June 2025 Updates
LSP Migration LibGuide / Dashboard
It’s time! All data has been accepted and as of Wednesday, June 25 we are live. Extensive clean-up will be necessary and there will be learning curve as we adjust to the new system but we are identified issues and finding solutions.
Don’t forget to check the LSP Migration Dashboard for all things LSP. On the LIB CJL – LSP Migration Team, a local LSP Migration To Do List has been tracking our progress.
Key Deadlines and Updates:
- Go Live with Alma and Primo: Wednesday, June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): Friday, June 27, 2025
- If you’re looking for more specifics about the migration, minutes from the LSP Migration Task Force meetings are available here in the LIB CJL – LSP Migration Team.
- Important Q&A Update- For efficiency and tracking, please address all questions to Emily Bayma-Santos, our new Chair and OhioLINK LSP Co-Lead. The dashboard question tool has been disabled to support this change.
Training
- Fulfillment: Brilliance in the Basics- Training for student employees on fulfillment has been created. This initial training will be hands on training for fundamental knowledge of fulfillment.
- OhioLINK OMG Too Busy Summit 2025 - Registration has been added for another summer event. See below or visit OhioLINK for more details.
- LSP Micro-Learning Recordings are also available on OhioLINK here.
- You can stay up to date on the latest training in the LSP Training Channel. We highly recommend reviewing the Glossaries and Terms resources as you navigate the training phases.
Important links
April/May 2025 Updates
LSP Migration LibGuide / Dashboard
Don’t forget to check the LSP Migration Dashboard for all things LSP. On the LIB CJL – LSP Migration Team, a local LSP Migration To Do List has been added, so you can track our progress. This is updated weekly.
Key Deadlines and Updates:
- Requests for OhioLINK or SearchOhio resource sharing frozen- May 23, 2025 (inter-OhioLINK borrowing will not be available again until go live)
- Sierra Fulfillment Freeze- June 10, 2025 at 5 pm (you need to be completely out of Sierra and Summon on this day - this includes for circulation)
- Go Live with Alma and Primo: June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): June 25, 2025
- If you’re looking for more specifics about the migration, minutes from the LSP Migration Task Force meetings are available here in the LIB CJL – LSP Migration Team
- Access to the Alma production environment has been disabled until Go Live on June 25. In the meantime you can continue to work in the sandbox, accessible via the LSP Migration Team or here using the logins available here.
- Please continue to use the Q&A form on the LSP Migration (see link below) as more questions arise. New questions and their answers will be added to the shared spreadsheet.
Training
Communication
- UC Libraries’ Communication office is creating regular central communications for LiBlog, Bearcats Landing and the website. The most recent one sent in April was announcing the May 23 OhioLINK borrowing/renewing freeze. The next one will give a sneak peak of the discovery layer, discuss permalinks, and remind about OhioLINK borrowing. The public LSP webpage and FAQ is updated frequently and can be linked to in all communications. The external communication plan is available on the LSP Migration Team along with sample communication and the most recent communication.
- With the LSP Upgrade drawing near, pop-up messages have been added to the Libraries homepage as well as to the UCLID catalog search page. These both link to the LSP external web page, which includes the latest updates, key dates and service interruptions.
OhioLINK Summer Events
- July 8, 3-4PM – Primo Bingo! Erik Ziedses des Plantes at University of Dayton will lead this post-go-live activity as an enjoyable refresher on Primo tasks, features, and other tricks. This “getting to know you” activity premiered at UD this past spring. The prize? Fun times with your colleagues and increased knowledge of this new tool! More info to come!
- July 16, 11AM – 12PM – Beyond Go Live: FLVC librarians share their post-go-live experiences. Join three librarians from a range of library types for a Schwing-moderated panel discussion about their post-go live experiences. FLVC, a statewide 150 multi-type academic library consortia, migrated to Alma in 2021. Register here.
- July TBD – Let’s talk Leganto. Beau Case, Dean of Libraries at University of Central Florida (and former Dean of Libraries at University of Toledo) and Matt Shaw, Dean of University Libraries at University of Dayton (former of Dean of Libraries at Ball State), will talk about their experiences with Leganto. Leganto is a resource list management system for creating, fulfilling, and viewing course reading lists for instructors, librarians, and students and is included in OhioLINK’s consortial Alma/Primo package. Beau shared that using Leganto saved UCF students $7M+ to date this academic year.
Important links
February/March 2025 Updates
LSP Migration LibGuide / Dashboard
Don’t forget to check the LSP Migration Dashboard for all things LSP. On the LIB CJL – LSP Migration Team, a local LSP Migration To Do List has been added, so you can track our progress. This is updated weekly.
Cutover
The cutover to Alma is the process by which the following occur:
- Libraries cease using the current library management systems.
- Data is migrated a final time and moved to the Alma cloud.
- A full publishing/refresh of Primo/Primo Central is performed based on the production data from Alma.
- Libraries begins working productively in Alma.
