Document Type


Department or Administrative Unit


Publication Date

Summer 8-31-2015


This 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.


This article was originally published in Chinese Librarianship: an International Electronic Journal. The full-text article from the publisher can be found here.


Chinese Librarianship: an International Electronic Journal


© the author(s), 2015.