Alma and Primo VE Testing Guide

To provide some guidance and structure to your data review and testing, we recommend a step-by-step approach that will break your work into smaller, more manageable parts.

Each part includes a description of recommended activities with instructions and links to the relevant material in the reference tools.

You still need to spend time reviewing and getting to know the reference tools, but this guide will help you examine your data more easily.

Essential Reference Tools

Testing Fulfillment Data Migration to Alma

Testing Resource Management Data Migration to Alma

Testing Acquisitions Data Migration to Alma

Sample Testing Checklist

Presentation Slides

Meeting Recordings

Note: As you review your data, report major problems to Basecamp immediately. Include examples and as much detailed record information as possible.

Testing Pathway

Review migration reports (in MFT folder) and complete High Level Checks Tab on the Sample Testing Checklist. Find detailed instructions here: https://clo-collaboration-spaces.atlassian.net/l/c/3Nfz60Eq

Conduct a deeper analysis and complete tabs 2-9 of the Sample Testing Checklist. You will find helpful task descriptions, important considerations, and hints: https://clo-collaboration-spaces.atlassian.net/l/c/ySgFNSgK

Complete the Go Live Readiness Checklist. Find detailed instructions here: Part 3: Testing Functionality

How to approach testing e-Resources and make decisions for Cutover. Find detailed instructions here: https://clo-collaboration-spaces.atlassian.net/l/c/paSjtZuv

How to update bibliographic records in batches using normalization rules: Part 5: Test Batch Updating Bibliographic Records Using Normalization Rules