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Friday 10 th June 2016

Alma/Primo implementation planning workshop. Friday 10 th June 2016. Aims of the workshop. Kickstart the planning phase for the upgrade to Alma/Primo in NHS Scotland.

Jeffrey
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Friday 10 th June 2016

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  1. Alma/Primo implementation planning workshop Friday 10th June 2016

  2. Aims of the workshop • Kickstart the planning phase for the upgrade to Alma/Primo in NHS Scotland. • Consider the implications and opportunities that this development presents for library services and for the end-user. • Explore opportunities to work together to ensure we are prepared for the implementation phase with Ex-Libris.

  3. Programme Morning: Overview and preparation • Alma/Primo: starting to plan • Implementation experience • Data preparation Afternoon: Assess and plan • Group discussion • Planning and next steps Source: https://pixabay.com/

  4. Group discussion Multiple systems to manage knowledge resources Collection of subscription resources Protected time to learn a new system Improve user experience

  5. Planning the future Source: https://pixabay.com/ • Be specific • What is the main objective? • What are the key deliverables? • Who is responsible for the key tasks? • What is the expected completion date? • Be organised • Prioritise tasks… • From “Top Tips for Managing Ambiguity” • https://app.goodpractice.net/nhs-develop/s/a4982f45

  6. What is the main objective? Transition to Alma/Primo Alma/Primo

  7. Alma/Primo: key features • Consolidates different systems in to a single system • All library management tasks in one system • Integrates print and electronic resources • Integrates local and national resources • Cloud based

  8. Alma/Primo: Benefits for library services • Integrated print, electronic and digital resource management • The opportunity to develop more consistent, streamlined workflows • Opportunities for staff to develop skills and roles • Improved collaboration with other organisations who use Alma/Primo, including Higher Education and NHS Wales

  9. Alma/Primo: Benefits for users • Improved user interface for discovery • Unified access to print and electronic resources. • Minimises time delay between content availability and discovery. • Analytics to support user needs.

  10. What is the main objective? Transition to Alma/Primo • Review and improve current library management activities • Improve the user experience in finding information including print and e-resources

  11. What are the key deliverables? From Ex-Libris “Getting Started” • Organisational planning • Current Workflows Review • Data Preparation From our own perspective • As above • Learning • Identify the people • Maximise the benefits for our users

  12. Who is responsible for the key tasks? Source: https://pixabay.com/

  13. What is the expected completion date? From “Ex Libris Alma Rapid Implementation Methodology” https://knowledge.exlibrisgroup.com/@api/deki/files/38993/Ex_Libris_Alma_Rapid_Implementation_Methodology.pdf

  14. Planning the future Be organised Prioritise tasks… Source: https://pixabay.com/

  15. Questions? • Can you tell us about your project team and how you prepared for this project in advance of working with Ex-Libris? • What impact do you think the move to Alma will have on current workflows and the role of library staff? • Did you have any challenges with configuration and data migration? • How was your experience of working with Ex-Libris and the training that is provided during the implementation phase?

  16. Afternoon session: group discussion • Split into groups of 3 • Take 10 minutes to discuss each of the sections of the SWOT. (40 minutes). • Focus on 2 areas: 1) Current library management activities2) User experience • Think about Strengths and Weaknesses in terms of people and resources and Opportunities and Threats in terms of change and external influences. • Feedback

  17. Afternoon session: group discussion

  18. Organisational planning • How should we run this project? • Who should be involved? • How should we communicate? • Actions to take forward? • Next steps…

  19. References Ex Libris Alma Rapid Implementation Methodology http://knowledge.exlibrisgroup.com/@api/deki/files/38993/Ex_Libris_Alma_Rapid_Implementation_Methodology.pdf Getting Ready for Alma and Primo implementation http://knowledge.exlibrisgroup.com/@api/deki/files/38994/Getting_Ready_for_Alma_and_Primo_Implementation.pdf

  20. Questions? Thank you

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