1. Migrating from Aleph to Alma
Harvard Library and Library Technology Services
4/20/17

3. Alma Implementation Project Key Performance Indicators
Vision
Advance Harvard Library’s ability to manage large scale library collections including print, digital, and licensed electronic resources by migrating to a next generation unified resource management system with advanced workflow capabilities, innovative analytics tools, and greatly enhanced support for collaboration within and across research institutions.
Alma Implementation Project
Configure Alma and migrate data from Aleph/SFX/Verde to Alma by July 2018
Improve information discovery and access for library patrons
Renovate library workflows to increase efficiency in “backroom” library operations
Optimize use of analytics to empower staff to make informed decisions
Strategic Objectives
Guiding Principles
Key Performance Indicators
Improve user experience through adopting common practices across Harvard libraries
Enhance library services by leveraging shared approaches and minimizing custom developments
Review all library workflows and engage staff in process of transforming work using new tools and approaches
Successful migration of relevant metadata from Aleph/SFX/Verde to Alma
Streamlined, predictable access to library collections result in increased user experience and satisfaction with library services
New “backroom” workflows achieved by engaged staff, with minimal system customization
University-wide adoption of analytics tools enable staff to make evidence- based decisions on collections, processing workflows, and library services

4. Alma Project - Timeline
Phase 1: Planning and trials (February – June 2017) – includes pre- testing of the system, which includes trial data migration and configuration/functional testing
Phase 2: Implementation (July 2017 – June 2018) – comprehensive configuration, data migration, and workflow redesign
Phase 3: Post-Implementation (July 2018 – December 2018) – refine features, workflows, address post migration issues.

5. Alma Project – Project resources
Project funding - $3M over 2 years
LTS staff – 7-8 FTE
Total Harvard staff involved: 80+
Added project staffing – 7 FTE (3.5 for 2 years)
Substantial engagement from ExLibris (vendor)
12 Project teams that cut across library functional areas plus technology, training, communications, and an Exec oversight team

6. Alma Project – HUIT/CADM help needed
The core library system interoperates with a variety of systems at Harvard:
Hkey integration/Directory Services Load - “patron file”
Accounts Payable – most library collection purchasing runs thru Aleph
Accounts Receivable – library fees and fines
Term bill – library fees and fines
Support services - helpdesk