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Migration to Alma/Primo: A Case Study of Central Washington University
Chinese Librarianship an International Electronic Journal (CLEIJ) (2015)
  • Ping Fu, Central Washington University
  • Julie Carmen
TThis paper describes how Central Washington University Libraries (CWUL) interacted and collaborated with the Orbis Cascade Alliance (OCA) Shared Integrated Library System's (SILS) Implementation Team and Ex Libris to process systems and data migration from Innovative Interfaces Inc's Millennium integrated library system to Alma/Primo, Ex Libris’ next-generation library management solution and discovery and delivery solution.  A chronological review method was used for this case study to provide an overall picture of key migration events, tasks, and implementation efforts, including pre-migration cleanup, migration forms, integration with external systems, testing, cutover, post-migration cleanup, and reporting and fixing outstanding issues. A three-phase migration model was studied and a questionnaire was designed to collect data from functional leads to determine staff time spent on the migration tasks.  Staff time spent on each phase was analyzed and quantitated, with some top essential elements for the success of the migration identified through the case review and data analysis.  An analysis of the Ex Libris’ Salesforce cases created during the migration and post-migration was conducted to be used for identifying roles of key librarians and staff functional leads during the migration.
  • Shared Integrated Library System,
  • Data Migration,
  • Library Management System,
  • Case Study
Publication Date
Fall December 1, 2015
Publisher Statement
Chinese Librarianship: an International Electronic Journal
CLIEJ is a peer-reviewed open access e-journal. It focuses on both the
practical and the theoretical aspects of the Chinese librarianship. It publishes research findings, theoretical explorations, and case studies by librarians, information scientists, library school faculty and students of Chinese heritage, as well as by librarians and information professionals of other nationalities on issues related to serving patrons with Chinese materials. It also reports any major development of the Chinese librarianship around  the world.
CLIEJ is published exclusively on the Internet by the Internet Chinese Librarians Club
Citation Information
Ping Fu and Julie Carmen. "Migration to Alma/Primo: A Case Study of Central Washington University" Chinese Librarianship an International Electronic Journal (CLEIJ) Vol. Open Access Iss. 40 (2015) p. 1 - 14 ISSN: 1089-4667
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Creative Commons license
Creative Commons License
This work is licensed under a Creative Commons CC_BY-SA International License.