Alma and Primo VE Project updates: Week of 5/20/2019

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

• CARLI Office Staff:
  • Began reviewing the Vanguard libraries' Alma environments, and will pass appropriate questions and problem reports along to Ex Libris support.
  • Preparation for the full test phase is now underway for all I-Share libraries.  
  • Posted the "I-Share Alma and Primo VE Test Migration Project Launch Webinar" to the CARLI Alma & Primo VE webpage under the "Alma & Primo VE Resources" section.
  • Created Box folders, and provided information to each Alma/Primo VE contact on how to connect to the “Box” file server. Box will be used for much of our distribution of worksheets to and from the I-Share libraries.
  • Placed an Excel file in each I-Share library’s Box folder listing all the current locations each I-Share library uses (or has previously used) in Voyager.
  • A second file named “Directions for Alma Test Load Location Spreadsheet” includes the directions for updating the Location_List file to meet two deadlines:
    • 1) 6/4/2019: Confirming which locations at your library hold electronic resources.
    • 2) 7/23/2019: Mapping Voyager locations to locations in Alma.
  • Are planning/drafting further webinars and training documentation for the full test phase and data migration.
• Vanguard Libraries:
  • Received their test Alma environments from Ex Libris this week and are busy testing their data migration and settings. They will report any issues they find using the CARLI-documented workflow.
  • Are reviewing the Alma Administration Certification training upon their completion of the Fundamentals and Essentials training series.
• Your library can:
  • Work with your Alma/Primo VE contact to confirm which locations at your library hold electronic resources.
  • Watch the "I-Share Alma and Primo VE Test Migration Project Launch Webinar" listed on the CARLI Alma & Primo VE webpage under the "Alma & Primo VE Resources" section.
    • Review the dates and deadlines we now have for the migration.
    • Prepare to watch upcoming webinars and review the associated documentation.
  • 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.