Cedar Valley

Go Live Readiness Checklist


Objective

The objective of this checklist is to verify that essential day-to-day library activities are functioning properly for Alma and Primo Go Live.

The functionalities listed below are verified by the customer during implementation. Progress is reviewed in the project status calls, and any special issues are addressed in the functional calls.

An asterisk (*) Indicates that the check may involve an external integration.

Acquisitions
Library Activity / Yes / No / NA / Comments
* Are you able to place an order (manually and/or via EOD)? / ☐ / ☐ / ☐
Are you able to execute "Order now"? / ☐ / ☐ / ☐
Are you able to receive physical material? / ☐ / ☐ / ☐
Are you able to activate globale–resources (portfolios and e-collections)? / ☐ / ☐ / ☐
Are you able to create local e–resources (portfolios and e-collections)? / ☐ / ☐ / ☐
Are you able to manage the process of e-acquisitions (licensing and test access)? / ☐ / ☐ / ☐
* Are you able to create an invoice (manually and/or batch)? / ☐ / ☐ / ☐
* Are you able to export an invoice for payment? / ☐ / ☐ / ☐
Resource Management and Inventory
Library Activity / Yes / No / NA / Comments
* Are you able to import new records (individually and batch)? / ☐ / ☐ / ☐
Are you able to overlay/merge brief bib records with full bibliographic records? / ☐ / ☐ / ☐
* Are you able to perform copy cataloging from all required external search resources? / ☐ / ☒ / ☐
* Are you able to publish your records to external sources? / ☐ / ☐ / ☐
* Are you able to batch update bibs and items? / ☐ / ☐ / ☐
* Are you able to print spine labels? / ☐ / ☐ / ☐
Fulfillment
Library Activity - Requests / Yes / No / NA / Comments
Can external and internal patrons create a request via a discovery system (for example, Primo)? / ☐ / ☐ / ☐
Are you able to print notifications (e.g. receipts, transit slips) ? / ☐ / ☐ / ☐
Are patron-facing notices sent (e.g. courtesy notices, lost loan notices, borrowing activity letters)? / ☐ / ☐ / ☐
Can a patron physical resource request be fulfilled? / ☐ / ☐ / ☐
Library Activity - Loans / Yes / No / NA / Comments
Can items be loaned and returned (at the circulation desk and at self-check machines)? / ☐ / ☐ / ☐
Are Non-Circulatable items blocked from being loaned? / ☐ / ☐ / ☐
When you add a library closed date exception, are your patrons' loan dates adjusted? / ☐ / ☐ / ☐
Can patrons renew renewable loans via a discovery system (for example, Primo)? / ☐ / ☐ / ☐
Library Activity – Fines/Fees / Yes / No / NA / Comments
If patrons can pay fines/fees at the circulation desk, can you successfully process these payments (print/send receipts, patron account updated)? / ☐ / ☐ / ☐
* Are you able to export user fines, fees, and blocks to your bursar office? / ☐ / ☐ / ☐
Library Activity – Resource Sharing / Yes / No / NA / Comments
Are you able to create and update resource sharing borrowing requests? / ☐ / ☐ / ☐
Are you able to create/receive and update resource sharing lending requests? / ☐ / ☐ / ☐
Can patrons create resource sharing requests from the discovery system? / ☐ / ☐ / ☐
Library Activity – Course Reserves / Yes / No / NA / Comments
Can you create and update courses and reading lists? / ☐ / ☐ / ☐
Are you able to discover published course information in Primo? / ☐ / ☐ / ☐
Library Activity – General / Yes / No / NA / Comments
Are you able to register a new patron?
* Can patrons view their fulfillment activities in Primo "My Account" /Discovery System? / ☐ / ☐ / ☐
Are you able to manage patron investigation requests (claims returned and fine/fee waiving)? / ☐ / ☐ / ☐
User Management
Library Activity / Yes / No / NA / Comments
Are you able to manage staff users? / ☐ / ☐ / ☐
* Are you able to sync with the student management system? / ☐ / ☐ / ☐
Discovery Interface
Library Activity / Yes / No / NA / Comments
Can Primo successfully harvest new, updated, and deleted records from Alma? (For example, are the number of records published by Alma properly reflected in Primo?) / ☐ / ☐ / ☐
Are search results in Primo displayed correctly? / ☐ / ☐ / ☐
Are all the links in the main menu configured correctly? / ☐ / ☐ / ☐
Is the browse search configured correctly? / ☐ / ☐ / ☐
Are all facets configured correctly? / ☐ / ☐ / ☐
Are your institution's available electronic resources reflected accurately in PCI? / ☐ / ☐ / ☐
Can patrons view e-services via a discovery system (for example, Primo)? / ☐ / ☐ / ☐
Analytics
Library Activity / Yes / No / NA / Comments
Are you able to run out-of-the-box reports? / ☐ / ☐ / ☐
Are you able to create a new report? / ☐ / ☐ / ☐
Are you able to schedule a report? / ☐ / ☐ / ☐
Are you able to subscribe to a report? / ☐ / ☐ / ☐

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