1La Trobe University latrobe.edu.au CRICOS Provider 00115M Migration from Millennium to Alma. Issues and challenges. Simon Huggard Deputy Director, Research & Collections La Trobe University Library

2La Trobe University Introduction La Trobe University opened in 1967 Research strengths: biological sciences condensed matter physics human movement & sports science.

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7 Background Innovative Millennium used at La Trobe since 1998 Summon discovery layer used since 2010 Future Ready University strategy Changing roles and responsibilities for the Library Board decision on preferred vendor - library staff ratings - strategic fit with library & university directions - desire to move from management of print to electronic - need for system efficiency to free up resources to move to new directions - value for money - single system to manage front & back end - more intuitive and simpler system for users - fit with Australian universities higher education landscape  [ insert images here from iPad videos of the Bundoora campus] Include Charles La Trobe Lounge. Include pods/collab classrooms Include Help Zone

8La Trobe University Library System Change RFP documentation written (functional specs written by Library staff) Selective tender – sent to 5 vendors: Ex Libris, Innovative, Proquest; OCLC; VTLS – July vendors selected for demonstration (Sept 2013). 4 days of demonstrations (2 days each) split between back end, discovery, strategy/roadmap, pricing Ranking of issues by Library staff (based on responses to RFP and demos) Board decision on preferred vendor (October 2013) process of approval through ICT (Jan-July 2014)

9La Trobe University Section# qnsEx Libris scoreEL % 2.0 Background; T ech issues Acquisitions & Serials Cataloguing/Metadat a Circulation Collection Developm ent Discovery / OPAC (D L/systems) ERM System maintenance AVERAGE47

10La Trobe University Ratings of Alma/Primo

11La Trobe University Project management External PM appointed La Trobe (Aug 2014) Project team consisting of functional experts Library system project board project kick off August 2014 dedicated PM from Ex Libris (Shirley Shpiner) plus Primo pm (Avi) library discovery coordinator La Trobe (Lynette Brown) data load (Sep 2014) project close Dec Go Live 29 January 2015

12La Trobe University Major challenges Data quality – p to e process; KB extract from Serials Solutions (lack of ISSNs); acquisitions data ; licence/ERM data library system knowledge (particularly e-resources) staff time (major restructure occurred at same time) training issues, workshops, knowledge transfer documentation is E L centric difficult to extract Millennium Data into required format for Alma

13La Trobe University Data issues screen shots of spreadsheets show acq data in Millennium - data will be lost

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28La Trobe University Conclusion Many issues to resolve at Go Live (biggest issue was broken links) took 6 months to fix most e-resource links search interface confusing for users, esp with problems occurring loss of BONUS was a big problem, esp with ILL form not being linked e-resource management really positive hosted cloud system really positive Talis implementation issues e-reserve records not migrated circulation slowness &printing issues

29La Trobe University Thank you latrobe.edu.au CRICOS Provider 00115M Simon Huggard Deputy Director, Research & Collections, La Trobe University Library