[Wactclc-primo] [Wactclc-alma] Alma / Primo Call - Feb 4, 2020 - recording and notes

[Guidry, Wade]

CDI will be available for review in your production environment starting April 2.

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.

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.

You can following the discussion on mailing lists, and in our meetings, to stay abreast of CDI.

And all staff involved in electronic resources should pay attention and review all Ex Libris webinars related to the CDI, which include:


Managing Your CDI Collections from Alma<https://knowledge.exlibrisgroup.com/Alma/Training/Ask_the_Alma_Expert/9938_2020-01-29_-_Single_Activation%3A_Managing_Your_CDI_Collections_From_Alma> (webinar recording)

CDI Activation Documentation<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> (Knowledge Center)


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.

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.


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.

The first logical window for going live on CDI is probably the break between spring and summer quarters.



Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Daniel Moore
Sent: Wednesday, February 12, 2020 1:49 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Cc: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Alma / Primo Call - Feb 4, 2020 - recording and notes

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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".

We can go live prior to August, but August as I understand it is the date when we MUST be activated in CDI.

(Someone, please correct me if I'm wrong. That's my understanding from the last webinar I attended.)

-Dan

On Wed, Feb 12, 2020 at 1:45 PM Bem, Greg <Greg.Bem at lwtech.edu<mailto:Greg.Bem at lwtech.edu>> wrote:
Hi all,

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?

CDI Enablement phase - NA02 (April 12, 2020)
You will see the CDI functionality in Alma and your Primo Central activations will be moved to your Alma environment.

After enablement you can elect whenever you want to go live with CDI, whenever you want up until your CDI General Switchover date.

General CDI switchover period - NA02 (August 23, 2020)
If you have not already moved to CDI in production, you will be automatically moved to production with CDI.


Greg Bem, MLIS
Professor and Library Coordinator
Library Learning Commons
Lake Washington Institute of Technology
Pronouns: he/him/his

Contact Info
greg.bem at lwtech.edu<mailto:greg.bem at lwtech.edu%0d>
425-739-8100 xt.8898
http://www.lwtech.edu/campus-life/library

2019-2020 Vice President of Local 3533, LWTech’s Faculty Union!

From: Wactclc-primo [mailto:wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>] On Behalf Of Guidry, Wade
Sent: Tuesday, February 4, 2020 12:51 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>
Subject: [Wactclc-primo] Alma / Primo Call - Feb 4, 2020 - recording and notes

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February 4, 2020<https://docs.google.com/document/d/1Wh99sADkNdSI6rL0uJF7h2QEIcqab4GlR_-6dr9McQY/edit?usp=sharing> - CDI Webinar notes and discussion, Suggested approaches to writing a Salesforce case



Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his




--
Regards,

Dan Moore
Systems and Collections Librarian
Edmonds Community College Library
dan.moore at edcc.edu<mailto:dan.moore at edcc.edu> / daniel.moore at email.edcc.edu<mailto:daniel.moore at email.edcc.edu>
(425) 640-1526
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