This document summarizes the experiences of two universities, Colorado State University and Central Connecticut State University, in migrating from their previous library management systems (Millennium and an unnamed system) to Ex Libris's Alma system. It describes the projects' timelines, training approaches, data cleaning and migration processes, configuration of various Alma modules, testing in the new production environment, lessons learned, and post-migration workflows. The universities took different approaches to the migration based on their sizes and organizational structures but both projects were completed successfully.
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The Road from Millennium to Alma: Two Tracks, One Destination
1. Kristin D’Amato, Serials and Electronic Resources Librarian, Central Connecticut State
University
Rachel Erb, Electronic Resources Management Librarian, Colorado State University
NASIG
June 10, 2017
The Road from Millennium to Alma:
Two Tracks, One Destination
2. • Carnegie Classification: R1—Highest Research Activity and Land Grant University
• FTE: 23,768
• Undergraduate 19,806
• Graduate 3,962
• The Libraries include three sites: Colorado State University-Pueblo (4436 FTE); and CSU Global—a
virtual campus of about 200 part-time students
Colorado State University (CSU)
3. • Midsize Regional Comprehensive University
• FTE of 9,341
• Undergraduate 8,172
• Graduate 1,169
• 17 Institutions with a combined FTE of 57,031
• 4 Universities
• 12 Community Colleges
• Charter Oak (online college)
Project Website
Central Connecticut State University (Central)
Connecticut State Colleges & Universities (CSCU)
6. Pre-migration Clean-up
CSU
• Each member of Alma Migration Team responsible for area
• Some collaboration
• Data Clean-up checklist
• Areas of responsibility
• Project examples
• Many challenges
• Millennium data questions
8. • WebEx Trainings
• Watch the assigned homework videos & read documentation
• Practice what you learned in the sandbox.
• Post any questions about the processes presented prior to the scheduled training session.
• Do NOT expect these sessions to be a re-hashing of what was presented in the online/video
training, but instead a Q&A session to address specific functionality/workflow questions
• Workflow Workshops
• CSCU Train the Trainer
• Alma Administration Certification
Project Management: Training
Kenausis, V. (2016, May 26). Ups & Downs: Special Edition - Weekly Training sessions. [Blog post] Retrieved from http://libguides.wcsu.edu/cscublog/2016-05?t=1536
9. • Forms
• Field Mapping
• Migration
• Configuration
• Link Resolver
• Extracts/Delivered Files
• Production Environment
Migration
21. Central: Holdings in Millennium, Check-in Record
Migration: Production Environment
22. Central: Holdings in Alma/Primo, Holdings Record
Migration: Production Environment
23. Go-Live and Beyond
• Post Migration Data Clean up
• Idea Exchange
• Designing New Workflows
24. Go-Live and Beyond: Designing Work Flow
CSCU E-Resources in Alma’s Network Zone
• Network Zone Considerations
• Central Office Role
• Criteria for NZ management of a Resource