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Document status

Status
titleDRAFT

Area covereddiscovery, technical services
Lead AuthorElizabeth Altman (Unlicensed)
Co-authorsDiscovery Leads

...

  1. A CSU Consortium Primo Publishing Manager (PPM) shall be appointed as part of the ULMS Program Management Team.  The PPM shall be responsible for setting up and monitoring pipes that publish records to Primo.  A PPM backup will also be appointed.

  2. The PPM will apply Normalization Mapping Sets (templates) for each pipe based on norm rules approved through the Primo Norm Rules/Search Engine Working Group process.

  3. Requests from new data source pipes will be submitted by the campus ULMS manager or groups within the consortium directly to the PPM, who will evaluate their requirements and impact on the system.

  4. Pipes for new data sources will be configured using an existing NR template if available.

  5. If necessary, the CSU Consortium shall establish specialized working groups to recommend NR templates for new data sources such as digital collections, finding aids, open educational resources, and other types of digital objects.

  6. Proposed new data source/pipes and pipe schedule changes will be referred to the the ULMS Program Management Team for approval.

  7. A monthly report on new pipes will be published to the consortium.  The report will contain information such as

    1. what PNX template will be used for the pipe

    2. if there’s no extant template, what work is being done to create one

    3. when the pipe will be tested

    4. when the pipe will move to production

  8. The initial ingest of a data source will be scheduled so as to have the lowest impact possible on resource availability during peak use times.

  9. Recommended changes and additions to NR templates for new data sources will be subject to the Primo Norm Rules/Search Engine Working Group process.

...

  1. Pipes will be scheduled so as to have the lowest impact possible on resource availability during peak use times.  

  2. The PPM will maintain a public schedule of pipes and report on the results, run time, and success/failure of each pipe run (example: https://docs.google.com/spreadsheets/d/1Q5NUGJqFnIUJCLgUs453h5GT_SEQsWR-_7l7tTcq0gQ/edit#gid=2053023031).  

  3. The scheduling will be subject to consensus across the consortium, and may change depending on how many pipes need to run, and how often each pipe needs to run.  

  4. The following sample schedule is initially recommended to run seven days a week. (source: https://www.orbiscascade.org/current-alma-and-primo-publishing-schedule/)

    • Primo publishing pipe starts at 4:30 AM

    • Primo dedupe pipe starts at 5:30 AM

    • Indexing and Hotswapping job starts at 6:00 AM

    • Updating normally occurs around 9:00 AM

    • Primo publishing pipe starts at 7:30 PM

    • Primo dedupe pipe starts at 8:30 PM

    • Indexing and Hotswapping job starts at 9:00 PM

    • Updating normally occurs around 1:00 AM

Procedures in Primo

See ExLibris documentation for setting up and scheduling pipes.

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 Discovery Working Group

 

9/26/2016 and 10/24 2016 -Discovery Working Group open forum discussion;

Include in list of posted policies and assign draft task


Create a Policy Statement

11

Draft

Elizabeth Altman (Unlicensed)

 

11/14/2016 After Discovery Leads consultation, posted policy draft for COLD reviewCOLD review

Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date