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You will need to provide your completed Go Live Readiness Checklist to Ex Libris on the applicable due date by uploading it to the Go-Live Readiness Checklist page in Basecamp. When you upload your completed version, please rename it with your school name.
Due Dates
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Symphony Colleges: April 29 (to allow time for new data extracts by OCLS)
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Checklist Section | Useful Links There is a single presentation for all Alma Workshop sessions so the starting slide numbers is provided with the recording.The presentation file is available on the /wiki/spaces/CI/pages/438108189 page. | Tips/Hints |
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User management | | Note: Setting broad roles for user management may help to avoid testing roadblocks. |
Fulfillment | | Consider the Policies, TOU & Rules set up on your configuration form. Test loans, fines, special conditions for equipment, etc. Do they: |
Resource Management and Inventory | | Default cataloger permission levels will allow all cataloguers the ability to test all functionalities. |
Acquisitions | | While not all libraries are migrating acquisitions, your test environment provides a good opportunity to explore potential. |
Discovery interface (Primo VE) | | Note: only complete checklist pages for Primo VE, page 6 & 7 Don’t forget to test functionality for linking and accessing patron accounts from both on and off campus. |
General | Ex Libris Training Links: | Please be aware each library is responsible for training their own staff. To support this training, we are developing training material for library staff not involved in CLSP implementation (coming soon). |
Analytics | | |
[Go to Part 4 - Coming soon https://clo-collaboration-spaces.atlassian.net/l/c/paSjtZuv ]