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Implementation Details for College IT Departments

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We will continue adding new resources and recommendations to this guide as we learn more. Remember to check back regularly for new information, or start “watching” this page to receive a notification email whenever there are updates.

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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

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

 Details

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)

Plan 3rd party Integrations

  • Assist Library staff in the completion of 3rd Party Integration Forms as needed (Due Oct. 29th) found on the 3rd Party Integrations page.

 Details

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” :

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Tutorials/03_Alma_Integrations_with_External_Systems/How_to_Fill_Out_the_Integration_Form

2 wks

(1-2 hours)

Vendor Meeting - 3rd Party Integrations Overview

Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/0diFjSmh

1:30-2:30pm

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

Vendor Meeting - Authentication Q&A

Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/AyY1DK3Z

1:30-2:30pm

Plan Authentication and Student Information Systems (SIS) Integration

5 wks

(1-2 hours)

Define/Build: Enable User Authentication

Enable User Authentication (Alma & Primo VE)

See the Enable User Authentication page for activity details.

 Click here to expand...

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)

Vendor Meeting - Authentication Q&A

Meeting Recording: Dec. 9 - Ex Libris & Ontario College Authentication Q&A

3:00-4:00pm

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

Vendor Meeting (Optional) - Authentication Details - LDAP

Meeting Recording: https://clo-collaboration-spaces.atlassian.net/l/c/zV0LuHM2

11:00-12:00pm

Vendor Meeting (Optional) - Authentication Details - CAS

Meeting Recording: Jan. 27 - Ex Libris/Ontario College Authentication Details - CAS

1:00-2:00pm

Additional One-on-one Meetings as necessary

tbd

Build: Setup 3rd Party Systems Integration

Integration of Student Information Systems

See the Enable Student Information System Integrations page for details

12 wks

(tbd, 3-20 hours?)

Vendor Meeting (Optional for IT) - Student Information Systems (SIS) for Library Staff

Meeting Recording: /wiki/spaces/CI/pages/417562658

1:00-2:00pm

Vendor Meeting (Optional for IT) - Enterprise Resource Planning (ERP) for Library Staff

Meeting Recording: /wiki/spaces/CI/pages/426377259

1:00-2:00pm

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

Vendor Meeting (Optional for IT) - 3rd party Integrations for Library staff

1:00-2:00pm

Integration of Self Checkout machines (if relevant)

16 wks

(tbd)

Integration of Finance system (if relevant)

16 wks

(tbd)

Other integrations to be added (if relevant)

16 wks

(tbd)

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