Alma and Primo VE Project updates: Weeks of 7/1/2019 and 7/8/2019

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

• CARLI Office:
  • Answered questions about the I-Share libraries' current tasks.
  • Planned and co-presented the "I-Share Alma Primo VE Kickoff" webinar as part of the migration office hours on 7/11.
    • Slides are available from the Alma/Primo VE webpage, under the "Alma & Primo VE Resources", "CARLI Office Recorded Webinars" section. The recording will be posted soon.
  • Continued watching the Alma Implementation Training video series.
  • Continue working towards Alma Administration Certification.
  • Are planning for Network Zone configurations and Automated Fulfillment Network.
• Vanguard Libraries:
  • The Vanguard Libraries continue to test their data migrations, integrations, fiscal period close, and other workflows.
    • In future weekly updates, the "Vanguard Libraries" section will be included if a specific completed task refers to the Vanguard libraries.
• All I-Share Libraries:
  • Libraries have been working toward completion of their current tasks.
  • Alma/Primo VE contact submitted P2E worksheet to Box to meet the 7/9 due date.
  • Participated in the "I-Share Alma Primo VE Kickoff" webinar on 7/11.
    • Slides are available from the Alma/Primo VE webpage, under the "Alma & Primo VE Resources", "CARLI Office Recorded Webinars" section. The recording will be posted soon.
• Your library's current tasks:
  • Due July 23, 2019: Libraries spreadsheet
    Your Alma/Primo VE contact will upload a copy of the library/libraries spreadsheet to Box.
    • See the directions for this task.
  • Due July 23, 2019:  Locations spreadsheet
    Your Alma/Primo VE contact will upload a copy of the locations spreadsheet to Box to map all of your Voyager locations to Alma locations.
    • See the directions for this task, under the heading "July 23 Deadline Instructions".
  • Due July 23, 2019: Migration Form
    Your Alma/Primo VE contact will fill out the online version of the Migration Form libraries and submit it to CARLI.
    • Because this form is lengthy, you can use the PDF version for downloading and printing to help collect your answers prior to filling out the form.
  • Due July 23, 2019: Link Resolver Migration
    If your library uses a link resolver, watch the "Link Resolver Data Migration: Preparing Your Data" webinar posted under the "Alma & Primo VE Resources" section on the CARLI Alma & Primo VE webpage.
    • If your library uses SFX, review the Alma and SFX: Getting ready for migration guide on the CARLI website, and review your active targets/collections.
    • If your library uses ProQuest 360, there are some reports you will need to run and some documentation you will need to review.
    • If your library uses EBSCO Full Text Finder and OCLC World Share license manager CARLI Staff have placed an Excel file called “XXX_LR_to_Alma_Activations.xlsx” in your CARLI Box.com folder.
      “XXX” stands for your libraries’ three letter I-Share code.
    • If your library does not currently use a link resolver, this task does not apply to you.
  • CARLI is hosting weekly Alma/Primo VE Migration Office Hours.
    • Staff at your library can plan to join the call as schedules permit; the sessions will be recorded. Details for each call are listed on the CARLI event calendar.
    • Next two calls:
      • Thursday, July 18th, 2:00-3:00pm, topic: questions on any of the library tasks due 7/23.
      • Thursday, July 25th, 2:00-3:00pm, topic: TBD

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