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 | | 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 display logic for Get it and View it tabs in Primo. Test in Primo. | 2/17/2017 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Discovery WG |
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 | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | Status |
---|
colour | Yellow |
---|
title | Should do |
---|
|
| Joint Systems Tech Services Alma Letters/XSLT Task Force |
Ensure TOUs, fines, and recalls are set to CSU standards (this is still being reviewed by COLD) | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | 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
| 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | Resource Sharing Governance TF |
Check Fulfillment Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Fulfillment Activities Overview | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | Access Services WG |
Check Resource Management Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Resource Management Overview | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | Tech Services WG |
Check Acquisitions Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Acquisitions Activities Overview | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | 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 | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | 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 | 3/30/2017 Per Ex Libris Config options for Go-Live must be established by 3/31 | | 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: 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
|
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 WGERM TF |
Look at the list of Merged Targets and determine if further action is needed (find details here: SFX migration) | 5/4/2017 | | Tech Services WGERM TF
|
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 |