Pre go-live task list
- Sarina Sinick (Unlicensed)
- Mallory DeBartolo (Unlicensed)
- David Walker
- Jessica Hartwigsen
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.
| Activities | Dates | Priority | Affiliated Group |
|---|---|---|---|
| Test Shibboleth Authentication (Primo) | 11/18/2016 | MUST DO | CO - David Walker |
| Set up and Test OCLC Connexion | 12/15/2016 | MUST DO | Systems WG |
| Test External Search Integration profile set up | 12/15/2016 | 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
| 1/20/2017 | MUST DO | Systems WG |
Test ILLiad integration
| 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 assigned | 1/30/2017 | MUST DO | Systems WG |
| Test Self-Check Integration | 2/10/2017 | MUST DO | Systems WG |
| Test FRBRization and dedupe-ing | 2/17/2017 | 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 specs | 3/1/2017 | MUST DO | Acquisitions TF |
| Test PeopleSoft Financial integration (acquisitions/paying invoices) | 3/3/2017 | CAN DO | CO - David Walker |
| Test GOBI API integration where applicable | 3/10/2017 | CAN DO | Acquisitions TF |
| Check the Primo Services Page - make sure you have your institution's CSS in the tiles | 3/17/2017 | SHOULD DO | Discovery WG |
| Check links to Resource Sharing | 3/17/2017 | 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
| 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 accordingly | 4/1/2017 | MUST DO | Acquisitions TF |
| Go through the Alma task checklist: Common tasks in Alma | 4/14/2017 | MUST DO | CO - Mallory DeBartolo |
| Configure and test pipes for searches - connect and test any repositories they want to appear in searches in the pipe | 4/20/2017 | 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 range | 4/28/2017 | MUST DO | Tech Services WG |
| Finalize payments in pre-Alma ILS | 5/1/2017 | MUST DO | Acquisitions TF |
| Finalize your specs with vendors | 5/1/2017 | MUST DO | Acquisitions TF |
| Test installing and using Alma offline circ for final fulfillment freeze period: Install and run Alma Offline Circulation | 5/1/2017 | 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 |