Alma URL: https://stlawrence.alma.exlibrisgroup.com

Admin credentials: Access restricted to college team members only

Developer Network Credentials (user/pw): 01OCLS_STLAW / Zjg3NTU1N2

Migration Reports: see MFT folder “TL-MigReports”

Delivery Notes

• Course reserves processing unit: there was a bug in migration scripts that created multiple departments instead of a single department, as requested on the migration form. If this applies to your site, ExL will fix for Cutover.

• Preferred names: mapping Sirsi "USERNAME" to Alma preferred name caused display issues (since USERNAME included family name and first name). Do not map Sirsi USERNAME to preferred name for Cutover. For Test Load your migration analyst may have amended the mapping to correct it.

• Review Base Status mapping with items that had $k RESERVES that result is as intended. E.g. see barcode 0134116190973

• Configuration: **Need to confirm proxy IP address. We entered one of the addresses supplied; no patron limits from the config form, so this will need to be done manually in Alma.

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Introduction

The tables below will be used to capture important notes for Cutover including actions that must be taken prior to migration as well as your library’s data migration preferences. Please follow the instructions included with each table. Please complete sections for colleges by April 29th.

Notes for Cutover (For Ex Libris and Colleges to Complete)

Complete each action item assigned to the College below. Select the check box next to the action item when the item is complete. New items should only be added to this table by Ex Libris. Please contact Ex Libris via Basecamp for questions about these action items.

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As a result of today's OCLS Primo VE First Look Handoff presentation, below you will find the following resources:

1. Primo VE First Look Handoff PowerPoint: “

_OCLS Primo VE First Look.pdf”

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

1. Primo VE FE UI View URLs:

St. Lawrence College

https://stlawrence.primo.exlibrisgroup.com/discovery/search?vid=01OCLS_STLAW:STLAW

1. Starter Primo CSS/HTML starter files can be created for Primo VE setup:

A starter Primo CSS/HTML file package can be created for your institution in the Primo VE Discovery Configuration.

Primo VE Discovery Configuration:

Discovery Configuration > Display Configuration > Configure Views

Code: [Institution_Code:View_Code] > on far right click on 3 ellipsis and click "Edit"

Click "Manage Customization Package" tab

In section "Download Package" option "Current View Customization Package" will allow you to download a copy of the package to your PC for editing, before re-uploading the revised package.

UI customization Package Manager - instructions link to Knowledge Center:

Primo VE Training: The UI Customization Package Manager

https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Intro_to_Primo_VE/Intro_to_Primo_VE_-_English/Configuring_the_User_Interface

Documentation: Primo VE Customization - Best Practices

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/008Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices

Documentation: Primo VE

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE

1. Embedded search box for local web page:

For embedding a search box locally, the Primo VE Best Practices page is the best resource for its creation and usage.  Attached are example test files which you can save to your PC and right click to open with your browser to test.

01OCLS_STLAW_ALL_RESOURCES_Embedded_Search_Production.html

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

Documentation: "Primo VE Customization - Best Practices" - "Creating a Search Box With Deep Links to Primo VE"

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices#Creating_a_Search_Box_with_Deep_Links_to_Primo_VE

Within the HTML described in Knowledge Center Article:

For example:

action="https:// <host_name>/discovery/search"

use:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx" column B "<host_name>" for your institution

And:

<input type="hidden" name="vid" value="<inst_code:view_code>">

<input type="hidden" name="tab" value="<tab_code>">

<input type="hidden" name="search_scope" value="<scope_name>">

<input type="hidden" name="lang" value="<2_char_lang_code>">

Becomes:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx"

• column C "

<inst_code:view_code>" for your institution

• column D "

<tab_code>" for your institution

• column E "

<scope_name>" for your institution

• column F "

<2_char_lang_code>" for your institution

For example:

<input type="hidden" name="vid" value="01OCLS_STLAW:STLAW">

<input type="hidden" name="tab" value="Everything">

<input type="hidden" name="search_scope" value="MyInst_and_CI">

<input type="hidden" name="lang" value="en">

1. Alma/Primo VE Services Page URL:

Documented in: "Configuring the Services Page" (Primo VE)

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Primo_VE/Configuring_the_Services_Page

The following format is recommended:

https://<Primo_domain>/openurl/<Alma_institution_code>/<view_code>?

St. Lawrence College

https://stlawrence.primo.exlibrisgroup.com/openurl/01OCLS_STLAW/01OCLS_STLAW:STLAW?

Migration Preferences (For Colleges to Complete)

Indicate your library’s migration preferences by selecting the appropriate check boxes below. Use the links in the header row to find background information and documentation to assist with each decision.

Data Preferences (For Colleges to Complete)

Check all that you are submitting again for Cutover.

Data Extract Tracking (For Sirsi Colleges and OCLS to Complete)

This table will be used to capture details of the data extract scope indicated above in the Data Preferences table. You may prefer to exclude records from the data extracts that OCLS will complete on your behalf. Use the second column of this table to provide the details OCLS will use to exclude data from your extracts if this is your preference. For example, indicate “exclude bib records that contain 996=Proquest. You will find examples of exclusion identifiers in the third column. Please provide whatever information will be necessary to identify records for exclusion.

OCLS Assistance with P2E (For Colleges to Complete)

Do not include collections in P2E that will be activated by other means. See the Troubleshooting e-Resource Duplication Issues note for more information.

Use the table below to identify collection titles that can be extracted in batch by OCLS for your P2E files. Include information OCLS staff can use to identify the collection records. Reviewed SB 05/13

Link to Test Load Environment Release Notes (For Ex Libris to Complete)

Notes regarding St. Lawrence College - Test Load Environment Release can be found on a different page: /wiki/spaces/CI/pages/379748552

Link to Mapping and Migration Form Version Tracking Page

St. Lawrence College - Mapping & Migration Forms