2017 GIL Users Group Meeting
You Are Here! Roadmap for the Future
Agenda
Welcome
(9:30am – 9:45am)
Keynote (9:45am – 11:10am)
Break
(11:10am – 11:20am)
Session One
Lunch
(11:20am – 12:15pm)
(12:15pm – 1:15pm)
Session Two
(1:15pm – 2:10pm)
Committee Caucuses (2:20pm – 3:40pm)
Welcome
Susan Clay
GUGM 2017 Planning Committee Chair
Welcome
Lucy Harrison
Assistant Vice Chancellor for Academic Library Services
Dr. Tristan Denley
Executive Vice Chancellor and Chief Academic Officer
Mark Flynn
Dean of Libraries, Columbus State University, RACL Chair
Agenda
Welcome
(9:30am – 9:45am)
Keynote (9:45am – 11:10am)
Break
(11:10am – 11:20am)
Session One
Lunch
(11:20am – 12:15pm)
(12:15pm – 1:15pm)
Session Two
(1:15pm – 2:10pm)
Committee Caucuses (2:20pm – 3:40pm)
Keynote
Asaf Kline
Director of Alma’s Product Management team
You Are Here! Roadmap for the Future
Alma & Primo (OPAC)
Implementation Project
Recap
Presented by: Dr. Sonya Gaither, Dean of Libraries, Gordon State College, RACL Vice Chair and Chair Elect
Regents Academic Committee on Libraries (RACL)
Guiding Principles
http://gil.usg.edu/alma/implementation_information/racl-guiding-principles
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Collaboration
Manage electronic, digital, and print materials in same interface and workflow
Rethink workflows to gain efficiencies
Look beyond the individual library for efficiencies
Facilitate/enhance resource sharing across GIL
Facilitate Integration with other campus and USG
Change needs to be transformative
Focus on Best Practices, Library Standards, and Ongoing Staff Development
Presented by: Dr. Sonya Gaither, Dean of Libraries, Gordon State College, RACL Vice Chair and Chair Elect
Project Overview
Project Scope
http://gil.usg.edu/alma/implementation_information/frequently-asked-questions
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Implement Alma  Decommission Voyager
Implement Primo (OPAC)  Decommission GIL Find/Classic
Maintain use of EDS as Discovery Interface
Implement Alma Link Resolver  Decommission SFX
Establish Shared Catalog
Establish External Authentication
Presented by: William Clayton, GIL/GALILEO
Project Overview
Project Spanned 2014 (maybe earlier) - 2017
Over 1,400 posts to G3INSTLEADS-L listserv
1,189 Basecamp Discussion Threads (thousands of posts)
21 Vanguard Lead Meetings (2 hours each)
26 Institutional Lead Meetings /Trainings (2 hours each)
Hours of Voyager Data Cleanup
2 Day Onsite Project Management Training
3 Day Alma Onsite Functional Training
25 hours of Alma Certification Training online - Over 60 folks have receive Alma Certification
Over 30 hours of Alma/Primo Online Training
10 Functional Webinars
Over 21 million bib records processed during migration cutover
5.7 million bib records contributed to the Network Zone
12.6 million bib records matched/linked to the NZ
2.9 million bib records added to the Institutional Zones
Project Teams
Implementation Team
Next Generation Library Project Director – Barry Robinson
Executive Director, Library Services, USG – Lucy Harrison
Deputy University Librarian & Director of Library Technology, UGA – Jason Battles
GALILEO Support Services – Lauren Fancher, Ken Henslee
GALILEO Interconnected Libraries – William Clayton, Bob Trotter, and Sean Purcell
Acquisitions Team Lead – Dana Walker, Kat Hart
Assessment Team Lead – Sonya Gaither
Cataloging Team Lead – Adam Kubik, Debra Skinner
Fulfillment Team Lead – Viki Timian
OPAC Team Lead - Amy Burger
Chair, GIL Coordinating Committee - Mark Flynn
Presented By: Barry Robinson
Project Teams
Acquisitions/Serials/ERM Implementation Team
Team Lead: Kat Hart, Georgia State University
Paolo Gujilde, Georgia Southern University
Ken Henslee, GALILEO Support Analyst
Tina Holloway, Georgia State University Law
Melissa Johnson, Augusta University
Jessica Lee, Valdosta State University
Agnes Muriuki, Fort Valley State University
Charlie Sicignano / Joe Marciniak, University of West Georgia
Ken Smith, Valdosta State University
Dana Walker, University of Georgia
Presented By: Barry Robinson
Project Teams
Assessment (Reports, BI, Analytics) Implementation Team
Team Lead: Sonya Gaither, Gordon State College
Rod Bustos, Georgia Regents University
