Shaping the Future Together

Information


We invite you to attend the 16th annual GIL Users Group Meeting, on Thursday, May 19, 2016 at Middle Georgia State College, Macon Campus (100 University Parkway., Macon, GA 31206). The opening session will be held in Room 211 (banquet hall) of the Professional Sciences Building.

GALILEO Interconnected Libraries, or GIL, is an extension of the GALILEO initiative funded by the Governor and the General Assembly of the state of Georgia to enhance and expand educational opportunities for the citizens of Georgia. The successes that GALILEO has had in leveling the information access opportunities for the citizens of Georgia are being extended to University System’s Libraries through GIL by providing students, faculty and staff expanded access to the information resources of the University System’s Libraries.

The GIL Users Group Meeting (GUGM) provides the opportunity for institutions using the Voyager ILS to gather and exchange information with their peers. This year, GUGM will be the kickoff for Alma / PRIMO OPAC Project Implementation. The 2016 theme, Shaping the Future Together, recognizes GIL users’ dedication to excellence and the ability to creatively solve problems using flexibility, resourcefulness, and cooperation. The GIL Users Group Meeting encourages the USG community to come together to share unique approaches to working in a collaborative and continually changing environment especially as it pertains to the upcoming Alma implementation.

GUGM’s agenda will be available before registration opens. You do not have to be a University System of Georgia (USG) library or a Voyager user to attend. Other libraries interested in attending are welcome.

NOTE: In order to focus on the migration to Alma and provide an Alma Implementation Kickoff for all of USG, the GUGM Planning Committee will not issue a Call for Proposals for GUGM 2016. Instead, conference sessions will be led by members of the various Alma Implementation teams, Vanguard Institutions, ExLibris, and GIL Support. A tentative agenda will be posted shortly.

Sponsors:

Date and Location

May 19, 2016
Middle Georgia State University, Macon Campus
100 University Parkway., Macon, GA 31206

Registration

GUGM registration will be open through
May 13

Register Now

If paying by check please download the paper form to register

Related Information

Schedule/Agenda


Time Slot Title Presenter/Co-Presenter(s)
8:30 - 9:30am Registration
9:30 - 9:40am Welcome
9:40-11:30 (Alma / PRIMO OPAC Project Implementation Kickoff)
  • View Slides
  • Project Overview, Scope, and Governance
  • USG Project Team Introductions and Roles
  • Ex Libris Introductions and Roles
  • Vanguard Timeline
On the Happy Path to an Alma Future Kenneth Smith, David Lowder, Viki Timian, Dana Walker, Sherrida Crawford, Deborah Skinner
  • General Institution Timeline
  • General Training for Institutional Leads
  • Voyager Data Cleanup Next Steps and Important Dates
  • Voyager to Alma Data Migration Next Steps and Important Dates
  • Alma Configuration Next Steps and Important Dates
  • Primo
  • Project Information/Tools
11:30-11:45 Break
11:45-12:30 (Session 1)
1a. Data Cleanup/Migration/P2E Hammering square pegs into round holes: preparing for Alma migration Marty Tanner Hughes, Kelly Holt, Bob Trotter
1b. Project Q&A Barry Robinson
1c. GIL Support Sean Purcell
1d. GaTech and Emory Panel Doug Goans, Stella Richardson, Karen Glover, Amy Boucher, Ceray Doss-Williams, Alex Cooper
1e. Alma Overview Part 1 Ex Libris
12:30-1:25 Lunch
1:25-2:10 (Session 2)
2a. Catalog Best Practices & Catalog Project Team Update Guy Frost and Adam Kubik
2b. Acquisitions, ERM, Link Resolver, P2E Don’t Panic (Yet)! Dana Walker, Bob Trotter, Lauren Fancher, Ken Henslee, Kat Hart
2c. Fulfilling the Future with Alma Viki Timian, Mary Poland
2d. Assessment/Reporting Alma Assessment/Reporting Analytics: To Do or Not To Do?!? Sonya Gaither
2e. Alma Overview Part 2 Ex Libris
2f. GIL OPAC / Primo OPAC & EDS Discovery Intro to the Primo OPAC Amy Burger
2:10-2:30 Break
2:30-3:00 (Committee Discussion sessions)
3a. GIL Cataloging Committee
3b. GIL Acquisitionals/Serials Committee
3c. GIL Circulation & GIL Express Committees
3d. Special Collections Committee
3e. Inter-Library Loan Committee
3f. GIL OPAC/Discovery Committee

