This guide is meant to be a one stop easy to find site for everything related to our next gen ILS implementation of Alma and Primo VE. Instead of having to search trough emails and bookmark various sites, we can all just go to our LibGuides page and search for Alma to find everything we should need to know about Alma and Primo VE at any given moment.
Going forward, this tab will contain quick reference links and new information for 2021!
Have a general question or comment? Found an error in Alma? Want to suggest a chage to be made in Primo? Add it to our shared document in PIE: http://bit.ly/AlmaQuestions
For info that's soooooo 2020, check out the 2020 Alma Primo Archive Tab above.
Test your SSO in Alma (AS WELL AS IN PRIMO) The Links are above this text. Then update this spreadsheet to indicate if your SSO is/isn't working: https://bit.ly/3qa8pSf
Warning do NOT change any of our data in Alma until March 10, 2021. Only verify if our data migrated correctly for now.
The real work begins now... February - review migrated data in Alma (CHANGE NOTHING IN ALMA till 2nd week of Mach). also review the “February FALSC Alma Documents” for any errors. Don't worry about messing up the documents. Every member of our local implementation team has a copy of the original. Like with the Primo spreadsheets - pick a color & go to town!
Oh yeah we do!
Tabs are listed alphabetically by first initial.
Alma PLAY ZONES are on the 1st tab.
Alma Glossary - Translates Aleph lingo into Alma lingo
Alma Role Profiles - Staff User Roles as of Jan 2021
Migration Data Prep Suggestions - Includes comments from Ex Libris
Note: All important meeting recordings and slides are on the "FALSC &/or Ex Libris Presentations" tab in the Next Gen ILS Implementation Box.
Welcome to your one stop shop for our Alma and Primo VE implementation.
Earth shattering revelations and important to-do's will live on this tab. For a more thorough update see the Good to Know box below this one.
March 2021 To-Do's:
February 2021 To-Do's:
January 2021 To-Do's:
Below is a list of recordings for all major meetings and/or presentations related to the ILS Implementation Project. Many of these sessions were open and available to all library staff and cover topics that touch on all aspects of the project. Click on the corresponding link to view the presentation. Slides and other information may also be available.
|Vanguard Kickoff Meeting||Ex Libris||July 9, 2020||Recording|
|Vanguard Primo VE First Look||Ex Libris||September 18, 2020||Recording||Slides|
|Full Forty Kickoff Meeting||Ex Libris||November, 10, 2020||Recording||Slides|
|Primo VE Configuration Form Review||Ex Libris||December 1, 2020||Recording
(no longer available)
|eResources in Alma/Primo VE||FALSC Staff||December 9, 2020||Recording||Slides|
|Leganto Demonstration||Ex Libris||February 2, 2021||Recording|
|Alma Spring Workshops Informational Webinar||Training Working Group||February 4, 2021||Recording||Slides|
|Alma Full Forty Testload Release||Ex Libris||February 9, 2021||Recording||Slides|
|Alma Data Review Workshop||FALSC Staff||February 12, 2021||Recording||Slides|
|Full Forty Primo VE First Look||Ex Libris||February 16, 2021||Recording||Slides|
|eResources in Alma (Statewide eresources in the NZ, Linking parameters)||FALSC Staff||February 19, 2021||Recording||Slides|
|eResources in Alma (Finding "e" content, Display Logic rules, Autoholdings)||FALSC Staff||February 26, 2021|
Last updated February 25, 2021 - Table mostly taken from FALSC Next Gen ILS Implementation LibGuide
Onboarding phase (3 months) April - June 2020 Vanguard phase (4 months) July - October 2020
Full Testload Phase (6 months) November 2020 - April 2021
Go-Live Phase (3 months) May 2021 - July 2021
Updated (Feb 2021) & Detailed Switch to Go Live Timeline: https://polkstatecollege.sharepoint.com/sites/departments/aa/LAS/li/Shared%20Documents/Alma%20and%20Primo%20VE/February%20FALSC%20Alma%20Documents/Additional%20NEWer%20Documents/Switch%20to%20Go-Live.pdf
Eight Working Groups:
They want YOU !
