[Back to Part 2: Deep Dive]
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Complete and Submit Go Live Readiness Checklist
Completing the Checklist
After completing the Sample Testing Checklist, many of you have continued to test in your new environment.
To leave no stone unturned, you will need to complete Ex Libris’ Go Live Readiness Checklist to guide your efforts and ensure you have sufficiently tested all the relevant modules in Alma.
Additional guidance for completing the checklist is provided below.
Submitting the Checklist
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: This checklist will need to be completed and returned to Ex Libris by April 29 [link to Basecamp] (to allow time for OCLS to create new data extracts .by OCLS)
Non-Symphony Colleges: This checklist will need to be completed and returned to Ex Libris by May 10 (give a specific date) as there may be impacts for mapping and migration forms. May 10
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Additional Guidance
Approach
For most libraries, this testing will be a team effort.
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User management
Fulfillment
Resource management
Acquisitions
Discovery interface (Primo VE)
General
Analytics
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Additional Form Instructions
If you are not planning on using something now or in the future (e.g., acquisitions), then you may choose not to test it. In that case, please select
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“NA” on the checklist.
For Primo section, only complete the Discovery Interface (Primo VE) section (p. 6-7). Do not complete the Primo section (p. 8-9).
Advice
Make note of any problems with functionality that may have an impact on configuration as well as mapping/migration forms
Make sure your testing is well rounded and that you are covering all functionality that your library will be using.
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Note: As you review your data, report major problems to Basecamp immediately. Include examples and as much detailed record information as possible. At this point, maybe issues may be related to configuration issues, but good it is recommended to consult with Ex Libris to ensure you are taking the right steps to correct them. |
Support Material: Links to Resources/Training
Checklist Section | Useful Links
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 |
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Acquisitions
Consider the Policies, TOU & Rules set up on your configuration form. Test loans, fines, special conditions for equipment, etc. |
Resource management
Analytics
Step 2: Upload complete Go Live Readiness Checklist
Go the Docs & File
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Analytics |
[Go to https://clo-collaboration-spaces.atlassian.net/l/c/paSjtZuv ]