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Organizational change of ERM IGeLU Budapest 02092015 Gijs Noels Business Consultant Plan Context Who are we LIBIS Challenges Why did we became development partner ID: 257142

library change erm alma change library alma erm metalib case organizational libis sfx approach partner development challenges digitool management

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Slide1

Alma: Organizational change of ERM

IGeLUBudapest – 02.09.2015

Gijs Noels

Business Consultant Slide2

Plan?Context:

Who are we: LIBIS?Challenges? Why

did we became

development

partner

for Alma?Our approach? Usecase ERMAfter STP?

2Slide3

L

euven I

ntegrated (

B

)Library and

Information S

ystem

Part of

KU Leuven responsible for central library automationGoverned by a management boardSince early 70’sService offer for external organisationsBuy as a consortium19 qualified persons+ experts of library, archives, museums and ICTPartnership with Ex Libris

3Slide4

A library network

Since 1977

GoalsOptimization of services

Offer new advanced applications to enhance services

Improve quality of information

Different types of libraries32 institutions - 85 librariesca 6 000 000 recordsca 6 700 000 items

Collaboration!!Slide5

Library

Print

Management

layer

Repository

layer

Public

layer

Discovery

and

Delivery

Electronic

Linking

Digital

Print

Electronic

Digital

Aleph

SFX

MetaLib

Verde

DigiTool

DigiTool

/

Rosetta

Unified

Resource

Discovery

and

Delivery

5

Aleph

Aleph

MetaLib

SFX

MetaLib

Verde

DigiTool

DigiTool

SFX

bX

RosettaSlide6

Library

Print

Management

layer

Repository

layer

Public

layer

Discovery

and

Delivery

Electronic

Linking

Digital

Print

Electronic

Digital

Unified

Resource

Discovery

and

Delivery

6

Primo

Primo Central

Aleph

SFX

MetaLib

Verde

DigiTool

SFX

bX

Aleph

SFX

MetaLib

Verde

Unified

Resource

Management

Alma

Alma

Rosetta

Aleph

MetaLib

DigiTool

DigiTool

/

RosettaSlide7

Plan?Context:

Who are we: LIBIS?Challenges Why

did we became development

partner

for

Alma?Our approach? Usecase ERMAfter STP?

7Slide8
Slide9

Challenges

Other functions for the library buildingShift from P to E/DOut-dated processesBudget cuts > efficiencies

Researchers and students have new expectationsResearch dataDigital preservation

Support publishing

Digital humanities

…Net-generationThere IS a world outside…

9Slide10

Focus Paradigm shift P2E

10

Q

T

E

P

P

E

E

P

Number of Staff involved

Usage

BudgetSlide11

Plan?Context:

Who are we: LIBIS?Challenges Why

did we became Alma

development

partner?

Our approach? Usecase ERMImplementing AlmaAfter STP?

11Slide12

Why we became a development

partnerEx Libris

came to us with

an

interesting vision about the future of libraries

and

library systems

Challenging times for librariesNet-generationBudget cutsThere IS a world outsideAfter streamlining the front office we need to streamline the backoffice  expectationsWe think we have something to offer and are encouraged by university management12Slide13

t

he

frameworks

CONSOLIDATE

OPTIMISE

through

collaboration

EXTEND

t

he range

of services

Strategy

© Ex LibrisSlide14

Workflow optimisation

More automated processes (eg. Steps in ordering are known, no human intervention needed) Re-assign personnelAlma employs business process automation to streamline and simplify library workflows for managing

all types of workflows.

Workflows

managed from within the system => “push” paradigm

14Slide15

Plan?Context:

Who are we: LIBIS?Challenges Why

did we became development

partner

for

Alma?Our approach? Usecase ERMAfter STP?

15Slide16

Our approach

Not a technology project…

But an

organisational

project

Electronic resources now dominantjust in case  just in timePatron driven acquisitionOwnership  AccessMetadata almost always already exist  use it !

