Pre go-live task list

If you aren't sure how to proceed through tasks prior to go-live, you can use this list to outline what tasks to complete and when to complete them.  This is simply to provide structure during the rest of the test phase - the dates are not mandatory due dates for most of these tasks. Dates with limited flexibility are noted.

Consider skipping some of the 'can do' and 'should do' tasks if you are a smaller campus, or have limited resources to dedicate to the remainder of the test phase.


MUST DO  = Plan to do this before go-live.  If the activity applies to your campus, it is necessary to test, resolve, etc. for a successful go-live experience. 

SHOULD DO  = Aim to do these before go-live if possible.  If you don't have time, most of these can be configured after go-live without causing problems.  

CAN DO  = Not a necessity before go-live. These tasks are a good idea, but don't necessarily apply to every campus, and aren't necessary to do prior to go-live.     

ActivitiesDatesPriorityAffiliated Group
Test Shibboleth Authentication (Primo)11/18/2016

MUST DO

CO - David Walker
Set up and Test OCLC Connexion12/15/2016

MUST DO

Systems WG
Test External Search Integration profile set up12/15/2016

CAN DO

Systems WG
Ensure that all major data issues have been reported to Ex Libris

12/15/2016

Deadline from Ex Libris

MUST DO

CO - Sarina Sinick
Test Shibboleth Authentication (Alma)12/16/2016

SHOULD DO

CO - David Walker
Setup and test PeopleSoft Load (Patron data)1/06/2017

MUST DO

CO - David Walker
Test various kinds of record types to ensure all fields display correctly (books, articles, scores, dvds, streaming media, etc.)1/13/2017

MUST DO

Discovery WG
Setup and test printing setup
  • includes spine label printing
1/20/2017

MUST DO

Systems WG
Test ILLiad integration
  • including user authentication and authorization where applicable (Alma User API)
1/20/2017

SHOULD DO

Illiad-Alma Integration Task Force
Test EZProxy integration including user authentication and authorization where applicable (Alma User API)1/20/17

MUST DO

Systems WG
Ensure all staff users that need to use Alma have a login with the appropriate roles assigned1/30/2017

MUST DO

Systems WG
Test Self-Check Integration2/10/2017

MUST DO

Systems WG
Test FRBRization and dedupe-ing2/17/2017

SHOULD DO

Discovery WG
Set up Alma display logic for Get it and View it tabs. Test in Primo.2/17/2017

SHOULD DO

ERM TF
Contact vendors to update your specs3/1/2017

MUST DO

Acquisitions TF
Test PeopleSoft Financial integration (acquisitions/paying invoices)3/3/2017

CAN DO

CO - David Walker
Test GOBI API integration where applicable3/10/2017

CAN DO

Acquisitions TF
Check the Primo Services Page - make sure you have your institution's CSS in the tiles3/17/2017

SHOULD DO

Discovery WG
Check links to Resource Sharing3/17/2017

SHOULD DO

Discovery WG
Check if satisfied by default letter options provided by Ex Libris. If not, re-configure

5/1/2017


SHOULD DO

Alma Letters/XSLT Task Force
Ensure TOUs, fines, and recalls are set to CSU standards (this is still being reviewed by COLD)

5/1/2017


MUST DO

Fulfillment and Financial Policies Task Force
Test Resource Sharing Functionality
  • lending and borrowing requests with various resource types
  • ensure configurations of libraries are set appropriately to handle lending requests

5/1/2017


MUST DO

Resource Sharing Governance TF
Check Fulfillment Configurations in the Online Help Page listed below to ensure they meet expectations:
Configuring Fulfillment Activities Overview

5/1/2017

MUST DO

Access Services WG
Check Resource Management Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Resource Management Overview

5/1/2017

MUST DO

Tech Services WG
Check Acquisitions Configurations in the Online Help Page listed below to ensure they meet expectations: Configuring Acquisitions Activities Overview

5/1/2017

MUST DO

Acquisitions TF
Create work order statuses or temporary item locations that will serve as item statuses
Refer to the following page for details: Item Statuses in migration to Alma

5/1/2017

SHOULD DO

CO - Sarina Sinick
Create the Normalization Process used to create 866 statements
refer to the following page for details: Generating 866 statements for migrated MFHD holdings

5/1/2017

CAN DO

CO - Sarina Sinick
Wrap up orders to ensure FY2016/2017 orders are invoiced accordingly4/1/2017

MUST DO

Acquisitions TF
Go through the Alma task checklist: Common tasks in Alma4/14/2017

MUST DO

CO - Mallory DeBartolo
Configure and test pipes for searches - connect and test any repositories they want to appear in searches in the pipe4/20/2017

SHOULD DO

Discovery WG
SFX Migration (Local)
Run incomplete activation report and determine if further action is needed (find details here: SFX migration)
4/26/2017

MUST DO

ERM TF
Look at the list of Merged Targets and determine if further action is needed (find details here: SFX migration)4/26/2017

MUST DO

ERM TF
Add $$9LOCAL to all of your local fields. Update all local fields to the 09X, 59X, 69X or 950-999 range4/28/2017

MUST DO

Tech Services WG
Finalize payments in pre-Alma ILS5/1/2017

MUST DO

Acquisitions TF
Finalize your specs with vendors5/1/2017

MUST DO

Acquisitions TF
Test installing and using Alma offline circ for final fulfillment freeze period: Install and run Alma Offline Circulation5/1/2017

MUST DO

CO - Sarina Sinick
Determine best method of migrating items as suppressed.
refer to the following page for details: Suppressed Items
5/19/2017

CAN DO

CO - Sarina Sinick
During final data load pay attention to:5/25/2017

MUST DO

CO - Sarina Sinick
Test Bursar integration (fines and fee data)TBA

SHOULD DO

Systems WG