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• Feb 11: ExL presentation on what What to expect when Ex Libris delivers Alma environments & using Alma for data review.

• Feb 11: ExL releases the test environment; ICs will get sysadmin accounts to start making new accounts as needed. ICs will need several days needed to verify data migrated as expected before granting access to the IZs.

• Feb 11-Feb 25 Mar 4 at 5pm: Moratorium on any type of bibliographic and holdings records work by campus or SILS groups that could impact data in the NZ. This preserves the data in its migrated state and allows for Resource Management FG to do their data review.

• Feb 25: ExL presentation on using Alma for data reviewFeb 26: ExL releases the Primo VE environments

• by Feb 26: Provided migration was successful, campuses ICs will begin creating accounts for their IZ for FGs and other testers. Roles will be assigned based upon requested test function.

• Mar 4: ExL presentation on “Primo VE Handoff/First look” in test

• March-May: Alma Workshops

• DATE TBD: Lessons learned show and tell

• DATE TBD: Cutover kickoff

• DATE TBD: Test environments no longer available

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• Sysadmin (high privilege) accounts will be given to ICs at the same time as the environment is released. Those sysadmins will create new local accounts with appropriate privileges to manage system needs and do local testing.

• Local campus SILS testers will be given accounts as coordinated by the IC.

• SILS Cohort testers will be given accounts as needed by their IC.

• The appropriate permission levels will be provided for the test expectation.

• All accounts will be for named staff members and associated with a UC email account (for data privacy tracking concerns); no accounts will be shared.

• Before receiving an account, a “guest” (someone from a different campus or asking for NZ access) must complete read the Acknowledge of Data Security Responsibilities form.

  • Best practices for guest accounts:

    • Be specific about exactly why you need a guest account. Do not assume you will be given one. Fewer guest accounts will be given in the Test Load since all campuses will have their own IZ.

    • Don’t make any changes without consulting the IC in charge. For the NZ, that’s Alison Ray.

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Moratorium on bibs/holdings work until Feb 25 Mar 4:

The ICs are recommending a moratorium on any type of bibliographic and holdings records work by campus or FGs that could impact data in the NZ until 2/25 3/4 at 5pm.This would preserve the data in its migrated state and allow for Resource Management FG to do their data review. This moratorium would not apply to local testing on Fulfillment and Resource Sharing, or Acquisitions, whose testing would not result in changes to bibs and holdings data in the NZ.

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• Edit this timeline as needed if Alma IZ & NZ are delivered early. (Done. Changed the date from Feb 19 to Feb 11)

• Even if the NZ is delivered early, the moratorium dates do not change.

• Exended the moratorium one week to accommodate ExL’s late delivery.

Links

Acknowledgement of Data Security Responsibilities form

Recommendations for Vanguard data migration testing worksheet

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