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Alma / Primo VE Migration

General information for Miami University Libraries on the ExLibris Alma / Primo VE Migration

Working Groups

Chairs of Function Committee

Co-chairs: Alea Henle & Stan Brown

Membership: Chairs of function committees listed below and regional directors Krista McDonald and John Burke.

Anticipated term of activity: pre-Implementation to post-Implementation

Charge (not necessarily in this order): 

  • Oversee other committees to encourage timely completion of training and tasks
  • Coordinate completion of migration and configuration forms
  • Resolve conflicts/disputes between other committees
  • Review progress and identify areas for activity/improvement
  • Schedule general training sessions
  • Collate Vanguard testing evaluations
  • Collect recommendations and share with OhioLINK libraries (or at minimum ensure central documentation of function committee recommendations for OhioLINK)
  • Make recommendations for overall configuration and any changes in practice (ex., reduction in number of loan periods) for management approval
  • Monitor schedule and timing and ensure compliance with Ex Libris-mandated halts of activity

Acquisitions Working Group

Chair: Cara Calabrese

Members: Pam Hopkins, Rachel Makarowski, Elizabeth Staarmann, Kay Russell, Jen Smith, Rich Wisneski,  Katie Gibson, Samantha Young (Hamilton)

Anticipated term of activity: kickoff to post-implementation

Charge:

  • Review relevant training materials
  • Recommend Vanguard configuration settings
  • Collaborate on preparation of data for extraction and extraction
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries and for alterations for official migration configuration
  • Decide whether to recommend full migration of acquisitions or re-creation post-migration (if the latter, recommend parameters of manual creation)
  • Determine and develop workflows and documentation
  • Oversee post-migration cleanup or re-creation of data

Analytics Working Group

Chair: Alea Henle

Members: Rich Wisneski, Cara Calabrese, Lissa Martin, Rob Withers, Abi Morgan, Brea McQueen (Hamilton) , John Burke

Anticipated term of activity: sandbox availability to sometime post-implementation

Charge:

  • Review relevant training materials
  • Determine recommended statistics for inclusion (for example, usage statistics) and preferred means of upload
  • Determine and develop preferred templates / preformatted reports
  • Identify means to encourage / support analytics experts
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries 

Data Integrations Working Group

Co-Chairs: Rich Wisneski & Stan Brown

Members: Membership to be determined

Anticipated term of activity: kickoff to post-implementation

Charge:

  • Work with other committees to ensure integration with relevant software (Banner/WorkDay, GOBI, Connexion, etc.) and integration with other Ex Libris products connecting to different resources (ex. Rapido & ILLiad)

Digital/Digitization Working Group

Co-chairs: Alia Levar Wegner and Rob Withers

Members: Carla Myers, Mary Hubbard, Mark Shores (Hamilton), John Burke, Pam Lipscomb

Anticipated term of activity: kickoff to post-implementation (if recommend using)

Charge:

  • Review relevant training materials
  • Evaluate digital and digitization features and recommend whether or not to use
  • IF determination not to use provide an explanation of why 
  • IF determination to use
  • Recommend Vanguard configuration settings
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries
  • Recommend alterations to configuration for full implementation

Discovery Working Group

Co-chairs: Rich Wisneski and Jerry Yarnetsky

Members: Krista McDonald, John Burke, Alia Levar Wegner, Candace Pine, Andy Revelle, Mark Dahlquist

Anticipated term of activity: immediately to post-implementation (then transition to on-going monitor/management group)

Charge:

  • Determine preferred language / layout options for public interface
  • Review relevant training materials
  • Recommend Vanguard configuration settings
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries and for alterations for official migration configuration
  • Determine and develop workflows and documentation
  • Transition to on-going/regular re-evaluation and tweaking of public interface post-migration

E-Resources and Resource Management (Cataloging, Metadata) Working Groups

Chair: Rich Wisneski

Members: Cara Calabrese, Pam Hopkins, Elizabeth Staarmann, Pam Hopkins, Barry Zaslow, Candace Pine, Alia Wegner, and Samantha Young (Hamilton)

Anticipated term of activity: kickoff to post-implementation

Charge:

  • Review relevant training materials
  • Recommend Vanguard configuration settings
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries and for alterations for official migration configuration
  • Establish best practices for statistics incorporation
  • Determine and develop workflows and documentation
  • Determine and facilitate any necessary integrations with external products (ex. Connexion)

Fulfillment Working Group

Chair: Rob Withers

Members: Dana Carlsen, Jennifer Hicks, Kris Abney, Kristen Adams, Pam Lipscomb, Sam Shoup, Rich Wisneski, and Alea Henle.

Anticipated term of activity: kickoff to post-implementation

Charge:

  • Review relevant training materials
  • Recommend Vanguard configuration settings
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries and for alterations for official migration configuration
  • Determine and develop workflows and documentation

InterLibrary Loan / Resource Sharing subgroup

Charge:

  • Review relevant training materials
  • Recommend Vanguard configuration settings
  • Conduct Vanguard testing and make recommendations for OhioLINK libraries and for alterations for official migration configuration
  • Determine and develop workflows and documentation
  • Determine and facilitate any necessary integrations with external products (ex. ILLiad)

 

OhioLink Working Group Membership List (OhioLink login required)

OhioLINK Working Groups — and Miami members

  • Acquisitions — Cara Calabrese
  • Cataloging and Metadata — Masha Stepanova (co-chair)
  • Circulation and Resource Sharing — Rob Withers
  • Discovery and User Experience
  • E-Resource Management — Rich Wisneski (co-chair)
  • General System Administration and Management
  • Reporting and Analytics — Alea Henle
  • Training and Documentation — John Burke

Membership: Each working group has 9-13 members divided among the Charter, Independent, and Two-Year/Regional member types.

Working groups also include at least one member from:

  • A Vanguard Library
  • The OhioLINK UX Policy Team — Jerry Yarnetsky is an at-large member of this team.
  • Each related Policy Team
  • OhioLINK staff 

Working groups do the following:

  • Recommend workflows
  • Create documentation for recommended best practices
  • Set up consortial guidelines