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Process improvement through the Alma Early Adopter programme

Process improvement through the Alma Early Adopter programme. Why Lancaster University chose Alma David Summers Deputy Librarian, Lancaster University. Key dates in Alma European Early Adopter programme. February 2011 – Ex Libris launches Alma European EA programme

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Process improvement through the Alma Early Adopter programme

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  1. Process improvement through the Alma Early Adopter programme Why Lancaster University chose Alma David Summers Deputy Librarian, Lancaster University

  2. Key dates in Alma European Early Adopter programme • February 2011 – Ex Libris launches Alma European EA programme • March/May 2011 – option appraisal for library systems development at Lancaster • 24 May 2011 – Lancaster signs up to Alma EA programme • July 2011 – Formal kick-off of European EA programme • January 2012 – Meeting of European EAs in London to discuss regional prioritisation and scheduling • March 2012 – University of East London begins formal Alma project • 29 June 2012 – Lancaster begins formal Alma implementation project • January 2013 – planned go-live for Alma at Lancaster

  3. Coverage of today’s presentation • The Alma conceptual approach • Why Lancaster University chose Alma • What have we done so far?

  4. Alma – the conceptual approachKey underlying principles • Unified resource management • Collaborative data management • Cloud-based service a + b + c = improved efficiency

  5. Alma – the conceptual approachKey underlying principles • Unified resource management • Print, electronic and digital handled together • Unified and optimised workflows, informed by intelligent analytics

  6. Metasearch Alma – the conceptual approach i) Traditional library automation through vertical silos 3 separate user environments Viewer OPAC Print Electronic Digital ERM DAM ILS 3 separate management environments

  7. Alma – the conceptual approach ii) Where we are now … more or less Unified Discovery Primo Print Electronic Digital ERM DAM ILS Multiple Managed Environments Management Environments

  8. Alma – the conceptual approachiii) The way ahead: unified resource management through horizontal workflows Preservation Fulfillment & Linking Resource & Metadata Mgmt Acquisitions Selection Unified Discovery Primo Unified Management

  9. Alma – the conceptual approachWorkflows informed by intelligent analytics

  10. Alma – the conceptual approachKey underlying principles (cont.) b) Collaborative data management • Metadata shared globally • Commitment to integration with other systems c) Cloud-based service • Facilitates access to shared data and services • Reduces down time from upgrades • Increased ROI / reduced cost of system ownership

  11. Lancaster’s strategic prioritiesStrategic Plan 2009-2015 • International • Research • Teaching • People • Environment (“The Lancaster Experience”) • Productivity and financial sustainability • Responsive services and integrated processes

  12. Lancaster’s strategic prioritiesReview of Library Strategy, 2009- • New Librarian, Clare Powne, appointed in 2009 • Critical appraisal of all library operations • Need to consolidate workflows for acquisition of physical and digital materials • The changing information world

  13. Lancaster’s strategic priorities • Beginning the strategic shift (2010-2011) • Upscaling of self-service • Staff restructuring • Service norms and standards • Implementation of Primo • New Resource List system (Aspire)

  14. Why Alma? • System designed for a hybrid print/digital world • System implementation as a catalyst for process review • Participation in system development through Early Adopter programme • Shared data through Community Zone • Software-as-a-Service = Greater efficiency and financial sustainability

  15. Looking ahead – services and processes based on Alma • Unified resource management supporting unified discovery • Collaboration through shared services and global partnership • Continuous process review and ongoing system evolution • Integration of Library processes with other institutional systems = Responsive services and integrated processes

  16. The Risks?Into the Unknown • Cloud issues • Reliance on the internet • Data security & ownership • Service availability, SLAs • Can Ex Libris deliver? • What if Alma does not actually meet our needs? • Can we deliver? • Financial commitment • Staff time – not yet quantified

  17. What have we done so far?First stages of the Alma Early Adopter programme • Community of European Early Adopters (EAs) • Face-to-face meetings and webinars • Preparation for additional development (regional priorities) • Orientation through the Alma Academy • Alma workshops • Preparation for data migration • Implementation planning

  18. Thank you for listening Any questions?

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