Project Charter – Resource Management Team

The project charter for the Resource Management Team was approved on October 30, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The Resource Management Team will be responsible for developing policies and procedures related to resource activities, implementing the related Alma workflows and ensuring that all staff involved with resource management activities are trained.

Project Scope:
The Resource Management Team will gain full understanding of the bibliographic, authority, inventory records and data in the Alma system. The team will establish and document workflows and practices for resource description and management for all formats of materials.

Project Charter – E-Resources Management and Workflow Team

The project charter for the E-Resources Management and Workflow Team was approved on November 14, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The E-Resources Management and Workflow Team will be responsible for reviewing policies and procedures related to e-resources activities, developing and implementing Alma workflows related to e-resources, and ensuring that staff involved with e-resources activities have the necessary knowledge and training.

Project Scope:
The E-Resources Management and Workflow Team will gain full understanding of the functionalities in Alma including license management, harvesting of usage data, coordinating description, and ongoing management of all electronic resources. The team will establish and document new interdepartmental workflows and recommend necessary (organizational) structure changes to maximize efficiencies.

Project Charter – Fulfillment Team

The project charter for the Fulfillment Team was approved on October 11, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The Fulfillment Team will be responsible for reviewing policies and procedures related to fulfillment activities, implementing the related Alma workflows and ensuring that all staff involved with fulfillment activities are trained.

Project Scope:
This team will review the Alma fulfillment documentation to understand Alma workflows for fulfillment tasks. With that understanding, the team will review existing policies and processes and adjust data such as patron categories and loan rules to match Alma’s architecture and workflows. The team will provide the necessary configuration options for fulfillment activities (e.g., “the spreadsheet,”) and will coordinate and provide training to colleagues and student staff.

Project Charter – Alma Steering Committee

The project charter for the Alma Steering Committee was approved on October 1, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:

Leading and coordinating UH’s institutional effort in the implementation process of Alma from Ex Libris, the new library service platform for UH Libraries, the UH Law Library, UH Clear Lake, and UH Downtown.

Project Scope:

The scope of the Steering Committee is to initiate the implementation process, guide efforts of internal decision making, communicate with internal and external stakeholders, establish expectations with internal and external stakeholders, serve as the primary communication channel with Ex Libris, support units through training and change management strategies, ensure successful implementation of Alma, and ensure successful launch of new workflows with Alma.

Project Charter – Bibliographic Data Preparation Team

The project charter for the Bibliographic Data Preparation Team was approved on October 11, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The Bibliographic Data Preparation Team will be responsible for reviewing and modifying data in bibliographic records to ensure a smooth transition of data from Sierra to Alma.

Project Scope:

The Bibliographic Data Preparation Team will review, modify, and remove (where possible) inconsistent Sierra records and codes. This will reduce possible complications during data migration to Alma by reducing the amount of data migrated, as well as removing problem records that are not needed or desirable. It may also simplify data mapping for the implementation team.

Alma Basics Overview Video

Ex Libris has recorded a one-hour overview of the Alma Library Services Platform. Times are listed below if you would like to skip to a specific section.

  • 2:30 (Start here – first 2.5 minutes is sales/marketing content)
  • 4:41 (Actual demo begins)
  • 14:45-20:34 (Acquisitions, example used is ordering an e-resource)
  • 20:34-29:53 (Resource Management, aka “Cataloging”)
  • 29:53-35:41 (Fulfillment, aka “Circulation”)
  • 35:41 – 46:56 (Analytics)
  • 46:56 – End (Q&A)

Virtual Conference Featuring Alma Sessions

UH Libraries has registered for the Ex Libris Southcentral Users Group (ELSUG) virtual conference on November 15, 2018. Sessions focusing on Alma implementation will be offered during the conference. View list of sessions

Those seeking information on Alma implementation, and how other institutions are using Alma, are encouraged to attend the virtual conference, viewable in MD Anderson Library 106-R. Feel free to attend sessions of interest.

Alma Implementation Steering Committee

Posted on behalf of Dean German:

Dear Colleagues,

I’m pleased to announce the members of the Alma Implementation Steering Committee:

  • Nora Dethloff
  • Christina Gola
  • Richard Guajardo
  • Lee Hilyer
  • John Lehner (chair)
  • Rob Spragg
  • Annie Wu

This group will be coordinating our institutional effort in the implementation of Alma from Ex Libris, the new library service platform for UH Libraries, the UH Law Library, UHCL, and UHD. As you may know, approximately 95% of the resources we provide to our community are electronic. Alma will replace Sierra, Serials Solutions and other systems we currently use to manage e-resources. By moving to Alma, we will significantly reduce the complexity of our resource management system, establishing one integrated platform with streamlined workflow efficiency and user-friendly features, benefiting both internal administrators and end users.

Over the next year, several cross-departmental work teams will be deployed as we make the transition to Alma. Rest assured that many of you will have the opportunity to lend your expertise along the way, and will play an integral part in the Alma implementation. We cannot do this without you. You’ll be excited to know that Alma will allow all of us to work smarter, not harder.

We are finalizing the contract and will be starting work soon. We will be posting progress updates online at the Alma blog, sites.lib.uh.edu/alma/; please bookmark this site, as it will be our primary location for Alma news relevant to UH Libraries, Law, UHCL, and UHD.  A comprehensive Frequently Asked Questions (FAQ) section will also be populated here in the coming months as we learn more about all of the incredible features that Alma offers. We will also post updates and documentation to an internal Alma intranet site applicable to UH Libraries staff.

I am very excited about the move to Alma and the opportunities it affords for an agile resource management system.

Lisa German
Dean of University Libraries and Elizabeth D. Rockwell Chair
University of Houston Libraries
4333 University Dr.
Houston TX 77204-2000
Ph. 713-743-9795
Lagerman@central.uh.edu