Part 3: Testing Functionality

[Back to Part 2: Deep Dive]

Step 1: Complete Go Live Readiness Checklist

After completing the Sample Testing Checklist, many of you have continued to test in your new environment.  To leave no stone unturned, you will need to complete Ex Libris’ Go Live Readiness Checklist to guide your efforts and ensure you have sufficiently tested all the relevant modules in Alma. 

You will need to provide your completed Go Live Readiness Checklist to Ex Libris on the applicable due date.

Due Dates for Go Live Readiness Checklist

Symphony Colleges: This checklist will need to be completed and returned to Ex Libris by April 29 [link to Basecamp] to allow time for OCLS to create new data extracts.

Non-Symphony Colleges: This checklist will need to be completed and returned to Ex Libris by May 10 (give a specific date) as there may be impacts for mapping and migration forms. 

Approach

For most libraries, this testing will be a team effort. 

 We suggest functionality testing in the following order:

1. User management

2. Fulfillment

3. Resource management

4. Acquisitions

5. Discovery interface (Primo VE)

6. General

7. Analytics

NOTE If you are not planning on using something now or in the future (e.g., acquisitions), then you may choose not to test it. In that case, please select N/A on the checklist.

Advice

• Make note of any problems with functionality that may have an impact on configuration as well as mapping/migration forms

• Make sure your testing is well rounded and that you are covering all functionality that your library will be using.

Support Material: Links to Resources/Training

Step 2: Upload complete Go Live Readiness Checklist

1. Go the Docs & File

[Go to Part 4? - Coming soon]