| 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 | | Status |
|---|
| colour | Yellow |
|---|
| title | Should do |
|---|
|
| 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 |
|---|
|
| 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. Test in Primo. | 2/17/2017 | | Status |
|---|
| colour | Yellow |
|---|
| title | Should do |
|---|
|
| ERM TF |
| Contact vendors to update your specs | 3/1/2017 | | Acquisitions TF |
| Test PeopleSoft Financial integration (acquisitions/paying invoices) | 3/3/2017 | | 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 | 5/1/2017
| | Status |
|---|
| colour | Yellow |
|---|
| title | Should do |
|---|
|
| Alma Letters/XSLT Task Force |
| Ensure TOUs, fines, and recalls are set to CSU standards (this is still being reviewed by COLD) | 5/1/2017
| | 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
| 5/1/2017
| | Resource Sharing Governance TF |
Check Fulfillment Configurations in the Online Help Page listed below to ensure they meet expectations:
Configuring Fulfillment Activities Overview | 5/1/2017 | | Access Services WG |
| Check Resource Management Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Resource Management Overview | 5/1/2017
| | Tech Services WG |
| Check Acquisitions Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Acquisitions Activities Overview | 5/1/2017
| | Acquisitions TF |
Create work order statuses or temporary item locations that will serve as item statuses
Refer to the following page for details: Item Statuses in migration to Alma | 5/1/2017
| | Status |
|---|
| colour | Yellow |
|---|
| title | Should do |
|---|
|
| CO - Sarina Sinick |
Create the Normalization Process used to create 866 statements
refer to the following page for details: Generating 866 statements for migrated MFHD holdings | 5/1/2017
| | CO - Sarina Sinick |
| Wrap up orders to ensure FY2016/2017 orders are invoiced accordingly | 4/1/2017 | | Acquisitions TF |
| Go through the Alma task checklist: Common tasks in Alma 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 |
| Test installing and using Alma offline circ for final fulfillment freeze period: Install and run Alma Offline Circulation | 5/1/2017 | | CO - 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 |