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Migration from Millennium to Alma. Issues and challenges. Simon Huggard

Migration from Millennium to Alma. Issues and challenges. Simon Huggard Deputy Director, Research & Collections La Trobe University Library. Introduction. La Trobe University opened in 1967 Research strengths: biological sciences condensed matter physics human movement & sports science.

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Migration from Millennium to Alma. Issues and challenges. Simon Huggard

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  1. Migration from Millennium to Alma. Issues and challenges. Simon Huggard Deputy Director, Research & CollectionsLa Trobe University Library

  2. Introduction • La Trobe University opened in 1967 • Research strengths: • biological sciences • condensed matter physics • human movement & sports science.

  3. Background • Innovative Millennium used at La Trobe since 1998 • Summon discovery layer used since 2010 • Future Ready University strategy • Changing roles and responsibilities for the Library • Board decision on preferred vendor • - library staff ratings • - strategic fit with library & university directions • - desire to move from management of print to electronic • - need for system efficiency to free up resources to move to new directions • - value for money • - single system to manage front & back end • - more intuitive and simpler system for users • - fit with Australian universities higher education landscape • [ insert images here from iPad videos of the Bundoora campus] Include Charles La Trobe Lounge. Include pods/collab classrooms Include Help Zone

  4. Library System Change • RFP documentation written (functional specs written by Library staff) • Selective tender – sent to 5 vendors: Ex Libris, Innovative, Proquest; OCLC; VTLS – July 2013 • 2 vendors selected for demonstration (Sept 2013). • 4 days of demonstrations (2 days each) split between back end, discovery, strategy/roadmap, pricing • Ranking of issues by Library staff (based on responses to RFP and demos) • Board decision on preferred vendor (October 2013) • process of approval through ICT (Jan-July 2014)

  5. Ratings of Alma/Primo

  6. Project management • External PM appointed La Trobe (Aug 2014) • Project team consisting of functional experts • Library system project board • project kick off August 2014 • dedicated PM from Ex Libris (Shirley Shpiner) plus Primo pm (Avi) • library discovery coordinator La Trobe (Lynette Brown) • data load (Sep 2014) • project close Dec 2014. Go Live 29 January 2015

  7. Major challenges • Data quality – p to e process; KB extract from Serials Solutions (lack of ISSNs); acquisitions data ; licence/ERM data • library system knowledge (particularly e-resources) • staff time (major restructure occurred at same time) • training issues, workshops, knowledge transfer • documentation is E L centric • difficult to extract Millennium Data into required format for Alma

  8. Data issues screen shots of spreadsheets show acq data in Millennium - data will be lost

  9. Conclusion • Many issues to resolve at Go Live (biggest issue was broken links) • took 6 months to fix most e-resource links • search interface confusing for users, esp with problems occurring • loss of BONUS was a big problem, esp with ILL form not being linked • e-resource management really positive • hosted cloud system really positive • Talis implementation issues • e-reserve records not migrated • circulation slowness &printing issues

  10. Simon Huggard Deputy Director, Research & Collections, La Trobe University Library Email: s.huggard@latrobe.edu.au

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