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 | |
|---|---|
Start Date | Sprint zero |
Current Sprint | Sprint #9 - |
Target Dates | - 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 |
|
Derrek Croney | Scrum Lead Developer / DevOps Analyst |
|
Stewart Engart | Developer |
|
Jeff Fleming | Developer |
|
Zeke Graves | Developer |
|
Matt Harrington | Consultant |
|
LSP Steering Group | Stakeholders |
|
Quincy Garbutt | Stakeholder |
|
Karen Newbery | Project Sponsor |
|
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 | 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. 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 | Must have at go live |
| Loading data to the TRLN SOLR index is underway. JB | ||
3 | Must have at go live |
| Finalizing file names and destination server for sending files to AP in production. JB | ||
4 | Must have at go live | Can use code from Harvard as a start | Designing solution for users to run on demand by selecting a file to ingest. JB | ||
5 | Must have at go live |
| 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 | Must have at go live |
| 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. | ||
7 | Must have at go live | Discovery Working Group taking responsibility | Ongoing. Tom C. provided an update at May First Wednesday ( First Wednesday 2024) | ||
8 | Must have at go live |
| Successful test run on June 6th; we are prepared for migrating the final data set during fulfillment cutover. This is complete. EN | ||
9 | 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 | Must have at go live | tied to TRLN Discovery project | Work has begun as part of TRLN Discovery work. EN | ||
11 | Must have by June 10 for ExLibris to load during cutover | Complete. Files delivered to ExLibris on 6/10/24 JB | |||
12 | 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 | 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 | 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 | 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). |
These will likely not require developers, but may require desktop support or assistance from Learning Innovation:
Priority # | Title | Jira Epic | Importance | Notes | Status |
|---|---|---|---|---|---|
1 |
| Must have at go live | Application SpineOMatic being tested (Ex Libris’s recommended software for spine labels). | RL and RD staff working on call number parsing and label testing with desktop support client. EN | |
2 |
| 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. EN | |
3 |
| Must have at go live | Configuration LTI with DLI; exporting Courses data | Leganto project is fully underway with separate project team and timeline for August implementation. EN | |
4 |
| 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)