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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

  • Completed SIS and SSO integrations

Future Milestones

  • Fulfillment Data Extracts

  • Data Review & Acceptance

  • Go Live!

  • Knowledge Acceleration Program (KAP) Registration

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 Checklist Activities

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 has shared their Cutover and post Go-Live activities so that colleges are aware of what OCLS will be doing on their behalf.

Planning for the Future of Page 1+

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 to ensure that Page 1+ governance is integrated with the future structure of CLO, allowing the efficiencies and benefits of Page 1+ to be leveraged for CLO initiatives.

🔡 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

Fulfillment Cutover (FCO)

This refers to the process of moving the most recent circulation data from the college’s systems to Alma before Go Live. It is part of the overall Cutover process.

🛠 Useful Resources

Communication

Link to Plan

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

Promo Material Link?

Training

College libraries responsible for training their staff

Link to training page of the LibGuide

Training items still to come - Quick Ref Guide template, Recently posted stuff - Video for Centennial

(plus) OCLS Service Update

After feedback from a college focus group, OCLS has realized the need for a holistic approach to the Page 1+ service proposals to give colleges an overall idea about the service areas that OCLS will cover. They are preparing a summary presentation that will provide an overview of the service proposals and a high level summary of the proposed activities.

Current service proposals in development include:

  • Page 1+ Consortium

  • Metadata Management

  • E-Resource Management (ERM)

  • Permitted Uses (formerly CLEAR)

  • Sandbox Management

  • Resource Sharing

OCLS has also been working on how to display permitted uses for e-resources in Primo VE. They will take a phased approach, starting with adding a CLEAR link to the electronic record in the Network Zone (NZ). This allows the relevant permitted uses for that item to appear in Primo search results for college library users. More sophisticated solutions will be explored for future phases.

🎉 Fun Stuff

It’s almost time to celebrate the launch of Page 1+ at your libraries. OCLS has kindly provided a celebration allowance for each college and we look forward to seeing how you celebrate!

We also wanted to highlight some amazing resources that colleges have shared. We can already see the value of collaboration for the Page 1+ consortium. Please check out some


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