Notes 10/5/16

CALSTATE weekly call

Wednesday, October 5, 2016

11:00 AM

~~START RECORDING~~

 

I. Staff availability

ï‚· Oct 7: Jim out of office

ï‚· Oct 10: Thanksgiving (Canada) / Columbus Day holiday

o Ex Libris is open but with reduced North American staff.

ï‚· Oct 10-12: Megan out of office

II. Primo status

ï‚· 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

ï‚· 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

ï‚· 01 Primo Back Office Overview (17 min.)

ï‚· 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

ï‚· 03 Primo Publishing Platform (15 min.)

ï‚· 04 Publishing Platform: Pipes Configuration (12 min.)

ï‚· 05 PNX (13 min.)

ï‚· Calls will begin with a review of your submitted questions and then move to an open Q&A as

time allows. 

ï‚· 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

ï‚· 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)

ï‚· Merge rules & relationships to preferred records in both import profiles and external

resources searching (Megan)

 PDA/DDA (Laurie)

ï‚· 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!