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Happy New Year!

🥳 It’s a new year and soon all the libraries will be able to play in their new Alma test environments! The CLSP Implementation project continues to be on track.

In December, the libraries achieved a major milestone with the completion of their Configuration Forms. We’re happy to report that the data migration is going smoothly, a testament to all the hard work put in by the libraries, with the support of OCLS. While Ex Libris focuses on the build and migrating data, the libraries are easing into the new year with continued Alma training until January 18th, when each library will receive access to their own Alma test environments.

All the preparation is coming together and we’re excited to see the results!

✅ Project Update

In December, the focus was on completing the Configuration Form that provides a base for how Alma and Primo are set up for each college library. The libraries considered how to implement rules and policies in this new environment. Weekly assigned training continued with topics such as user management and acquisitions. On December 17, we closed off the year with a virtual Holiday Party hosted by the Training, Communication & PR Subcommittee with a specially designed CLSP Kahoot! trivia game.

As we move into January, Ex Libris continues to build the test environments for both Alma and Primo. Once they are provided, testing will begin. See the Project Plan document for more detailed dates. Other work includes developing shared standards, data cleanup and sourcing an external marketing company to develop a unified brand.

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Project dates may be subject to change.

New Milestones Completed

  • Completed Configuration Forms

  • End of Define Phase

Future Milestones

  • Receive access to Alma test environment

  • Receive access to Primo test environment

  • Complete Alma Essentials Training

🔡 CLSP Implementation Basics

For those of you that aren’t familiar with all things CLSP, Alma & Primo, here are some basics!

Project Overview

  • Project Status: On track

  • Moving into Build Phase

  • Alma test environment access Jan. 18

  • Primo test environment access Feb. 1

  • Go Live Date: July 26, 2022

See Project Overview for more information.

Important Acronyms/Ex Libris Terms

  • P2E: Electronic items that are recorded in their current ILS as Print due to system limitations that need to be converted to Electronic during migration to Alma

  • Fulfillment: refers to Circulation in Alma

🛠 Useful Resources

In this issue, we wanted to introduce an important tool in our decision-making process during the implementation, briefing notes. When a significant issue arises, or when a formal decision is required, briefing notes are created by the relevant subcommittee to assist the Implementation Steering Committee (ISC) in determining the best solution. Briefing notes provide a summary of the issue, relevant research and an informed recommendation for the ISC. Recommendations may be based on expertise, information from the Ex Libris Knowledge Centre, consultation with participating colleges, and additional sources. Briefing notes ensure well-informed and appropriate solutions are put in place as well as documenting the decision-making process.

(plus) OCLS Service Update

Within the new world of the consortium, comes the introduction of the Network Zone (NZ), a virtual institution used as a central repository and catalog for all the institutions in the consortium. Managing/supporting the NZ will be a key service that OCLS expects to offer as part of their funded services. Responsibilities associated with the NZ will likely include managing metadata, as was done for the College Union Catalogue and recommending standards to ensure quality records and improve students' searching experiences.

🎉 Fun Stuff

  • Humber has named their CLSP Implementation team as “Phoenix” and they recently celebrated 3 members of their “Phoenix” team achieving their Alma Administrator certification! We’re so happy to have the Phoenix team supporting the CLSP Implementation! Does your library CLSP team have a cool name or special achievement to share? Let us know!