GUGM 2017 Meeting: Roadmap for the Future

2017 GIL Users Group Meeting You Are Here! Roadmap for the Future

Agenda Welcome (9:30am 9:45am) Keynote (9:45am 11:10am) Break (11:10am 11:20am) Session One (11:20am 12:15pm) Lunch (12:15pm 1:15pm) Session Two (1:15pm 2:10pm) Committee Caucuses (2:20pm 3:40pm)

Welcome Susan Clay GUGM 2017 Planning Committee Chair

Welcome Lucy Harrison Assistant Vice Chancellor for Academic Library Services Dr. Tristan Denley Executive Vice Chancellor and Chief Academic Officer Mark Flynn Dean of Libraries, Columbus State University, RACL Chair

Agenda Welcome (9:30am 9:45am) Keynote (9:45am 11:10am) Break (11:10am 11:20am) Session One (11:20am 12:15pm) Lunch (12:15pm 1:15pm) Session Two (1:15pm 2:10pm) Committee Caucuses (2:20pm 3:40pm)

Keynote Asaf Asaf Kline Kline Director of Alma s Product Management team You Are Here! Roadmap for the Future

Alma & Primo (OPAC) Implementation Project Recap Presented by: Dr. Sonya Gaither, Dean of Libraries, Gordon State College, RACL Vice Chair and Chair Elect

Regents Academic Committee on Libraries (RACL) Regents Academic Committee on Libraries (RACL) Guiding Principles Guiding Principles http:// http://gil.usg.edu/alma/implementation_information/racl gil.usg.edu/alma/implementation_information/racl- -guiding guiding- -principles principles Collaboration Manage electronic, digital, and print materials in same interface and workflow Rethink workflows to gain efficiencies Look beyond the individual library for efficiencies Facilitate/enhance resource sharing across GIL Facilitate Integration with other campus and USG Change needs to be transformative Focus on Best Practices, Library Standards, and Ongoing Staff Development Presented by: Dr. Sonya Gaither, Dean of Libraries, Gordon State College, RACL Vice Chair and Chair Elect

Project Overview Project Scope http://gil.usg.edu/alma/implementation_information/frequently-asked-questions Implement Alma Decommission Voyager Implement Primo (OPAC) Decommission GIL Find/Classic Maintain use of EDS as Discovery Interface Implement Alma Link Resolver Decommission SFX Establish Shared Catalog Establish External Authentication Presented by: William Clayton, GIL/GALILEO

Project Overview Project Spanned 2014 (maybe earlier) - 2017 Over 1,400 posts to G3INSTLEADS-L listserv 1,189 Basecamp Discussion Threads (thousands of posts) 21 Vanguard Lead Meetings (2 hours each) 26 Institutional Lead Meetings /Trainings (2 hours each) Hours of Voyager Data Cleanup 2 Day Onsite Project Management Training 3 Day Alma Onsite Functional Training 25 hours of Alma Certification Training online - Over 60 folks have receive Alma Certification Over 30 hours of Alma/Primo Online Training 10 Functional Webinars Over 21 million bib records processed during migration cutover 5.7 million bib records contributed to the Network Zone 12.6 million bib records matched/linked to the NZ 2.9 million bib records added to the Institutional Zones

Project Teams Implementation Team Implementation Team Next Generation Library Project Director Barry Robinson Executive Director, Library Services, USG Lucy Harrison Deputy University Librarian & Director of Library Technology, UGA Jason Battles GALILEO Support Services Lauren Fancher, Ken Henslee GALILEO Interconnected Libraries William Clayton, Bob Trotter, and Sean Purcell Acquisitions Team Lead Dana Walker, Kat Hart Assessment Team Lead Sonya Gaither Cataloging Team Lead Adam Kubik, Debra Skinner Fulfillment Team Lead Viki Timian OPAC Team Lead -Amy Burger Chair, GIL Coordinating Committee -Mark Flynn Presented By: Barry Robinson

