Project Summary

Harvard is participating as a development partner with Ex Libris to explore use of a Robotic Process Automation tool with the Alma/Primo (and beyond integrations.

Project Timeline

Phase 1 (November-December 2024)

• • Ex Libris Partnership kickoff - November 21, 2024

  • LTS Onboarding of Tool - December 2024

  • Documenting Initial Use Cases - December 2024

    • LibOW Use Case_SerialsReceiptBySpreadsheet.docx

Phase 2 (January-March 2025)

• • Implementation of Initial Use Cases - January - March 2025

  • Development of local documentation - January - February 2025

  • Prioritization of additional use cases - March 2025

Phase 3 (April -June 2025)

• • Implementation of addition use cases - April - June 2025

  • Pilot Project Retrospective - January - June 2025

  • Adoption Decision - June 2025

Additional Use Cases

Pilot Project Team

• Laura Morse, LTS - Lead
• Corinna Baksik, LTS
• Julie Petzold, HL Access Services
• Allison Powers, LTS
• Amanda Schmidt, LTS
• Colin Van Alstine, HL ITS
• Elizabeth Vernon, Widener Judaica
• Gerry Walden, HL ITS
• Kara Young, LTS