Alma and Primo VE Testing Guide

We have been given essential reference tools to help us review data and test our Alma environments but there is a lot of data, a lot of information, and a lot of instructions.

To provide some guidance and structure to your data review and testing, we recommend a step-by-step approach that will break your work into smaller, more manageable parts.

Each part includes a description of recommended activities with instructions and pointers to the relevant material in our various essential reference tools.

You must still must spend time reviewing and getting to know the essential reference tools, but we hope this guide will help you navigate the task of examining your data more easily.

Essential Reference Tools

Testing Fulfillment Data Migration to Alma

Testing Resource Management Data Migration to Alma

Testing Acquisitions Data Migration to Alma

Sample Testing Checklist

Presentation Slides

Meeting Recording

Note: As you review your data, report major problems to Basecamp immediately. Include examples and as much detailed record information as possible.

Part 1: High Level Data Review - Complete by January 28

Review migration reports (in MFT folder) and complete High Level Checks Tab on the Sample Testing Checklist. Find detailed instructions here: https://clo-collaboration-spaces.atlassian.net/l/c/3Nfz60Eq

Part 2: Complete tabs 2-9 of the Sample Testing Checklist - Complete by Feb ?

Find helpful task descriptions, notes on what you should pay particular attention to, and hints:

Part 3: Deep Dive - Complete by?

Do a deeper analysis using Ex Libris' Alma for Data Review slides and other resources posted to the Jan. 18 - CLSP Project Weekly meeting: Alma Handover.

Part 4: Checking for CLSP Specific Issues

Part 5: Looking for library specific issues