[Back to Part 2: Deep Dive ]
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Step 1: Complete Go Live Readiness Checklist
Introduction
Now that After completing the Sample Testing Checklist has been completed, many of you have continued to test in your new environment. To leave no stone unturned, you will need to complete Ex Libris’ Go Live Readiness Checklist to guide your efforts and ensure you have sufficiently tested all the relevant modules in Alma.
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You will need to provide your completed Go Live Readiness Checklist to Ex Libris on the applicable due date.
Due Dates for Go Live Readiness Checklist
Symphony Colleges: This checklist will need to be completed and returned to Ex Libris by April 29 [link to Basecamp] to allow time for OCLS to create new data extracts.
Non-Sirsi Symphony Colleges: This checklist will need to be completed and returned to Ex Libris by May ??10 (give a specific date) as there may be impacts for mapping and migration forms.
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Note: As you review your data, report major problems to Basecamp immediately. Include examples and as much detailed record information as possible.
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Approach
For most libraries, this testing will be a team effort.
We suggest functionality testing in the following order:
User management
Fulfillment
Resource management
Acquisitions
Discovery interface (Primo VE)
General
Analytics
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Advice
Make note of any problems with functionality that may have an impact on configuration as well as mapping/migration forms
Make sure your testing is well rounded and that you are covering all functionality that your library will be using.
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Note: As you review your data, report major problems to Basecamp immediately. Include examples and as much detailed record information as possible. At this point, maybe configuration issues, but good to consult with Ex Libris to ensure you are taking the right steps to correct. |
Support Material: Links to Resources/Training
Checklist Section | Useful Links | Tips/Hints |
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User management | Alma Workshop Presentation: Session 11 Patron Services & User Management (slides 68-71) | |
Fulfillment | Alma Workshop Presentation: Session 10 Fulfillment Overview (slides 63-67) | |
Resource management | ||
Acquisitions | ||
Discovery interface (Primo VE) | ||
General | ||
Analytics |
Step 2: Upload complete Go Live Readiness Checklist
Go the Docs & File
[Go to Part 4? - Coming soon]
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