Communicate on the all-cohort channel - any issues that need to be known broadly. Also, announce when you are live on Alma, and then live on Primo.
Actions from risk mitigation to followup on.
New column added to Go Live Status sheet for “OK to test”.
Share with your local imp team…anyone who changed data in their ILS after the tech services freeze should know that search results may have discrepancies as you are comparing search results in Alma to your old ILS. Make sure everyone who is doing testing knows this at your campus. (Laurie also mentioned this at the Alma Data Review meeting mid-July.)
“Live” in Alma is once you have done data acceptance, fulfillment acceptance, and you start making changes, you are essentially live in Alma. And you decide not to go live, we must let Ex Libris know.
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.
Any other activities to call out specifically (or generally) in the sheet?
PMs to share with ICs that campuses should have a backup plan/checklist or response plan in the event they do not go live on 7/27 (removing website search boxes, links, etc.)
All
Lena will check the actions from risk mitigation and flag anything that needs to be done.
Move Primo environment acceptance column before Go Live in the Go Live status sheet. Done!
Do we need to sign off on Primo environment acceptance before we can make data changes/config changes?
Create a matrix with when you can do configuration changes and data changes.
The ICs didn’t see any flags with the RMFG moratorium proposal.
Lena Zentall (Unlicensed) will check the actions from IC risk mitigation and flag anything that needs to be done.
Lakshmi Arunachalam will ask EXL if we need to sign off on Primo environment acceptance before we can make data changes/config changes
Lena Zentall (Unlicensed) to create a matrix showing when you can do configuration changes and data changes (considering signoffs and bib moratorium).
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.
Lena Zentall (Unlicensed) to report to ExLPM and IT that ICs will need to see the Qs specific to their campus in advance to know if they can demo their data for the Analytics workshop.
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Parking lot
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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.