Alma Migration Tasks

MIGRATION AND INSTRUCTION DOCUMENTS

Current Tasks:

Ongoing Tasks:

Alma Data Migration Review Procedures

Alma Test Load: Setting Up Library Staff Users

Completed Tasks:

  • Test Load: Migration Phase 2- Setting up Staff User Accounts: For many I-Share libraries, the CARLI Office has assigned the "User Administrator" role to either your library's Alma-Certified Alma/Primo VE contact, or another designated Alma-Certified staff member (per consult with the contact). Those libraries can begin working through these directions:Alma Test Load: Setting Up Library Staff Users. On November 11, CARLI Staff contacted institutions where none of the staff are yet Alma-certified to share further information and instructions on how CARLI will collect your decisions about roles and privileges to be granted to your staff users.
  • Test Load: Alma Configuration Form Directions. Related Deadline: September 18, libraries return completed Alma Configuration Form to CARLI via Box.
  • Test Load: Initial test load phase announcement and timeline from May 2019
  • Test Load: Alma Libraries spreadsheet. Related Deadline: July 23, libraries return completed Alma Libraries spreadsheet to CARLI via Box.
  • Test Load: Alma Location Spreadsheet. Related deadlines: June 4, libraries send spreadsheet with electronic locations identified to CARLI; July 23, libraries send completed spreadsheet to CARLI.
  • Test Load: Migration Form Submission. Related Deadline: July 23, libraries submit completed migration form.
  • Test Load: P2E - "Print to Electronic". Related Deadline: July 9, libraries return completed P2E file to CARLI. 
  • Test Load: Link Resolver Data migration. Related Deadline: July 23, libraries submit data as required depending on what (if any) link resolver product they use.
  • Test Load: UPDATED JULY 17, 2019: Primo VE Worksheet - After consultation with Ex Libris, there will not be a Primo VE worksheet and there is no task to complete.