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Navigating Alma Fulfillment Issues During the Implementation Process

Navigating Alma Fulfillment Issues During the Implementation Process. Chris Martin North Dakota State University Libraries. Moving to Alma. December 2011: Alma early adopter program November 2012: Alma and Primo implementation kickoff June 2013 : Alma and Primo launch

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Navigating Alma Fulfillment Issues During the Implementation Process

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  1. Navigating Alma Fulfillment Issues During the Implementation Process Chris Martin North Dakota State University Libraries

  2. Moving to Alma • December 2011: Alma early adopter program • November 2012: Alma and Primo implementation kickoff • June 2013: Alma and Primo launch • June 2013: III Millennium contract ends

  3. Fulfillment Staff for NDSU Libraries • 7 FTE in Access Services • 5 FTE working with fulfillment • 18 student workers

  4. How will… • …we provide effective ILL services? • …our course reserves setup work? • …our patrons book study rooms?

  5. ILL: Consortia and Networks • Local Consortium: Tri-College • State Consortium: ODIN • Regional Networks: MnPALS and Minitex

  6. ILL: Pre-Alma Setup • Aleph ILL • OCLC WorldShare • ILLiad • Millennium

  7. ALEPH ILL

  8. ILL: Additional Factors • Non-OCLC ODIN partners • Extra steps for partners with OCLC • Lack of “personal account” features

  9. ILL: Challenges with Alma • No third-party/ISO request capabilities • Unclear status of Alma ILL in general

  10. ILL: What We Needed • Effective requesting with all of our partners • A reduction in our systems count • A better overall patron experience

  11. ILL: The Solution • Aleph ILL within ODIN and the region • ILLiad in the region and elsewhere • ILLiad personal accounts for our patrons

  12. ILL: Today • June 2013: ILLiad borrowing launch • All borrowing requests run through ILLiad • Alma: psuedo-patron lending circulation • 1,500+ registered ILLiad users

  13. Reserves: Pre-Alma Setup • Millennium • Internal Libraries server • OPAC search box

  14. Reserves: Record Structure • Bib level: ENG 120 • Item level: ENG 120-1 • Item level: ENG 120-2

  15. Reserves: Challenges with Alma • Changes in records structure • Record migration issues • Excessive printing

  16. Reserves: What We Needed • Usable records and data • Link resolving for e-reserves • Proper scoping in Primo • An overall shift in our approach

  17. Reserves: The Solution • Clean data • Best practices • Same e-reserve practices • Separate search tab in Primo

  18. Reserves: Primo Searching

  19. Bookings: Pre-Alma Setup • Millennium back end • Millennium OPAC • OPAC facet linking to bookings module

  20. Bookings: Challenges with Alma • Delay in Alma bookings launch • Alma bookings logic and approach

  21. Bookings: What We Needed • A significant improvement for patrons • A system that would play nice with Alma • A design that could be integrated with our new website

  22. Bookings: The Solution • OpenRoom: open-source bookings system • All key circulation in Alma, along with Alma’s Change Due Date function • Direct link on front page of website

  23. Bookings: Today • August 2013: OpenRoom launch • Default “basic” (mobile-friendly) view • Several other patron-friendly features

  24. OpenRoom - Mobile

  25. Questions?

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