UCS Cutover Plan
REVIEW RELEVANT DOCUMENTATION
| ▢ | **Alma and Discovery Cutover Process** Documentation |
| ▢ | Millennium and Sierra (III)-specific Migration Documentation |
| ▢ | Voyager-specific Migration Documentation |
| ▢ | WMS-specific Migration Documentation |
| ▢ | Electronic Resources Specific Documentation (includes SFX) |
UCS Pre-Cutover Activities [Existing Alma Campuses]
| ▢ | Cutover cases have been set up with the same primary contact as your Test Load cases. Please inform EXL if there are any any changes needed - via your Cutover case. [Alma Campuses] |
| ▢ | Inform EXL if you plan to perform FY rollover prior to Cutover - via your Cutover case [Alma Campuses] |
| ▢ | Inform EXL if you plan to use a custom domain for Primo VE and the Primo Service page - via your Cutover case [Alma Campuses] |
| ▢ | Confirm that you can access your MFT shares or report issues - via your Cutover Case [Alma Campuses] |
| ▢ | Download latest version of file validation tool [Alma Campuses] |
| ▢ | Review your *Test Load* case notes for changes or expected fixes at Cutover [Alma Campuses] |
| ▢ | UCD Law to ensure all configuration relevant to them is present in the UCD Main NA02 environment [UCD Law, UCD] |
| ▢ | UCD Law to add library staff users and their roles to UCD Main [UCD Law, UCD] |
| ▢ | NA07 lock-out by EOD / 5pm PT [Alma Campuses] |
| ▢ | Download Alma offline circulation tool [Alma Campuses] |
| ▢ | Configure related AFN IZ elements in Live Alma institutions [Alma Campuses] |
| ▢ | Configuration freeze in live Almas by EOD / 5pm PT [Alma Campuses] |
| ▢ | Technical Services Freeze in live Almas by EOD / 5pm PT [Alma Campuses] |
| ▢ | Fulfillment Services Freeze in live Almas by EOD / 5pm PT [Alma Campuses] |
| ▢ | Begin using Alma Offline Circulation by EOD / 5pm PT [Alma Campuses] |
UCS Pre-Cutover Activities [III, Voyager, WMS]
| ▢ | Cutover cases have been set up with the same primary contact as your Test Load cases. Please inform EXL if there are any any changes needed - via your Cutover case. [III, Voyager, WMS] |
| ▢ | If you are migrating ACQ, inform EXL if you plan to perform FY rollover in your ILS prior to Cutover - via your Cutover case [UCB, UCLA, UCSD, UCSF] |
| ▢ | Inform EXL if you plan to opt-out of ProQuest Activations at Cutover via your Cutover case [III, Voyager, WMS] |
| ▢ | Confirm that you can access your MFT shares or report issues via your Cutover Case [III, Voyager, WMS] |
| ▢ | Inform EXL if you plan to use a custom domain for Primo VE and the Primo Service page via your Cutover case [III, Voyager, WMS] |
| ▢ | Download latest auto-extract kit [Voyager only] |
| ▢ | Download latest version of file validation tool [III only] |
| ▢ | Download the Non-ExLibris to Alma Data Validation tool [WMS only] |
| ▢ | Review your *Test Load* case notes for needed changes to data and/or forms or for details about expected fixes at Cutover [III, Voyager, WMS] |
| ▢ | Ensure all libraries, locations and vendors in current ILS are reflected in Alma with the same codes [III, Voyager, WMS] |
| ▢ | Technical Services freeze by EOD / 5pm PT or PRIOR based on the date you need to start extracting data [III, Voyager, WMS] |
| ▢ | Freeze SFX by EOD / 5pm PT [CDL] |
| ▢ | NA07 lock-out by EOD / 5pm PT [III, Voyager, WMS] |
UCS Cutover-Related Activities and Deliverables [Alma campuses]
| ▢ | [Optional] - Submit Scheduled Jobs list [Alma Campuses] |
| ▢ | Deliver bib files needed for NZ build to EXL [Alma Campuses] |
| ▢ | Delivered Files List due to EXL [Alma Campuses] |
| ▢ | Contact all electronic data suppliers with a request to use the Alma Link Resolver [Campuses and timing TBD] |
| ▢ | Data review and testing on NA07 [Alma Campuses] |
| ▢ | Immediately report to EXL any migration issues found during your testing via your Cutover case [Alma Campuses] |
| ▢ | Provide written data acceptance for Alma via your Cutover case [Alma Campuses] |
| ▢ | Provide written acceptance of your Primo VE environment via your Cutover case [Alma Campuses] |
| ▢ | Notify EXL you are ready for Go Live - EXL will run Go Live jobs [Alma Campuses] |
| ▢ | Upload Alma offline circ files to Alma - note: can also be done post Go Live [Alma Campuses] |
UCS Cutover-Related Activities and Deliverables [III, Voyager, WMS]
| ▢ | Submit Scheduled jobs list to EXL [III, Voyager, WMS] |
| ▢ | All data extracts due to EXL by EOD / 5pm PT [III, Voyager, WMS] |
| ▢ | 360/Intota reports due to EXL by EOD / 5pm PT [Voyager, CDL] |
| ▢ | P2E file due to EXL by EOD / 5pm PT [III, Voyager, WMS] |
| ▢ | Migration form due to EXL by EOD / 5pm PT [III, Voyager, WMS] |
| ▢ | Field mapping due to EXL by EOD / 5pm PT [only III and WMS] |
| ▢ | Delivered files list due to EXL by EOD / 5pm PT [III, Voyager, WMS] |
| ▢ | Contact all electronic data suppliers with a request to use the Alma Link Resolver [Campuses and timing TBD] |
| ▢ | Alma NA07 NZ lock-out by EOD / 5pm PT [ All campuses] |
| ▢ | [Optional] Download Alma Offline Circulation Tool [III, Voyager, WMS] |
| ▢ | Data review and testing on NA07 [III, Voyager, WMS] |
| ▢ | Immediately report to EXL any migration issues found during your testing via your Cutover case [III, WMS, Voyager] |
| ▢ | Provide written data acceptance for Alma via your Cutover case [III, Voyager, WMS] |
| ▢ | Provide written acceptance of your Primo VE environment via your Cutover case [III, Voyager, WMS] |
| ▢ | Provide EXL your Cutover Fulfillment data by EOD / 5pm PT [III, Voyager, WMS] |
| ▢ | Review your Fulfillment Cutover data migration [III, Voyager, WMS] |
| ▢ | Provide written data acceptance for your Fulfillment data via your Cutover case [III, Voyager, WMS] |
| ▢ | Notify EXL you are ready for Go Live - EXL will run Go Live jobs [III, Voyager, WMS] |
| ▢ | Upload Alma offline circ files to Alma - note: can also be done post Go Live [III, Voyager, WMS] |