Alma and Primo VE Project updates: Week of 4/15/2019

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

• CARLI Office Staff:
  • Reviewed and validated the Vanguard libraries' final Voyager Migration Forms and P2E data files; Ex Libris will use the information to build the Vanguard libraries' individualized test environments.
  • Provided Ex Libris with the SFX electronic resource management system data for the Vanguard Libraries.
  • CARLI Office staff and Vanguard libraries have shifted our attention to the Alma Configuration Form, which gathers information about circulation policies, locations, patron types, service desks, and more settings used in Alma system administration configurations.
    • Reviewed the Alma Implementation Configuration Form training materials including the Configuration Form guide and accompanying videos.
    • Provided Voyager System Administration reports to assist libraries in reviewing their current settings and policies.
• Vanguard Libraries:
  • Vanguard Libraries that use electronic resource management systems other than SFX provided data and completed link resolver migration forms to Ex Libris.
  • Reviewed the Alma Implementation Configuration Form training materials, and are beginning to draft their responses using the Alma Configuration Form guide to assist.
    • First draft is due to Ex Libris on May 8th, with the final on May 14th.
  • Watched Resource Management training (second half) and completed exercises using the Alma/Primo VE sandboxes for hands-on exercises.
• Your library can:
  • Review the CARLI Alma & Primo VE webpage and freshly updated Frequently Asked Questions.
  • Consult the Alma Resources Handout from Kris Hammerstrand's presentation at the "Change is Good: You Go First! Leading Others To and Through Change" forum, and continue your analysis of the documentation mentioned within.
  • Examine the Technical Requirements for Alma and Discovery Implementation materials and share them with your campus IT staff as needed.
    • Pay special attention to the sections on IP range access, Alma authentication, printers, and email.
  • Continue working on the Pre-Migration Database Maintenance page's prioritized data cleanup projects, starting with the "Critical" projects. All Critical projects must completed by the end of August 2019.
  • Look over the Patron Record Purge documentation, and contact CARLI support with any questions about the process and your library's data. Before migration, we strongly recommend purging expired patrons that have no current activity. Running multiple patron record purges would be ideal (as soon as possible to remove long-expired records, and again closer to migration to remove more-recently expired records).

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