Notes 4/5/17

CALSTATE weekly call

Wednesday, April 5, 2017

11:00 AM

~~START RECORDING~~

Staff availability

Apr 5-6: Jim & Lynn at staff training – not attending this call; responses may be delayed
Apr 6-7: Brandon / David / Alice attending COLD meeting
- Last in-person COLD meeting for the academic year
- Discussing the deans’ role in cutover
- Highlighting partnership between campus PMs and deans
- Key decision: branding / naming of RS network and consortial Alma/Primo
- Decisions needed on governance post-go-live
Individual institution Primo meetings began Mar 16 and continue (Lynn & Jim)
CSU continuing NR changes, with ExL assisting
Publishing job will continue to be run manually (by ExL) 2x/month

Primo status

Alma status

Cutover preparation
- ExL team to create cutover cases for each campus
- CSU / campuses to begin working on migration forms / field mapping forms / AutoExtract kits
  - Group 1: 1^st drafts due Apr 14; final forms May 1; data @ FTP May 13
  - Group 2: 1^st drafts due Apr 21; final forms May 8; data @ FTP May 20
  - Group 3: 1^st drafts due Apr 28; final forms May 15; data @ FTP May 27
  - Alma Health Checklists – next round should be filled out by Apr 15
    - Start with your Feb checklist and update it with current progress
    - Watch for more details and comments via Basecamp
  - Alma advanced functional calls (Thursdays, 9-10:30am Pacific)
    - Topics for upcoming weeks
      - Apr 6 - ERM topics (part 1: Display Logic Rules, GES, openURL best practices, troubleshooting issues) (Megan / Christine Holmes - SJSU)
      - Apr 13 - ERM topics (part 2: Maintaining and updating e-resources and portfolios that are already activated in Alma) (Megan)
      - Apr 20 - prep tasks for cutover (Dolph / team)
    - New WebEx call details

Link: https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=ma20c2acac9adac3abba1c35db27bfdbd
Meeting number / password: 719 859 699 / CalState!2017
1-408-792-6300 Call-in toll number (US/Canada)
1-877-668-4490 Call-in toll-free number (US/Canada)
Browser requirements: Please use a Java-enabled Internet browser (IE preferred)

Chat transcript

from Mike (privately):

Hi Dolph. My team was looking for any Verde forms that we need to fill out but I can't locate them on the page with all of the migration and mapping documents. Can you send me a link to any documents we might need pre-migration?

from Mike (privately):

thanks

from Tim S to Everyone:

RE: Primo We have a calendar date for Finalize Primo Configurations of April 15. What exactly does this mean?

from Tim S to Everyone:

OK - BaseCamp instead?

from Tim S to Everyone:

Another Primo Quesiton: Currently our base URL is https://cpslo-primo.hosted.exlibrisgroup.com

from Tim S to Everyone:

Is htis stable through go-live? Willl this change?

from Tim S to Everyone:

OK. Understood. the word "finalize" scares the hoo-hah out of me at this point

from Mike to Everyone:

Tim: we created a redirect to Primo which proved to be helpful to our folks. It made it so that you could still access it easily without remembering that long URL or having a bookmark. library.fullerton.edu/primo

from Tim S to Everyone:

Thanks Mike

from Christina (CSUCI) to Everyone:

thanks dolph

from Brandon to Everyone:

Thanks Dolph!