Updated May 28, 2021
| Activity | Date | Responsibility |
|---|---|---|
| UBorrow Functionality is Disabled in Aleph/Mango (reactivated in Alma/Primo after go live) | May 1, 2021 | FALSC |
| Adding banner to Mango about new discovery tool | May 1, 2021 | FLVC |
| Patron Load Schedule - Information still needed from some institutions | April 16, 2021 | ILS Coordinators |
| Primo VE Webinar: A Longer Look | May 7, 2021 | Ex Libris |
| Submit eResources Activation spreadsheets to FALSC | May 13, 2021 | Libraries |
| All libraries and locations in Aleph are reflected in Alma Testload environments with the same codes | May 17-20, 2021 | FALSC, Libraries |
| Migration Questions Survey: Acquisitions data, Course Reserves, and Internal Patron Records | May 17, 2021 | ILS Coordinators |
| Google Scholar Survey: Information required from each institution for setup | May 21, 2021 | ILS Coordinators |
| Email Notices Survey: Information required from each institution for setup of notices and letters | May 21, 2021 | ILS Coordinators |
| eResource Activation Forms sent to Ex Libris (begin working on forms in April) | May 27, 2021 | FALSC |
| Loading Records Cease | May 27, 2021 | Libraries/FALSC |
| APFeed Processes Cease | May 27, 2021 | Libraries/FALSC |
| Technical Services Freeze: Cataloging, Items, Acquisitions, Course Reserves | May 28, 2021 | Libraries, FALSC |
| Library staff begins using special read-only user accounts, permits running reports | May 28, 2021 | Libraries |
| Circulation library staff begins using special circ user accounts, permits all circ activities | May 28, 2021 | Libraries |
| Copy of Aleph Production data/records to the clone server | May 28, 2021 | FLVC/FALSC |
| Alma Analytics and Reports Delivery | May 28, 2021 | FALSC |
| Changes for Migration Forms due to FALSC | May 29, 2021 | Libraries |
| UBorrow in Alma Webinar | June 2, 2021 | FALSC |
| Extracts Aleph P2E files | June 1-4, 2021 | FALSC |
| Extracts PDA MARC files - UTF-8 Format | June 1-4, 2021 | FALSC |
| Extracts PDA P2E files | June 1-4, 2021 | FALSC |
| Work Orders and Bound With Webinar | June 8, 2021 | FALSC |
| UBorrow Open Office Hours | June 9 and 14 | FALSC |
| Alma Analytics Webinar: Basics of Finding and Modifying Reports | June 11, 2021 | FALSC |
| Vendors in Aleph are reflected in Alma Testload environments with the same codes | June 15, 2021 | Libraries, FALSC |
| Alma/Primo VE Testload environments no longer available - unavailable at the end of the day | June 15, 2021 | Libraries |
| Functional testing ends - EOD | June 15, 2021 | Libraries |
| Alma Prod Configuration Freeze - EOD | June, 15, 2021 | All |
| Most Aleph Processes Cease: All automated processes except Circulation | June 28, 2021 | FALSC/FLVC |
| All Patron Load Files Cease | July 2, 2021 | FALSC/Libraries |
| All Cash Exports Cease | July 2, 2021 | FALSC/Libraries |
| Fulfilment/Circulation Freeze - begins 9pm ET on July 8 | July 8-9, 2021 | Libraries |
| Primo VE Indexing Complete | July 9, 2021 | Ex Libris |
| Aleph Frozen - Available in Read-Only Mode until July 2022 | July 9, 2021 | FALSC/FLVC |
| All Library staff use special read-only user accounts, permits running reports | July 9, 2021 | Libraries |
| Mango Frozen - Available in Read-Only until Sept 30, no patron empowerment features | July 9, 2021 | FALSC/FLVC |
| Go Live for Alma and Primo VE | July 13, 2021 | All |
| Uploads Offline Circ files to Alma | July 13, 2021 | Libraries |
| 12 Alma/Primo TEST environments are released. The 2 default sandboxes go away. | 2nd week of Aug | Ex Libris |
| Permalinks must be re-created for links coming from Mango, EDS, Curriculum Builder | July 13-Sept.30 | Libraries |
| Permalinks in frozen Mango will redirect to Primo home page for all 40 | Sept 30, 2021 | All |
Note: Final extract of Aleph data for the Cutover Go Live Phase is May 28, 2021.
