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<p class="MsoNormal"><span style="color:black">Great, thank you for the robust response. This is helpful, especially for some of us who don’t have the capacity to pay close attention.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">I’ll try to figure it out with the team here at LWTech, over the coming weeks.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#0070C0">Greg Bem, MLIS</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#0070C0">Professor and Library Coordinator<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#0070C0">Library Learning Commons<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#0070C0">Lake Washington Institute of Technology</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#0070C0">Pronouns:
<i>he/him/his</i></span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">Contact Info</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><a href="mailto:greg.bem@lwtech.edu%0d"><span style="font-size:9.0pt">greg.bem@lwtech.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">425-739-8100 xt.8898</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><a href="http://www.lwtech.edu/campus-life/library"><span style="font-size:9.0pt">http://www.lwtech.edu/campus-life/library</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black">2019-2020 Vice President of Local 3533, LWTech’s Faculty Union!<o:p></o:p></span></i></b></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Wactclc-alma [mailto:wactclc-alma-bounces@lists.ctc.edu]
<b>On Behalf Of </b>Guidry, Wade<br>
<b>Sent:</b> Wednesday, February 12, 2020 2:44 PM<br>
<b>To:</b> 'WACTCLC Alma Discussion' <wactclc-alma@lists.ctc.edu>; 'WACTCLC Primo discussions' <wactclc-primo@lists.ctc.edu><br>
<b>Subject:</b> Re: [Wactclc-alma] Alma / Primo Call - Feb 4, 2020 - recording and notes<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="background:gold"><b><span style="font-family:"Arial",sans-serif;color:black">EXTERNAL SENDER: Use caution with links and attachments</span></b>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">CDI will be available for review in your production environment starting April 2.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">You then have until August 23 to review the CDI, and choose your date for making CDI live in your production environment, in place of the PCI.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">On August 23, if you haven’t already switched CDI on in production (via SF ticket), then the switch will be made automatically for you, on August 23.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">You can following the discussion on mailing lists, and in our meetings, to stay abreast of CDI.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">And all staff involved in electronic resources should pay attention and review all Ex Libris webinars related to the CDI, which include:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/Ask_the_Alma_Expert/9938_2020-01-29_-_Single_Activation%3A_Managing_Your_CDI_Collections_From_Alma"><span style="color:#1155CC">Managing
Your CDI Collections from Alma</span></a><span style="color:black"> (webinar recording)</span><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
<a href="https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/010Managing_Collections_and_Their_Content_for_Discovery/020Collection_Activation_for_CDI_in_Alma_-_An_Overview"><span style="color:#1155CC">CDI
Activation Documentation</span></a><span style="color:black"> (Knowledge Center)<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I do not intend to establish cohorts or fixed dates for institutions to follow on this one. It’s a pretty straightforward process, and you all are in the best
position to elect the appropriate go-live date for your respective institutions. I’d encourage institutional leads to announce at our meetings and mailing lists when you have determined a go-live date, as institutions may wish to align dates together.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">If some of you would like to volunteer to lead and/or participate in a Consortium CDI Task Force, to develop and communicate shared knowledge around CDI, and
provide guidance to member institutions (beyond the discussions on the CDI I’m already leading in the Tuesday calls), I’m happy to facilitate the effort. If that’s of interest to you, please respond to your fellow members on-list.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Having said all that, it’s a bit early to set definitive go-live dates for CDI. As we won’t get a first-hand look until April 2.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">The first logical window for going live on CDI is probably the break between spring and summer quarters.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Wade Guidry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">WACTCLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Library Consortium Services Manager<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">wadeg@bigbend.edu</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.wactclc.org/"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">http://www.wactclc.org</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">509.760.4474<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;background:white">Pronouns: he/him/his</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Wactclc-alma [<a href="mailto:wactclc-alma-bounces@lists.ctc.edu">mailto:wactclc-alma-bounces@lists.ctc.edu</a>]
<b>On Behalf Of </b>Daniel Moore<br>
<b>Sent:</b> Wednesday, February 12, 2020 1:49 PM<br>
