Project Update 4/5/16

Created by brandon dudley (Unlicensed)
Last updated: Apr 06, 2016 by David Walker
2 min read

All -

This latest project update contains information about the following:

  • Test Phase project status & upcoming milestones
  • SFX migration status
  • Primo Central/Xerxes changes

Test Phase Update

Since the last project update, the CSU libraries have participated in many webinar sessions led by the Vanguard campuses as well as attending a two-day in-person session on March 21-22 that acted both as a project kickoff meeting and as a change for members of the working groups (and project managers) to get together and plan their goals for the next few months of activity. 

On March 21, Ex Libris project staff provided a look at the remaining milestones and deliverables for the ULMS project as well as provided a review of migration forms and associated documentation.  The next day’s agenda provided time for the working group chairs to share what they have been working on to date and a look ahead at their priorities for the summer and beyond. We are grateful to those who participated in all these discussions and especially to Dean Peter McDonald and the Fresno faculty and staff for being wonderful hosts! Video recordings and slides of the kick-off meeting are available on the ULMS site.

Since Fresno, the project managers have been busy with completing Ex Libris' data migration forms. Draft versions have been submitted to Ex Libris last Wednesday, with feedback from Ex Libris migration staff to be forthcoming. Final versions of these forms as well as data exports from all campus ILS will be due by the end of next week.

Attention will then turn towards completing the Alma Configuration forms, due on May 11. Webinars from Ex Libris are planned to cover these forms, and we plan for the Vanguard campuses to also provide their observations about the Alma Configuration form prior to these dates. 

SFX Migration

Jessica has extracted and uploaded data from all of the local SFX instances to Ex Libris servers over the past two weeks. Her next step is to complete Ex Libris’ forms regarding SFX data migration all with an eye towards SFX data being reflected in the Alma test environments upon release in early June.

Primo Central and Xerxes Update

On March 18th, we hosted an introductory webinar on Xerxes and Primo Central, in preparation for the early use of Primo Central by the CSU this summer.  We also sent campus-specific links to the Primo Central management interface and to a test instance of Xerxes configured for Primo Central to each of the campus project managers.  So, if you're interested in getting started configuring Primo Central with Xerxes, please check with your PM.

We also have a follow-up webinar set for this Friday, April 8, at 1:00 PM to go over some of the configuration options in Xerxes and discuss any issues people are running into on the Primo Central side.  Meeting request for that have already been sent to the LIB-IT and Discovery listservs.  If you can't make it, don't worry, it'll be recorded.

 

Thanks,

Brandon