To facilitate this broad participation, FALSC has set up eight discussion lists, one for each working group, where any library staff can subscribe. Each working group is obligated to post notes from each of their meetings to their respective discussion list and monitor all messages posted to it. The working groups are also encouraged to post questions to the list asking for input. They may also sponsor open web meetings from time to time to invite discussion on a particular topic. These lists are a wonderful way to stay informed and contribute to the project.
Feel free to subscribe to as many of these lists as you want. Joining a list is pretty straightforward, and instructions are listed below.
How to join an Alma/Primo VE Implementation Discussion List
FALSC "will be using this LibGuide to share information among the teams, Working Groups and Discussion Groups outlined in the Organization Framework for Implementation Document and the Organizational Framework for Implementation Graphic. Please feel free to check back to this guide often for updates and the latest information on this exciting project."
Everything you ever wanted to know about the ILS transition lives here.
Some early notes for March, from various sources. Additional notes will be added to the March tab through 3/20/21
OMG - So many important meetings for February - many of which you will probably want to watch or at least view the slides for.
Where are these slides & recordings?
So glad you asked! Why, they are now in the box above this one on the "FALSC &/or Ex Libris Presentations". FALSC just added a similar table to their LibGuide today & I totally stole it! (With Daves' permission of course - got it in writing!)
Biggest takeaways from the multiple February meetings so far:
*We received one of our two BIG Valentine’s Day gifts from FALSC late Tuesday 2/9/21 afternoon - Our instance of Alma (replacing - Aleph)
We will get our instance of Primo VE (replacing - Mango) sometime next week
There are 2 links to our Alma instance & 1 to the Network Zone. All three links and their explanations are in the “It’s Finally Here” box on this page, as well as at the top of the Play Zones tab in our Alma/Primo VE training checklist.
Next 3 weeks: Get comfortable searching & verify our data migrated “correctly.”
We were instructed NOT to Change ANY data until the end of the month (when functional/workflow testing will begin.
A few things to spot check:
*We were also gifted with multiple documents that initially appeared torturous, but now seem much less so. FALSC (with the help of Aleph) has prepopulated most of the answers! We basically need to double check them and see if anything needs to be changed. Copies of all those documents are in the “February FALSC Alma Documents” folder in PIE. This link also lives at the top of the Play Zones tab in our Alma/Primo VE training checklist. (Things that do not pertain to us (ex/ Acquisitions) should be left blank).
Remember - We need you!
Next Friday – “Open hours” meeting – Topic: NEW eresource activation worksheets… linking parameters (looking forward to cutover) – Jarrod & Shannon will attend.
UBorrow - Stop date before cutover - Tentatively 5/1/21. There will be additional information about this later.
March – May: Functional testing, & workshops, & setting up of 3rd party integration, Oh my!
Overview/Status of the Alma Implementation (as of 1/13/21)
Webinars / Workshops / Trainings
Reports subgroup of the Systems-Reports Working Group
End of February – timeline for the freeze for “cutover” will be finalized. (cataloging, circ)
Updates on Work by ILS Coordinators
Other & Future Topics:
|Document Name||Date Due||Date Submitted|
|“Item Status and Collection Clean Up”||10/14/2020||10/13/2020|
|Borrower Status Clean Up spreadsheet||11/20/2020||11/7/2020|
|“Duplicate Barcodes” report - optional (but important)||10/23/2020||Completed by Melissa on our behalf 10/23/2020|
|eResources Activation Form||11/6/2020||Revised version submitted 11/6/2020|
|Alma Staff Roles Worksheet||1/15/2021||1/14/21|
|Primo VE Configuration Forms||1/13/2021||1/11/21|
|Patron Load Test Files||2/1/2021||1/29/21|