Deployment and Services

Getting Started: Migrating to the Ex Libris ILS

Recognizing the critical role that the ILS plays in library operations, Ex Libris offers a comprehensive set of services to ensure the successful migration and deployment of your new ALEPH or Voyager system.  With over 3,500 ILS implementations worldwide, we lend our expertise to working with your team towards our common goal: getting your new ILS up and running error-free, on-time, on-budget, and with minimum disruption to ongoing operations.

Project Management

A project team is assigned to every new Ex Libris ILS customer.  Our professional services staff has the knowledge and experience required to make your implementation a success. 

To ensure that all parties involved in the implementation are aligned, a step-by-step project plan with well-defined milestones and clear task ownership is formulated and communicated to all stakeholders. Ex Libris and library team members hold regularly scheduled meetings to track the progress of the project and address any issues that arise during the migration process.   

System Setup and Configuration

Based on extensive benchmarking tests and an understanding that no two libraries are exactly alike, our team offers hardware configuration and sizing recommendations to meet the functional and service level requirements of your library.

Ex Libris offers hosted and fully managed implementation options for libraries that are short on technical resources--allowing even smaller libraries to enjoy the best-in-class functionality offered by Ex Libris ILS solutions. 

Our products include a vast array of customization and configuration options, so that libraries can set up their local systems to reflect policies, procedures, and internal workflows.  Customers can take advantage of commonly-used, pre-configured settings or utilize built-in product flexibility to customize the system.  Our team will help you choose the right options for your library and train your administrators to set these up so they can assume full control over system configuration.

Data Conversion, Migration, and Testing

Ex Libris data migration specialists will work with your team to design a conversion plan that will best fit your existing system, the new ILS, and library specific needs and configuration options.

Extensive pre-production testing is performed to minimize service disruption and ensure error-free operation of your new system from day one. Ex Libris will help you construct the test plan and testing database that will be used in this process.


Ensuring that library staff has mastered the system is key to the successful implementation of your new ILS.  Ex Libris’ wide range of training options cover standard product functionality as well as advanced topics such as system administration, OPAC customization, reporting, and more.

Training curricula comprise face-to-face classes and live and recorded online sessions.  Extensive training material—in print and electronic formats--are provided by Ex Libris, including a detailed functional guide, training examples, and tip sheets.

Transition to Production

Once the system is in production and operating as expected, the Ex Libris implementation team hands the project over to the customer institution.  From this point on, your library will enjoy best-in-class, first line support provided by your local Ex Libris office or distributor, backed by Ex Libris second-level support. 

Regular product updates and new versions are released according to individual product roadmaps and release schedules.  These plans are communicated to customers on a regular basis via online communication and ongoing interaction with your local representatives. 

When contemplating any changes to your ILS—whether to workflow, data structure, or user interface—the Ex Libris professional services group is always available to provide assistance and lend its expertise.  Contact your local office for details and coordination.

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Case Studies