Updated Febrary 9, 2021
| Activity | Date | Responsibility |
|---|---|---|
| Complete and Return P2E input file | Oct 26 2020 | FALSC |
| FALSC copies Aleph production data to clone server for all 40 institutions | Oct. 30 2020 | FALSC |
| Ex Libris runs scripts for various fixes and to add additional local fields | Nov 2 2020 | Ex Libris |
| FALSC extracts and puts on clone the PDA01 records in MARC format | Nov 2 2020 | FALSC |
| FALSC puts the P2E input file on clone server | Nov 2 2020 | FALSC |
| Ex Libris delivers Migration Forms for all institutions to FALSC | Nov. 4 2020 | Ex Libris |
| Draft eResource Activation Forms due to FALSC | Nov. 6, 2020 | FALSC/Library staff |
| Testload Kickoff Meeting (for all library staff) | Nov. 10, 2020 | Ex Libris/Library staff |
| Draft eResource Activation Forms to Ex Libris | Nov 16, 2020 | FALSC |
| Alma Staff Roles Worksheet Distributed to the ILS Coordinators | Nov. 18, 2020 | FALSC |
| Draft Migration Forms completed for all institutions | Nov 18, 2020 | FALSC/Library staff |
| Final Migration Forms completed for all institutions | Nov 25, 2020 | FALSC |
| Final eResource Activation form due to Ex Libris | Dec 4 2020 | FALSC |
| Ex Libris delivers Configuration Forms to FALSC for all institutions | Dec. 4, 2020 | Ex Libris |
| Ex Lbris extracts data to build Alma instances | Dec 7-20, 2020 | Ex Libris |
| Vanguard Alma environments unavailable | Dec 15 2020 | Ex Libris/Library staff |
| Draft Configuration Forms completed for all institutions - FALSC will be completing forms | Jan. 13, 2021 | FALSC |
| Alma Staff Roles Worksheet due to FALSC | Jan. 15, 2021 | ILS Coordinators |
| FALSC submits Final Configuration Forms to Ex Libris | Jan. 20, 2021 | FALSC |
| Ex Libris turns over Alma to FALSC for initial testing and staff roles | Jan. 26, 2021 | Ex Libris |
| FALSC begins setting up staff user accounts for all libraries in Alma | Jan. 26, 2021 | FALSC |
| Training Working Group with FALSC: Spring Workshops webinar | Feb. 4, 2021 | Training WG/FALSC |
| Meeting with all interested staff: Data Review and testing | Feb. 9 2021 | Ex Libris/FALSC |
| FALSC turns over Alma to libraries for data review and testing | Feb. 9, 2021 | FALSC |
| Staff User Accounts setup with roles/permissions - SSO Authentication testing | Feb. 9, 2021 | FALSC/Library staff |
| Begin reviewing Alma data review | Feb. 10, 2021 | Library staff/FALSC |
| Data Review Documents Webinar | Feb.12, 2021 | FALSC/ILS Coordinators |
| Primo VE indexing is completed | Feb 15, 2021 | Ex Libris |
| Primo VE released - First Look Webinar | Feb. 16, 2021 | Ex Libris/FALSC |
| Begin testing staff user account's roles and permissions | March 1, 2021 | Library staff |
| Begin Alma functional workflow testing | March 1, 2021 | Library staff/FALSC |
| Begin testing third-party integrations for all institutions (SSO, patron loads, etc.) | March 1, 2021 | FALSC |
| Begin Spring Workshops | March 1, 2021 | Ex Libris/FALSC |
| Alma Analytics Webinar | March 9, 2021 | Ex Libris/Library Staff |
| Day 1 reports desired: due to Systems Working Group | March 15, 2021 | Working Groups |
| Spring Workshops for all library staff: 10 weekly workshops | Mar 1-May 7, 2021 | Ex Libris/FALSC |
| Functional and Workflow Testing in the Alma and Primo VE Testload Environments | Mar 1-June 15, 2021 | ALL Library Staff/FALSC |
| Test data refresh process of circulation/fulfillment data on Aleph Prod server | May 1-2, 2021 | Ex Libris |
| UBorrow Functionality is Disabled in Aleph/Mango (reactivated in Alma/Primo after go live) | May 1, 2021 | FALSC |
Note: The final extraction of Aleph data for the Full Testload Phase was completed on October 30, 2020.
