Space Details:

Key	UMA
Name	ULMS Migration Archive
Description
Created by	557058:041f4de8-9141-49c1-8d88-6ce2fa2ae251 (Jan 03, 2020)

Available Pages:

ULMS Migration Archive
- Migration training docs
  - Project Guidelines
    - Travel Support Grant Requests
    - ULMS Communications Survey - Summary
  - Basecamp Tour
  - Consortia Considerations
  - Central ERM training
  - Primo Glossary of Terms
  - Videos and Reading by Functional Area
  - Training materials created by CSU campuses
  - Workflows
    - Missing and Lost Item Process
    - Order - Acquire - Dissminate
    - Work Orders
- Migration documentation
  - Schedules
    - Original schedules
      - Group 1 Cutover Plan (high-level)
      - Group 2 Cutover Plan (high-level)
      - Group 3 Cutover Plan (high-level)
    - CALSTATE Test Load Delivery Schedule
    - Master cut-over schedule
    - Test Load Delivery Schedule
    - ULMS Meetings Calendar
    - ULMS Project Timeline
    - ULMS Project Timeline (graphical)
  - Preparing for Migration
    - Extracting records
      - Course reserves migration
    - SFX migration
    - Voyager Campus Migration
    - Call number migration from Millennium/Sierra to Alma
    - Data Cleanup Recommendations
    - LINK+ and Circuit campuses
    - Suppressed Items
    - Claiming for migrated orders
    - Provenance code mapping
  - Vanguard Phase
    - To-Do's for Vanguard Load
    - To-Dos for Web-based Alma/Primo training
    - Vanguard
  - Data Testing Guidelines
    - Analytics reports for data testing
    - Final Migration to-do list
    - Migration Decision Tree
    - Data testing worksheets
  - Configuration Options Unlocked After Certification
  - Pre go-live task list
  - Post Migration Clean Up
    - Item Statuses in migration to Alma
    - Orbis Network Zone documents
    - Generating 866 statements for migrated MFHD holdings
    - Updating item locations for items that were on reserve at the time of migration
    - Updating item material types
    - Host Bibliographic record suppression
  - WF/TF Goals & Statuses
  - Working Group and Project Manager Contact Information
    - Working Group Leads
    - Project Managers
  - Migration/Implementation policies
    - Policies, Best Practices & Procedures
      - CSUSM's Missing Lost Replacement Procedures
      - Default Replacement Cost for Main Items
      - One year loan for Faculty/Staff
      - Term-Long Loan period for Students
    - Policy Decision Sample Page
    - Best Practices & Procedures
      - Single vs. Separate Records
      - Provider-Neutral Records & Use of Database-Level Records
      - Working in Alma and the Network Zone
      - Local Field for Course Reserves (Restricted)
      - Managing E-Collections in Alma: CZ vs Vendor-Provided Bibliographic Records
      - Alma Network Zone
      - Bibliographic Utility
      - Cataloging at the WorldCat Level
      - Floor Bibliographic Standards
      - Overlaying Brief Bibliographic Records in the Network Zone
      - CKB Descriptive Records for Shared Electronic Collections
    - Policies and Best Practices (Outdated - see new space for updated policies)
      - FOR REVIEW ONLY: Policies, Recommendations and Best Practices
        
