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(thumbs up) We are in Alma and Primo (Test Environments)!

The project remains on track and we have successfully passed a major milestone! The colleges have received their Alma and Primo test environments as Ex Libris completed the test data migration in mid-January. The colleges are currently reviewing their data and developing use case scenarios. Error and issues are being tracked and will be addressed for cutover. In addition, we are finalizing registration for the virtual Ex Libris Alma Workshop (Feb. 28-Mar. 4) with demonstration-led sessions on technical services, fulfillment (circulation), and patron services. We also provided an CLSP update to CLO at their Feb.1, 2022 meeting.

✅ Project Update

The project has officially moved into the Build phase. The major focus of this phase is data review and testing over the next few months. We are taking a phased approach to data review and testing to ensure all colleges stay on schedule. The colleges will also test their configuration settings to optimize their environments for cutover.

The Training, Communication & PR Subcommittee with the support of OCLS, has engaged a marketing firm to assist with naming and branding the CLSP. The goal is to develop a recognizable brand identity for the CLSP that reflects the collaborative spirit, as well as the platform benefits.

New Milestones Completed

  • Completed Configuration Forms

  • Data Migration (Test Load)

  • Started Build Phase

Future Milestones

  • Completing Alma Workshop

  • Completing Data Review

  • Testing

  • Preparing Data Clean Up

🔡 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

  • In 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

  • Cutover: The period where the final data migration and testing occurs before Go Live (also known as Freeze & Load)

  • Test load: The data extracts that the colleges provided in October that are “loaded” into the test environments.

🛠 Useful Resources

You may have heard of the https://clo-collaboration-spaces.atlassian.net/l/c/RBknNGwP space on Confluence, a collaboration wiki tool. It contains many project resources, but we are highlighting the Project Overview page.

It contains an high-level introduction to the project, FAQ, detailed project plan and supporting documents.

You can also get a snapshot of key details and see where we are on our project phase timeline.

(plus) OCLS Service Update

In a recent presentation at the CLO February 1, 2022 meeting, OCLS provided some high-level guidance as to how their service offerings may be impacted by the CLSP Implementation. New potential services include consortial authority file maintenance and electronic resource activation and management activities in the Alma Network Zone. In terms of Remote Access, most of the services will remain unchanged, but for security and privacy reasons OCLS will be phasing out patron data processing activities over the coming year. In addition to helpdesk and contract management, new services in support of the Alma Consortium will likely include sandbox administration, central analytics support and coordination and distribution of shared configurations and templates. More information is available in the CLSP Related Services & Transitions presentation.

🎉 Fun Stuff

Since the Alma test environments were released, the CLSP project has generated over 80 message threads as colleges verify their data, ask questions about testing, follow up on potential issues and share information. Thank you to the colleges, OCLS and Ex Libris for all your hard work. We know you will leave no stone unturned in making your environments the best they can be!