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CLSP Update - [DRAFT] March Issue

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Testing

  • The project remains on track

  • Ending phase 2 of testing, issues have been identified as expected

  • Working with Ex Libris and colleges to resolve issues in real time or for cutover depending on situation

  • Looking forward to virtual Ex Libris Alma Workshop (Feb. 28-Mar. 4) with demonstration-led sessions on technical services, fulfillment (circulation), and patron services.

✅ Project Update

  • Talk about TCPR Branding and Training - via Jane

  • Phase 2 of testing is

  • 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 data review

  • Completed initial testing to identify issues

  • Preparing Data Clean Up?

Future Milestones

  • Completing Alma Workshop?

🔡 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

  • Build Phase

  • Go Live Date: July 26, 2022

See Project Overview for more information.

Important Acronyms/Ex Libris Terms

  • Locations: Fulfillment policy is driven by items are often grouped and shelved physically together in locations which circulate similarly (e.g. open stacks for regular circulation)

🛠 Useful Resources

As testing continues, colleges will be required to complete the Go Live Readiness Checklist. The objective of this checklist is to verify that essential day-to-day library activities are functioning properly for Alma and Discovery Go Live.  It is intended as inventory of preparedness for go-live, and will be used to schedule follow-up training, or to identify configuration or other system needs to address issues.

[Add training material till next month]

(plus) OCLS Service Update

Development of service proposals

In a recent presentation at the CLO February 1, 2022 meeting, OCLS provided some high-level guidance as to how their service offerings may be impacted by the CLSP Implementation. New potential services include consortial authority file maintenance and electronic resource activation and management activities in the Alma Network Zone. In terms of Remote Access, most of the services will remain unchanged, but for security and privacy reasons OCLS will be phasing out patron data processing activities over the coming year. In addition to helpdesk and contract management, new services in support of the Alma Consortium will likely include sandbox administration, central analytics support and coordination and distribution of shared configurations and templates. More information is available in the CLSP Related Services & Transitions presentation.

🎉 Fun Stuff

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