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Overview:
With the Alma migration comes connecting the new Library Services Platform (LSP) to third-party applications in use across the libraries and Duke. This project is an overarching document for the integrations the DUL Agile team need to complete before go-live on July 10, 2024.

Project Board

Alma Integrations

Start Date

Sprint zero

Current Sprint

Sprint #5 -

Target Date

- 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.

Goal: The individual integrations should be at least at MVP for the June 7 deadline.

Scope: If the team determines some of the requirements need to wait until post-implementation they should communicate that to the LSPSG through Karen and the product owners (Julie and Erin).

Team:

Name

Role

Responsibility

Julie Brannon

Erin Nettifee

Product Owners

  • Write user stories

  • Consult on requirements

  • Populate and manage backlog based on discussions w/ devops analysts and developers (as needed)

  • Coordinate devops/developer discussions as needed

  • Conduct backlog refinement meetings

Derrek Croney

Scrum Lead

Developer / DevOps Analyst

  • Conduct Sprint meetings and planning poker

  • Implement agreed-upon solutions

  • Consult on solutions

Stewart Engart

Developer

  • Implement agreed-upon solutions

Jeff Fleming

Developer

  • Implement agreed-upon solutions

Zeke Graves

Developer

  • Implement agreed-upon solutions

Matt Harrington

Consultant

  • Consult on solutions

  • PO for CAIASoft integration

LSP Steering Group

Stakeholders

 

Quincy Garbutt

Stakeholder

  • Liaison to desktop support

Karen Newbery

Project Sponsor

  • Draft Project Charter

Collaboration and Communication Strategy

DULdev Jira and Confluence for issue management and documentation.

Zoom for project meetings and to share progress with stakeholders.

The project team will share progress with stakeholders via biweekly Zoom

The team will hold two week scrum schedule.

Week 1: Monday Sprint meeting

Week 2: Backlog refinement, planning poker, sprint review for stakeholders


Requirements

Priority #

Title

Jira Epic

Importance

Notes

Status

1

Patron Loader

AI-31: Patron LoaderTO DO

Must have before go live

 

File retrievals are running as expected. Next steps are to run a full synchronization to see how long it takes. Incremental can add/update; drop has not been implemented yet. EN

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 Alma to AP 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 item lists and placing requests. Work to differentiate title versus item is complete. AEON redirects as expected. Testing and debugging continues.

EN

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

Discovery Working Group taking responsibility

Ongoing. Work will be discussed at 5-1 First Wednesday. EN

8

Migrate Open Patron Requests from Aleph to Alma

 

Must have at go live

 

Requirements are complete; waiting for developer capacity. EN

9

Bursar Export

 

Must have at go live

or at least by early August

10

Location Guide

 

Must have at go live

tied to TRLN Discovery project

11

Migrate Aleph Order/Subscription Log Notes to Alma Orders

 

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.

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

These will likely not require developers, but may require desktop support or assistance from Learning Innovation:

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.

KHN

2

Printing Hold Slips on Schedule

 

Must have at go live

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

Met with Desktop Support to share installation instructions and create timeline for print daemon to be pushed to staff computers.

KHN

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

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

Working Areas:

DulDev list of Alma integrations (DulDev Atlassian account required)

Ex Libris Basecamp list of Integrations (Ex Libris Basecamp access required)

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