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Alma & Primo VE Sandboxes

A: [Maria to provide]
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title***Q: What is the difference between electronic resources and digital resources
Do we have access to the Alma and Primo Sandboxes?

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: ???
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title***Q: If we use Alma to manage digital objects, does it mean we can stop using those digital repositories?
Does each college have its own Alma Sandbox?

A: 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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titleQ: What does "fulfillment" refer to in Alma?

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. 

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Will Sandboxes be refreshed once in a while?

A: Yes, they will be refreshed quarterly upon request.

Alma Administration Certification

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titleQ: Are all colleges obligated to cut over on the same date or can we each have a custom date? And for GO LIVE dateDo we have to have a certified Alma Administrator in our college?

A: Yes, in principle, all colleges will cut over on the same date and have the same Go Live DateNo, 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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titleQ: How long will regular meetings be during onboardingWhen do new Alma Administrators need to complete certification by?

A: Usually one hour. Occasionally, meetings may be longer if neededRegister and start going through the self-paced training after the delivery of the Test Load.
Complete certification prior to the start of Cutover.

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titleQ: How long will project status meetings beWho should be certified?

A: One hour each week. These meetings will also include training questions, tips and tricks, etcIndividuals at your institution who will be responsible for overall system configuration changes.

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titleQ: Do we have a tentative schedule for the project meetings yetWhat’s the estimated course duration/load time?

A: We There are in the process of developing a schedule and will send out invitations for meetingsaround 49 sessions in total, an average of 8 minutes each. The entire course is around 4 hours of online training, with a 40-question exam covering all the major Alma functional areas.

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titleWhen do new Alma Administrators need to complete certification by?

By the beginning of June.

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titleIs there a high-level schedule for Onboarding activities?

Yes, there is a schedule of activities, meetings and milestones available on Basecamp. There is also an Onboarding Phase Meeting Schedule on Confluence.

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Q: Why is certification important?

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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titleQ: Is Basecamp a collaboration tool? Will we use Basecamp and and Confluence?

A: Yes, Basecamp is Ex Libris’s collaboration tool. It will host detailed information about the project, AlmaEx Libris project information, including a message board, high-level activities and tasks, documents, etc. Confluence is used by the PMO and will mainly have reminders, communications, project overview, committee information, etc.

For information on how to use these tools, use the following links:

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title***Q: Does each college have its own Basecamp?

A: There is one Basecamp with a message board for questions, high-level project activities (To Dos) 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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titleQ:How can I manage all the notifications/emails from Basecamp?

A: See the Managing Notifications & Tips for Basecamp blog post.

Data Clean Up

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title***Q: Are colleges responsible for the configuration of the institution zone while OCLS is responsible is responsible for the network zone? Or will OCLS have a canned configuration for all colleges and we can customize from there?

A: The PMO is still exploring how this will be set up.

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Q: If we want to clean up our records, when to we have to have it done by?

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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Data extracts for non-SIRSI colleges are due Oct. 1, SIRSI colleges are due Oct. 15.

Definitions/Terms

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titleQ: What is the difference between electronic resources and digital resources?

A: The differences are outlined in the following table: 

Digital

Electronic

Objects owned by institution

Objects owned by vendor

Available per the institution’s terms

Available via subscription, open access or contract

Metadata stored in Alma

Metadata stored in Alma

Asset files managed in Alma or institutional repository

Asset files are managed by vendor

 

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titleQ: What does "fulfillment" refer to in Alma?

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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titleQ: If we use Alma to manage digital objects, does it mean we can stop using those digital repositories?

A: Yes.

Primo VE

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titleQ: Do When do we have first get access to the Alma and Primo SandboxesVE interface?

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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is given in the Define Phase at the beginning of December and will continue in the Build Phase.

Project Details & Meetings

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
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titleQ: Does each college have its own Alma sandbox?
Are all colleges obligated to cut over on the same date or can we each have a custom date? And for Go Live date?

A: Yes, in principle, all colleges will cut over on the same date and have the same Go Live Date.

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titleQ: How long will regular meetings be during onboarding?

A: Usually one hour. Occasionally, meetings may be longer if needed.

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titleQ: Will Sandboxes be refreshed once in a whileHow long will project status meetings be?

A: One hour two times per week. Meetings may also include training questions, tips and tricks, etc.

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titleQ: Do we have a tentative schedule for the project deliverables and tasks?

A: Please see the Project Overview page.

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titleQ: Is there a high-level schedule for Onboarding activities?

A: Yes, they will be refreshed quarterly upon request.

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, 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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titleQ: For 3rd party the Third Party Integration meeting, do we invite IT staff?

A: Yes, it is recommended to invite the appropriate IT staff from your college.

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titleQ: Are self-check machines and book lending machines included at some phase (SIP2 connections and Stunnel)?

A: Yes, they need to be part of the third party integration.

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title***Q: Are RFID readers considered a 3rd part of third party integration from ExLibrisEx Libris's perspective?

Yes?? Not sureA: Yes, they should be included in the Third Party Integration Form.

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titleQ: Can IT get access to Basecamp for the third-party integrations?

Basecamp has a significant amount of information and most of it is not relevant for IT. A: Ex Libris recommends completing the third-party integration form and then Ex Libris will link to documentation for each Third Party Integration Form first. Then, based on that, they will provide documentation links for each piece of software, which should meet provide the specific information for IT needs. Ex Libris will provide troubleshooting sessions if needed.

Primo VE

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What phase do we first get access to the Primo VE interface?

Access is given in the Define Phase and continues in the Build Phase.

Data Clean Up

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title***If we want to clean up our records, when to we have to have it done by?

There is no pressure to clean up records before test loads. There is time between loads to update authority records. Also, there are tools available to help you clean up (deleting duplications, mass updates, etc.).

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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