Notes 11/18/15
1.      Test load status:
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o   Draft inputs submitted via case; next step: EXL checking, will move to migration team for 2nd round of checks after verification on our end
·        San Jose: P2E will be sent in the next couple of days
o   Inputs finalized by: Dec 1
o   All data files on FTP by: Dec 11
o   Test load migration start: Dec 15
o   Alma environments released: Jan 20 2016
o   Action: Audrey to provide FTP credentials to Brandon after the call today - DONE
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2.      Fulfillment functional area review (Megan)
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Requests:
• Creating & cancelling normal item requests
• Create a booking request (All Vanguards using booking)
• Digitization requests (if will be using in Alma instead of current Vanguard ILLiad practices)
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Course Reserves:
• Create Course & Reading List
• Add repository citation & briefs
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Other Fulfillment topics:
• Fines & Fees
• Check in & out
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Note: please try these workflows out on the sandbox. We can request a sandbox refresh periodically (every 3 months?) - so please feel free to experiment.

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3.      3rd party integration spreadsheet review (Megan)
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·        Document to read: Alma Integrations with External Systems Guide.pdf - http://www.customercenter.exlibrisgroup.com/DocumentationCenter/Ex%20Libris%20Documentation/Alma/Product%20Documentation/Integrations%20with%20External%20Systems/Alma%20Integrations%20with%20External%20Systems%20Guide.pdf
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·        Spreadsheet: a copy is stored on Basecamp https://basecamp.com/2275980/projects/10442780/uploads/26713977?enlarge=185730037#attachment_185730037
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·        Due: this is a tracking tool for all parties to manage critical integrations that need to be put in place prior to go-live. We should target each vanguard institution to have this defined prior to Jan 20 2016, or earlier.
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