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Page 1+ Update - July Issue

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📋 Counting Down to Go Live

10…9…8…7… After months of incredible effort, we are almost at Go Live. The college libraries have completed their final migration forms and data extracts, with the help of OCLS. Ex Libris will migrate the data and prepare the final Alma & Primo VE environments. We remain on track!

It’s only 15? days until Go Live on July 26!

High-Level Important Dates

Event

Date

Status

Configuration Freeze for Alma
No further configuration changes in Alma

~June 28

In effect

Full Alma & Primo Lockout
No access to Alma test environments - can use sandboxes

July 8

In effect

Cutover Data Release/Review/Acceptance

July 21-25

Go Live

July 26

✅ Project Update

New Milestones Completed

  • Completed final Mapping & Migration Forms

  • Completing SIS and SSO integrations (ongoing)

Future Milestones

  • Fulfillment Data Extracts

  • Data Review & Acceptance

  • Go Live!

Currently, the college libraries are locked out of Alma and Primo VE until Ex Libris releases the colleges' final environments for data review and acceptance. However, they still have access to the sandboxes for testing.

We strongly suggest that college libraries use this time to train their staff and communicate about Page 1+ to their staff, faculty and students. If staff are on vacation or expected to join the library for the fall, we recommend preparing training plans and material during this quieter period. Please see Useful Resources below.

Post-Go Live Planning

Ex Libris and the PMO have prepared a list of activities that college libraries will need to do once they have accepted their Alma and Primo environments. These activities include running the Student Information Systems data to update patrons in the new system, updating library URLs and websites to link to the Primo search box and managing e-resource collection access. In addition, OCLS is preparing their post Go-Live activities so that colleges can be aware of what OCLS will be doing on their behalf.

Governance Planning

The Implementation Steering Committee has formed a working group to develop a permanent governance structure for the Page 1+ consortium after Go Live. They are working in collaboration with the CLO Executive as they look to streamline CLO structure to ensure the Page 1+ governance structure can be integrated with future CLO structure.

🔡 Page 1+ Implementation Basics

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

Project Overview

  • Project Status: On track

  • Build Phase > Deploy Phase

  • Go Live Date: July 26, 2022

See Project Overview for more information.

Important Acronyms/Ex Libris Terms

Data Review and Acceptance

Refers to formal review of new Cutover data in Alma with written acceptance, as well as formal review and acceptance of Primo VE. Acceptance is required for Go Live.

🛠 Useful Resources

Communication

Link to Plan

Update on status - entering Phase 2 - what’s coming up

Promo Material?

Training

College libraries responsible for training their staff

Link to training page

Training items still to come - Quick Ref Guide template, ???

(plus) OCLS Service Update

Realize need for holistic approach for colleges to provide some feedback. Preparing presentation on Service Proposals for ISC

Service Proposals in development - list?

Currently, OCLS is soliciting feedback on the Metadata Management service proposal from the Metadata/Cataloguing Subcommittee. OCLS is proposing to act as a central body that actively promotes and supports metadata consistency, with an emphasis on developing, maintaining, and sharing high-quality records across the system, including with colleges outside the Page 1+ consortium. This work will be done in conjunction with a standing Metadata Subcommittee. The proposal will also be reviewed by the Implementation Steering Committee.

In addition, OCLS is working on a Page 1+ Consortium Service Proposal. This proposal will focus on activities that add value to the consortium and leverage OCLS resources on behalf of the college libraries, some of which may be on a cost-recovery basis. Further developments for this service proposal include developing specific service descriptions and value propositions that reflect the colleges' priorities.

The Syndetics Unbound trial has started and a Syndetics tutorial and Q&A was held last week to support the colleges with the integration into Alma. The colleges have also been sharing knowledge with each other to help get everyone going! Pricing has been provided to all colleges and the license will be signed in September, on behalf of libraries who wish to keep the tool beyond the end of the trial.

🎉 Fun Stuff

Celebration allowance from OCLS???

Sharing is caring - Centennial Primo LibGuide | St Lawrence Training LibGuide | Humber Presentation | ???


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