Notes 10/5/16
CALSTATE weekly call
Wednesday, October 5, 2016
11:00 AM
~~START RECORDING~~
I. Staff availability
Oct 7: Jim out of office
Oct 10: Thanksgiving (Canada) / Columbus Day holiday
o Ex Libris is open but with reduced North American staff.
Oct 10-12: Megan out of office
II. Primo status
Upcoming weeks -- rollout schedule adjustments and November release of Primo
ORIGINAL SCHEDULE NEW SCHEDULE
Populate and open sandbox during training series
– due October 1
Open production instead – due October 1
Primo functional training series – starts October 6 No change
Apply workbook changes on production – due
October 14
Apply workbook changes/normalization rules on
sandbox – due November 28
Configure new UI on production – due October
14
No change – we’ll configure new UI on
production – due October 14
New UI mini-handoff – due October/November No change – we’ll handoff new UI on production
– due October/November
NOTE: to minimize downtime during the reinstall, we will temporarily configure the API on the
sandbox and point users to the sandbox, then switch back to production when it is ready.
RECONFIGURATION – OCTOBER (Jim and Lynn)
REINSTALLATION ON PRODUCTION – NOVEMBER 1-3 (Installation Team)
IMPORT/EXPORT SANDBOX PRODUCTION – NOVEMBER 4-5 (Jim and Lynn)
REPUBLISHING/PIPE/INDEXING – NOVEMBER 5-8 (Jim and Lynn)
NOVEMBER RELEASE – NOVEMBER 13 (Installation Team)
AUTHENTICATION WORK – WEEK OF NOVEMBER 14 (James)
RELEASE TO CALSTATE – NOVEMBER 28
Primo functional calls start tomorrow! (Thursdays Oct 6, 13, 20, and 27 at 1pm Pacific)
(see Basecamp to-do list: Primo (Training for Primo administrators) - Oct 2016)
Oct 6 call – material to review
01 Primo Back Office Overview (17 min.)
02 Primo Administrative Structure (7 min.)
Alma and Primo Interoperability Part I (18 min.)
Alma and Primo Interoperability Part II (11 min.)
Oct 13 call – material to review
03 Primo Publishing Platform (15 min.)
04 Publishing Platform: Pipes Configuration (12 min.)
05 PNX (13 min.)
Calls will begin with a review of your submitted questions and then move to an open Q&A as
time allows.
Call access details
Time: 1:00pm, Pacific Daylight Time (San Francisco, GMT-07:00)
https://exlibris.webex.com/exlibris/j.php?MTID=mea4cc7a48ab9de9df611bef6821ef95b
Meeting number: 590 719 078
Meeting password: California
Call-in toll-free number: 1-866- 6680721 (US)
Call-in number: 1-845- 9770098 (US)
Conference Code: 547 370 8445
III. Alma status
Data checking: Questions or cases to highlight?
Alma advanced functional calls continue – Thursdays at 9am Pacific
Topic for Oct 6: Batch change of bibs (normalization rules) (Megan)
Topics for remainder of October –
Setting up and using import profiles (Megan)
Merge rules & relationships to preferred records in both import profiles and external
resources searching (Megan)
PDA/DDA (Laurie)
Call access details
Alma advanced functional calls (to-do list)
Time: 9:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 255 193 149
Meeting Password: California
Meeting
link: https://exlibris.webex.com/exlibris/j.php?MTID=mfc5d635d1d74f8ac4a73c1a06a
897712
Call-in toll-free number: 1-866- 6680721 (US)
Call-in number: 1-845- 9770098 (US)
Conference Code: 547 370 8445
Chat transcript
[10/5/2016 12:59 PM] Maritime:
I just left there from it. Mallory is just wrapping up.
[10/5/2016 1:02 PM] Braden, Mark E:
Thanks, Dolph...we're moving over...
[10/5/2016 1:05 PM] Laura (Sonoma):
Yup.
[10/5/2016 1:06 PM] Kathlene:
Could I get a sound check, Dolph?
[10/5/2016 1:07 PM] SFSU:
Lynn is speaking
[10/5/2016 1:07 PM] Dolph Chaney:
Kathlene - can you hear Lynn?
[10/5/2016 1:07 PM] Yu, Holly:
Can't hear anything.
[10/5/2016 1:07 PM] Kathlene:
nope, but know what is going on, so will be soon
[10/5/2016 1:13 PM] Kathlene:
Wiil the URLs for the new UI front end be distinct for the current UI URL?
[10/5/2016 1:14 PM] Fullerton!:
how long will we be using the sandbox for the api?
[10/5/2016 1:14 PM] James LeFager:
Hi Kathlene - The SB urls will be distinct from the current production urls, and there is a separate url to
the new UI and the old UI. Does this answer your question?
[10/5/2016 1:15 PM] Kathlene:
Yep, thanks James
[10/5/2016 1:15 PM] Fullerton!:
mid terms :(
[10/5/2016 1:18 PM] Eva Sorrell:
Will we see authentication work soon? There is still a Shibboleth error that has never been able to be
resolved
[10/5/2016 1:20 PM] Christina (CSUCI):
lol i just did a screen cap!
total panic move!
[10/5/2016 1:24 PM] Jeremy:
could you post the link to the Primo call tomorrow?
[10/5/2016 1:25 PM] Brandon:
Join WebEx meeting
Meeting number:590 719 078
Meeting password: California
Join by phone
Call-in toll-free number: 1-866- 6680721 (US)
Call-in number: 1-845- 9770098 (US)
Show global numbers
Conference Code: 547 370 8445
__https://exlibris.webex.com/exlibris/j.php?MTID=mea4cc7a48ab9de9df611bef6821ef95b
(__https%3a//exlibris.webex.com/exlibris/j.php?MTID=mea4cc7a48ab9de9df611bef6821ef95b)
[10/5/2016 1:27 PM] Christina (CSUCI):
thanks much all!
[10/5/2016 1:27 PM] Brandon:
bye!
[10/5/2016 1:27 PM] Braden, Mark E:
Thank you Everyone!