        Analytics Policies, Best Practices & Procedures
        
        Working in the NZ Analytics instance
        
        Discovery Policies, Best Practices & Procedures
        
        3rd Party Integration Priorities and Development Policy
        
        Best Practices for Pipe Configuration and Publishing Schedules
        
        Norm Rule and Search Engine Configuration Procedures
        
        Unified Discovery Name
        
        Resource Sharing Policies, Best Practices & Procedures
    - Policies & Procedures
      - 9xx Local Params
    - Alma Daily OCLC Bib Record Updates & OCLC WorldShare Collection Manager
    - CSU+ Policies
      - Historical CSU+ Policies
      - Loan Periods
      - Renewals
      - Media Lending
      - Overdue fines
      - Loan Sequence
      - Competing Needs
      - Reimbursement for lost books
      - Replacement Fee
      - Holds and Recalls
      - Course Reserves
      - Visiting Patron
      - Fulfillment response/turnaround time
  - Configurations
    - Configuration setting suggestions
    - FTP for OCLC Holdings Configuration Info
  - Pre-Kickoff Project Planning
    - Communications Matrices
    - DACI Chart
    - Wisconsin Alma Implementation Documents
  - Project Management
  - Basecamp Q&As
    - Implementation Basecamp Q&As
    - Vanguard Basecamp Q&As
  - Alma Glossary of Terms
  - Common tasks in Alma
  - SerSol ERM Migration Project
- Meeting notes and recordings
  - Presentations Introducing the ULMS
    - Campus Presentations
    - Chancellor's Office Presentations
  - Notes from Leads Meeting - Breakout Sessions
  - Discovery Meeting Recordings
  - Project Manager Weekly Call with Ex Libris
    - Notes 1/4/17
    - Notes 1/25/17
    - Notes 2/1/17
    - Notes 2/8/17
    - Notes 2/15/17
    - Notes 2/22/17
    - Notes 3/1/17
    - Notes 3/8/17
    - Notes 3/15/17
    - Notes 3/22/17
    - Notes 3/30/16
    - Notes 4/5/17
    - Notes 4/12/17
    - Notes 4/13/16
    - Notes 4/19/17
    - Notes 4/20/16
    - Notes 4/26/17
    - Notes 4/27/16
    - Notes 5/11/16
    - Notes 5/18/16
    - Notes 5/24/17
    - Notes 5/25/16
    - Notes 5/31/17
    - Notes 6/1/16
    - Notes 6/7/17
    - Notes 6/8/16
    - Notes 6/14/17
    - Notes 6/15/16
    - Notes 6/21/17
    - Notes 6/22/16
    - Notes 6/28/17
    - Notes 6/29/16
    - Notes 7/5/17
    - Notes 7/6/16
    - Notes 7/12/17
    - Notes 7/13/16
    - Notes 7/19/17
    - Notes 7/26/17
    - Notes 8/2/17
    - Notes 08/17/16
    - Notes 08/24/16
    - Notes 8/31/16
    - Notes 09/07/16
    - Notes 09/14/16
    - Notes 09/21/16
    - Notes 09/28/16
    - Notes 10/5/16
    - Notes 10/12/2016
    - Notes 10/26/16
    - Notes 11/2/2016
    - Notes 11/9/16
    - Notes 11/16/16
    - Notes 11/30/16
    - Notes 12/7/16
    - Notes + Transcript 7/20/16
    - Notes + Transcript 7/27/16
    - Notes + Transcript 8/3/16
    - Noyes 5/17/17
    - Notes 4/6/16
  - Implementation Team Meeting Notes
    - 2015-08-12 Implementation Team Meeting notes
    - 2015-08-26 Implementation Team Meeting notes
    - 2015-09-09 Implementation Team Meeting notes
    - 2015-09-24 Implementation Team Meeting notes
    - 2016-01-25 Implementation Team meeting notes
    - 2016-02-22 Implementation Team Meeting notes
    - 2016-02-29 Implementation Team Meeting notes
    - 2016-03-07 Implementation Team Meeting notes
    - 2016-04-11 Implementation Team Meeting notes
    - 2016-04-18 Implementation Team Meeting notes
    - 2016-04-25 Implementation Team Meeting notes
    - 2016-06-06 Implementation Team Meeting notes
    - 2016-08-01 Implementation Team Meeting notes
  - Office Hours with Dave and Brandon
    - 07-12-2016 Office Hours Chat
  - Vanguard Hosted Webinars and Q&A
  - Vanguard weekly Lync call with Ex Libris
    - Notes 1/6/16
    - Notes 1/27/16
    - Notes 10/21/15
    - Notes 10/28/15
    - Notes 11/4/15
    - Notes 11/18/15
    - Notes 11/24/15
    - Notes 12/2/15
    - Notes 12/9/15
    - Notes 12/16/15
    - Notes 10/14/15
  - Future Agenda Items for Ex Libris calls
  - Photo Gallery
  - Switch to Support Presentation by ExL
  - Fresno Kick-off meeting
  - Fullerton Workshop by ExL Jan 9-11, 2017
  - Mallory and Sarina's campus visits documentation
  - Functional Call Via Webex with Ex Libris
    - Alma Chat Transcript 1/5/17
    - Alma Chat Transcript 2/9/17
    - Alma Chat Transcript 2/16/17
    - Alma Chat Transcript 4/6/17
    - Alma Chat Transcript 4/27/17
    - Alma Q&A 8/18/16
    - Alma Q&A 9/29/16
    - Alma Q&A 11/10/16
    - Alma Q&A and Chat Transcript 2/2/17
    - Alma Q&A and Chat Transcript 4/13/17
    - Alma Q&A and Chat Transcript 9/15/16
    - Alma Q&A and Chat Transcript 10/06/16
    - Alma Q&A and Chat Transcript 10/13/16
    - Alma Q&A and Chat Transcript 10/20/16
    - Alma Q&A and Chat Transcript 11/17/16
    - Alma Q&A and Chat Transcript 12/8/16
    - Alma Q&A and Chat Transcript 12/15/16
    - Alma Q&A and Chat Trascript 9/22/16
    - Primo Chat 2/2/17
    - Primo Chat 2/16/17
    - Primo Chat 10/06/16
    - Primo Chat 10/13/16
    - Primo Chat 2/9/17
  - Analytics & Reporting Archived Pages from 2016-2017 Implementation
    - Meeting notes 2016-17
      - 2016-08-18 Meeting notes
      - 2016-09-15 Meeting notes
      - 2016-10-20 Meeting notes
      - 2017-02-23 Meeting notes
      - 2017-04-18 Meeting notes
      - 2016-11-17 Meeting notes
    - COUNTER/SUSHI Usage Statistics Task Force
      - E-Resource Usage Statistics Q&A
      - NON-USTAT migration
        
        Basecamp discussion regarding usage data migration
      - SUSHI Configuration
      - USTAT Migration
        
        Usage data migration options for USTAT campuses during cutover
    - Frequently Requested Reports
    - Goals
    - Analytics & Reporting Status Reports
      - Status Reports, COUNTER/SUSHI Task Force
        
        Status Report, 2/3/17
        
        Status Report, 2/17/17
        
        Status Report, 3/3/17
        
        Status Report, 3/17/17
        
        Status Report, 3/30/17
        
        Status Report, 4/28/17
        
        Status Report, 4/14/17
    - Communications
    - Useful Resources
    - Important things we've learned about Alma Analytics
    - Memo on JR5 as base COUNTER report
    - Required Surveys Task Group
      - ACRL and IPEDS Questions about Physical and Digital/Electronic Circulation
      - ACRL and IPEDS Questions regarding materials and services expenses
      - ACRL and IPEDS Questions regarding the number of books, serials, databases, and media held
      - Required Surveys status report
  - CSU Primo Training Calls (from 2017)
  - CSU-led Alma Webinars (from 2016)
  - Analytics Training by ExL
  - MARC Format Training