Alma and Primo VE Testing Guide

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 links to the relevant material in the reference tools.

You still need to spend time reviewing and getting to know the reference tools, but this guide will help you examine 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.

Testing Pathway

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 Sample Testing Checklist - Complete by Feb ?

Complete tabs 2-9 of the Sample Testing Checklist. You will find helpful task descriptions, notes on what you should pay particular attention to, and hints: https://clo-collaboration-spaces.atlassian.net/l/c/ySgFNSgK

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.