If you aren't sure how to proceed through tasks prior to go-live, you can use this list to outline when and what tasks to complete and when to complete them. This is simply to provide structure during the rest of the test phase , and - the dates are not mandatory due dates for the majority most of these tasks. If you are a smaller campus, or are running low on time/staff, you may be able to skip Dates with limited flexibility are noted.
Consider skipping some of the 'can do' and 'should do'
...
tasks if you are a smaller campus, or have limited resources to dedicate to the remainder of the test phase.
= ...
Plan to do this before go-live. If the activity applies to your campus, it is necessary to
...
test, resolve, etc. for a successful go-live experience.
Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
= ...
Aim to do these before go-live if possible. If you don't have time, most of these can be configured after go-live without causing
...
problems.
= Not a necessity before go-live. These tasks are a good idea, but don't necessarily apply to every campus, and aren't necessary to do prior to go-live.
Activities | Dates | Priority | Affiliated Group |
---|
Test Shibboleth Authentication (Primo) | 11/18/2016 | | CO - David Walker |
Set up and Test OCLC Connexion | 12/15/2016 | | Systems WG |
Test External Search Integration profile set up | 12/15/2016 | | Systems WG |
Ensure that all major data issues have been reported to Ex Libris | 12/15/2016 Deadline from Ex Libris | | CO - Sarina Sinick |
Test Shibboleth Authentication (Alma) | 12/16/2016 | |
RedMust | CO - David Walker |
Setup and test PeopleSoft Load (Patron data) | 1/06/2017 | | CO - David Walker |
Test various kinds of record types to ensure all fields display correctly (books, articles, scores, dvds, streaming media, etc.) | 1/13/2017 | | Discovery WG |
Setup and test printing setup- includes spine label printing
| 1/20/2017 | | Systems WG |
Test ILLiad integration- including user authentication and authorization where applicable (Alma User API)
| 1/20/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
|
Systems WG and Resource Sharing Illiad-Alma Integration Task Force |
Test EZProxy integration including user authentication and authorization where applicable (Alma User API) | 1/20/17 | | Systems WG |
Ensure all staff users that need to use Alma have a login with the appropriate roles assigned | 1/30/2017 | | Systems WG |
Test Self-Check Integration | 2/10/2017 | | Systems WG |
Test FRBRization and dedupe-ing | 2/17/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Discovery WG |
Set up Alma display logic for Get it and View it tabs |
in Primo. Test in Primo. | 2/17/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
|
Discovery WGERM TF |
Contact vendors to update your specs | 3/1/2017 | | Acquisitions TF |
Test PeopleSoft Financial integration (acquisitions/paying invoices) | 3/3/2017 | |
RedMust | CO - David Walker |
Test GOBI API integration where applicable | 3/10/2017 | | Acquisitions TF |
Check the Primo Services Page - make sure you have your institution's CSS in the tiles | 3/17/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Discovery WG |
Check links to Resource Sharing | 3/17/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Discovery WG |
Check if satisfied by default letter options provided by Ex Libris. If not, re-configure |
3301/2017
| Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
|
Joint Systems Tech Services 3301/2017
| | Fulfillment and Financial Policies Task Force |
Test Resource Sharing Functionality- lending and borrowing requests with various resource types
- ensure configurations of libraries are set appropriately to handle lending requests
|
330330330330330330 task checklist | 4/14/2017 | | CO - Mallory DeBartolo |
Configure and test pipes for searches - connect and test any repositories they want to appear in searches in the pipe | 4/20/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Discovery WG
|
SFX Migration (Local) Run incomplete activation report and determine if further action is needed (find details here: SFX migration) | 4/26/2017 | | ERM TF |
Look at the list of Merged Targets and determine if further action is needed (find details here: SFX migration) | 4/26/2017 | | ERM TF
|
Add $$9LOCAL to all of your local fields. Update all local fields to the 09X, 59X, 69X or 950-999 range | 4/28/2017 | | Tech Services WG |
Finalize payments in pre-Alma ILS | 5/1/2017 | | Acquisitions TF |
Finalize your specs with vendors | 5/1/2017 | | Acquisitions TF |
SFX Migration (Local) Run incomplete activation report and determine if further action is needed (find details here: SFX migration) | 5/4/2017 | | Tech Services WG |
Look at the list of Merged Targets and determine if further action is needed (find details here: SFX migration) | 5/4Tech Services WGCO - Sarina Sinick |
Determine best method of migrating items as suppressed. refer to the following page for details: Suppressed Items | 5/19/2017 | | CO - Sarina Sinick |
During final data load pay attention to: | 5/25/2017 | | CO - Sarina Sinick |
Test Bursar integration (fines and fee data) | TBA | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Systems WG |