Migration to Alma/Primo: A Case Study of Central Washington University

Title

Migration to Alma/Primo: A Case Study of Central Washington University

Creator

Fu, Ping

Publisher

Chinese Librarianship: An International Electronic Journal

Date

2015

Contributor

Carmen, Julie

Rights

This resource may be copyright-protected. You may make use of this resource, with proper attribution, for educational and other non-commercial uses only. Please contact the author for permission to reproduce.

Relation

Chinese Librarianship: An International Electronic Journal 40, 1–14.

Format

text

Language

eng

Abstract

This paper describes how Central Washington University Libraries (CWUL) interacted and collaborated with the Orbis Cascade Alliance (OCA) Shared Integrated Library System’s (SILS) Implementation Team and Ex Libris to process systems and data migration from Innovative Interfaces Inc.’s Millennium integrated library system to Alma/Primo, Ex Libris’ next-generation library management solution and discovery and delivery solution. A chronological review method was used for this case study to provide an overall picture of key migration events, tasks, and implementation efforts, including pre-migration cleanup, migration forms, integration with external systems, testing, cutover, post-migration cleanup, and reporting and fixing outstanding issues. A three-phase migration model was studied, and a questionnaire was designed to collect data from functional leads to determine staff time spent on the migration tasks. Staff time spent on each phase was analyzed and quantitated, with some top essential elements for the success of the migration identified through the case review and data analysis. An analysis of the Ex Libris’ Salesforce cases created during the migration and post-migration was conducted to be used for identifying roles of key librarians and staff functional leads during the migration.

Collection

Citation

Fu, Ping, “Migration to Alma/Primo: A Case Study of Central Washington University,” CALASYS - CALA Academic Resources & Repository System, accessed April 18, 2019, http://ir.cala-web.org/items/show/430.