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Black = Questions Asked;   Blue = Answers to Questions;   Green = Answers that changed after further updated from Ex Libris


Red = Questions still outstanding;  Orange = Question deferred to "Ask an Expert" Green = Answer/procedures updated and/or changed int he course of the implementation


General Situation: 

Response (3/28/16) via Brandon:  Ex Libris and ProQuest are currently reviewing their 3 statistical packages (UStat, Alma Analytics and Intota) and determining what they want to do with them in a merged Ex Libris/ProQuest environment. 

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Response (9/23/16): You will manually define SUSHI accounts per vendor. When you go live, a weekly job will be scheduled to harvest the files via SUSHI.  Only new files received after the SUSHI account is added to the vendor account in Alma and the scheduled job is running will be uploaded. Any older files you wish to make available in Alma will need to be uploaded manually.

Response (9/26): SUHSI configurations will be retained at cutover

Response (10/14): Campuses using USTAT will have their COUNTER data migrated between October 10 and 22; Campuses who did not use USTAT will only have data received after a new SUSHI account is added to the vendor account in Alma.  Any non-USTAT older files will need to be uploaded manually.


  • Migrating/re-establishing SUSHI configurations  (e.g. from current USTAT instances to ALMA)

Ex Libris Response (3/28/16): Any  Any SUSHI configurations setup in the test instance will be overwritten during the final load in Spring 2017

Follow-up (9/14/16):  Any progress on whether current SUSHI configurations (e.g. from USTAT) can/will be loaded into ALMA automatically, or will we need to re-enter each account manually? 

Response (9/23/16): You will manually define SUSHI accounts SUSHI accounts will need to be added manually, and defined per vendor.  They will be retained at the cutover (10/14). 


  • Availability of COUNTER usage statistics via Alma 

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Response (9/23/16):  CSU can access COUNTER report service on ALMA starting in October 2016 (Email on 10/4 indicated functionality was activated on that date; Email of 10/14 indicated de-activation to load data from USTAT for 10/14 to 10/22)

Response (ExL HQ email to Brandon, 10/14):

    • Alma Analytics COUNTER functionality should be active starting October 23 (and COUNTER data will be retained at cutover)

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Response (9/23/16):  The Calstate institutions should have access to COUNTER report management in Alma in October  (initially the 4th, updated to the 23rd to accommodate USTAT data migration).  

Follow-up (JB/ND 9/26/16):  I'm still unsure if the COUNTER data loaded from October 2016 through May 2017 will be deleted or not during the final load. We've been told all SUSHI data would be wiped clean on final load, but we've also been told we can start using ALMA COUNTER in October 2016.

Response (9/26/16): SUSHI Configurations will be retained from testload to "Go Live," and COUNTER data will not be retained. will be retained at cutover (ExL HQ email to Brandon, 10/14)

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