Project Teams Acquisitions/Serials/ERM Implementation Team Acquisitions/Serials/ERM Implementation Team Team Lead: Kat Hart, Georgia State University Paolo Gujilde, Georgia Southern University Ken Henslee, GALILEO Support Analyst Tina Holloway, Georgia State University Law Melissa Johnson, Augusta University Jessica Lee, Valdosta State University Agnes Muriuki, Fort Valley State University Charlie Sicignano / Joe Marciniak, University of West Georgia Ken Smith, Valdosta State University Dana Walker, University of Georgia Presented By: Barry Robinson

Project Teams Assessment (Reports, BI, Analytics) Implementation Team Assessment (Reports, BI, Analytics) Implementation Team Team Lead:Sonya Gaither, Gordon State College Rod Bustos, Georgia Regents University Jay Forrest, Georgia Institute of Technology Debbie Holmes, College of Coastal Georgia Michael Holt, Valdosta State University Marty Tanner Hughes, University of Georgia Jennifer Jones, Georgia State University Jeff Mortimore, Georgia Southern University Vicki Parsons, Georgia Gwinnett College Deborah Prosser/Emily Thornton, University of North Georgia Robert Quarles, Atlanta Metropolitan State College Cynthia Ragin, GIL Support Resource Ken Henslee, GALILEO Support Services Presented By: Barry Robinson

Project Teams Team Cataloging and Metadata Implementation Cataloging and Metadata Implementation Team Team Lead:Debra Skinner, Georgia Southern University Sandra Bandy, Augusta University Kayla Barrett, Georgia Archives Qian Cui, Georgia State University Law Julie Dyles Darken, University of Georgia Robin Fay, University of North Georgia Guy Frost, Valdosta State University Kelly Holt, University of Georgia Jenifer Marquardt, University of Georgia Shelley Rogers, University of West Georgia Sofia Sluskaya, Georgia Institute of Technology Britni Williams, Albany State University Susan Wynne, Georgia State University Sean Purcell, GIL Support Resource Presented By: Barry Robinson

Project Teams Fulfillment ( Fulfillment (Circ Circ, ILL, UB +) Implementation Team , ILL, UB +) Implementation Team Team Lead:Viki Timian, University of Georgia Sherrida Crawford, Valdosta State University Cynthia Fears, Columbus State University Karen Glover, Georgia Institute of Technology Denita Hampton, Georgia State University Amanda McKenzie, East Georgia State College Caryl Nemajovsk, Darton State College Fred Smith, Georgia Southern University Susan Vines, Georgia Highlands College Wendy Wilmoth, Georgia Piedmont Technical College Bob Trotter, GIL Support Resource Presented By: Barry Robinson

Project Teams GIL OPAC Committee GIL OPAC Committee Team Lead: Amy Burger, Dalton State College Betty Rogers, Fort Valley State University Katie Shepard, East Georgia State College Lee Ann Cline, Dalton State College Felicia Haywood, Middle Georgia State College Judith Garrison, Armstrong State University Jeffrey Mortimore, Georgia Southern University Kristin Nielsen, University of Georgia Scott Piepenburg, Valdosta State University James Scott, Fort Valley State University John Wilson, Georgia Southwestern State University Susan Wynne, Georgia State University Lauren Fancher, GALILEO Support Services Presented By: Barry Robinson

Project Teams GIL/GALILEO Support GIL/GALILEO Support Team Lead:Sean Purcell Ben Rigsby Bob Trotter Brad Baxter Chris Fishburn Cynthia Ragin Jim Garner Kevin Cottrell Mike Thomas Mike Kanning Phil Fitzpatrick

Project Teams Ex Ex Libris Libris Project Team Project Team Adriana Pilecky-Dekajlo, Project Manager Chen Markfeld, Alma Implementation Consultant Megan Drake, Alma Implementation Consultant Svetlana Smirnov, Alma Implementation Consultant Russell Thompson, Primo Implementation Consultant James Tapia/Dave Sellers, Infrastructure Consultants Ex Libris Professional Ex Libris Professional Services Management Team Services Management Team Melissa Hilbert, VP of Professional Services Adriana Pilecky-Dekajlo, Director of Project Management Marina Spivakov, Director of Implementation Services Leah Bokar, Implementation Manager Maria Bunevski, Implementation Manager Wei Dai, Technical & Developmental Services Manager Connie Braun, Training Services Manager John Larson, Consulting Services Manager Presented by: Barry Robinson

