Implementation Details for College IT Departments
- Liana Giovando
- Aura Hill
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Summary of College IT Department Participation in the CLSP Implementation
This draft describes the participation of college IT departments that will be needed during the Collaborative Library Services Platform implementation.
All participating libraries must ensure college IT and other relevant departments (e.g. Finance, Registrar, Procurement/Purchasing) are informed of the project and are aware that they will be required to support several activities.
Please note, some of the dates below are best estimates based on what we know now. Please refer back to this page regularly as the details may change.
See the CLSP Implementation Project Plan for a complete project overview.
Phase | Task Name | Duration (estimated hours of dedicated IT personnel time) | Start | Finish |
|---|---|---|---|---|
Onboarding: Preparations and Systems Review |
| Jul 26, 2021 | Nov 19, 2021 | |
| Review Technical Requirements for Alma and Primo Implementation Guide. Link to Guide: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides/03Technical_Requirements_for_Alma_and_Discovery_Implementation This document describes Alma cloud fundamentals, the technology driving the Alma cloud, the IT side of the Alma cloud infrastructure, and the Alma cloud's interaction with on premises institutional/campus systems. | 13 wks (1-5 hours) | Sep 20, 2021
| Dec 17, 2021
|
| Plan 3rd party Integrations
Review Integrations with External Systems: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Tutorials/03_Alma_Integrations_with_External_Systems The video clips provide a brief overview of Alma's integrations with various external systems, to help you decide which integrations to implement. Video clip, “How to Fill Out the Integration Form” : | 2 wks (1-2 hours) | Oct 7, 2021 | Oct 29, 2021 |
| Vendor Meeting - 3rd Party Integrations Overview Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/0diFjSmh | 1:30-2:30pm | Oct 7, 2021 | Oct 7, 2021 |
| Vendor Meeting - 3rd Party Integrations Q&A and Authentication Overview Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/VVRZhNnA | 1:30-2:30pm | Oct 18, 2021 | Oct 18, 2021 |
| Vendor Meeting - Authentication Q&A Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/AyY1DK3Z | 1:30-2:30pm | Oct 25, 2021 | Oct 25, 2021 |
| Plan Authentication and Student Information Systems (SIS) Integration
Review Authentication information and instructions: 3rd Party Integrations & Authentication | Authentication Information Review Student Information Systems info if necessary: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/050User_Management/010Student_Information_Systems | 5 wks (1-2 hours) | Oct 18, 2021
| Nov 19, 2021 |
Define/Build: Enable User Authentication |
| Dec 9, 2021 | Feb 25, 2022 | |
| Enable User Authentication (Alma & Primo VE) See the Enable User Authentication page for activity details. Once colleges have been provided the Alma test environments, ExL will set up Support Portal Cases for each college - one Alma one Primo for each college. IT personnel should be included as a contact in Support Portal Cases. The cases will be used to provide instruction and support for college personnel working to set up user authentication. Ex Libris will have a dedicated IT consultant to guide colleges through the setup. They will plan to meet individually with each college if necessary and set up meetings for colleges using the following Authentication types: SAML, LDAP, CAS. | 11 wks (3-10 hours) | Dec 9, 2021 | Feb 25, 2022 |
| Vendor Meeting - Authentication Q&A Meeting Recording: Dec. 9 - Ex Libris & Ontario College Authentication Q&A | 3:00-4:00pm | Dec 9, 2021 | Dec 9, 2021 |
| Vendor Meeting - Authentication Details - SAML Meeting Recording: Jan. 24 - Ex Libris/Ontario College Authentication Details - SAML Instructions to Integrate Alma Login with Azure (SAML) 
| 3:00-4:00pm | Jan 24, 2022 | Jan 24, 2022 |
| Vendor Meeting (Optional) - Authentication Details - LDAP Meeting Recording: https://clo-collaboration-spaces.atlassian.net/l/c/zV0LuHM2 | 11:00-12:00pm | Jan 25, 2022 | Jan 25, 2022 |
| Vendor Meeting (Optional) - Authentication Details - CAS Meeting Recording: Jan. 27 - Ex Libris/Ontario College Authentication Details - CAS | 1:00-2:00pm | Jan 27, 2022 | Jan 27, 2022 |
| Additional One-on-one Meetings as necessary | tbd | Jan 24, 2022 | Feb 25, 2022 |
Build: Setup 3rd Party Systems Integration |
| Feb 8, 2022 | May 27, 2022 | |
| Integration of Student Information Systems See the Enable Student Information System Integrations page for details | 12 wks (tbd, 3-20 hours?) | Feb 8, 2022 | Apr 29, 2022 |
| Vendor Meeting (Optional for IT) - Student Information Systems (SIS) for Library Staff Meeting Recording: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/417562658 | 1:00-2:00pm | Feb 8, 2022 | Feb 8, 2022 |
| Vendor Meeting (Optional for IT) - Enterprise Resource Planning (ERP) for Library Staff Meeting Recording: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/426377259 | 1:00-2:00pm | Feb 15, 2022 | Feb 15, 2022 |
| Vendor Meeting - Ex Libris / Ontario College SIS Integration for IT Personnel Meeting Recording: https://clo-collaboration-spaces.atlassian.net/l/c/bHg1jEhJ | 10:00-11:00am | Feb 18, 2022 | Feb 18, 2022 |
| Vendor Meeting (Optional for IT) - 3rd party Integrations for Library staff Meeting Recording: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/433553431 | 1:00-2:00pm | Feb 22, 2022 | Feb 22, 2022 |
| Integration of Self Checkout machines (if relevant) | 16 wks (tbd) | Feb 8, 2022 | May 27, 2022 |
| Integration of Finance system (if relevant) | 16 wks (tbd) | Feb 8, 2022 | May 27, 2022 |
| Other integrations to be added (if relevant) | 16 wks (tbd) | Feb 8, 2022 | May 27, 2022 |