Build Phase Tasks: (Note: We are "Wave 5" in the groups of institutions)
September 19-26: Begin testing instances, report problems to ExL
October-November: Configure and test SIS loading and authentication
Authentication testing: coordinated with IT and OPAL
SIS Load testing: coordinated with IT and OPAL
October: Primo VE public interface received; test and configure
February 2025: Workshop week: In-person training for all library staff
February 2025: *Define* phase of Rapido resource sharing implementation, training for staff
March-April 2025: Cutover times with technical halts to work in the system while transitioning to Alma
(Completed Tasks)
March 28: Migration Overview Introductory Meeting [ExL]
Apr. 1 - 5: Week 1: Migration Tutorials [OhioLINK]
Apr. 1 - Apr. 19: Week 1-3: ILS Extracts due [Innovative]
Apr. 4: Migration Forms Discussion #1
Apr. 8 - Apr. 19: Week 2-3: EXL validates data, provides migration forms [EXL]
Apr. 11: Migration Forms Discussion #2
Apr. 18: Electronic Resource Migration Discussion
Apr. 8 - May 10: Week 2-6: Institutions populate migration form, review field mapping form, create P2E files
May 10: Draft Migration and Field Mapping Forms due [OhioLINK]
May 10: Draft P2E due [OhioLINK]
May 13-May24: Week 7-8: ExL reviews Migration Form, Field Mapping Form, P2E [EXL]
May 24: Final Migration Form, Field Mapping Form and P2E due [OhioLINK]
May 24: Complete eResource Activation Form [OhioLINK]
June 13: Project kickoff meeting for main migration [All]
July 31: Configuration Form Draft Due [OhioLINK]
Aug. 4: Test Load Start [EXL]
Aug. 23: Configuration Form Final Due [OhioLINK]
Post-Migration Phase: July 2025 onward
Onboarding Phase: Aug. 2023 to Jan. 2024
Migration Tutorials, Videos, Exercises (OhioLINK)
ILS Data Extracts (III)
Data validation and providing extract forms (ExL)
Electronic Resource / P2E Migration Calls (Oct. 31, Nov. 7) (OhioLINK/ExL)
Institutions populate migration form, review field mapping form, create P2E files (OhioLINK - due Dec. 8)
Migration Forms Discussion Call (OhioLINK/ExL)
About the Network / NZ Migration Discussion (ExL/OhioLINK)
Draft P2E forms due (OhioLINK)
Draft migration and field mapping forms due (OhioLINK)
ExL reviews migration form, field mapping form, P2E
Complete eResource activation form
Final migration form, P2E, and field mapping form due (OhioLINK)
Vanguard load starts (ExL) (Jan. 7, 2024 is goal)
Vanguard Phase: Jan. 2024 to June 2024
TUE, JAN 9: Project Kick-Off Meeting, Basecamp Tour and Project Schedule review
TUE, JAN 16: EXL will provide pre-populated Configuration form (day of Config meeting)
TUE, JAN 16: Meeting: Configuration Form Presentation
Fri, Jan 19: OPAL migration update meeting
TUE, JAN 23: Meeting: Intro to Alma - Core Concepts
TUE, JAN 30: Provide *DRAFT* configuration form to Ex Libris
TUE, JAN 30: Meeting: Fulfillment - Core Concepts
Early February: OhioLINK finalize Working Group memberships
TUE, FEB 6: Meeting: User Management - Core Concepts
Week of February 5-9: Provide *FINAL* configuration form "Additional Config form" to ExLibris
Week of February 12-16: Customer Feedback Survey
TUE, FEB 13: Meeting: Physical Resource Management - Core Concepts
TUE, FEB 20: Meeting: Using Alma for Data Review
TUE, FEB 27: Meeting: Electronic Resource Management - Core Concepts
FRI, MAR 1: Complete review of migrated test load data and report issues to EXL (~10 business days)
TUE, MAR 5: Meeting: Primo VE First Look
TUE, MAR 12: Meeting: Acquisitions - Core Concepts
FRI, MAR 15: Customer Feedback Survey
TUE, MAR 19: Meeting: Letters and Notices - Core Concepts
Workshop Week : Mar 25 - 29 (approx. 4 days of workshop, 4-5 hours each)
March 29: Complete authentication form (done) and test (OPAL/JCU/ITS)
March 29: Configure SIS loading and test (OPAL/JCU)
TUE, APR 2: Meeting: Sets and Manual Jobs - Core Concepts
TUE, APR 9: Meeting: Analytics - Core Concepts
FRI, APR 12: Customer Feedback Survey
FRI, MAY 31: Complete Alma & Primo VE Certifications