Use the implementation of Alma as a tool to implement

change awareness

Take away worriesIT-people, cataloguers...16Slide17

Our approach

Demonstrations

Website / Blog

Newsletter

Conferences

Board meetings…

All stakeholders

Workshops

ProjectcelProject groups…DemonstrationsAnalysisQuality and performanceGo / No Go decision list…17Slide18
Slide19

Plan?Context:

Who are we: LIBIS?Challenges? Why

did we became development

partner

for

Alma?Our approach?Usecase URMAfter STP?

19Slide20

ERM use case: organizational change

create

change awarenessGOAL:

better use of resources (staff/budgets)How?Anticipating/acknowledging challenges

P2E

paradigm shiftBudget

costs > efficienciesOutdated processes20Slide21

ERM use case: organizational change

create change awareness

GOAL: better use of resources (staff/budgets)

How?

Benefit

from the URM vision/strategyAfter streamlining

the front office we

need to

streamline the backoffice  expectationsAlma employs business process automation to streamline and simplify library workflows for managing all types of workflows.(eg. Steps in ordering are known, no human intervention needed) Workflows managed from within the system => “push” paradigm21Slide22

ERM use case: organizational change

create change awareness

GOAL: better use of resources (staff/budgets)

How?

Putting

theory (our approach) into practice

Not

about technology

but about organisation Centralization versus decentralizationUse the implementation of Alma as a tool to implement change awareness22Slide23

ERM use case: organizational change

Timeline

23Slide24

ERM use case: organizational change

Step 1: exploring the possibilities and opportunities of ALMA

Opportunity

to

decentralise/share Knowledge!!24

ERM

Staff

resourcesSoftware resourcesCentralizationSFX, Metalib, BXAlmaDecentralisation

Alma

Aleph, SFX, VERDE, BX, MetalibSlide25

ERM use case: organizational change

Step 1: exploring the possibilities and opportunities of ALMA

Opportunity

to

decentralise/share Knowledge!!25

ERM

Staff

resourcesSoftware resourcesCentralizationSFX, Metalib, BXAlmaDecentralisation

Alma

Aleph, SFX, VERDE, BX, MetalibSlide26

ERM use case: organizational change

Step 2: INVOLVE all related Stakeholders!!

26

ERM

Staff

resources

Software resources

CentralizationSFX, Metalib, BXAlmaDecentralisationAlma

Aleph, SFX, VERDE, BX, MetalibSlide27

ERM use case: organizational change

Step 3: Putting theory to practice => Change awareness

How?

Re-orientation of tasks (E-sources department) -> Perspective?

Knowledge center (

LIBISnet) <-> excecutiveManagement ICB (one central e-collection University library budget)Management of the big 7 Management of University Library licenses

Re-orientation of tasks

(Library Acquisitions Staff)Ordering/Activation of “own” library e-resources (Executive)

27Slide28

ERM use case: organizational change

Step 4: Consolidate and evolve

How?Evaluation of current

processes

/best practicesExtending services/sharing knowledge to the Network (

LIBISnet

)Association

External Partnerse.g. use of Alma NZ functionality (NZ acq, activation), PDA, …28Slide29

ERM use case: organizational change

Timeline

29Slide30

Plan?Context:

Who are we: LIBIS?Challenges? Why

did we became development

partner

for

Alma?Our approach?Usecase URMAfter STP?

30Slide31

Next…?Evaluation

!Maximise exchange of knowledge and experienceConcentrate on workflow optimization: ERM, PDA, Evaluating ALMA-SAP link, …

Continue working groups and workshopsIntegration of digital

workflows

31Slide32

Gijs Noels – Business Consultant LIBIS @ K.U.Leuven

W. de Croylaan 54 - Bus 5592, B-3001 Heverlee

LIBIS: +32(0)16322263

gijs.noels@libis.kuleuven.be

i

nto-info@libis.be– http://www.libis.be

Thanks

!