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Project Board

Alma Integrations

Start Date

Sprint zero

Current Sprint

Sprint #6 22 Apr #10 - 03 May

Target DateDates

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

- Alma Go Live

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 Loader

Must have before go live

 

File retrievals are running as expected. We have run a full patron synchronization (70,000 records) and it took less than ten minutes, which is awesome. Functionality to include name suffix is done but not yet tested.Incremental can add/update; drop has been developed but not yet tested. EN 15 May .

Handling dropped patrons is complete. We have one more Jira to complete. We will be good to go-live with the current implementation EN

2

TRLN Discovery/POD/Summon Integration

AI-28: TRLN Discovery/POD/Summon Integration

Must have at go live

 

  • Five VMs are running in parallel to speed up processing of the full extract

  • Unit testing is underway which identified that the current code is using item-level calculations and Alma requires holdings-level calculations - working on fix for that.

  • Planning for full pipeline testing underway (gathering list of test cases)
    JB 09 May

    Loading data to the TRLN SOLR index is underway.

    JB

    3

    Invoice Export to Accounts Payable

    AI-40: Invoice Export to Accounts Payable

    Must have at go live

     

    Unit testing is underway for error handling and setting error invoices as “Rejected” after export. Will run a fresh load of test data to send to Duke AP for validation.

    JB 09 May Finalizing file names and destination server for sending files to AP in production.

    JB

    4

    Invoice Creation from Vendor MARC records

    AI-41: Invoice Creation from Vendor MARC Records

    Must have at go live

    Can use code from Harvard as a start

    User stories are in the current sprint, but haven’t started development yet while completing other user stories.

    JB 09 May Designing solution for users to run on demand by selecting a file to ingest.

    JB

    5

    Catalog Request System

    AI-43: Catalog Request System

    Must have at go live

     My Accounts is complete.

    Work is ongoing on viewing item lists and placing requests. We’ve made significant progress in handling various display use cases (claim returned, transit, etc.) Working on an approach to handling records with large numbers of items to address performance.

    A volunteer external to the library is engaging in rigorous testing of the CRS with major patron groups and reporting results for adjustments.

    EN 15 May We’ve completed an implementation of a “read-only” mode that will be used to support the fulfillment freeze and be able to handle any Alma downtimes in the future.

    We have remaining jiras, but will be acceptable to go live with what is currently implemented.

    EN

    6

    CaiaSoft

     https://duldev.atlassian.net/browse/AI-118

    Must have at go live

     First meeting scheduled with CaiaSoft staff 5/2/2024.
    KHN 17 Apr

    Configuration in Alma is complete. Data has been extracted from Alma and sent to CaiaSoft. CaiaSoft is actively loading the data to our CaiaSoft test instance.

    We’ve begun testing patron requests.
    KHN

    7

    A-Z Journals List

    AI-46: Online Journals List

    Must have at go live

    Discovery Working Group taking responsibility

    Ongoing. Tom C. provided an update at May First Wednesday ( First Wednesday 2024)

    Library staff have been invited to test the interface and provide suggestions and feedback.

    EN 15

    8

    Migrate Open Patron Requests from Aleph to Alma

     https://duldev.atlassian.net/browse/AI-34

    Must have at go live

     Developer resources have been found; first meeting will be afternoon of May 9th. EN 08 May

    Successful test run on June 6th; we are prepared for migrating the final data set during fulfillment cutover. This is complete.

    EN

    9

    Bursar Export

    https://duldev.atlassian.net/browse/AI-44

    Must have at go live

    or at least by early August

    We’ve begun conversations with the bursar about transitioning to the Alma service output in XML and moving mapping into the data transfer warehouse.

    EN

    10

    Location Guide

     https://duldev.atlassian.net/browse/AI-37

    Must have at go live

    tied to TRLN Discovery project

    Work has begun as part of TRLN Discovery work. EN 01

    11

    Migrate FOLIO Licenses to Alma

    https://duldev.atlassian.net/browse/AI-35

    Must have by June 10 for ExLibris to load during cutover

    Waiting for developer capacity.

    Open tasks are to fix some bugs and add a few changes based on users feedback to the test data load from December.

    JB 09 May Complete. Files delivered to ExLibris on 6/10/24

    JB

    12

    Migrate Aleph Order/Subscription Log Notes to Alma Orders

    https://duldev.atlassian.net/browse/AI-33

    Post go live

    Users will be able to view these logs in Aleph after go-live, but we need to import the data so that’s is available in Alma.

    13

    New Book Carousel

    https://duldev.atlassian.net/browse/AI-32

    Post go live

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

    As long as the catalog date is in the 946B, this will continue to work without development needed.

    Metadata Management needs to determine how to include the proper date in the 946B. - EN

    14

    Migrate FOLIO ERM Organizations Contacts and Interfaces to Alma

    https://duldev.atlassian.net/browse/AI-36

    Post go live

    FOLIO data was archived to a spreadsheet on 6/27/24 so it will be available to load to Alma post-go live. Development work is not yet underway.

    15

    Alma Cloud App POC for Viewing Item History

    https://duldev.atlassian.net/browse/AI-45

    Post go live

    Connection to DSC for item history

    16

    Migrate 360 Notes to Alma E-Resources

    not yet created

    Post go live

    The notes in 360 contain information to identify the owning library (Law, Med, etc).

    ...

    Priority #

    Title

    Jira Epic

    Importance

    Notes

    Status

    1

    Label Printing

     

    Must have at go live

    Application SpineOMatic being tested (Ex Libris’s recommended software for spine labels).

    Met with Desktop Support to share installation instructions and create timeline for application to be pushed to staff computers. RL and RD staff working on call number parsing and label testing with desktop support client.

    KHN 17 Apr EN

    2

    Printing Hold Slips on Schedule

     

    Must have at go live

    Configuration - VMs, print daemon (desktop support not developers)

    Daemon has been tested and works as expected. Next steps are to configure individual daemons for libraries and document configuration. OIT colleagues are working on this.

    KHN 01 EN

    3

    Standing up Leganto and integration with Canvas

     

    Must have at go live

    Configuration LTI with DLI; exporting Courses data

    Loaded FOLIO courses, reading lists. LTI communication with Canvas working. Starting onboarding subject matter experts, working on loading .pdf files of readings.

    KHN 17 Apr Leganto project is fully underway with separate project team and timeline for August implementation.

    EN

    4

    Resource Sharing/ReShare

     

    Must have at go live

    May not require developers - Index Data will help with testing and set-up

    5

    ABLE Binding Software

    Shortly after go-live

    Uses z39.50 to communicate with Alma

    ...