1. New Alma Customer Onboarding Preparation and Best Practices
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2018 Technical Seminar
New Alma Customer Onboarding Preparation and Best Practices
Tony Gibbons
Jennifer Pierce

2. 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

3. 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

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

5. 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

6. What is Customer Onboarding?

7. 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

8. Planning & Staffing

9. 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

10. Data Migration Preparation & Extracts

11. 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
Non-Ex Libris ILS: new
ILS is not in the list above
Will use generic migration specifications

12. 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

13. 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

14. Hands-on Exercise Find your ILS migration form on the Knowledge Center
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

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

17. Third Party Integrations

18. 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

19. Next Steps, Support Resources and Feedback

20. 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

21. 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

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

23. Questions?
Any Final Questions?

24. Session Feedback
We Value Your Feedback! Please complete the brief Session Comment Card:

25. Thank You!