Page Comparison

Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

1. (Jackie) NCIP security issue

2. (Lynne) API keys & security update

15

All

Go Live Risk Assessment

• ICs to do local risk assessment and share select risks before Jul 1

• Go Live Risks sheet (feel free to make a copy for your local imp team risk assessment)

• On Jul 1: Brainstorm mitigations together with ICs

• Context:

  • Timeframe for risks is from now until go-live and a little beyond, but not the transition to ongoing shared gov or CDL as OC.

  • We aim to meet our day 1 MVP -- we won’t have everything decided and integrated. SILS will be a work in progress.

45

All

Go-Live coordination

https://docs.google.com/spreadsheets/d/1iMBYDcm2-FwgPU7hsVTptaUgznoLPbHsxhtqRUhEFGU/edit#gid=0 - Tracking major deliverables

https://docs.google.com/spreadsheets/d/1olDkcAsvX3pp1W-GY4MJvpu0C2I5Krkts_0wIN96fGI/edit#gid=1252460463

Alison’s go-live (day-of) countdown with hour by hour CDL work

See reminders on 6/24 meeting notes

Discuss Go Live Decision Draft

What is data acceptance? All of the written acceptances during Cutover are a way to inform EXL that you have reviewed your data/environment - and you are ready to move on to the next phase of Cutover. If a problem is found during your initial review, you must report your problems to EXL ASAP and EXL will work with you to find a resolution. You would however still have the ability to conditionally accept the data along with documenting the issues found and be able to move forward with the Cutover process. If a problem is found *after* Go Live, you would also notify EXL so we can work with you to find a resolution.

30

All + Chris and Günter, SILS co-chairs

Timeline review / PM update

• Cutover to do list

• Working copy timeline

• SILS Implementation Timeline

• Schedule (chronological order of tasks on Basecamp)

• Project Meetings (on basecamp and confluence)

• Document Alma/Primo slowness in SalesForce, see instructions

• Alma/Primo known issues page on Confluence

Stay up to date on timeline / deadlines

0

Lena

Any questions on the timeline?

Lockout tip

• How to keep staff out of Alma during the technical freeze. Please see Ramon’s swiss army knife option linked from this BC thread: https://3.basecamp.com/3765443/buckets/15553579/messages/3899490987#__recording_3903828791

Premium sandboxes

• EXL is creating and refreshing Alma & Primo VE premium sandboxes 2x a year (2^nd Sunday in February and August).

• Since the Go Live for UCS is expected July 27^th, your premium sandboxes creation start will begin on Sunday August 8^th.

  • Please see the https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/General/Sandboxes,_Topology/Ex_Libris_New_Premium_Sandbox_Policy

  • This task has also been noted on Basecamp: Begin creation of premium Alma and Primo VE sandboxes

  • Refreshed twice annually once in February and once in August.

Fulfillment data

• Basecamp Q about fulfillment data:

  • QUESTION: Does a non-Alma campus have a choice of whether to provide their fulfillment data before or after go live?

    • RESPONSE:  No, this is *not* an option.  If they want to migrate their fulfillment cutover data, it must be provided to ExL by the deadline of 5pm, July 26

  • QUESTION: could they go live and upload/enter the data themselves later?

    • RESPONSE:  Once campuses are live, they can enter any data they want in Alma but post go-live, ExL is *not* able to migrate any additional data or assist with loading patron data other than:

      • Assisting campuses with troubleshooting the loading of their offline circ files if they used the Alma offline circ utility

      • Assisting campuses with troubleshooting SIS integration

Special meetings

• Questions due on Friday 7/2 for 7/8 Office Hours. Basecamp meeting agenda Discussion.

• July 5 project status meeting is canceled due to holiday.

• July 15 Cutover Preparation Review special meeting

• If you have a topic for Ex Libris to cover, Request a Special Meeting.

• Sep 7-10 Analytics workshop

Parking lot

0

• [Hold for after 6/25] Clarification on Alma/Primo known issues page on Confluence: We have a suggestion to use it for product issues (Alma/Primo) that are controlled by Ex Libris; not for known issues as a result of CDL’s data clean-up and campus-level e-resources management (or non-migration related access issues that also may surface/be tracked).

  • Does everyone agree with this approach? Yes.

  • Do we need another list for internal known issues? Who manages it? Set it up decision page style so each group has one and it feeds into a consolidated view? (may be too much overhead?) - Return to this Q

• Post go-live: Decide which IZ(s) to use for the analytics workshop (in addition to the NZ). Nothing will be edited during the demo. One suggestion from the trainer is to use a different IZ each day.

  • Would you like your IZ demo’ed in the analytics workshop? (Polled on slack)

    • Yes: UCB, UCSF, UCSC

    • No: UCR, UCSB

• In preparation for the eventual switch from implementation to support (and to Salesforce exclusively), new-to-Alma ICs should consider who should have Salesforce accounts (have it in place before go-live). Understand best practices in opening cases. Ex Libris has a template. See Basecamp post.

TOTAL

90/90

Review decisions and actions.