Georgia Tech and Emory
Highlights From our Alma
Implementations
GUGM May 19, 2016 – Macon Ga
Gugm panel-2016
Our Story
• Background
– LSC services agreement
– MOU between the presidents
– decisions on policies and procedures
• Partnership– collaboration drove timeline
– Number of volumes we are putting into the LSC that will be
shared between the two institutions
• Timeline
– Alma at GT (6 months)
– Alma at Emory (2 years)
• Integrate two institutions and LSC
Gugm panel-2016
How We Did It
• People and Working Groups
• Working with ExL (separate and together)
– Topology Design with ExLibris
– Pre-Implementation / Implementation / Cutover
• MOUs
• Project Management Approach
• Tools (Box, Vidyo, etc)
• Integrations with WBM, Aeon, ILLiad??
Integrations
How We Did It
MOU
How We Did It
Working
Groups
How We Did It
…and of
course
together.
Separately
How We Did It
Project
Management
• PM Assignment
• Charter
• Resource
Commitments
Project
Initiation
• Budget
• Detailed Schedule
• Go/No‐Go Decision
• Scope Statement
Project
Planning • Change Request(s)
• Track Risks
• Manage Issues
• Go‐Live
Project
Execution
• Acceptance
• Closing Approval
Document
• Resources Released
Project
Closeout
Challenges
• Public / Private
• Decentralized / Centralized
• Budget for additional resources
• Buy-in / Support from Leadership
(priorities)
• Communications
• Resource Sharing and Fulfillment
Success and Data Points
• Both institutions implemented on schedule
• Integration with WMB ICS
• Accession, Ingest, and Request of
Materials
• [Data Points – number volumes etc.]
Integrations
S
• At Emory we identified 61 integrations
prior to migration activities
• Integration with WMB ICS
• Accession, Ingest, and Request of
Materials
• [Data Points – number volumes etc.]
Next Steps
• Where we are as of May 2016
– Resource Sharing Testing and Go-Live
– Sustaining the partnership
• Future plans
– Fulfillment Network Q4 2016
– Kudos to ExLibris for extra work to setup
resource sharing and for the fulfillment
network coming
Questions?
Thank You
Georgia Tech
• Doug Goans
doug.goans@library.gatech.
edu
• Stella Richardson
stella.richardson@library.ga
tech.edu
• Karen Glover
karen.glover@library.gatech
.edu
Emory
• Ceray Doss-Williams
ceraydosswilliams@emor
y.edu
• Amy Boucher
aebouch@emory.edu
• Alex Cooper
alexander.cooper@emory
.edu
Gugm panel-2016
Gugm panel-2016
Gugm panel-2016
Gugm panel-2016
Gugm panel-2016
Gugm panel-2016
Outline
•why a shared repository - a shared collection?
•profile of the partners
•initial planning for the LSC - Library Service CenterContext
•formal project management
•development of policies and agreements
•collections preparation
How, what
and who
•Shared collection
•On-site services: Delivery, ILL, Reading Room,
Conference Rms.
•Facilitating discovery between collections and at LSC
Services
Why a shared repository? Context
Profile of Tech and Emory
private v. public
engineering and sciences v. liberal
arts & medicine
students
faculty
funding sources
Common areas of interest
Neurosciences
Biomedicine
Why a shared repository?
Divergent motivations
Emory: critical need for space
for print storage
•at Emory collections were growing
5,000 LF a year (for the campus
•Continued growth of special
collections
GT: Need for a better facility
•Need for a better conditioned
facility
•Re-imagining the library
Initial planning for a shared repository
Formal planning process
started - fall 2012
•plan to build a Harvard style facility
•selection of a site - importance of a
site that was between Emory and GT
Selection of an architect
•selection of KSS - fall of 2013
•plan for 4 modules: each holding
3.75M volumes

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Gugm panel-2016

  • 1. Georgia Tech and Emory Highlights From our Alma Implementations GUGM May 19, 2016 – Macon Ga
  • 3. Our Story • Background – LSC services agreement – MOU between the presidents – decisions on policies and procedures • Partnership– collaboration drove timeline – Number of volumes we are putting into the LSC that will be shared between the two institutions • Timeline – Alma at GT (6 months) – Alma at Emory (2 years) • Integrate two institutions and LSC
  • 5. How We Did It • People and Working Groups • Working with ExL (separate and together) – Topology Design with ExLibris – Pre-Implementation / Implementation / Cutover • MOUs • Project Management Approach • Tools (Box, Vidyo, etc) • Integrations with WBM, Aeon, ILLiad??
  • 7. How We Did It MOU
  • 8. How We Did It Working Groups
  • 9. How We Did It …and of course together. Separately
  • 10. How We Did It Project Management • PM Assignment • Charter • Resource Commitments Project Initiation • Budget • Detailed Schedule • Go/No‐Go Decision • Scope Statement Project Planning • Change Request(s) • Track Risks • Manage Issues • Go‐Live Project Execution • Acceptance • Closing Approval Document • Resources Released Project Closeout
  • 11. Challenges • Public / Private • Decentralized / Centralized • Budget for additional resources • Buy-in / Support from Leadership (priorities) • Communications • Resource Sharing and Fulfillment
  • 12. Success and Data Points • Both institutions implemented on schedule • Integration with WMB ICS • Accession, Ingest, and Request of Materials • [Data Points – number volumes etc.]
  • 14. S • At Emory we identified 61 integrations prior to migration activities • Integration with WMB ICS • Accession, Ingest, and Request of Materials • [Data Points – number volumes etc.]
  • 15. Next Steps • Where we are as of May 2016 – Resource Sharing Testing and Go-Live – Sustaining the partnership • Future plans – Fulfillment Network Q4 2016 – Kudos to ExLibris for extra work to setup resource sharing and for the fulfillment network coming
  • 17. Thank You Georgia Tech • Doug Goans doug.goans@library.gatech. edu • Stella Richardson stella.richardson@library.ga tech.edu • Karen Glover karen.glover@library.gatech .edu Emory • Ceray Doss-Williams ceraydosswilliams@emor y.edu • Amy Boucher aebouch@emory.edu • Alex Cooper alexander.cooper@emory .edu
  • 24. Outline •why a shared repository - a shared collection? •profile of the partners •initial planning for the LSC - Library Service CenterContext •formal project management •development of policies and agreements •collections preparation How, what and who •Shared collection •On-site services: Delivery, ILL, Reading Room, Conference Rms. •Facilitating discovery between collections and at LSC Services
  • 25. Why a shared repository? Context Profile of Tech and Emory private v. public engineering and sciences v. liberal arts & medicine students faculty funding sources Common areas of interest Neurosciences Biomedicine
  • 26. Why a shared repository? Divergent motivations Emory: critical need for space for print storage •at Emory collections were growing 5,000 LF a year (for the campus •Continued growth of special collections GT: Need for a better facility •Need for a better conditioned facility •Re-imagining the library
  • 27. Initial planning for a shared repository Formal planning process started - fall 2012 •plan to build a Harvard style facility •selection of a site - importance of a site that was between Emory and GT Selection of an architect •selection of KSS - fall of 2013 •plan for 4 modules: each holding 3.75M volumes