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Phase | Activity | Estimated Hours to Complete Activity | Due Date |
|---|---|---|---|
Onboarding (Sep-Dec) | |||
Review Technical Requirements for Alma and Primo Implementation Guide. Link to Guide: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides/03Technical_Requirements_for_Alma_and_Discovery_Implementation Description: This document describes Alma cloud fundamentals, the technology driving the Alma cloud, the IT side of the Alma cloud infrastructure, and the Alma cloud's interaction with on premises institutional/campus systems. | 1-5 |
| |
Plan ILS data extract (Mohawk Only) | 3-15 |
| |
Review Integrations with External Systems: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Tutorials/03_Alma_Integrations_with_External_Systems and discuss anticipated integrations with Library staff. Description: The video clips provide a brief overview of Alma's integrations with various external systems, to help you decide which integrations to implement. | 1-5 |
| |
Review Authentication details and requirements documentation Authentication | 1-5 |
| |
Meet with Library staff to determine matching ID Authentication | 2-15 |
| |
Work with Library staff to complete Authentication Form Authentication | 1-5 |
| |
Review Student/Staff Information System Integration details and requirements documentation Student/Staff Information Systems Integration | 1-5 |
| |
Complete ILS data extract for Test Load (Mohawk Only) | 1-3 |
| |
Define (Jan-Mar) | |||
Complete Alma / Primo VE Authentication Configuration | 10-30 |
| |
Complete Alma SIS Testing | 10-30 |
| |
Build (Mar-Apr) | |||
Complete Priority 1 3rd Party Integrations | 0-20 |
| |
Adjust Alma / Primo VE Authentication Configuration if necessary | 0-10 |
| |
Adjust Alma SIS Load Configuration if necessar | 0-10 |
| |
Deploy (Apr-May) | |||
Complete ILS data extract for Cutover (Mohawk Only) | 1-5 |
| |
Complete ILS fulfillment data extract for Cutover (Mohawk Only) | 1-5 |
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Additional Documentation
Link to CLSP Implementation Site with Ex Libris Data Security & Privacy Information: Ex Libris Data Security & Privacy Information
Link to CLSP-BOLT Working Group Documentation and Meeting Recordings: BOLT-CLSP Working Group