CALSTATE weekly project call
Wednesday, January 06, 2016
1. Meetings scheduled for:
a. Jan 13 - cancelled
b. Jan 20 - cancelled
c. Jan 27 --> our next check-in
d. Feb 3 --> Primo Handoff (Action: We will post links to introductory webinars to Basecamp after this meeting)
2. Status check on where we are with the vanguard phase –
a. Test load underway; on track to deliver test load data later this month (1/20-21)
b. Configuration forms submitted; being checked
c. 3RD party integrations --> let's talk about this at our 27th meeting and get a prioritized list of integrations per institution
d. Primo questionnaire: we have responses from everyone. Thanks!
3. Next steps:
a. EXL will release test load environments to Vanguard institutions and apply Alma configuration settings
b. Vanguards will check their migrated data; some documentation here: link and report data issues via Salesforce (by mid-March at the latest)
c. EXL will apply initial Primo configuration and set default views up for the Vanguards in readiness for a Primo handoff in early February (note: Primo functional training and discussions can be scheduled separately from the project calls during the Vanguard phase if there is a large volume of questions)
d. 3rd party integrations à vanguards to select key priorities to start working on during this phase
4. Review Acquisitions topic