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Orbis Cascade Alliance�Go VE Kickoff�10/27/21

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Self-Switch Process for a Consortium
Getting Started on the Institution Level
Authentication
Documentation
Timeline
Self Configuration Tasks
Communication

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Self-Switch Process for NZ Consortium

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Enablement

Consortium (NZ)

Start the process
Create unified index
Copy Central package

Authentication

Institution only (IZ)

Configure User Authentication

Configuration

Consortium (NZ)

Plan the central management
Configure the central configuration

Go Live!

DNS switch
Redirection to primo VE
Live enablement
Copy Favorites and Analytics

Institution (IZ)

Create views from Primo
Copy Customization and translations from Primo
Copy CDI key from Primo

Institution (IZ)

Configure the features in institution level (consortia related and other features)

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Getting Started for an institution level

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Enablement for consortium documentation

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Authentication

Authentication documentation
Setup in parallel to Configuration Phase
May require involvement of institutional IT department
A case to Infra Support team for each institution.

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Documentation

Consortia related features documents:

Go VE documentation
Primo VE documentation

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Timeline

Bi-weekly topics and tasks
periodic meetings during Nov. – Feb.

Feedback on previous topic self configuration
Technical Q&A
Assignments for coming week

Goals for Feb. 2022;

Enablement completed
Authentication completed
Configuration completed

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Self Configuration Tasks

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Consortium level configuration (October 24^th)

Analyzing central management configuration in Primo
Planning the setup in NZ and IZ levels
The areas are local fields, default display fields and local resource types

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Communication

Basecamp - technical questions
Bi - Weekly meetings – self-switch feedback
Joint Google sheet

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Thank you!