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[DRAFT] CLSP Update - February Issue

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(thumbs up) We are in Alma and Primo (Test Environments)!

The project remains on track and we have successfully passed a major milestone in the project! The colleges have received their Alma and Primo test environments as Ex Libris completed the test data migration in mid-January. The colleges are currently reviewing their data and developing use case scenarios. Minor issues are being tracked and will be addressed for cutover. In addition, we are finalizing registration for the virtual Ex Libris Alma Workshop (Feb. 28-Mar. 4) with demonstration-led sessions on technical services, fulfillment (circulation), and patron services.

✅ Project Update

The project has officially moved into the Build phase. The major focus of this phase is data review and testing over the next few months. We are taking a phased approach to data review and testing to ensure all colleges stay on schedule. The colleges will also test their configuration settings to optimize their environments for cutover.

The Training, Communication & PR Subcommittee with the support of OCLS, has engaged a marketing firm to assist with naming and branding the CLSP. The goal is to develop a recognizable brand identity for the CLSP that reflects the collaborative spirit, as well as the platform benefits.

New Milestones Completed

  • Completed Configuration Forms

  • Data Migration (Test Load)

  • Started Build Phase

Future Milestones

  • Completing Alma Workshop

  • Completing Data Review

  • Testing

  • Preparing Data Clean Up

🔡 CLSP Implementation Basics

For those of you that aren’t familiar with all things CLSP, Alma & Primo, here are some basics!

Project Overview

  • Project Status: On track

  • In Build Phase

  • Alma test environment access Jan. 18

  • Primo test environment access Feb. 1

  • Go Live Date: July 26, 2022

See Project Overview for more information.

Important Acronyms/Ex Libris Terms

  • Cutover: The period where the final data migration and testing occurs before Go Live (also known as Freeze & Load)

  • Test load: The data extracts from the colleges provided in October that are now part of the test environment.

🛠 Useful Resources

You may have heard of the CLPS Implementation space on Confluence, a collaboration wiki tool. It contains many project resources, but we are highlighting the Project Overview page.

It contains an high-level introduction to the project, FAQ, detailed project plan and supporting documents.

You can also get a snapshot of key details and see where we are on our project phase timeline.

(plus) OCLS Service Update

[talk to VR]

Within the new world of the consortium, comes the introduction of the Network Zone (NZ), a virtual institution used as a central repository and catalog for all the institutions in the consortium. Managing/supporting the NZ will be a key service that OCLS expects to offer as part of their funded services. Responsibilities associated with the NZ will likely include managing metadata, as was done for the College Union Catalogue and recommending standards to ensure quality records and improve students' searching experiences.

🎉 Fun Stuff

Since the Alma test environments were released, the CLSP has generated over 80 message threads as they verify their data, ask questions about testing, follow up on potential issues and share information. Thank you to the colleges, OCLS and Ex Libris for all your hard work. We know you will leave no stone unturned in making your environments the best they can be!


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