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Process improvement through the Alma Early Adopter programme. Why Lancaster University chose Alma David Summers Deputy Librarian, Lancaster University. Key dates in Alma European Early Adopter programme. February 2011 – Ex Libris launches Alma European EA programme
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Process improvement through the Alma Early Adopter programme Why Lancaster University chose Alma David Summers Deputy Librarian, Lancaster University
Key dates in Alma European Early Adopter programme • February 2011 – Ex Libris launches Alma European EA programme • March/May 2011 – option appraisal for library systems development at Lancaster • 24 May 2011 – Lancaster signs up to Alma EA programme • July 2011 – Formal kick-off of European EA programme • January 2012 – Meeting of European EAs in London to discuss regional prioritisation and scheduling • March 2012 – University of East London begins formal Alma project • 29 June 2012 – Lancaster begins formal Alma implementation project • January 2013 – planned go-live for Alma at Lancaster
Coverage of today’s presentation • The Alma conceptual approach • Why Lancaster University chose Alma • What have we done so far?
Alma – the conceptual approachKey underlying principles • Unified resource management • Collaborative data management • Cloud-based service a + b + c = improved efficiency
Alma – the conceptual approachKey underlying principles • Unified resource management • Print, electronic and digital handled together • Unified and optimised workflows, informed by intelligent analytics
Metasearch Alma – the conceptual approach i) Traditional library automation through vertical silos 3 separate user environments Viewer OPAC Print Electronic Digital ERM DAM ILS 3 separate management environments
Alma – the conceptual approach ii) Where we are now … more or less Unified Discovery Primo Print Electronic Digital ERM DAM ILS Multiple Managed Environments Management Environments
Alma – the conceptual approachiii) The way ahead: unified resource management through horizontal workflows Preservation Fulfillment & Linking Resource & Metadata Mgmt Acquisitions Selection Unified Discovery Primo Unified Management
Alma – the conceptual approachWorkflows informed by intelligent analytics
Alma – the conceptual approachKey underlying principles (cont.) b) Collaborative data management • Metadata shared globally • Commitment to integration with other systems c) Cloud-based service • Facilitates access to shared data and services • Reduces down time from upgrades • Increased ROI / reduced cost of system ownership
Lancaster’s strategic prioritiesStrategic Plan 2009-2015 • International • Research • Teaching • People • Environment (“The Lancaster Experience”) • Productivity and financial sustainability • Responsive services and integrated processes
Lancaster’s strategic prioritiesReview of Library Strategy, 2009- • New Librarian, Clare Powne, appointed in 2009 • Critical appraisal of all library operations • Need to consolidate workflows for acquisition of physical and digital materials • The changing information world
Lancaster’s strategic priorities • Beginning the strategic shift (2010-2011) • Upscaling of self-service • Staff restructuring • Service norms and standards • Implementation of Primo • New Resource List system (Aspire)
Why Alma? • System designed for a hybrid print/digital world • System implementation as a catalyst for process review • Participation in system development through Early Adopter programme • Shared data through Community Zone • Software-as-a-Service = Greater efficiency and financial sustainability
Looking ahead – services and processes based on Alma • Unified resource management supporting unified discovery • Collaboration through shared services and global partnership • Continuous process review and ongoing system evolution • Integration of Library processes with other institutional systems = Responsive services and integrated processes
The Risks?Into the Unknown • Cloud issues • Reliance on the internet • Data security & ownership • Service availability, SLAs • Can Ex Libris deliver? • What if Alma does not actually meet our needs? • Can we deliver? • Financial commitment • Staff time – not yet quantified
What have we done so far?First stages of the Alma Early Adopter programme • Community of European Early Adopters (EAs) • Face-to-face meetings and webinars • Preparation for additional development (regional priorities) • Orientation through the Alma Academy • Alma workshops • Preparation for data migration • Implementation planning
Thank you for listening Any questions?