Alma in Wonderland: How We Learned to Stop Pushing Paper and Live a Paperless World
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In December 2015, Emory University's eight libraries migrated from Ex Libris’ Aleph ILS system to Alma to manage their library collections, patrons, and processes. The need for integration between eight libraries, including remote sites, necessitated new workflows for handling of materials across libraries, as well as the adaptation of previous day-to-day processes to align with Alma’s functionality. Two major changes affecting circulation and stacks staff were third party workarounds for printing, which we did not adopt, and the analytics module’s 24 hour delay. Due to these truncated features, we've reinvented our workflows to incorporate Alma’s built-in logical and itemized data sets and user account information, our own homegrown forms, and especially Excel manipulation (including macros and Pivot Tables for faceting results). Staff have achieved a more intuitive and streamlined working environment for bookings, reserves, holds, and patron accounts. We will share these new practices and answer any post-migration workflow questions.