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Definitions/Terms
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A: [Maria to provide] |
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It refers to circulation. Fulfillment is the term used to indicate circulation in Alma.In Alma, fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources, from the institution. |
Project Details & Meetings
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By the beginning of June. |
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Yes, there is a schedule of activities, meetings and milestones available on Basecamp. There is also an Onboarding Phase Meeting Schedule on Confluence. |
Base Camp
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A: Yes, Basecamp is Ex Libris’s collaboration tool. It will host detailed information about the project, Alma, etc. Confluence is used by the PMO and will mainly have reminders, communications, etc. |
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A: There is one Basecamp with a message board for questions, high-level project activities (To DoDos) managed by Ex Libris PM, documents and calendar. About 75% of content on Basecamp will probably be applicable to all colleges with some components that are unique to specific colleges. There are options to limit information you see and are notified about from Basecamp. Basecamp Tour link [?] |
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A: The PMO is still exploring how this will be set up. |
Alma
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& Primo VE Sandboxes
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A: Access has been provided via emails from Ex Libris. If you have access to Basecamp, the links to the Alma sandboxes are in the Documents folder under Sandbox Information.  |
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There are two Alma sandboxes. Ex Libris has found that to be sufficient in other projects. If issues arise, Ex Libris will determine if another sandbox is needed. |
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Yes, they need to be part of the third party integration. |
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Yes?? Not sure |
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Basecamp has a significant amount of information and most of it is not relevant for IT. Ex Libris recommends completing the third-party integration form and then Ex Libris will link to documentation for each software, which should meet IT needs. Ex Libris will provide troubleshooting sessions if needed. |
Additions from Session 2
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Primo VE
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Access is given in the Define |
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Phase and |
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continues in the Build |
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Phase. |
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Q: What does fulfillment refer to?
A: I
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Data Clean Up
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There is no pressure to clean up records before test loads. There is time between loads to update authority records. |
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Also, there are tools available to help you clean up (deleting duplications, mass updates, etc.) |
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Q: Is there a high level schedule following the Onboarding activities?
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Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, Jul Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, July. Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, July.
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