Learning Support Library LMS



Initiative TitleLearning Support Library LMS
Submitted in Previous Year(s)No
Critical Information, Notes, Justification, Rationale

Our current library management system, ALEPH, a ExLibris product for acquisitions, bibliographic record management, serials management, circulation, and course reserves is being phased out,and will be replaced by Alma. Alma has additional functionality for handling eresources in an integrated way with Primo, a discovery system that is slated to replace EBSCO EDS (OneSearch) and EBSCO A to Z.  It may also have additional functionality to replace our ILLiad system for Interlibrary Loan.  Additional api and products are available with additional charges as solutions to a variety of problems, including Leganto for ereserves, bxRecommender for the usage based resource recommender in Primo, and Alma D, which integrates digital resource records.  A repository product is also available, but SUNY is completing a full and separate RFP process for that need.

The SUNY Orange Library seeks to continue to work with the 64 SUNY Libraries in regard to supporting SUNYConnect, and participating in specific activities outlined in the strategic planning documents developed by the SUNY Council of Library Directors (SCLD). The strategic plan recommends replacing the SCLD governing group with the SUNY Libraries Consortium (SLC). The Consortium will be an independent organization that facilitates collaboration among SUNY libraries, provides operational support for those activities, and collaborates with the SUNY Office of Libraries and Information Services (OLIS) to identify strategic opportunities for the future of our libraries. The model includes an elected governing board of directors, an Executive Director and a series of committees and task force groups. The SUNY Orange library has benefited from inclusion with SUNY under the SCLD governing body in a number of ways: technical support, training, and migration for the Aleph Library Management system, financial cost sharing for library databases and services utilities, and professional networking and training. The benefits to continuing membership under the new model include continuation of past support of initiatives, plus the benefits of the many talented librarians within SUNY who will identify and guide  the development of new services and programs to meet the evolving needs of the membership.  The model is predicated on cost sharing from participating campuses to support the work of the consortium and fund the position of Executive Director.

Consequences of this initiative not being funded

Severe. The existing Library Management System (LMS) will no longer be supported, as Ex Libris is transitioning away from ALEPH to Alma. The expense of maintaining and supporting a full function LMS is costly and outside of our financial abilities, therefore the partnership with SUNY to implement the LMS is essential.

Significant. Participation in SCLD has benefited the library in key areas including: receipt of lower contractual costs for library databases, funds to offset the purchase of the Aleph Library Management System (LMS), migration assistance for the LMS, technical advice, training and troubleshooting for the LMS, and cooperative license negotiation for specific library databases and utilities. Not continuing as a member under the consortial model would mean loss of these critical library services and utilities.

Department Goals
Programs
Locations
Estimated Completion Date
Will this initiative span multiple budget years?No
ImportanceHigh
Funding SourceRequest for Prioritization
Created01/21/2018 1:26 pm
Updated01/22/2018 2:33 pm

Institutional Goals

Goal How will the initiative support this institutional goal?
The LMS supports students discovery of research materials in a number of ways--enabling materials check out, providing the connection(s) between databases for materials discovery, enabling inter-library loan, and serials management.
This initiative continues our relationship with SUNY Libraries where the benefits include database licensing discounts, and library technology support and training.
The LMS supports students discovery of research materials in a number of ways--enabling materials check out, providing the connection(s) between databases for materials discovery, enabling inter-library loan, and serials management.

Action Steps

Action Step Responsible Party Order
Reclamation of bibliographic records: requires a thorough inventory of holdings at the campus libraries. Cataloger 1
Review of Circulation processes prior to data migration Circulation Librarian 2
System integrations (with IT assistance) with the Bursar, Student Information Systems, vendors, etc, Libary staff and IT 3
Work with SUNY to develop a universal patron database utilizing Banner and other student information systems data. It this goal is not met, we will need to create a local patron loading process. Circulation Librarian, IT, Student Information Systems 4
Primo discovery system implementation Information Commons Librarian, Cataloger 5
EZProxy authentication software review and assessment. Librarians, IT 6
Commit to consortium membership Library Director 7

Expected Outcomes

Outcome Order
Project completed by Summer 2019 go live date. 1
By committing to membership, the library will be able to continue to deliver vital services for students. 2

Assessment Methods

Method Description Other Method Responsible Party
Other Enter other assessment method Working system, testing through the implementation phases as each threshold is achieved, Librarians
Tracking Usage of programs, services, participation can be tracked; demographic information may also be able to be collected. Library Director and staff

Resources

INITIAL YEAR COST: $2,720.00
RECURRING COST: $1,820.00

Equipment

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Facility

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Supply

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Staffing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Training

Need Cost (Initial/Recurring) Supporting Departments
Each site is required to have at least one Certified Administrator in Alma. Attendance at conferences necessary as is local training travel $900.00
  • Library
TOTAL: $900.00 / $0.00

Marketing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Other

Need Cost (Initial/Recurring) Supporting Departments
Increase in funding for SUNYConnect to cover cost of the consortium. Exact figures are not yet available, but numbers have been proposed. The figure below is an estimate. $1820.00 / 1820.00 (1st year)
  • Library
TOTAL: $1,820.00 / $1,820.00

Combined From

Initiative Title Department
Library LMS and Membership Needs Learning & Student Success, AVP Office

Prioritization

Level 5 Level 4 Level 3 Level 2 Level 1 Initiative Title Department

7
6


Learning Support Library LMS
$2,720.00 / $1,820.00
Academic Affairs and Student Services, Provost, VP Office

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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