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.
Did I forget to include or highlight something important? Let me know.
And so it begins...
On November 12th, Ex Libris hosted a Kickoff Meeting for the local implementation teams of all 40 institutions.
You are NOT required to watch the meeting, but will probably want to skim the slides (especially pages 31 & 32).
Oh yeah we do!
Use the links below to explore the wonderful worlds of Alma and Primo VE. The training materials consist of short videos and downloadable handouts. Note: sometime the handouts contain additional information not included in the video.
No logins or passwords required
Tabs are listed alphabetically by first initial.
Be sure to play in the new Alma PLAY ZONES!
Will YOU be the First to Check Every Box? Only if your name is Marguerite! Congratulations Marguerite - You have won bragging rites & ...sunglasses? We still have sunglasses right?
Note: Save copies of certificates received at the completion of the training. You may be asked for them at a later date.
Disclaimer: "Please keep in mind that these are generic training resources and not all functionality they cover may be available in the final version of our ILS."
Primo instances created for the 8 test libraries in Sept 2020. Visit one or more if you want a rough idea what our patron experience will be like & see how other institutions tweaked theirs. As of 11/19/20 it looks like SFC has made the most modifications.
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.
November 2020 to-do's:
October 2020 to-do's:
September 2020 to-do's:
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
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.
More Wisdom from the ILS Coordinators Meeting in Bite Sized Bullet Points
Overview/Status of the Alma Implementation:
Clean up documents
Tips & Tricks from the Vanguard libraries (feedback):
Patron Files & Single Sign on (SSO)
How SSO will work:
Patron Load Files
Other testing for various other institutions: FALSC will also be working on self check machine support, berser data files, accounts payable feeds (AP feed), & patron photos.
Additional notes from various Sept. & Oct. emails:
More Wisdom from the ILS Coordinators meeting in bite sized tidbits
Vanguard Libraries Update:
Data Clean Up:
Alma Essentials Training & CANVAS option through FALSC:
Wisdom from the ILS Coordinators meeting in bite sized tidbits
FL+ funding vetoed by the governor – Status of FALSC - “Full steam ahead until we’re told otherwise”
Implementation costs for Alma & Primo VE was split into 2 payments. Good news - 1st payment was already made. The 2nd payment ($875,000) will be due in July 2021. Ongoing costs for Alma & Primo – 1.3 million subscription fee starting in July 2021. The cost for Alma replaces:
Overview/Status of Alma implementation
Sept-Oct – Vanguard phase institutions can review, working group members will have access to all the data as well
Ex Libris Sandbox – test out how Alma works – using the data of others (Not available yet)
Working groups (8) – Each include 1 chair, 1 FALSC member, and 2 representatives from the members council in addition to the other members
Primo VE views for the union catalog – working on 3rd party connections (PeopleSoft, Banner, self-check machines, etc... to make sure they work in this new environment
Online training already exists - Ex Libris has many training sessions:
In person training - planned for Sept/Oct (might need to switch to online training).
April 2021 – 41 forms (instead of just 8) – will extract ALL the data for ALL the institutions from Aleph
In person training is also included in the contract – These 3-day sessions will be held at 15 different sites – plan to coordinate that in the Fall (similar to what FALSC did with Innovative)
Will need to analyze the conversion procedures – do final extraction – will be a freeze at some point (most likely 3-4 weeks) snapshot – extract all bibs – switch everything from Aleph/Mango to Alma/Primo VE
Working Groups – all info is on the LibGuide
Framework document – reusing from last time - has framework graphic
FALSC Website – ALMA/Primo tab includes links to LibGuide – the website contains info similar to the LibGuide: https://libraries.flvc.org/alma
Good to know from Q&A:
November meeting Notes - Coming Soon!
|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|