Library Management System Migration



Initiative TitleLibrary Management System Migration
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.

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.

Department Goals
Programs
Locations
Estimated Completion Date08/30/2019
Will this initiative span multiple budget years?Yes
ImportanceHigh
Funding SourceOperating Budget
Created11/06/2017 12:02 pm
Updated11/07/2017 2:26 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.
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

Expected Outcomes

Outcome Order
Project completed by Summer 2019 go live date. 1

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

Resources

INITIAL YEAR COST: $900.00
RECURRING COST: $0.00

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
TOTAL: $0.00 / $0.00

Prioritization

This is initiative is ready for prioritization.

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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