UCS Cutover Plan UCS Cutover Plan
UCS Pre-Cutover Activities [Existing Alma Campuses]
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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] Note Due: Jun 11, 2021
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Inform EXL if you plan to perform FY rollover prior to Cutover - via your Cutover case [Alma Campuses] Due: Jun 11, 2021
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Inform EXL if you plan to use a custom domain for Primo VE and the Primo Service page - via your Cutover case [Alma Campuses] Note Due: Jun 11, 2021
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Confirm that you can access your MFT shares or report issues - via your Cutover Case [Alma Campuses] Due: Jun 11, 2021
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Download latest version of file validation tool [Alma Campuses] Note Due: Jun 11, 2021
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Review your *Test Load* case notes for changes or expected fixes at Cutover [Alma Campuses] Due: Jun 11, 2021
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UCD Law to ensure all configuration relevant to them is present in the UCD Main NA02 environment [UCD Law, UCD] Due: Jun 18, 2021
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UCD Law to add library staff users and their roles to UCD Main [UCD Law, UCD] Note Due: Jun 18, 2021
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NA07 lock-out by EOD / 5pm PT [Alma Campuses] Due: Jun 25, 2021
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Download Alma offline circulation tool [Alma Campuses] Note Due: Jul 2, 2021
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Configure related AFN IZ elements in Live Alma institutions [Alma Campuses] Note Due: Jul 8, 2021
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Configuration freeze in live Almas by EOD / 5pm PT [Alma Campuses] Due: Jul 9, 2021
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Technical Services Freeze in live Almas by EOD / 5pm PT [Alma Campuses] Due: Jul 9, 2021
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Fulfillment Services Freeze in live Almas by EOD / 5pm PT [Alma Campuses] Due: Jul 9, 2021
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Begin using Alma Offline Circulation by EOD / 5pm PT [Alma Campuses] Due: Jul 9, 2021
UCS Pre-Cutover Activities [III, Voyager, WMS]
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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] Note Due: Jun 11, 2021
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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] Due: Jun 11, 2021
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Inform EXL if you plan to opt-out of ProQuest Activations at Cutover via your Cutover case [III, Voyager, WMS] Note Due: Jun 11, 2021
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Confirm that you can access your MFT shares or report issues via your Cutover Case [III, Voyager, WMS] Due: Jun 11, 2021
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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] Note Due: Jun 11, 2021
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Download latest auto-extract kit [Voyager only] Note Due: Jun 11, 2021
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Download latest version of file validation tool [III only] Note Due: Jun 11, 2021
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Download the Non-ExLibris to Alma Data Validation tool [WMS only] Note Due: Jun 11, 2021
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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] Note Due: Jun 11, 2021
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Ensure all libraries, locations and vendors in current ILS are reflected in Alma with the same codes [III, Voyager, WMS] Note Due: Jun 11, 2021
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Technical Services freeze by EOD / 5pm PT or PRIOR based on the date you need to start extracting data [III, Voyager, WMS] Due: Jun 15, 2021
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Freeze SFX by EOD / 5pm PT [CDL] Due: Jun 25, 2021
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NA07 lock-out by EOD / 5pm PT [III, Voyager, WMS] Due: Jun 25, 2021
UCS Cutover-Related Activities and Deliverables [Alma campuses]
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[Optional] - Submit Scheduled Jobs list [Alma Campuses] Note Due: Jun 14, 2021
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Deliver bib files needed for NZ build to EXL [Alma Campuses] Due: Jun 18, 2021
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Delivered Files List due to EXL [Alma Campuses] Due: Jun 18, 2021
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Contact all electronic data suppliers with a request to use the Alma Link Resolver [Campuses and timing TBD] Note
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Data review and testing on NA07 [Alma Campuses] From: Jul 23, 2021 - Jul 26, 2021
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Immediately report to EXL any migration issues found during your testing via your Cutover case [Alma Campuses] From: Jul 23, 2021 - Jul 26, 2021
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Provide written data acceptance for Alma via your Cutover case [Alma Campuses] Note Due: Jul 26, 2021
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Provide written acceptance of your Primo VE environment via your Cutover case [Alma Campuses] Note Due: Jul 26, 2021
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Notify EXL you are ready for Go Live - EXL will run Go Live jobs [Alma Campuses] Due: Jul 27, 2021
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Upload Alma offline circ files to Alma - note: can also be done post Go Live [Alma Campuses] Due: Jul 27, 2021
UCS Cutover-Related Activities and Deliverables [III, Voyager, WMS]
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Submit Scheduled jobs list to EXL [III, Voyager, WMS] Note Due: Jun 14, 2021
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All data extracts due to EXL by EOD / 5pm PT [III, Voyager, WMS] Due: Jun 18, 2021
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360/Intota reports due to EXL by EOD / 5pm PT [Voyager, CDL] Due: Jun 18, 2021
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P2E file due to EXL by EOD / 5pm PT [III, Voyager, WMS] Due: Jun 18, 2021
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Migration form due to EXL by EOD / 5pm PT [III, Voyager, WMS] Due: Jun 18, 2021
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Field mapping due to EXL by EOD / 5pm PT [only III and WMS] Due: Jun 18, 2021
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Delivered files list due to EXL by EOD / 5pm PT [III, Voyager, WMS] Due: Jun 18, 2021
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Contact all electronic data suppliers with a request to use the Alma Link Resolver [Campuses and timing TBD] Note
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Alma NA07 NZ lock-out by EOD / 5pm PT [ All campuses] Due: Jul 5, 2021
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[Optional] Download Alma Offline Circulation Tool [III, Voyager, WMS] Due: Jul 23, 2021
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Data review and testing on NA07 [III, Voyager, WMS] From: Jul 23, 2021 - Jul 26, 2021
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Immediately report to EXL any migration issues found during your testing via your Cutover case [III, WMS, Voyager] From: Jul 23, 2021 - Jul 26, 2021
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Provide written data acceptance for Alma via your Cutover case [III, Voyager, WMS] Note Due: Jul 26, 2021
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Provide written acceptance of your Primo VE environment via your Cutover case [III, Voyager, WMS] Note Due: Jul 26, 2021
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Provide EXL your Cutover Fulfillment data by EOD / 5pm PT [III, Voyager, WMS] Due: Jul 26, 2021
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Review your Fulfillment Cutover data migration [III, Voyager, WMS] Due: Jul 27, 2021
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Provide written data acceptance for your Fulfillment data via your Cutover case [III, Voyager, WMS] Note Due: Jul 26, 2021
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Notify EXL you are ready for Go Live - EXL will run Go Live jobs [III, Voyager, WMS] Due: Jul 27, 2021
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Upload Alma offline circ files to Alma - note: can also be done post Go Live [III, Voyager, WMS] Due: Jul 27, 2021