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Onboarding (Sep - Nov)

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The Onboarding phase is an opportunity for Ex Libris to get to know the libraries and for the libraries to get to know Alma and Primo. It is also a practice run before our actual Cutover.

We will be preparing for our test load by creating draft migration and mapping forms to assist with the transfer of bibliographic data as well as completing forms to direct the handling of electronic resources in Alma. We will have a second chance to complete many of these forms again during the Build Phase.

Onboarding Activities and Due Dates

Mohawk

Niagara

  • Complete Implementation Form - Sept 30

  • Complete
  • Complete

  • Confirm Alma Primo CNAME - Oct 14

  • Complete
  • Complete

  • Complete GTKA Training - Oct 24

  • Complete
  • Complete

  • Complete 3rd Party Integrations Form - Oct 28

  • Complete
  • Complete

  • Complete First Draft ILS Data Extracts - Nov 11

  • Complete
  • Complete

  • Complete First Draft Field Mapping Form - Nov 11

  • Complete
  • Complete

  • Complete First Draft Migration Form - Nov 11

  • Complete
  • Complete

  • Complete First Draft P2E Input Files - Nov 11

  • Complete
  • Complete

  • Complete First Draft eResource Activation Form - Nov 11

  • Complete

N/A

  • Complete Authentication Form - Nov 18

  • Complete
  • Complete

  • Complete ILS Revised Data Extracts - Dec 5

  • Complete
  • Complete

  • Complete Revised Field Mapping Form - Dec 5

  • Complete
  • Complete

  • Complete Revised Migration Form - Dec 5

  • Complete
  • Complete

  • Complete Revised P2E Input Files - Dec 5

  • Complete
  • Complete

  • Complete Revised eResource Activation Forms - Dec 7

  • Complete

N/A

  • Complete 360 Extract Report (360 Customers) - Dec 7

N/A

  • Complete

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