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Alma & Primo VE Sandboxes
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A: Access has been provided via emails from Ex Libris. In Confluence, the instructions and links for the Sandboxes are on XXXX page. In Basecamp, they are in Docs & Files, in the Sandbox Information file. |
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A: Yes, they will be refreshed quarterly upon request. |
Alma Administration Certification
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A: No, OCLS can act as an Administrator on your behalf. The Implementation Steering Committee does recommend that each college has at least one person certified. |
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A: It ensures that colleges have a level of knowledge and expertise required to successfully manage their Alma configurations while in production. |
Basecamp
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A: Yes, Basecamp is Ex Libris’s collaboration tool. It will host detailed Ex Libris project information, including a message board, high-level activities and tasks, documents, etc. Confluence is used by the PMO and will have reminders, communications, project overview, committee information, etc. For information on how to use these tools, use the following links: |
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A: See the Managing Notifications & Tips for Basecamp blog post. |
Data Clean Up
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A: There is no pressure to clean up records before Test Loads. If your college intends to clean up data in advance, completing the clean up before your first data extraction is ideal. There is time between loads to update authority records. Also, tools are available to help with data clean up (e.g., deleting duplications, mass updates).
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Definitions/Terms
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A: The differences are outlined in the following table:
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It refers to circulation. In Alma, fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources, from the institution. |
Digital Repositories
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A: Yes. |
Primo VE
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A: Access is given in the Define Phase at the beginning of December and will continue in the Build Phase. |
Project Details & Meetings
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A: Yes, in principle, all colleges will cut over on the same date and have the same Go Live Date. |
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A: Yes, there is a schedule of activities, meetings and milestones available on Basecamp. There is also an Onboarding Phase Meeting Schedule on Confluence. |
Third Party Integration
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A: Yes, it is recommended to invite the appropriate IT staff from your college. |
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