Jay Forrest, Georgia Institute of Technology
Debbie Holmes, College of Coastal Georgia
Michael Holt, Valdosta State University
Marty Tanner Hughes, University of Georgia
Jennifer Jones, Georgia State University
Jeff Mortimore, Georgia Southern University
Vicki Parsons, Georgia Gwinnett College
Deborah Prosser/Emily Thornton, University of North Georgia
Robert Quarles, Atlanta Metropolitan State College
Cynthia Ragin, GIL Support Resource
Ken Henslee, GALILEO Support Services
Presented By: Barry Robinson
Project Teams
Cataloging and Metadata Implementation Team
Team Lead: Debra Skinner, Georgia Southern University
Sandra Bandy, Augusta University
Kayla Barrett, Georgia Archives
Qian Cui, Georgia State University Law
Julie Dyles Darken, University of Georgia
Robin Fay, University of North Georgia
Guy Frost, Valdosta State University
Kelly Holt, University of Georgia
Jenifer Marquardt, University of Georgia
Shelley Rogers, University of West Georgia
Sofia Sluskaya, Georgia Institute of Technology
Britni Williams, Albany State University
Susan Wynne, Georgia State University
Sean Purcell, GIL Support Resource
Presented By: Barry Robinson
Project Teams
Fulfillment (Circ, ILL, UB +) Implementation Team
Team Lead: Viki Timian, University of Georgia
Sherrida Crawford, Valdosta State University
Cynthia Fears, Columbus State University
Karen Glover, Georgia Institute of Technology
Denita Hampton, Georgia State University
Amanda McKenzie, East Georgia State College
Caryl Nemajovsk, Darton State College
Fred Smith, Georgia Southern University
Susan Vines, Georgia Highlands College
Wendy Wilmoth, Georgia Piedmont Technical College
Bob Trotter, GIL Support Resource
Presented By: Barry Robinson
Project Teams
GIL OPAC Committee
Team Lead: Amy Burger, Dalton State College
Betty Rogers, Fort Valley State University
Katie Shepard, East Georgia State College
Lee Ann Cline, Dalton State College
Felicia Haywood, Middle Georgia State College
Judith Garrison, Armstrong State University
Jeffrey Mortimore, Georgia Southern University
Kristin Nielsen, University of Georgia
Scott Piepenburg, Valdosta State University
James Scott, Fort Valley State University
John Wilson, Georgia Southwestern State University
Susan Wynne, Georgia State University
Lauren Fancher, GALILEO Support Services
Presented By: Barry Robinson
Project Teams
GIL/GALILEO Support
Team Lead: Sean Purcell
Ben Rigsby
Bob Trotter
Brad Baxter
Chris Fishburn
Cynthia Ragin
Jim Garner
Kevin Cottrell
Mike Thomas
Mike Kanning
Phil Fitzpatrick
Project Teams
Ex Libris Project Team
Adriana Pilecky-Dekajlo, Project Manager
Chen Markfeld, Alma Implementation Consultant
Megan Drake, Alma Implementation Consultant
Svetlana Smirnov, Alma Implementation Consultant
Russell Thompson, Primo Implementation Consultant
James Tapia/Dave Sellers, Infrastructure Consultants
Ex Libris Professional Services Management Team
Melissa Hilbert, VP of Professional Services
Adriana Pilecky-Dekajlo, Director of Project Management
Marina Spivakov, Director of Implementation Services
Leah Bokar, Implementation Manager
Maria Bunevski, Implementation Manager
Wei Dai, Technical & Developmental Services Manager
Connie Braun, Training Services Manager
John Larson, Consulting Services Manager
Presented by: Barry Robinson
Vanguard Thanks
Georgia Southern University
(Leads: David Lowder, Debra Skinner)
University of Georgia
(Leads: Marty Tanner-Hughes, Viki Timian, Dana Walker)
Valdosta State University
(Leads: Sherrida Crawford, Ken Smith)
Project Team Next Steps
Status of Positions Requested – Jason Battles
Project Team/GIL Committee Restructuring – Lucy Harrison
New Position Requests
Reporting Coordinator
Status: GIL is restructuring a support position to assume the
duties of the ‘Reporting Coordinator’ for FY2018 forward. Details
TBD
Presented by: Jason Battles
New Position Requests
Authorities Coordinator
Status: UGA, Valdosta, and Georgia Southern will coordinate
authorities efforts on an interim basis for FY2018 with Guy Frost
(Valdosta) and Shelley Rogers (West GA) on point. This
coordination will be reevaluated to determine ongoing
need. Depending on the result, RACL may be presented with
funding request for FY2019 forward.
