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Difficult Transitions: Migrating from OCLC WorldShare Management Services (WMS) to Alma at UNC Charlotte

Nicholson, Joseph and Tokoro, Shoko (2018) Difficult Transitions: Migrating from OCLC WorldShare Management Services (WMS) to Alma at UNC Charlotte. In: ELUNA 2018 Annual Meeting, May 1-4, 2018, Spokane, Washington.

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J. Murrey Atkins Library at the University of North Carolina at Charlotte is the first institution to migrate to Ex Libris’s Alma from OCLC WorldShare Management Services (WMS), a system that differs markedly in design and in its configuration of library data from other common ILS products. Compounding the challenge of moving data from a system unfamiliar to Ex Libris staff and developers to Alma were certain data irregularities that resulted from Atkins Library’s previous migration from Millennium to WMS four years previously, particularly where enumeration and chronology data, holdings records, and bound-withs were concerned. Focusing predominantly on bibliographic and holdings data, this presentation will describe the challenges that Atkins staff confronted during its migration, not the least of which was communicating the intricacies of their source system to Ex Libris staff who were conducting their maiden migration to Alma from WMS. The presentation will also address lessons that Atkins staff learned during the migration process, what they wish they had known before and during it, and post-migration cleanup activities.

Item Type:Conference or Workshop Item (Other)
Event Title:ELUNA 2018 Annual Meeting
General Topics
Divisions:ELUNA Conference Proceedings
ID Code:1642
Deposited By: Al Cornish
Deposited On:20 May 2018 21:02
Last Modified:20 May 2018 21:02

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