1. Managing a Three-Ring Circus upgrading Aleph, implementing Primo, and maintaining support for a quarter million users Kevin J. Collins & Allie Verbovetskaya CUNY Office of Library Services IGeLU 2014 | Oxford, UK | September 16, 2014

2. Big Apple 1 city 5 boroughs 8.2 million residents (in 1,214 km²) 120 institutions of higher education – 20% of those are part of the City University of New York (CUNY)

3. College of Staten Island Kingsborough CC Brooklyn College Medgar Evers College NYCCT York College Queens College LaGuardia CC CUNY Law Macaulay Honors College John Jay College Queensborough CC Guttman CC Borough of Manhattan CC Hostos CC Bronx CC Lehman College City College Hunter College Public Health Journalism SPS Grad Center Baruch College

4. Big University 1 university system, 24 campuses – 11 senior colleges – 7 community colleges – 5 graduate and professional schools – The Macaulay Honors College 6,700 full-time teaching faculty 540,000 students

5. Big Library Committees 1 central library office, 21 individual libraries 14 library committees -7 Aleph-related -1 SFX -1 Primo implementation -1 EZproxy -4 e-resource & infrastructure

6. Big Dreams Upgrade Aleph (v18 to v21) Support 21 libraries Implement Primo Coming summer 2014!

7. Big Surprises Greetings from NYC!

8. ALEPH UPGRADE

9. Application Server 1 libadmin.cuny.edu Aleph Exadata database Load Balancer libsearch.cuny.edu Application Server 2 Primo / PDS PC GUI, Z39.50, self-check, OCLC Connexion WWW Users (HTTP, X-Service, Z39.50) Shared disc /exlibris/aleph/* Environment

10. U-Tree Stage Aleph 21 Production Aleph 18 Config / DB Test Aleph 21 Production Aleph 21 Phase 2: July 10 -25, 2014 Phase 1: March/April 2014 Config / DB Phase 3: July 10 -25, 2014 Config / DB Project Plan

11. Centralized Resource Center

12. Centralized Resource Center (cont’d)

13. Gotchas

14. Aleph Publishing for Primo job_list ! Publishing for Primo - p_publish_06 W1 12:05:00 Y CUN01 p_publish_06 CUN01,PRIMO-FULL,LAST-DATE,000000000,999999999,20140701,20170701,, /exlibris/primo_publishing,Y,16,/exlibris/primo_publishing/scratch,Y /xxx01/prof_library setenv p_publish_06_block20000

15. PRIMO IMPLEMENTATION

16. Rigging Primo procurement Advisory committee – Small – Representative Branding – Name – Logo

17. Execution Primo certification at ELUNA Ex Libris training Aleph cleanup Input from advisory committee

18. Finale Usability testing Soliciting & incorporating feedback Continuing to improve UI

19. Current UI

20. Proposed UI

21. Words of Wisdom Ask questions Get your hands dirty Check your setup Nag Ex Libris Be flexible

22. SUPPORT MAINTENANCE

23. Business as Usual …with improvements! – Streamlined service requests – Tutorials for answers to frequently asked questions

24. QUESTIONS?

25. Kevin Collins Aleph Systems Librarian kevin.collins@cuny.edu Allie Verbovetskaya Web & Mobile Systems Librarian alevtina.verbovetskaya@cuny.edu