Vanguard Thanks Georgia Southern University Georgia Southern University (Leads: David Lowder, Debra Skinner) University of Georgia University of Georgia (Leads: Marty Tanner-Hughes, Viki Timian, Dana Walker) Valdosta State University Valdosta State University (Leads: Sherrida Crawford, Ken Smith)

Project Team Next Steps Status of Positions Requested Jason Battles Project Team/GIL Committee Restructuring Lucy Harrison

New Position Requests Reporting Coordinator Status Status: : GIL is restructuring a support position to assume the duties of the Reporting Coordinator for FY2018 forward. Details TBD Presented by: Jason Battles

New Position Requests Authorities Coordinator Status: Status: UGA, Valdosta, and Georgia Southern will coordinate authorities efforts on an interim basis for FY2018 with Guy Frost (Valdosta) and Shelley Rogers (West GA) on point. This coordination will be reevaluated to determine ongoing need. Depending on the result, RACL may be presented with funding request for FY2019 forward.

New Position Requests Shared Catalog Coordinator Status Status: : UGA, Valdosta, and Georgia Southern will coordinate shared cataloging efforts on an interim basis with Debra Skinner (Valdosta) and Julie Darken (UGA) on point until a Coordinator is hired. USG/UGA are partnering to fund the Catalog Coordinator position with plans to post this summer. After evaluation, RACL will be presented with funding request for FY2019 forward.

Teams/Committees GIL Functional Team Alma Imp Team Recommendation Acquisitions / Serials Acquisitions/Serials/ERM Merge Cataloging Cataloging and Metadata Merge Circulation Fulfillment (Circ, ILL, UB+) Merge Circ and UB+ with GIL Express Merge with Circ GIL Express Inter-Library Loan Merge with Circ per RACL Special Collections Retain OPAC/Discovery Same team as GIL Already in place Assessment (Reports, BI, Analytics) Retain

Teams/Committees RACL has asked the teams to do the following tasks during the GUGM 2017 Caucus (the 2:20pm time slot during the conference): All team members to review previous GIL Functional Team charges and recommend changes as necessary Team recommends a chair (and vice-chair) to RACL for FY2018 Team determines new members for FY2018 (finalize before Fall)

Major Known Issues 1. process 2. GSU, CCGA physical to electronic (P2E) conversion issues fix in Primo display issues contributed to: a. Inadequate deduplication rules team created to address b. New fields set to display without full understanding of required parameters or time to test - (examples = 246 titles and 130 uniform titles) c. Electronic/physical version issues and holdings display issues for some titles Alma catalog incremental harvesting for EDS Issues with GIL Express migrated items (workaround available/new GIL Express transactions appear functional) 3. 4.

Post Go-Live Efforts 1. Catalog Team Multi-Match remediation Late Summer 2017 2. Catalog Team GPO Import Project July 2017 3. Catalog Team ticket system coming soon 4. Primo Change Management Process July 2017 1. Define renorm schedule, document changes 5. Alma/Primo Premium Sandbox Releases July 2017 6. Incorporate GaTech into GIL Express in July 7. Catalog Team- OCLC Reclamation Late Summer/Fall 2017 8. Voyager Server Decommissioning August 31st, 2017 9. Catalog Team Marcive Backfile processing December 2017 10. Primo New User Interface - TBD 11. Patron Load Process Phase 2 - TBD 12. Peoplesoft Integration (possible) TBD

Next Steps 1. Ex Libris project support concludes at the end of June 2. Institutional Lead Meetings Monthly Starting July 1. Committee reports 2. Alma/Primo release note review 3. Known issue updates 3. Committees/Project Teams restructure By September 4. Implementation Team Meetings Monthly Starting July

Wrap Up TO

Congratulations & Thank You!

Wrap Up

Agenda Welcome (9:30am 9:45am) Keynote (9:45am 11:10am) Break (11:10am 11:20am) Session One (11:20am 12:15pm) Lunch (12:15pm 1:15pm) Session Two (1:15pm 2:10pm) Committee Caucuses (2:20pm 3:40pm)