Some key deadlines that everyone should note:
SWORD Freeze February 28, 2025. This deadline has passed- Technical Services Freeze March 28, 2025 DEADLINE THIS FRIDAY
- Technical services freeze is the period during which libraries cease any updates to their catalog/inventory, electronic resources, and acquisitions and course data to ensure that all data is fully migrated to Alma. Once work ceases in these areas, the cutover officially begins.
- Go Live with Alma and Primo: June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): June 25, 2025
Training
- Over the last two months, OhioLINK offered “Go Live Checklist Walk Through” Lunch & Learns on various topics. Recordings of the webinars may be found here.
- Also at OhioLINK, you can find LSP Micro-Learning videos on a variety of topics.
- The On-site Train the Trainer sessions at the University of Dayton are complete. We are now working on follow ups with the relevant staff.
- You can stay up to date on the latest training in the LSP Training Channel. We highly recommend reviewing the Glossaries and Terms resources as you navigate the training phases.
Rapido
- The resource sharing / ILL team has taken part significant training this month and is finalizing their go live checklist.
Communication
- All the questions that have been received thus far via the Q&A form on the LSP Migration Team have been answered and posted (see link below). Please continue to use this tool as more questions arise. New questions and their answers will be added to the shared spreadsheet.
- Weekly updates of the migration are now available on the LIB CJL – LSP Migration Team (linked below).
Important links
January 2025 Updates
LSP Migration LibGuide / Dashboard
Don’t forget to check the LSP Migration Dashboard for all things LSP. Just this month, you can check out more new migration committee team members and a link to the external communications website.
Cutover
The cutover to Alma is the process by which the following occur:
- Libraries cease using the current library management systems.
- Data is migrated a final time and moved to the Alma cloud.
- A full publishing/refresh of Primo/Primo Central is performed based on the production data from Alma.
- Libraries begins working productively in Alma.
Some key deadlines that everyone should note:
- SWORD Freeze February 28, 2025. No shipments to SWORD after this date. Reach out to John Stork if you have questions.
- Technical Services Freeze March 28, 2025
- Technical services freeze is the period during which libraries cease any updates to their catalog/inventory, electronic resources, and acquisitions and course data to ensure that all data is fully migrated to Alma. Once work ceases in these areas, the cutover officially begins.
- This means that all FY2024-2025 acquisition recommendations must be completed in late February / early March to allow for processing.
- Go Live with Alma and Primo: June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): June 27, 2025
Training
- OhioLINK began offering “Go Live Checklist Walk Through” Lunch & Learns on various topics this month. These will continue into the spring. See here for more details.
- On-Site Train the Trainer at University of Dayton- The Southern Ohio regional Ex Libris Train the Trainer is Feb. 2 & 3. All attendees have been confirmed. More information about the training can be found here.
- Training Plans- The LSP Master Training Plan is now complete and posted in the LSP Team here.
- You can stay up to date on the latest training in the LSP Training Channel. We highly recommend reviewing the Glossaries and Terms resources as you navigate the training phases.
Communication
- The LSP website has been updated with information about the migration and shared externally including on LiBlog, Bearcats Landing, list servs and upcoming in the Provost Newsletter. The communication documents are available on the LSP Migration team here for your perusal and use.
- All the questions that have been received thus far via the Q&A form on the LSP Migration Team have been answered and posted (see link below). Please continue to use this tool as more questions arise. New questions and their answers will be added to the shared spreadsheet.
Important links
December 2024 Updates
LSP Migration LibGuide / Dashboard
Don’t forget to check the LSP Migration Dashboard for all things LSP. Just this month, you can check out new migration committee team members, instructions for enrolling in Alma/Primo Certification, and new Cataloging & Resource Management page.
Cutover
The cutover to Alma is the process by which the following occur:
- Libraries cease using the current library management systems.
- Data is migrated a final time and moved to the Alma cloud.
- A full publishing/refresh of Primo/Primo Central is performed based on the production data from Alma.
- Libraries begins working productively in Alma.
While the UCL LSP migration committee, OhioLINK working group members, and functional working groups are working on a myriad of details to ensure a successful cutover process, OhioLINK announced some key deadlines last week, that everyone should note:
- SWORD Freeze February 28, 2025. No shipments to SWORD after this date. Reach out to John Stork if you have questions.
- Technical Services Freeze March 28, 2025
- Technical services freeze is the period during which libraries cease any updates to their catalog/inventory, electronic resources, and acquisitions and course data to ensure that all data is fully migrated to Alma. Once work ceases in these areas, the cutover officially begins.
- This means that all FY2024-2025 acquisition recommendations must be completed in late February / early March to allow for processing. The team is coordinating with the Business Office, Research & Instruction, and Collections teams on planning…more details will follow.
- Go Live with Alma and Primo: June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): June 27, 2025
Training
- Fulfillment “Show and Tell”: Ben Kline will be hosting an informal training session on December 12 @ 10 am on Teams for anyone interested in learning the basics about fulfillment in Alma/Primo. If you would like more information or to attend, please reach out to Ben directly.
- OhioLINK will be offering Lunch & Learns on Migration Checklists in January 2025. More details to follow.
