Versions Compared

Version Old Version 7 New Version 8
Changes made by

Laura Morse

Laura Morse

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Completed DateTaskSystemPhaseWho
Planning
10/22/2020Library submits project request.Alma Support CenterPlanningLibrary
10/29/2020LTS/Library will meet to review request and verify project meets pilot criteria.ZoomPlanningLibrary/LTS
12/9/2020LTS will create wiki page for project that tracks all mapping information, timelines, and decision points and share with the stakeholders.EmailPlanningLTS
12/8/2020Library will provide configuration information for the service in the project request ticket.Alma Support CenterPlanning

Library

11/25/2020Library will provide Alma login forms for staff who will create/update Alma recordsAlma Support CenterPlanningLibrary
Implementation

Update Alma sandbox loginsAlmaTestingLibraryLTS

Alma Items
  • Update any item policies
  • Run a report to see if there are any items whose temporary location is one of the locations being removed. If temp locs are in use, items will need to be mapped to newi'm corresponding temp loc using change items job.
AlmaImplementation

Update Alma sandbox configuration

Import Profiles

If the POL Owner is changing, update EOD import profiles to new POL Owner. Change any default inventory values/location mapping that reference old library, if necessary.

AlmaImplementationITS or LTS depending on who maintains the profile.
Alma Holdings
  • Update the Library & Location based on mapping per Library preferences
  • Creation of new locations as necessary for mapping
  • Run a norm rule on the holdings to change the 852 $b and $c
AlmaImplementationLTS

  • Create collection
  • Create Access policy
AlmaTestingLTS
Not Applicable

Configure NextCloud for project

  • coming soon
NextCloudTestingLTS

Load records/digital objects on Alma sandboxAlmaTesting

Library


Request records be published to HOLLIS sandboxAlmaTesting

Library


Confirm records/functionality in HOLLIS sandboxHOLLISTestingLibrary

Request configuration changes, if needed, and LTS pre-production review.Alma/HOLLISTestingLibrary

Update Alma production loginsAlmaMove to productionLTS

Update Alma production configuration

  • Create collection
  • Create Access policy
AlmaMove to productionLTS

Update Alma wiki documentation for Alma-D

WikiMove to productionLTS

Update local workflow documentationVariesMove to productionLibrary
Post

Announce ServiceEmailCommunicationLibrary

Create dashboards/canned reports Alma AnalyticsAlmaService ReviewLibrary/LTS

Evaluate service/determine next stepsAlmaService ReviewLibrary/LTS