Alma and Primo VE Project updates: Week of 6/10/2019

Alma and Primo VE Project updates: Week of 6/10/2019

Submitted by dmcmpbll on Tue, 06/18/2019 - 5:33pm

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

  • CARLI Office:
    • Posted and announced the "Link Resolver Data Migration: Preparing Your Data" webinar and the "Introduction to the P2E Process" webinars posted under the "Alma & Primo VE Resources" section on the CARLI Alma & Primo VE webpage.
      • Uploaded a copy of each library's P2E worksheet to Box.
      • Uploaded link resolver data migration file to Box for library's who indicated they use EBSCO or OCLC Link Resolvers.
    • Posted and announced the online version of the Migration form and PDF worksheet version.
      • As part of the migration process from Voyager to Alma, there are a number of questions that each library must answer so Ex Libris can properly process each institution's data. The Migration form gathers the answers to the first set of those questions.
  • Vanguard Libraries:
    • The Vanguard libraries are preparing to transition from the Vanguard phase to the Full Test phase, with the formal Vanguard phase ending on June 27th.
      • After June 27th, the Vanguards will continue to test the data in their Alma environments, work on testing third party product integrations, and test resource sharing workflows.
    • Began watching the Alma Implementation Training video series.
  • All I-Share Libraries:
  • Your library's current tasks:
    • Due July 9, 2019: P2E
      Your Alma/Primo VE contact will upload a copy of the P2E worksheet to Box.
      • This webinar introduces the P2E process, explains how the electronic locations you have identified and future decisions you will make for your migration form determine how your P2E file processes, as well as introduces how to use the P2E report(s) placed in your Box folder to create your P2E file.
      • Watch the "Introduction to the P2E Process" webinar posted under the "Alma & Primo VE Resources" section on the CARLI Alma & Primo VE webpage.
    • 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.
    • 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.

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