- Southern Ohio regional Ex Libris Train the Trainer is planned for Feb. 2 & 3. We will develop a local rollout plan once more information is available.
- You can stay up to date on the latest training in the LSP Training Channel. We highly recommend reviewing the Glossaries and Terms resources as you navigate the training phases.
- Instructions for enrolling in Alma/Primo Certification are available on the dashboard.
Communication
- Jenny Mackiewicz is developing an internal communications plan. An update will be shared at the December all staff meeting.
- All the questions that have been received thus far via the Q&A form on the LSP Migration Team have been answered and posted (see link below). Please continue to use this tool as more questions arise. New questions and their answers will be added to the shared spreadsheet and communicated to the organization on a weekly basis starting the first of the year.
Important links
November Migration Communication
Cutover
The cutover to Alma is the process by which the following occur:
- Libraries cease using the current library management systems.
- Data is migrated a final time and moved to the Alma cloud.
- A full publishing/refresh of Primo/Primo Central is performed based on the production data from Alma.
- Libraries begins working productively in Alma.
While the UCL LSP migration committee, OhioLINK working group members, and functional working groups are working on a myriad of details to ensure a successful cutover process, OhioLINK announced some key deadlines last week, that everyone should note:
- Technical Services Freeze March 28, 2025
- Technical services freeze is the period during which libraries cease any updates to their catalog/inventory, electronic resources, and acquisitions and course data to ensure that all data is fully migrated to Alma. Once work ceases in these areas, the cutover officially begins.
- This means that all FY2024-2025 acquisition recommendations must be completed in late February / early March to allow for processing. The team is coordinating with the Business Office, Research & Instruction, and Collections teams on planning…more details will follow.
- Go Live with Alma and Primo: June 25, 2025
- Go Live with Rapido (replaces OhioLINK requesting): June 27, 2025
Training
ExLibris and OhioLINK will provide on-site training throughout Ohio mid-late February. While specific dates and locations have yet to be announced, training is expected to start in the southern part of the state and move northward. One day will focus on technical services, and another will concentrate on fulfillment. Due to space limitations, a train-the-trainer model will be implemented, allowing trainers to roll out the modules to their libraries. We will develop a local rollout plan once more information is available.
You can stay up to date on the latest training in the LSP Training Channel and on the OhioLINK Training Resources page. We highly recommend reviewing the Glossaries and Terms resources as you navigate the training phases.
Communication
Melissa Norris is kicking off the communications component of the migration this month. Here are some updates:
- OhioLINK is sharing communication samples, templates and plans on their extranet. Melissa will contribute to this effort as it will be especially of help to those libraries without communication professionals.
- Communication to the campus community outside of libraries will begin in the spring. In the meantime, Melissa is adding an update to the News & Events page so that library staff have a reference and something to share if needed. Library users will also find the statement if they come to the News & Events page.
- Melissa will develop the UCL LSP Migration Communication Plan and timeline for the migration team to review before winter break.
Alma/Primo Certification
Congratulations and thanks to Aja Bettencourt-McCarthy (Primo) and Susan Banoun (Alma) who are the first UC Libraries team members to complete the certification process!
Jéanne Brooks briefed the Leadership Council on certification on Oct. 29 and the Implementation Team will be working on a rollout plan.
Questions?
If you are wondering who the LSP migration team member for your area is or if you have any questions, be sure to bookmark the Migration LibGuide, which contains all of that information and much more!
October 2024 Update
- New UC OhioLINK LSP Co-Lead: Please welcome Associate Dean of Operations and User Services, Jeanne Brooks, as the new UC OhioLINK LSP Co-Lead!
- Primo VE – Discovery and Delivery: ExLibris, earlier this afternoon, debuted their new take on Primo VE, taglined Discovery & Delivery. The service would, similar to Summon, parse resources presented in search results based on user needs/filters/facets.
- Live Production Environments: In addition to receiving our live Alma production environments last week, we will be receiving our Primo (discovery layer) live production environment soon. More to come later this month on how others will be able to access the live environments and assist the migration team in reviewing roles and data.
- UC Go Live Dates Coming Soon: While we do not have an exact date for going live next summer, we do know OhioLINK libraries will be going in a series of 6 waves. UC Libraries will go live in the 6th wave. We should have an exact date by late October.
- Continued LSP Training: Please remember to stay up to date on the latest training in the LSP Training Channel and on the OhioLINK Training Resources page. We highly recommend reviewing and referencing the Glossaries and Terms resources as you work through the training phases.
Please read the updates/reminders posted in the Migration Teams space for all the latest news. We encourage everyone to use the link to Ask a Question (see Answers) if you have or would like feedback for the UC LSP Migration Team.
September 2024 Update
Timeline & build phase • Status • Training • Self-paced • Local + Group; Ex Libris training in winter • Access Services/Fulfillment; 2nd half of fall semester • Production environment • Testing + Configuration • Stakeholder communications • OhioLINK Templates • Task force working with Melissa Norris
Refer to video and transcript for specifics.
August 2024 Update
View the PDF notes here.
May 2024 Update
View the presentation here.
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