📋 Testing Continues…
As we head into March, the project remains on track. Our phase 2 testing has wrapped up and as expected, the college libraries have identified various issues. They are working with Ex Libris and OCLS and the support of the Project Management Office to resolve issues in real time or for cutover as appropriate.
This week, the virtual Ex Libris Alma Workshop is running with 16 demonstration-led sessions on technical services, fulfillment (circulation), and patron services. Our first few sessions were well attended with numerous questions as the staff consider how to tailor workflows for their libraries.
✅ Project Update
Phase 2 testing involved a deep dive into the libraries' data, running searches and reviewing records. Resolving issues identified during this phase will continue over the next few months. In addition, college libraries will begin to complete the Go Live Readiness Checklist provided by Ex Libris
OCLS is working on data clean up project requested by the colleges and testing and activating resources in the Network Zone.
CLSP Branding Project
The CLSP Branding project is moving full-steam ahead! The Training, Communication & PR Subcommittee is supporting Aubs & Mugg, our marketing firm, as they conduct research with internal and external stakeholders and develop the CLSP brand principles. We’re excited to share that Aubs & Muggs will present some name ideas that will be shared with the CLSP group in March.
New Milestones Completed
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Future Milestones
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🔡 CLSP Implementation Basics
For those of you that aren’t familiar with all things CLSP, Alma & Primo, here are some basics!
Project Overview
See Project Overview for more information. |
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Important Acronyms/Ex Libris TermsLocations: In Alma, fulfillment (circulation) policy is driven by physical locations because items are often grouped and shelved physically together in locations which circulate similarly (e.g. open stacks for regular circulation). |
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🛠 Useful Resources
In our Project Update section, we mentioned colleges will be required to complete the Go Live Readiness Checklist. This checklist is an important tool that verifies essential day-to-day library activities are functioning properly for Alma and Primo VE Go Live. The checklist is intended as inventory of preparedness for Go Live, and will be used to identify any outstanding issues.
We are working on preparing Alma & Primo training for all library staff and will provide an update on that in our next issue.
OCLS Service Update
Given the continued learning as the implementation continues, OCLS has decided to develop service proposals for their impacted services impacted by the CLSP Implementation. Service proposals will outline the new or /changed OCLS services, associated activities and proposed funding category based on the current information available. They will be shared with the appropriate subcommittees for feedback. Once finalized, they will be shared with the Implementation Steering Committee and circulated to the consortium libraries. This format will allow the OCLS a measure of flexibility as services may need to be adjusted as OCLS has greater understanding about workloads and volumes of activities.
Service proposals will be discussed with the appropriate subcommittees for feedback and then shared with the Implementation Steering Committee. When finalized, they will be communicated to the consortium libraries.
🎉 Fun Stuff
We had over 100 attendees at our first Alma Workshop session! Going online has some benefits.