrastructure and support built around needs of the old system www.digital60.org

  9. Data structure and configuration significantly different

  10. It’s a whole new language Patron Fulfilment Hold Request Analytics Audit event CKB Community Zone Resource sharing Fulfilment unit Service unit Vendor Work order

  11. Who does what

  12. Change is scary! http://www.manchestereveningnews.co.uk/sport/football/football-news/sir-alex-ferguson-retirement-men-3475060

  13. Engaging with the vendor

  14. Don’t under-estimate the impact of Primo • Primo secondary system 2010-2013 • About 500,000 searches on Primo a month but 600,000 on catalogue

  15. Usability testing to prepare for move to Alma • Work done in partnership with a specialist user experience consultancy User Vision. • 24 participants representing various patron groups

  16. Key findings • The pattern of success and satisfaction did not vary significantly between patron groups but according to the sophistication of the individual’s search techniques

  17. 3 things you particularly like about Primo

  18. 3 things you would change

  19. Task success impacted by three key factors • Logging in to view all search results was an absolute barrier • Records from other collections missed • FRBRised records not understood by all

  20. Visual design bland and can hinder usability • Not always clear what is a link • Tabs and buttons not easily identifiable • Use of low contrast text colours • More use of white space

  21. Primo issues since Alma go live… • Missing records from migration • Lack of pre-search scopes • Lack of loan history • Configuration decisions impacting on Primo functionality - requesting

  22. Thank you!

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