Alma and Primo VE Project updates: Week of 5/13/2019

For a collated list, please review the Weekly highlights of the Alma and Primo VE project page.

• CARLI Office Staff:
  • Updated our Voyager Migration data examples worksheet for use with Alma data review. This document will be shared with the Vanguards, and then following their suggestions after piloting the worksheet, will be shared out with all I-Share libraries during the data review for the full test phase.
  • Drafted a workflow for Vanguard libraries to follow when reporting any data migration issues to CARLI and Ex Libris as part of their data review.
  • Discussed with Ex Libris the format and logistics for the upcoming Vanguard training workshop.
  • The Network Zone has been built for the Vanguard test phase using the records exported from the Voyager Union Catalog.
• Vanguard Libraries:
  • Submitted their final drafts of their Alma Implementation Configuration forms using the Alma Implementation Configuration Form training materials and Alma Configuration Form guide to assist.
  • Finalized the selection of institutional discovery content (e.g., articles and chapters) for inclusion in Primo VE via the Primo Central Index.
  • Have signed up for the Alma Implementation Training series to be held June-August during the Vanguard test environment review.
  • Began reviewing the Alma Administration Certification training upon their completion of the Fundamentals and Essentials training series.
  • Are preparing for data review upon delivery of their Vanguard Alma/Primo VE environments.
• Your library can:
  • Review the dates and deadlines we now have for the migration.
    • Prepare to watch upcoming webinars and review the associated documentation.
    • While it is helpful to be as well prepared as possible for your test migration, you will have the late fall and winter months to experiment with your test data, conduct training, and setup your integrations with other products and services that you will use with Alma and Primo VE (such as authentication, printing, integration with Student Information Systems, and more).
  • Review the updates to the Pre-Migration Database Maintenance page's prioritized data cleanup projects.

As always, you can contact CARLI support with any comments or questions.