New Position Requests
Shared Catalog Coordinator
Status: UGA, Valdosta, and Georgia Southern will coordinate
shared cataloging efforts on an interim basis with Debra Skinner
(Valdosta) and Julie Darken (UGA) on point until a Coordinator is
hired. USG/UGA are partnering to fund the Catalog Coordinator
position with plans to post this summer. After evaluation, RACL
will be presented with funding request for FY2019 forward.
Teams/Committees
GIL Functional Team
Alma Imp Team
Recommendation
Acquisitions / Serials
Acquisitions/Serials/ERM
Merge
Cataloging
Cataloging and Metadata
Merge
Circulation
Fulfillment (Circ, ILL, UB+)
Merge Circ and UB+ with GIL Express
GIL Express
Merge with Circ
Inter-Library Loan
Merge with Circ per RACL
Special Collections
Retain
OPAC/Discovery
Same team as GIL
Already in place
Assessment (Reports, BI, Analytics)
Retain
Teams/Committees
RACL has asked the teams to do the following tasks during the
GUGM 2017 Caucus (the 2:20pm time slot during the
conference):
• All team members to review previous GIL Functional
Team charges and recommend changes as necessary
• Team recommends a chair (and vice-chair) to RACL for
FY2018
• Team determines new members for FY2018 (finalize
before Fall)
Major Known Issues
1. GSU, CCGA physical to electronic (P2E) conversion issues – fix in
process
2. Primo display issues contributed to:
a. Inadequate deduplication rules – team created to address
b. New fields set to display without full understanding of required
parameters or time to test - (examples = 246 titles and 130
uniform titles)
c. Electronic/physical version issues and holdings display issues
for some titles
3. Alma catalog incremental harvesting for EDS
4. Issues with GIL Express migrated items (workaround available/new
GIL Express transactions appear functional)
Post Go-Live Efforts
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Catalog Team Multi-Match remediation – Late Summer 2017
Catalog Team – GPO Import Project – July 2017
Catalog Team ticket system – coming soon
Primo Change Management Process – July 2017
1. Define renorm schedule, document changes
Alma/Primo Premium Sandbox Releases – July 2017
Incorporate GaTech into GIL Express in July
Catalog Team- OCLC Reclamation Late Summer/Fall 2017
Voyager Server Decommissioning – August 31st, 2017
Catalog Team – Marcive Backfile processing – December 2017
Primo New User Interface - TBD
Patron Load Process – Phase 2 - TBD
Peoplesoft Integration (possible) – TBD
Next Steps
1. Ex Libris project support concludes at the end of June
2. Institutional Lead Meetings Monthly – Starting July
1. Committee reports
2. Alma/Primo release note review
3. Known issue updates
3. Committees/Project Teams restructure – By September
4. Implementation Team Meetings Monthly – Starting July
Wrap Up
TO
Congratulations &
Thank You!
Wrap Up
Agenda
Welcome
(9:30am – 9:45am)
Keynote (9:45am – 11:10am)
Break
(11:10am – 11:20am)
Session One
Lunch
(11:20am – 12:15pm)
(12:15pm – 1:15pm)
Session Two
(1:15pm – 2:10pm)
Committee Caucuses (2:20pm – 3:40pm)