Notes 10/5/16
CALSTATE weekly call
Wednesday, October 5, 2016
11:00 AM
~~START RECORDING~~
Â
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 ïƒ 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.)
ï‚· Alma and Primo Interoperability Part IÂ (18 min.)
ï‚· Alma and Primo Interoperability Part IIÂ (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.Â
ï‚· Call access details
Time: 1:00pm, Pacific Daylight Time (San Francisco, GMT-07:00)Â
https://exlibris.webex.com/exlibris/j.php?MTID=mea4cc7a48ab9de9df611bef6821ef95b
Meeting number: 590 719 078
Meeting password: California
Call-in toll-free number:Â 1-866- 6680721 (US)Â
Call-in number:Â 1-845- 9770098 (US)Â
Conference Code: 547 370 8445Â
III. Alma status
ï‚· Data checking: Questions or cases to highlight?
 Alma advanced functional calls continue – Thursdays at 9am Pacific
ï‚· Topic for Oct 6: Batch change of bibs (normalization rules)Â (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)
ï‚· PDA/DDAÂ (Laurie)
ï‚· Call access details
Alma advanced functional calls (to-do list)
Time: 9:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)Â
Meeting Number: 255 193 149Â
Meeting Password: CaliforniaÂ
Meeting
link:Â https://exlibris.webex.com/exlibris/j.php?MTID=mfc5d635d1d74f8ac4a73c1a06a
897712
Call-in toll-free number: 1-866- 6680721 (US)Â
Call-in number: 1-845- 9770098 (US)Â
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!