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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? 14 days until Go Live on July 26!
High-Level Important Dates
Event | Date | Status | Configuration Freeze for Alma ~June 28 | In effect | |
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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 is preparing has shared their Cutover and post Go-Live activities so that colleges can be 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 as they look to streamline their structure. This collaboration will ensure that Page 1+ governance is integrated with the future structure of CLO. The purpose of this integration is to ensure that the , allowing Page 1+ efficiencies and benefits of Page 1+ can 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) Refers to circ data taken from ILS during Circ FreezeThis 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
Link to Plan
Update on status - entering Phase 2 - what’s coming up
Promo Material Link?
Training
College libraries responsible for training their staff
Link to training page of the LibGuide
Training items still to come - Quick Ref Guide template, Recently posted stuff - Video for Centennial
OCLS Service Update
Realize need for holistic approach for colleges to provide some feedback. Preparing presentation on Service Proposals for ISC
Service Proposals in development - list?
CLEAR work
Currently, OCLS is soliciting feedback on the Metadata Management service proposal from the Metadata/Cataloguing Subcommittee. OCLS is proposing to act as a central body that actively promotes and supports metadata consistency, with an emphasis on developing, maintaining, and sharing high-quality records across the system, including with colleges outside the Page 1+ consortium. This work will be done in conjunction with a standing Metadata Subcommittee. The proposal will also be reviewed by the Implementation Steering Committee.
In addition, OCLS is working on a Page 1+ Consortium Service Proposal. This proposal will focus on activities that add value to the consortium and leverage OCLS resources on behalf of the college libraries, some of which may be on a cost-recovery basis. Further developments for this service proposal include developing specific service descriptions and value propositions that reflect the colleges' priorities.
The Syndetics Unbound trial has started and a Syndetics tutorial and Q&A was held last week to support the colleges with the integration into Alma. The colleges have also been sharing knowledge with each other to help get everyone going! Pricing has been provided to all colleges and the license will be signed in September, on behalf of libraries who wish to keep the tool beyond the end of the trial.
🎉 Fun Stuff
Celebration allowance from OCLS
Sharing is caring - value of collaboration: Centennial Primo LibGuide | St Lawrence Training LibGuide | Humber Presentation | ???As you know, we have created basic Launch Communications Plan that is available on the Page 1+ Alma & Primo LibGuide. Each college library 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. Preparations for Phase 3: Go Live should be well underway, especially for colleges planning to use promotional material.
Training
College libraries are responsible for training their staff, 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. 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 examples below.