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Managing a Three-Ring Circus

Managing a Three-Ring Circus. upgrading Aleph, implementing Primo, and maintaining support for a quarter million users. Kevin J. Collins & Allie Verbovetskaya CUNY Office of Library Services IGeLU 2014 | Oxford, UK | September 16, 2014. Big Apple. 1 city 5 boroughs

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Managing a Three-Ring Circus

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  1. Managing a Three-Ring Circus upgrading Aleph, implementing Primo, andmaintaining support for a quarter million users Kevin J. Collins & Allie Verbovetskaya CUNY Office of Library Services IGeLU 2014 | Oxford, UK | September 16, 2014

  2. Big Apple • 1 city • 5 boroughs • 8.2 million residents (in 1,214 km²) • 120 institutions of higher education • 20% of those are part of theCity University of New York (CUNY)

  3. Lehman College Bronx CC City College Hostos CC Hunter College Macaulay Honors College Public Health John Jay College Queens College Guttman CC Journalism Grad Center Queensborough CC LaGuardia CC Baruch College SPS York College CUNY Law Borough of Manhattan CC NYCCT Medgar Evers College Brooklyn College Kingsborough CC College of Staten Island

  4. Big University • 1 university system, 24 campuses • 11 senior colleges • 7 community colleges • 5 graduate and professional schools • The Macaulay Honors College • 6,700 full-time teaching faculty • 540,000 students

  5. Big Library Committees • 1 central library office, 21 individual libraries • 14 library committees • 7 Aleph-related • 1 SFX • 1 Primo implementation • 1 EZproxy • 4 e-resource & infrastructure

  6. Big Dreams Upgrade Aleph (v18 to v21) Support 21 libraries Implement Primo Coming summer 2014!

  7. Greetings from NYC! Big Surprises

  8. Aleph Upgrade

  9. WWW Users (HTTP, X-Service, Z39.50) Environment Primo / PDS Application Server 1 libadmin.cuny.edu Load Balancer libsearch.cuny.edu Shared disc /exlibris/aleph/* Aleph Exadata database Application Server 2 PC GUI, Z39.50, self-check, OCLC Connexion

  10. Project Plan Phase 1: March/April 2014 Config / DB U-Tree Config / DB Test Aleph 21 Production Aleph 18 Config / DB Phase 2: July 10 -25, 2014 Stage Aleph 21 Phase 3: July 10 -25, 2014 Config / DB Production Aleph 21

  11. Centralized Resource Center

  12. Centralized Resource Center (cont’d)

  13. Gotchas

  14. Aleph Publishing for Primo • job_list ! Publishing for Primo - p_publish_06W1 12:05:00 Y CUN01 p_publish_06 CUN01,PRIMO-FULL,LAST-DATE,000000000,999999999,20140701,20170701,, /exlibris/primo_publishing,Y,16,/exlibris/primo_publishing/scratch,Y • /xxx01/prof_library setenv p_publish_06_block 20000

  15. Primo Implementation

  16. Rigging • Primo procurement • Advisory committee • Small • Representative • Branding • Name • Logo

  17. Execution • Primo certification at ELUNA • Ex Libris training • Aleph cleanup • Input from advisory committee

  18. Finale • Usability testing • Soliciting & incorporating feedback • Continuing to improve UI

  19. Current UI

  20. Proposed UI

  21. Words of Wisdom • Ask questions • Get your hands dirty • Check your setup • Nag Ex Libris • Be flexible

  22. Support Maintenance

  23. Business as Usual • …with improvements! • Streamlined service requests • Tutorials for answers to frequently asked questions

  24. Questions?

  25. Kevin Collins Aleph Systems Librarian kevin.collins@cuny.edu Allie Verbovetskaya Web & Mobile Systems Librarian alevtina.verbovetskaya@cuny.edu

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