<b>To:</b> WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Cc:</b> WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-alma] Alma / Primo Call - Feb 4, 2020 - recording and notes<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt">ATTENTION: This email contains links. Please follow best practices before clicking on links
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<p class="MsoNormal">It's both. The Enablement date is important for us as that's when we can finally start playing around with the new service, its workflows, and test for CDI discovery in Primo using the URL attribute "&searchCDI=true".<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">We can go live prior to August, but August as I understand it is the date when we MUST be activated in CDI. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">(Someone, please correct me if I'm wrong. That's my understanding from the last webinar I attended.)<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">-Dan <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Wed, Feb 12, 2020 at 1:45 PM Bem, Greg <<a href="mailto:Greg.Bem@lwtech.edu">Greg.Bem@lwtech.edu</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Hi all,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Sorry for the confusion. I’m reviewing the minutes here and wondering about the actual go live date for CDI. Is it April, August, or in between?</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:4.0pt"><span style="font-size:14.0pt;font-family:"Arial",sans-serif;color:#434343">CDI Enablement phase - NA02 (April 12, 2020)</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">You will see the CDI functionality in Alma and your Primo Central activations will be moved to your Alma environment.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:black">After enablement</span></b><span style="font-family:"Arial",sans-serif;color:black"> you can elect whenever you want
to go live with CDI, whenever you want up until your CDI General Switchover date.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:4.0pt"><span style="font-size:14.0pt;font-family:"Arial",sans-serif;color:#434343">General CDI switchover period - NA02 (August 23, 2020) </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">If you have not already moved to CDI in production, you will be automatically moved to production with CDI.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:#0070C0">Greg Bem, MLIS</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:#0070C0">Professor and Library Coordinator</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:#0070C0">Library Learning Commons</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:#0070C0">Lake Washington Institute of Technology</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:#0070C0">Pronouns:
<i>he/him/his</i></span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;color:black">Contact Info</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:greg.bem@lwtech.edu%0d" target="_blank"><span style="font-size:9.0pt">greg.bem@lwtech.edu</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;color:black">425-739-8100 xt.8898</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.lwtech.edu/campus-life/library" target="_blank"><span style="font-size:9.0pt">http://www.lwtech.edu/campus-life/library</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-size:10.0pt;color:black">2019-2020 Vice President of Local 3533, LWTech’s Faculty Union!</span></i></b><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Wactclc-primo [mailto:<a href="mailto:wactclc-primo-bounces@lists.ctc.edu" target="_blank">wactclc-primo-bounces@lists.ctc.edu</a>]
<b>On Behalf Of </b>Guidry, Wade<br>
<b>Sent:</b> Tuesday, February 4, 2020 12:51 PM<br>
<b>To:</b> 'WACTCLC Alma Discussion' <<a href="mailto:wactclc-alma@lists.ctc.edu" target="_blank">wactclc-alma@lists.ctc.edu</a>>; 'WACTCLC Primo discussions' <<a href="mailto:wactclc-primo@lists.ctc.edu" target="_blank">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> [Wactclc-primo] Alma / Primo Call - Feb 4, 2020 - recording and notes<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<b><span style="font-family:"Arial",sans-serif;color:black">EXTERNAL SENDER: Use caution with links and attachments</span></b>
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<p><a href="https://docs.google.com/document/d/1Wh99sADkNdSI6rL0uJF7h2QEIcqab4GlR_-6dr9McQY/edit?usp=sharing" target="_blank"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">February 4, 2020</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
- CDI Webinar notes and discussion, Suggested approaches to writing a Salesforce case</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">WACTCLC<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Library Consortium Services Manager<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:wadeg@bigbend.edu" target="_blank"><span style="color:windowtext">wadeg@bigbend.edu</span></a>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.wactclc.org/" target="_blank"><span style="color:windowtext">http://www.wactclc.org</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">509.760.4474<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="background:white">Pronouns: he/him/his</span><o:p></o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal">Regards, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Dan Moore<o:p></o:p></p>
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<p class="MsoNormal">Systems and Collections Librarian<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:dan.moore@edcc.edu" target="_blank">dan.moore@edcc.edu</a> /
<a href="mailto:daniel.moore@email.edcc.edu" target="_blank">daniel.moore@email.edcc.edu</a><o:p></o:p></p>
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<p class="MsoNormal">(425) 640-1526<o:p></o:p></p>
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