On the Happy Path to an Alma Future

In software or information modeling, the ‘happy path’  is the normal course of work activity if everything going as anticipated.   While Alma’s system architecture is cloud-based; Alma’s agile development strategy is grounded in typical library practices and workflows.  Alma implementation challenges are centered around unifying and simplifying library policies, or in Alma speak, configuration files.  Come and learn how the Vanguards stopped thinking about Voyager legacy workflows and started  thinking afresh in the design of new Alma workflows and work orders.  Migrated data validation tips will be shared as well as progress towards basic functionality testing, and the design of new workflow scenarios.

Presentation Files
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Hammering square pegs into round holes: preparing for Alma migration

The session will be an overview of UGA’s approach to data clean-up for Alma migration. We’ll touch on our process, priorities, and results, and include advice for dealing with the migration and configuration forms and the P2E file. We’ll describe lessons learned from the first test load of data into Alma and have time for your questions.

Presentation Files
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1b. Project Q&A

This session will highlight the overarching project management methodology being used to implement Alma and Primo (OPAC) across the University System of Georgia.  This will be an interactive format with discussion regarding communication, documentation, training, and any questions our audience might have!

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1c. GIL Support

This session will include a brief overview of the various services GIL provides, with emphasis on the various ways you can get help from GIL regarding these services. This session is recommended for new library employees and GUGM first-timers. A large portion of the session time will be set aside for Q&A.

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1d. GaTech and Emory Panel

Highlights of the Georgia Tech and Emory Alma Implementation processes

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1e. Alma Overview Part 1

Join us for an overview of Alma focused on the benefits of a unified system for handling print and electronic resources. In this session, the first of two, we will cover acquisitions and resource management functions, including handling purchase order lines, licenses, and basic cataloging and electronic resource management workflows. This session is ideal if you are entirely new to Alma or would like a brief refresher course before starting the migration process.

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2a. Catalog Best Practices & Catalog Project Team

The team leads for both the GIL Cataloging Best Practices team as well as the Alma Cataloging Implementation team will briefly share their thoughts about the impacts that Alma implementation will have on cataloging practices in the USG. We will discuss the plans and activities of the teams, as well as what we have learned from the three vanguard institutions who have already begun to test their data and workflows in Alma. We also hope to provide an opportunity for questions and feedback from members of the USG community both on the role of the teams in the wider project, and on how they can most effectively manage the transition process.

Presentation Files
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2b. Acquisitions, ERM, Link Resolver, P2E

Is thinking about your upcoming ALMA migration keeping you up at night? Join us for a discussion of migration and configuration options and data clean up activiites. We also hope to share some results of data checking and workflow testing from our initial ALMA pre-production environment.

Presentation Files
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2c. Fulfillment Best Practice, Fulfillment Project Team, UB

Discussion of current understanding of the functionality of Alma as it relates to Circulation, Reserves, Document Delivery and Interlibrary Loan.  Will include what the Fulfillment Team has been doing, GIL Express best practices survey results, recommended changes to GIL Express, resources available and a general timeline. 

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2d. Assessment/Reporting

Using data collected from the Alma Institutional Leads, the Assessment Team will provide an overview of current assessment and reporting practices using Voyager which includes Access reports, WebReports and VRS Reports. This data will be used to recommend which practices may be continued, discontinued, or created using Alma Analytics. This will also be the time to discuss the possibilities of Alma Analytics and how the team will move forward during the implementation process.

Presentation Files
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2e. Alma Overview Part 2

Join us for an overview of Alma focused on the benefits of a unified system for handling print and electronic resources. In this session, the second of two, we will cover analytics and fulfillment functions, including working with canned and custom reports, everyday circulation transactions, and consortial borrowing and lending functionality. This session is ideal if you are entirely new to Alma or would like a brief refresher course before starting the migration process.

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2f. GIL OPAC / Primo OPAC & EDS Discovery

In this session, the new OPAC interface powered by ExLibris Primo will be demonstrated. The functionality and features of the new software, and the changes from GIL-Find, as well as the integration between the Alma backend and Primo frontend will be discussed.

Presentation Files
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Committee Discussion Sessions (GIL A38:B44 Committees, 40 min sessions)

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