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.  If Ex Libris determines the tool will be moved to production, Harvard will determine if we should move forward with full adoption.

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

  • LibOW Use Case - checking files on server against Alma

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

• coming soon!

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