***Q: What is the difference between electronic resources and digital resources
***Q: If we use Alma to manage digital objects, does it mean we can stop using those digital repositories?
Q: What does "fulfillment" refer to in Alma?
It refers to circulation. In Alma, fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources, from the institution.
Project Details & Meetings
Q: Are all colleges obligated to cut over on the same date or can we each have a custom date? And for GO LIVE date?
A: Yes, in principle, all colleges will cut over on the same date and have the same Go Live Date
Q: How long will regular meetings be during onboarding?
A: Usually one hour. Occasionally, meetings may be longer if needed.
Q: How long will project status meetings be?
A: One hour each week. These meetings will also include training questions, tips and tricks, etc.
Q: Do we have a tentative schedule for the project meetings yet?
A: We are in the process of developing a schedule and will send out invitations for meetings.
When do new Alma Administrators need to complete certification by?
By the beginning of June.
Is there a high-level schedule for Onboarding activities?
Yes, there is a schedule of activities, meetings and milestones available on Basecamp. There is also an Onboarding Phase Meeting Schedule on Confluence.
Base Camp
Q: Is Basecamp a collaboration tool? Will we use Basecamp and and Confluence?
A: Yes, Basecamp is Ex Libris’s collaboration tool. It will host detailed information about the project, Alma, etc. Confluence is used by the PMO and will mainly have reminders, communications, etc.
***Q: Does each college have its own Basecamp?
A: There is one Basecamp with a message board for questions, high-level project activities (To Dos) managed by Ex Libris PM, documents and calendar. About 75% of content on Basecamp will probably be applicable to all colleges with some components that are unique to specific colleges. There are options to limit information you see and are notified about from Basecamp. Basecamp Tour link [?]
Zones
***Q: Are colleges responsible for the configuration of the institution zone while OCLS is responsible is responsible for the network zone? Or will OCLS have a canned configuration for all colleges and we can customize from there?
A: The PMO is still exploring how this will be set up.
Alma & Primo VE Sandboxes
Q: Do we have access to the Alma and Primo Sandboxes?
A: Access has been provided via emails from Ex Libris. If you have access to Basecamp, the links to the Alma sandboxes are in the Documents folder under Sandbox Information.
Q: Does each college have its own Alma sandbox?
There are two Alma sandboxes. Ex Libris has found that to be sufficient in other projects. If issues arise, Ex Libris will determine if another sandbox is needed.
Q: Will Sandboxes be refreshed once in a while?
A: Yes, they will be refreshed quarterly upon request.
[Copy over Alma Certification questions slide?]
Third Party Integration
Q: For 3rd party meeting, do we invite IT staff?
Yes, it is recommended to invite the appropriate IT staff from your college.
Q: Are self-check machines and book lending machines included at some phase (SIP2 connections and Stunnel)
Yes, they need to be part of the third party integration.
***Are RFID readers considered a 3rd party integration from ExLibris's perspective?
Q: Can IT get access to Basecamp for the third-party integrations?
Basecamp has a significant amount of information and most of it is not relevant for IT. Ex Libris recommends completing the third-party integration form and then Ex Libris will link to documentation for each software, which should meet IT needs. Ex Libris will provide troubleshooting sessions if needed.
Primo VE
What phase do we first get access to the Primo VE interface?
Access is given in the Define Phase and continues in the Build Phase.
Data Clean Up
***If we want to clean up our records, when to we have to have it done by?
There is no pressure to clean up records before test loads. There is time between loads to update authority records. Also, there are tools available to help you clean up (deleting duplications, mass updates, etc.).
Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, Jul Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, July. Do you have a high level schedule following the Onboarding activities? - such as November to April, May, June, July.