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Project Board

Alma Integrations

Start Date

Sprint zero

Current Sprint

Sprint #5 -

Target Date

- data freeze / Ex-Libris-imposed-deadline for integrations

- Alma rollover

Status

  See list below for status updates

Dependencies

 Delivery of Duke’s Alma instance (1/18/2024)

Notes

Target date is set by Ex Libris as part of our project plan.

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Priority #

Title

Jira Epic

Importance

Notes

Status

1

Patron Loader

AI-31: Patron LoaderTO DO

Must have before go live

 

Full file runs Saturdays, incremental running daily. There’s a few more Jira issues to complete this integration. KHN

2

TRLN Discovery/POD/Summon Integration

AI-28: TRLN Discovery/POD/Summon IntegrationTO DO

Must have at go live

 

Instance of TRLN Discovery is running locally, extracts from Alma can be done. Work ongoing on putting all the pieces together so testers can view Alma data in TRLN Discovery.
KHN

3

Invoice Export to Accounts Payable

AI-40: Invoice Export to Accounts PayableTO DO

Must have at go live

 

Data mapping is complete, file can be sent to Accounts Payable. Early May, AP will review our file. Work is ongoing on reporting and AP to Alma data flow.

KHN

4

Invoice Creation from Vendor MARC records

AI-41: Invoice Creation from Vendor MARC RecordsTO DO

Must have at go live

Can use code from Harvard as a start

Meeting planned with Harvard staff involved with this integration to share helpful tips

KHN

5

Catalog Request System

AI-43: Catalog Request SystemTO DO

Must have at go live

 

Patron information, loans, fees and fines information is available. Work is ongoing on viewing an item list and requests.

KHN

6

CaiaSoft

 

Must have at go live

 

First meeting scheduled with CaiaSoft staff 5/2/2024.
KHN

7

A-Z Journals List

AI-46: Online Journals ListTO DO

Must have at go live

  Plan

8

Migrate Open Patron Requests from Aleph to Alma

 

Must have at go live

 

9

Bursar Export

 

Must have at go live

or at least by early August

10

Migrate Aleph Order/Subscription Log Notes to Alma Orders

 

Must have at go live

soon as possible after go-live

11

Location Guide

 

Must have at go live

tied to TRLN Discovery project

12

New Book Carousel

 

Post go live

Would need to adjust the landing page if not at go live

13

Migrate FOLIO ERM Organizations Contacts and Interfaces to Alma

 

Post go live

May not require developer resources, maybe Postman

14

Alma Cloud App POC for Viewing Item History

 

Post go live

Connection to DSC for item history

15

Migrate FOLIO Licenses to Alma

 

Post go live

Coding mostly done, working on some tweaks based on data review

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