Updated November 2, 2020
| Activity | Date | Responsibility |
|---|---|---|
| Ex Libris delivers Migration Forms for Vanguard libraries to FALSC | June 15, 2020 | Ex Libris |
| FALSC/Vanguard libraries begin work on E-resources Activation forms | June 15, 2020 | FALSC/Vanguards |
| ILS Coordinators begin monthly meetings | July 8, 2020 | FALSC |
| Vanguard Kickoff Meeting (for Vanguard libraries and Working Group Members) | July 9, 2020 | Ex Libris |
| Migration Forms for Vanguard libraries completed | July 10, 2020 | FALSC |
| Ex Libris begins data extraction and migration to Alma | July 11, 2020 | Ex Libris |
| Implementation Team begins bi-weekly meetings | July 16, 2020 | FALSC |
| FALSC delivers E-resources Activation Forms for Vanguard libraries | July 17, 2020 | FALSC/Vanguards |
| Ex Libris reruns data extraction and migration to Alma | July 23, 2020 | Ex Libris |
| Ex Libris delivers Configuration Forms for Vanguard libraries to FALSC | July 27, 2020 | Ex Libris |
| FALSC submits completed Configuration Forms for Vanguard libraries to Ex Libris | Aug. 17, 2020 | FALSC |
| Ex Libris turns over Alma to FALSC for initial testing | Aug. 28, 2020 | Ex Libris |
| Primo VE indexing is completed | Sept. 5, 2020 | Ex Libris |
| Meeting with Vanguard library staff and Working Groups on testing | Sept. 8, 2020 | Ex Libris/FALSC |
| Begin test data review in Alma for Vanguard libraries | Sept. 9, 2020 | FALSC/Vanguards/WG |
| Complete initial configuration of Primo VE for Vanguard libraries | Sept. 14, 2020 | Vanguards/FALSC |
| Begin testing third-party integrations for Vanguard libraries (SSO, patron loads, etc.) | Sept. 14, 2020 | FALSC |
| Primo VE First Look Meeting for Vanguard libraries | Sept. 17, 2020 | Ex Libris/FALSC/Vanguards |
| Set up digital collections in Primo VE for Vanguard libraries | Sept. 29, 2020 | Ex Libris/Vanguards/FALSC |
| Begin functionality testing in Alma for Vanguard libraries | Sept. 29, 2020 | Vanguards/FALSC/WG |
| Complete Item Status/Collection/Sublibrary clean up forms | Oct. 14, 2020 | All Institutions |
| Complete all testing for Alma/Primo VE | Oct. 23, 2020 | FALSC/Vanguards/WG |
| Wrap-up Meeting with Ex Libris | Oct. 23, 2020 | Ex Libris/FALSC |
Note: The final extraction of Aleph data for the Vanguard libraries was completed on July 20, 2020.
Updated August 24, 2020
| Activity | Date | Responsibility |
|---|---|---|
| Contract Signed | March 12, 2020 | Ex Libris/FALSC |
| Kick-off Meeting for FALSC staff | March 17, 2020 | FALSC |
| Send out call for Working Group members (previous participants) | March 17-31, 2020 | FALSC |
| Vanguard institutions chosen | March 31, 2020 | FALSC |
| Send out call for Working Group Members (new participants) and ILS Coordinators | April 6-24, 2020 | FALSC |
| Ex Libris orientation meeting with FALSC staff | April 8, 2020 | Ex Libris/FALSC |
| Submit Alma/Primo VE Implementation Form to Ex Libris | April 8, 2020 | FALSC |
| Set up and deliver provisional sandbox environment | April 24, 2020 | Ex Libris |
| Discovery meetings on required enhancements begins | May 5, 2020 | Ex Libris/FALSC |
| Submit Third Party Integration Form to Ex Libris | May 7, 2020 | FALSC |
| ILS Coordinators finalized | May 11, 2020 | FALSC |
| Working Group members chosen by Executive Committee | May 24, 2020 | FALSC |
| Working Group orientation | June 9, 2020 | FALSC |
| Working Groups begin meeting | June 12, 2020 | FALSC |
| Setup for the Aleph clone server completed | June 12, 2020 | FALSC |
| Discovery meetings on enhancements are completed | June 30, 2020 | Ex Libris/FALSC |
| Project Plan for Implementation is finalized | June 30, 2020 | Ex Libris/FALSC |
| Ex Libris Project Coordinator is announced | June 30, 2020 | Ex Libris |