The Voyage Home: New Mexico Libraries Migrate to WMS, OCLC's Cloud-Based ILS

Bordeianu, Sever; Kohl, Laura

doi:10.1080/07317131.2015.1030267

Cited by 9 publications

(3 citation statements)

References 12 publications

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“…Many studies describe a step-by-step account of reasons for migration, benefits and challenges encountered during the migration for a library as a single university library or a member of a large consortium. 9 Fu and Carmen offer a case study of Central Washington's University's migration to Alma and Primo which highlights their migration as a time-consuming process. 10 The migration work needed cross-departmental teamwork to successfully complete all migration-related events; their study emphasizes the importance of systems and e-resources librarians in fixing and reporting outstanding issues.…”

Section: Ils To Library Services Platform (Lsp) Migrationmentioning

confidence: 99%

Cracking the Code on Acquisitions: Transitions From Voyager to Alma

Midgley,

Mundle

2023

LRTS

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For decades the University of Illinois at Chicago Library relied on the Voyager integrated library system for acquisitions, cataloging, circulation, and other applications. By 2020, a wide range of stakeholders throughout the Library system had established their processes around its functionality. In the summer of 2020 the Library, along with ninety other members of the Consortium of Academic and Research Libraries in Illinois, went live in the final phase of a consortial migration to the Alma Library Services Platform. The absence of a “reporting funds” level in the ledger hierarchy in Alma threatened a fundamental premise of our long-established acquisitions processes through which Acquisitions staff translated transactions between a librarian-facing ledger and totally different University financial categories. A creative solution using Alma’s “Reporting Codes” feature was discovered after interviews with stakeholders, which prevented significant confusion throughout the Library and preserved all our processes. This case study describes the history of our acquisitions practices, the fundamental problem raised by the ledger structure in Alma as compared to Voyager, and the solution designed utilizing Alma’s “Reporting Codes” feature.

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Section: Ils To Library Services Platform (Lsp) Migrationmentioning

confidence: 99%

Cracking the Code on Acquisitions: Transitions From Voyager to Alma

Midgley,

Mundle

2023

LRTS

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“…12 Bordeianu and Kohl mentioned this as well and stated "in this new system any problem becomes a shared problemif the system goes down, every single WMS library goes down." 13 Another issue of concern is the time required to migrate. Holbert's assessment of the absurdity of trying to migrate to a new ILS in four months is echoed by Zhu and Spidal, who discussed the decision to migrate the thirty-seven members of the Orbis Cascade Alliance in four cohorts, allowing four to six months per group.…”

Section: Literature Reviewmentioning

confidence: 99%

Breaking Ground: Consortial Migration to a Next-Generation ILS and Its Impact on Acquisitions Workflows

Stewart¹,

Morrison²

2016

LRTS

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From June 2013 to January 2015 the Orbis Cascade Alliance (OCA), a consortium of thirty-seven public and private academic institutions, migrated to a new shared Integrated Library System (ILS), Ex Libris’ Alma, with Primo as the discovery component. The consortium wanted to cultivate an environment that would better support collaboration and sharing, particularly in the realms of collection development and technical services. This paper examines the immediate impact of the migration on acquisitions workflows, mainly of the largest consortium member, and the short-term and long-term goals following the completed migration. Lessons learned and suggestions for managing a consortial migration are offered, plus a discussion of what it is like to work in the cloud.

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“…They do note, however, that they are still "ironing out some wrinkles" with the PubGet service (p. 132). Bordeianu and Kohl (2015) also describe their library's migration to WMS in detail and note that OCLC provided an automated matching process for migration of electronic resource records. They also describe, however, the order functionality in WMS to be "clumsier and less user-friendly" (p. 287) than their previous Innovative system.…”

Section: Erm In Library Services Platformsmentioning

confidence: 99%

Finding the gaps: A survey of electronic resource management in Alma, Sierra, and WMS

Singley¹,

Natches²

2017

Journal of Electronic Resources Librarianship

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The objective of this study was to determine whether libraries that have implemented a next-generation library system are able to complete electronic resource management (ERM) workflows entirely within that system. A survey of librarians received 299 responses from users of Alma, WorldShare Management Services (WMS), and Sierra. Responses indicate that there are gaps in workflows and that many libraries are still performing core ERM tasks outside these three systems. The study concludes that these systems may require further development before they are able to fully support complex ERM processes.The rapid growth of electronic resources over the past 2 decades has fundamentally transformed how libraries acquire and manage their collections. To support increasingly complex electronic resource management (ERM) workflows, libraries have had to supplement their traditional integrated library system (ILS) with multiple additional software products such as ERM systems (ERMS), link resolvers, proxy servers, and knowledge bases. The lack of interoperability between these systems has also required librarians to invent manual workarounds such as storing data in spreadsheets, shared drives, or e-mails. For ERM processes to be optimally streamlined and efficient, more sophisticated applications-designed to support every aspect of ERM workflows-are needed. One measurement of success of any application designed to support ERM workflows should be the elimination of the patchwork of systems and workarounds that have plagued electronic resources librarians for years.In the past several years many academic libraries began retiring traditional print-resource-based ILSs in favor of next-generation systems that promise to more fully integrate electronic resource workflows. These new systems, dubbed "library services platforms" or LSPs by library automation consultant Marshall Breeding (2011), are designed to provide improved system functionalities that meet the current realities of complex collection management across all content formats. These new platforms can replace not only the library's ILS, but the ERMS and link resolver. As of December 2014, three LSP systems have been fully implemented by U.S. libraries: Ex Libris' Alma, OCLC's WorldShare Management Services (WMS), and Innovative's Sierra (Breeding, 2015). Two other systems, Kuali OLE and Proquest's Intota, are partially developed but not yet fully implemented (Breeding, 2015).Although these new LSP systems have been implemented in academic libraries for more than 3 years (Breeding, 2015), there has been little written to evaluate their impact on ERM processes. In particular, there has been no study that measures whether the external tools needed in a traditional ILS/ERM environment-such as homegrown systems, spreadsheets, e-mails, and so on-are still needed. The objective of this study was to determine whether libraries that have implemented an LSP (Alma, Sierra, or WMS) are still using external tools or whether they are able to complete their ERM workflows entirely...

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The Voyage Home: New Mexico Libraries Migrate to WMS, OCLC's Cloud-Based ILS

Cited by 9 publications

References 12 publications

Cracking the Code on Acquisitions: Transitions From Voyager to Alma

Cracking the Code on Acquisitions: Transitions From Voyager to Alma

Breaking Ground: Consortial Migration to a Next-Generation ILS and Its Impact on Acquisitions Workflows

Finding the gaps: A survey of electronic resource management in Alma, Sierra, and WMS

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