Project Update 11/17/15

Created by brandon dudley (Unlicensed)
Last updated: Dec 01, 2015 by David Walker
3 min read

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Today’s ULMS update contains information about the following;

  • Sarina and Mallory bios
  • Meeting of the Alma Consortia 
  • Vanguard update
  • Network Zone webinars

Meet Sarina Sinick and Mallory DeBartolo

Last week we announced the hire of our Data Migration Manager Sarina Sinick and our Workflow Redesign Manager Mallory DeBartolo. We’ve asked them to tell you a bit about their background, so without further ado:

Sarina Sinick was most recently the Lead Systems Librarian for the INN-Reach and resource sharing support team at Innovative Interfaces, and previously served on the circulation support team.  She has a MLIS from University of Illinois Urbana-Champaign and a BS in cognitive science from UCLA.  She enjoyed leveraging ILS data to find and solve problems and is excited to be a part of the migration for the ULMS project.

Mallory DeBartolo comes to the Chancellor’s Office with an MLIS from San Jose State University and a BS in Business Management from UC Santa Cruz. She has a broad range of experience in almost every department of the library, from inventory management in Access Services to content analysis in Technical Services. A large part of her recent role as Project Specialist at San Jose State University’s King Library included workflow creation/revision and training program development.  Mallory’s specialty is figuring out how to create, document and teach scalable processes that utilize digital tools efficiently and effectively. In her free time Mallory enjoys making cocktails and taking walks around her neighborhood that mysteriously end at the frozen yogurt shop.

Sarina’s email is ssinick@calstate.edu and Mallory’s is mdebartolo@calstate.edu. They will begin to make the rounds starting right before Christmas and through the Spring, so be sure to say hi when you meet them, virtually or in person.

Alma Consortia meeting 11/16

David and Brandon met with representatives from the Orbis Cascade Alliance, University of Wisconsin system, and the University System of Georgia yesterday. The agenda discussed was:

  • What we can do together to work with Ex Libris on further developing Alma to meet our needs
  • Similarities and differences between our systems in terms of goals for Alma/Primo
  • What challenges and development needs do we share between our networks with Alma

Orbis and Wisconsin are both up and running on Alma, while Georgia and CalState are on extremely similar implementation schedules. We agreed that we share much common ground between our systems and that we should meet regularly to share information and develop a development plan to share with Ex Libris to address areas of concern to systems of our size.

Vanguard phase Update

The initial portion of the Vanguard phase is soon drawing to a close. Remaining project milestones include:

  • Turning in draft data migration forms to Ex Libris: Nov 17
  • Turning in revised data migration forms: Dec 1
  • Uploading data exports to Ex Libris: Dec 11
  • Turning in Alma configuration forms: Dec 15

In the meantime, Vanguard project managers continue to meet with Ex Libris weekly to ensure a baseline understanding of Alma’s functional areas and approach to library functions. These meetings will continue into January, when the Vanguard Alma instance will be released to the CSU to test. We, as well as they, look forward to telling you all about the process in January and Feburary!

Network Zone webinars

The schedule of webinars, to be delivered via WebEx by Ex Libris staff, has been finalized and is as follows:

  • Nov 23, 12-1p: General Introduction to NZ 
    • General introduction to NZ, what is it, how it works, how we build the NZ (record load process);
    • Shared decisions and configuration (very high level)
  • Dec 11, 11a-12: E-Resource management
    • Cataloging
    • Inventory mgmt
    • Acquisitions
  • Dec 16, 12-1p: Fulfillment configuration, options for resource sharing
    • ISO-based or fulfillment network
  • Jan 14, 12-1p: Discovery
    • Impact
    • centralized publishing
    • Primo Central
    • Google Scholar
    • Alma integration

I will be sending out Exchange meeting invites following this message for you to reserve the dates. Keep an eye out for those.

Take care,

Brandon