Notes 6/15/16

CALSTATE weekly call

Wednesday, June 15, 2016

1. Test Load status:

· 5 Remaining institutions to be delivered + 1 Network Zone

· Questions on the information contained in the delivery emails? Initial impressions?

o Instructions on how to toggle external users to internal users - basecamp link

o You can also create internal users in Alma for staff

o Q: Read-only role -- does it exist? There is not a full read-only role for every area.

o ACTION: Audrey to confirm when Sac State and San Marcos will be copied over

2. Primo status (Lynn)

o Working on adding EBSCO and IPs from questionnaire

o Syndetics being added to norm rules, all other norm rule changes requested have been added but are being tested

o Will delete data and indexes from vanguards next week after - Lynn will post a message on basecamp prior to this

o Load full data shortly thereafter

o Nothing needs to be done with Primo Central except to update the holdings file for Alma

o San Marcos and Sacramento configuration migration continues (manually) - will be moving over label settings, css, digital repositories, html files

o Primo handoff in July - this will be on the old UI with hints of new UI. We may schedule another handoff after August general release

3. Upcoming activities:

a. June 16, Alma functional call this Thursday

b. June 21, 9:30 – 11:30am Pacific – Operational Reports

c. June 27, 10am – noon Pacific – Introduction to Analytics

(Note: There is a webinar on the knowledge center that you may wish to review prior to next week's sessions:

4. Others:

ACTION ITEM: Laura Krier will send link to Alma UX group to Brandon to share amongst other CSUs