Page Comparison

Q&A (recurring) - urgent questions

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

1. Alison: Another surprise configuration activity for IZs: “Custom linking for Central Index databases”; preferably before (or very close to) PrimoVE golive

   1. Naxos Music + Jazz: replace ‘INSTITUTIONID’ with ‘univportal’

   2. GaleGroup: change <Service_ID> to primo & <Location_ID> with your campus value

20

Go-Live coordination

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

• Go Live Decision Plan

• 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

• Campus configuration/integration contacts

• See reminders on 6/24 meeting notes

• Define: what it means to be “live” on Alma and Primo. See Go Live Status sheet - definitions at bottom of the sheet.

• The WG approved the Go Live Decision Plan.

  • One bullet point was added: “Tuesday, July 27: As each campus goes live on Alma and Primo VE, the IC should post a Slack all-cohort message and update the go live sheet.

  • PMs to share with ICs that campuses should have a response plan/checklist in the event they do not go live on 7/27 (e.g., remove library website search boxes and links; inform stakeholders, etc.)

• Lena will check the actions from IC risk mitigation and flag anything that needs to be done. Done! ICs have been reminded of all actions.

• Followup:

  • Do we need to sign off on Primo environment acceptance before we can make data changes/config changes? (posted on BC 7/20)

  • Create a matrix with when you can do configuration changes and data changes: https://docs.google.com/spreadsheets/d/1P758aBoQQ7AxfLxDJFUHfutfBPrYQam-_h1TR60kx9g/edit#gid=0 (posted draft on BC 7/20 to check if it’s accurate)

All

Timeline review / PM update

• Cutover to do list

• 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?

Special meetings

• Thu, Jul 22: Office Hours

  • Questions due by EOD Mon July 19th

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

• Sep 7-10 Analytics workshop:

  • Question from ExL: Is it OK to demo your IZ during the analytics workshop if Q’s arise that relate specifically to your campus' data? (for patron data or financial - no.) ICs will need to see the Qs to know if they can demo the data. (Added to ExLPM agenda to share with IT & ExL 7/20)

Parking lot

0

• 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

  • ICs will need to see the Qs specific to their campus in advance to know if ExL can demo their IZ to answer the Q.

• 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.