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📋 Counting Down to Go Live
10…9…8…7… After many months of incredible effort, we are almost at Go Live. The college libraries have completed their final migration forms and data extracts, with the help of OCLS. Ex Libris will migrate the is migrating library data and prepare preparing the final Alma & Primo VE environments. We remain on track !for Go Live.
It’s only 15? days until Go Live on July 26!
High-Level Important Dates
Event | Date | Status |
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Configuration Freeze for Alma | ~June 28 | In effect |
Full Alma & Primo Lockout | July 8 | In effect |
Cutover Data Release/Review/Acceptance | July 21-25 | |
Go Live | July 26 |
✅ Project Update
New Milestones Completed
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Future Milestones
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Currently, the college libraries are locked out of Alma and Primo VE until Ex Libris releases the colleges' final environments for data review and acceptance. However, they still have access to the sandboxes for testing.
We strongly suggest that college libraries use this time to train their staff and communicate about Page 1+ to their staff, faculty and students. If staff are on vacation or expected to join the library for in the fall, we recommend preparing training plans and material during this quieter period. Please see the Useful Resources belowsection.
Post-Go Live Checklist Activities
Ex Libris and the PMO Project Management Office have prepared a list of activities that college libraries will need to do once they have accepted their Alma and Primo environments. These activities include running the Student Information Systems data to update patrons populate patron information in the new system, updating library URLs and websites to link to the Primo search box and managing e-resource collection collections access. In addition, OCLS has shared their Cutover and post Go-Live activities so that colleges are aware of know what OCLS will be doing on their behalf.
Planning for the Future of Page 1+
The Implementation Steering Committee has formed a working group to develop a permanent governance structure for the Page 1+ consortium governance structure after Go Live. They are working in collaboration with the CLO Executive to ensure that Page 1+ governance is integrated with the future structure of CLO, allowing the Page 1+ efficiencies and benefits of Page 1+ to be leveraged for CLO initiatives.
🔡 Page 1+ Implementation Basics
For those of you that aren’t familiar with Alma & Primo, here are some basics!
Project Overview
See Project Overview for more information. |
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Important Acronyms/Ex Libris TermsFulfillment Cutover (FCO) This refers to the process of moving the most recent circulation data from the college’s systems to Alma before Go Live. It is part of the overall Cutover process. |
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🛠 Useful Resources
Communication
As you know, we have created basic Launch Communications Plan that is available on the Page 1+ Alma & Primo LibGuide. Since each Each college is different, it is up to the college libraries to plan and implement libraries is responsible for implementing Page 1+ launch communications/ activities that best suit their audiences and communication channels. Colleges are welcome to add their own elements, customize the draft content for their audiences and adjust the timing (except for Go Live).
We are currently in Phase 2 of the plan, which consists of reminder emails for faculty (with a Faculty Preparation Guide) and library staff. Also, your preparations Preparations for Phase 3: Go Live should be well underway, especially if you are for colleges planning to use promotional material.
Training
College libraries are responsible for training their staff and , but there are many resources available to assist them on the Training Your Users page of the LibGuide. We’ve recently posted training presentations and videos from Centennial and a training plan from Conestoga. We also have the How To…In Alma section with links to videos and webpages. More material is being added regularly.
OCLS Service Update
After feedback from a college focus group, OCLS is taking a more holistic approach to communicating Page 1+ service proposals. This will give colleges a clearer picture of the areas of service and support that OCLS is proposing to provide. They are preparing a summary presentation that will provide an overview of the service proposals, their interdependencies and a high-level summary of the proposed activities.
Current service proposals in development include:
Page 1+ Consortium
Sandbox Management
Resource Sharing
Metadata Management
E-Resource Management (ERM)
Permitted Uses (formerly CLEAR)
OCLS has also been working on how to display permitted uses for e-resources in Primo VE. They will take a phased approach, starting with adding a CLEAR link to the electronic record in the Network Zone. This allows the relevant permitted uses for that item to appear in Primo search results for college library users. More sophisticated solutions will be explored for future phases.
🎉 Fun Stuff
It’s almost time to celebrate the launch of Page 1+ at your libraries. OCLS has kindly provided a celebration allowance for each college and we look forward to seeing how you celebrate!
We also wanted to highlight some amazing resources that colleges have shared. We can already see the value of collaboration for the Page 1+ consortium. Please check out some