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Alma Library Information Day 2013

Where we're at with Monash's Alma implementation
by

Megan Lee

on 20 February 2013

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Transcript of Alma Library Information Day 2013

Preparation Alma Orientation training - 12 – 18 March
ExLibris & Monash kick off meeting – 19th March
Sign off project scope & project plan – 27 March
We get access to Alma training environment – 20 March
ExLibris WebEx Alma training – 20 March – 19 April Configuration, Migration & Testing, P2 Monash led staff training - 25 June - 22 July
ExLibris make configuration & migration adjustments to Alma based on Monash feedback – 28 June – 11 July
Final testing of Alma configuration - 23 - 29 July
Final configuration adjustments by ExLibris - 30 July - 1 August Major milestones Moving to Alma Alma Integration with other systems Authentication / LDAP - 20 - 28 May
Users - Interface with Callista & MDS – 21 – 27 May
Acquisitions - Interface with SAP – 4 – 10 June
Configure EDI (in/out) and EDO imports – 4 – 10 June
Metadata management - Libraries Au / OCLC / Z39.50 - 11 - 13 June
Fulfilment
ReLais, LDAP & Self check interfaces – 14 – 17 June Configuration, Migration & Testing, P1 We update migration form - 20 March - 6 May
ExLibris extract / transform Voyager data – 6 – 8 May
ExLibris will test full data load - 9 - 13 May
We return configuration documents to ExLibris - 13 May
We get access to Monash test data - 20 May
We test our Alma configuration & data - 21 May - 24 June
4 days consultancy to problem solve workflows and data migration - 28 - 31 May Primo & Primo Central integration Load data from Alma to Primo - 22 -24 May
Primo / Alma config. & data testing - 12 - 18 June
ExLibris refines Primo / Alma from Monash feedback - 19 - 25 June
Full data load to Primo / Alma - 26 June - 2 July
Monash testing full data load - 2 -15 August
Final adjustments by ExLibris - 19 - 20 August
ExLibris adjust MetaLib / Alma configuration - 21 August
Monash & ExLibris test Metalib / Primo / Alma configuration - 22nd August Alma education plan Monash led Alma staff training on Alma production - 2 - 29 August

Monash led Alma staff training on Primo /Alma - 21 - 26 August Cut Over to Alma Freeze acquisitions, cataloguing, & SFX updates - 20 August - 2 September
Disable Primo / Voyager interactive functions – 20 August - 2 September
We swap to Voyager offline module – 28 August – 2 September
Readiness check – 30 August – 2 September
Monash Alma Go Live – Monday 2 September Planning means we can make better choices Acquistions & Metadata Working Group Interfaces & Systems Working Group Fulfillment Working Group SAP integration diagram External systems we need to set up with Alma Calendar of document submission & testing dates Migration from Voyager to Alma will be an iterative process When do you want to start to be involved in our Alma education plan?
Do you want to be involved in the as an early adopter and take part in Alma's implementation in your work area?
If so, talk to your manager or a member of the Alma Steering Committee Monash Alma Education plan Are you interested in being involved in Primo / Alma or Metalib / Primo / Alma testing?
Talk to your manager or a member of the Alma Steering Committee about becoming involved Boston University search result set Alma will create opportunities to learn new skills working with different teams Alma creates opportunities to re-think our approach to data sharing & workflow design Calender of August freeze dates Contrast Voyager's desktop icons with Alma integrated browser Key project participants are:
* The Alma Steering Committee
* The Acquisitions & Metadata Working Group
* The Fulfillment Working Group
* The Interfaces & Systems Working Group
Full transcript