1La Trobe University latrobe.edu.au CRICOS Provider 00115M Migration from Millennium to Alma. Issues...

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1 La Trobe University latrobe.edu.au CRICOS Provider 00115M CRICOS Provider 00115M Migration from Millennium to Alma. Issues and challenges. Simon Huggard Deputy Director, Research & Collections La Trobe University Library

Transcript of 1La Trobe University latrobe.edu.au CRICOS Provider 00115M Migration from Millennium to Alma. Issues...

1La Trobe Universitylatrobe.edu.au

CRICOS Provider 00115M

CRICOS Provider 00115M

Migration from Millennium to Alma. Issues and challenges.

Simon HuggardDeputy Director, Research & Collections

La Trobe University Library

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Introduction

La Trobe University opened in 1967

Research strengths:

biological sciences

condensed matter physics

human movement & sports science.

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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 classroomsInclude Help Zone

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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)

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Section # qns Ex Libris score EL %

2.0 Background; 3.1-3.8 Tech issues

17 50 74

3.9 Acquisitions & Serials 113 160 35

3.10 Cataloguing/Metadata

31 45 36

3.11 Circulation 71 115 40

3.12 Collection Development

24 38 40

3.13 Discovery / OPAC (DL/systems)

71 146 51

3.14 ERM 39 66 42

3.15 System maintenance 53 113 53

AVERAGE 47

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Ratings of Alma/Primo

Technology Acqu/ser Metadata Circ* Coll-dev Discovery ERM System*0

10

20

30

40

50

60

70

80

EL %

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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

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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

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Data issues

screen shots of spreadsheets

show acq data in Millennium - data will be lost

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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

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Thank you

latrobe.edu.au CRICOS Provider 00115M

Simon Huggard

Deputy Director, Research & Collections, La Trobe University Library

Email: [email protected]