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St. Lawrence College - Notes for Cutover

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Alma URL: https://stlawrence.alma.exlibrisgroup.com

Admin credentials: Access restricted to college team members only

Developer Network Credentials (user/pw): 01OCLS_STLAW / Zjg3NTU1N2

Migration Reports: see MFT folder “TL-MigReports”

Delivery Notes

  • Course reserves processing unit: there was a bug in migration scripts that created multiple departments instead of a single department, as requested on the migration form. If this applies to your site, ExL will fix for Cutover.

  • Preferred names: mapping Sirsi "USERNAME" to Alma preferred name caused display issues (since USERNAME included family name and first name). Do not map Sirsi USERNAME to preferred name for Cutover. For Test Load your migration analyst may have amended the mapping to correct it.

  • Review Base Status mapping with items that had $k RESERVES that result is as intended. E.g. see barcode 0134116190973

  • Configuration: **Need to confirm proxy IP address. We entered one of the addresses supplied; no patron limits from the config form, so this will need to be done manually in Alma.

Notes for Cutover

Issue Description

Action Items/Due Date (check when done)

Ready for Cutover?

[issue description]

Ex L

  • [action]; due

College

  • [action]; due
  • Yes
  • No

[issue description]

College

  • [action]; due
  • Yes
  • No

[issue description]

College

  • [action]; due
  • Yes
  • No

As a result of today's OCLS Primo VE First Look Handoff presentation, below you will find the following resources:

 

  1. Primo VE First Look Handoff PowerPoint: “

_OCLS Primo VE First Look.pdf”

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

 

  1. Primo VE FE UI View URLs:

 

St. Lawrence College

https://stlawrence.primo.exlibrisgroup.com/discovery/search?vid=01OCLS_STLAW:STLAW

 

  1. Starter Primo CSS/HTML starter files can be created for Primo VE setup:

 

A starter Primo CSS/HTML file package can be created for your institution in the Primo VE Discovery Configuration.

 

Primo VE Discovery Configuration:

Discovery Configuration > Display Configuration > Configure Views

Code: [Institution_Code:View_Code] > on far right click on 3 ellipsis and click "Edit"

Click "Manage Customization Package" tab

 

In section "Download Package" option "Current View Customization Package" will allow you to download a copy of the package to your PC for editing, before re-uploading the revised package.

 

UI customization Package Manager - instructions link to Knowledge Center:

 

Primo VE Training: The UI Customization Package Manager

https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Intro_to_Primo_VE/Intro_to_Primo_VE_-_English/Configuring_the_User_Interface

 

Documentation: Primo VE Customization - Best Practices

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/008Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices

 

Documentation: Primo VE

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE

 

  1. Embedded search box for local web page:

 

For embedding a search box locally, the Primo VE Best Practices page is the best resource for its creation and usage.  Attached are example test files which you can save to your PC and right click to open with your browser to test.

 

01OCLS_STLAW_ALL_RESOURCES_Embedded_Search_Production.html

Basecamp link: 

https://3.basecamp.com/3765443/buckets/23965261/vaults/4590662584

 

Documentation: "Primo VE Customization - Best Practices" - "Creating a Search Box With Deep Links to Primo VE"

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices#Creating_a_Search_Box_with_Deep_Links_to_Primo_VE

 

Within the HTML described in Knowledge Center Article:

 

For example:

action="https:// <host_name>/discovery/search"

use:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx" column B "<host_name>" for your institution

 

And:

<input type="hidden" name="vid" value="<inst_code:view_code>">

<input type="hidden" name="tab" value="<tab_code>">

<input type="hidden" name="search_scope" value="<scope_name>">

<input type="hidden" name="lang" value="<2_char_lang_code>">

 

Becomes:

See file "_OCLS tokens for an embedded search box for Primo VE.xlsx"

  • column C "

<inst_code:view_code>" for your institution

  • column D "

<tab_code>" for your institution

  • column E "

<scope_name>" for your institution

  • column F "

<2_char_lang_code>" for your institution

 

For example:

<input type="hidden" name="vid" value="01OCLS_STLAW:STLAW">

<input type="hidden" name="tab" value="Everything">

<input type="hidden" name="search_scope" value="MyInst_and_CI">

<input type="hidden" name="lang" value="en">

 

  1. Alma/Primo VE Services Page URL:

 

Documented in: "Configuring the Services Page" (Primo VE)

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Primo_VE/Configuring_the_Services_Page

 

The following format is recommended:

https://<Primo_domain>/openurl/<Alma_institution_code>/<view_code>?

 

St. Lawrence College

https://stlawrence.primo.exlibrisgroup.com/openurl/01OCLS_STLAW/01OCLS_STLAW:STLAW?

 

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