New Alma Customer Onboarding Preparation and Best Practices Download this presentation: Ex Libris Knowledge Center > Cross-Product > Conferences and Seminars > 2018 Technical Seminar New Alma Customer Onboarding Preparation and Best Practices Tony Gibbons Jennifer Pierce

Welcome and Introductions Tony Gibbons Program Manager- Manager of Customer Onboarding Team With Ex Libris for 10+ years MLIS, Kent State University Jennifer Pierce Customer Onboarding Manager With ProQuest/Ex Libris for 7 years MLIS, University of Washington

Session Objectives Session Description: Provide an overview of the Customer Onboarding process for Alma including migration preparation best practices. Session Objective(s) By the end of this sessions you will know, understand and/or be able to: The Alma Customer Onboarding process How to staff your project Your preparations for data migration Third party integrations to Alma

Target Audience Target Audience for the Session: Libraries preparing for an upcoming Alma implementation All library staff

1 2 3 4 5 Agenda What is Customer Onboarding? Planning and Staffing Data Migration Preparation and Data Extracts 4 Third Party Integrations 5 Next Steps, Support Resources and Feedback

What is Customer Onboarding?

Customer Onboarding Timeframe: contract signing to project kickoff Goal: Readiness to start implementation Agree on key milestone dates Form project team Receive Alma sandbox Start Getting to Know Alma training series Complete draft data migration form Deliver full data extracts via SFTP connection Review third party integrations Confirm plan for SIS integration Confirm plan for authentication via third-party identity provider

Planning & Staffing

Planning and Staffing your Alma Implementation Know your stakeholders Who will be involved in the implementation, and/or impacted by the migration to Alma? Who is likely to be supportive, and who might need more attention? Develop your communication plan Who will need information about the implementation activities and progress? How often? In what level of detail? What medium will you use to communicate? Consider an internal Basecamp or wiki space Form your team Who will serve as functional experts during the implementation? Make the Alma implementation a priority– this might mean shifting some responsibilities off core team members temporarily Create a training plan and schedule Document all current workflows and practice in Alma Participate in relevant Alma Workshop sessions

Data Migration Preparation & Extracts

Data Migration Preparation - ILS Ex Libris ILS: Voyager and Aleph Download auto-extract utility to generate migration form and extract data Non-Ex Libris ILS: previously migrated See full list on Knowledge Center https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides/ILS_Migrations Non-Ex Libris ILS: new ILS is not in the list above Will use generic migration specifications

Data Migration Preparation – Link Resolver Ex Libris – SFX and 360Link SFX – download auto-extract utility to generate data extracts 360Link – execute Management Reports Database Details Report Tracked Resources Report (or eBooks and eJournals) Non-Ex Libris – all others Complete activations workbook

Data Migration Preparation - ERM Ex Libris – Verde, 360 Resource Manager, Intota Verde – download auto-extract utility to generate migration form and data extracts 360 Resource Manager and Intota Generate Management Reports Contacts Cost Details Report License Information Report License Data Uploader Notes and Comments Resource Administration Information Resource Renewal Report Complete relevant tabs of the Intota Migration Form Non-Ex Libris – all others Export License and Vendor Interfaces Format data files in XML per the requirements ERM to Alma Data Delivery Specification

Hands-on Exercise Find your ILS migration form on the Knowledge Center https://knowledge.exlibrisgroup.com Alma Implementation and Migration Migration Guides ILS Migrations Select ILS If your ILS is not listed, select the Generic option Open the migration form for your ILS Review Questionnaire tab Review remaining tabs Open the migration guide for your ILS

ILS Migration Documents <ILS> to Alma Data Delivery Specification <ILS> to Alma Migration Guide <ILS> Delivered Files List <ILS> Field Mapping <ILS> Migration Form

Third Party Integrations

Third Party Integration Considerations Prioritize What integrations do you have currently configured with your ILS? What integrations do you need to have configured for Day 1/Go-Live with Alma? Simplify Be realistic about what can be achieved during the implementation period Consider whether there are integrations you currently use that will no longer be used with Alma Plan All third party integrations (except API-based) can be configured in your Alma Sandbox Identify any P1 integrations requiring IT resources early on Test all P1 configurations before the start of Cutover

Next Steps, Support Resources and Feedback

What Can You Do Now to Prepare Data Cleanup see Getting Ready for Alma and Discovery Implementation on the Knowledge Center Review documentation and training sessions Form your project team and begin meeting Develop a library staff training plan

Resources on the Knowledge Center Onboarding Getting Ready for Alma and Discovery Implementation Technical Requirements for Alma and Discovery Implementation Training Getting to Know Alma training series Alma Essentials training series Alma Administration Certification Migration ILS Migrations Electronic Systems Migrations

Next Steps and Resources Additional support resources within the ExLibris Ecosystem: Idea Exchange Developer Network 2018 Technical Seminar Presentations (Cross-Product section of CKC)

Questions? Any Final Questions?

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