Page Comparison

Check-in / Logistics / Any issues with testing?

Report any major changes in availability / circumstances

Anything to report on the test load?

10

Carlo

• Lakshmi & maybe Alison will be out for spring break.

ILS Data cleanup / Patron Data groups / PPC

• ILS Data Cleanup (Tom): co-chairs visit on 3rd Thursdays. TJ Kao and/or Catherine Busselen will join on 4/15.

• Patron Data (Carlo)

• PPC: Review final decisions (as needed)

• SILS Chairs/Coordinators meeting update & actions

10

Carlo, Tom

• SILS chairs 3/24 Action for ICs: ICs will ask their campuses to do testing for CDI and to review the CDI Collection List for Alma Customers on the ExL website to see if it’s the collections you want or whether they should be turned off.

Timeline review / PM update

• Basecamp To-Dos

• Working copy timeline

• SILS Implementation Timeline

• Timeline Feedback Plan for the process of approving the timeline with ICs

• Basecamp Project Meetings

Stay up to date on timeline / deadlines

5

Lena

• Cutover Plan Status: Marci/Laurie still working with Migration/AMO on initial planning (migration-related tasks).

• Any topics that are not currently scheduled that need to be covered? See Basecamp Project Meetings

• Special meetings, NEW!

  • 4/29: (UC-led) Live demo of OCLC Gateway and Metadata Editor: Provide real-time examples of record exports in the NZ and IZ with different methods.

  • 5/6: Ex Libris special meeting on Cutover Plan Review

• Ad Hoc meetings:

  • 4/6: RLF Fulfillment Meeting with ExL senior product manager

  • 4/9: Inventory/authentication management groups and campus configurations for UCB/LBL.  

• Any questions on the timeline?

Update and questions from Alma Accounts Task Force

• Feedback from ICs on Named Users Validation Survey

• Who should fill out upcoming survey for each campus?

Lynne, Gillian

• Feedback on questions to get a more accurate number of needed named users from each campus

• Ask to have completed by April 23

  • Validate campus responses to most recent survey to better understand source of data supporting the campus response with the goal of identifying if UC libraries can meet user account needs through the already licensed accounts

    1. Draft survey questions

       1. Quantitative questions

          1. Active staff users (please use most relevant metric for your campus and be accurate)

          2. Number of student employees who would have an account in the ILS

          3. Number of circulation desks

       2. Qualitative questions

          1. If we recommended the use of shared accounts what ideas would you have?

          2. If we recommended the use of shared accounts what concerns would you have?

          3. Do you have emerging workflow ideas that might impact how you use user accounts in the future?

• Can taskforce join our 4/15 meeting to get more feedback on what we’ve come up with so far at that point?

Questions from slack

1. We are curious if any campuses were not using EDIs previously and are planning on implementing them now?

2. Were there any other 3rd party integrations "gotchas"?

3. Also wondering if anyone blocks students due to money owed with campus registrar -- what is their criteria and how do they export the info from Alma?

4. Unrelated to integrations, how local communications are going, what's working, if there are bottlenecks, how how issues are being addressed.

5. Are we concerned that we don't have 24x7 coverage until we move to next phase?  Assume that is what other migrations experienced, how did it go?

6. Any further information from CDL if ExL can duplicate the Test Load environment into Sandbox for June/July?

Other / Homework

0

Tom

• From 3/18: Lynne will create a ticket on BC about the slowness issue some campuses are experiencing in NA07. Others will chime in. As of 3/25: No update from ExL on this.

Q&A (recurring)

Q&A during the IC meeting as a first stop before asking a question on Basecamp.

If it’s time-sensitive, post to slack (IC channel, SILS Chairs are good options)

Any issues that we want to seek broader input from other consortia?

TBD

Carlo

Questions for Ex Libris PM (recurring)

Post questions in Basecamp as they come up. It’s open 24/7!

Note: We lose in efficiency and we may lose in translation when questions go through the PMs. When topics come up that should logically go to Basecamp to the Ex Libris consultants, invite an IC (or appropriate person) to take point on that issue.

0

Lena

Answers from Marci 3/25:

Slow response on Basecamp

Q: When will ExL be answering questions posted to Basecamp on the integrations list? Alison posted a question quite a while ago.

A: Marci reviews outstanding tasks on Fridays with the team. ExL is attentive to the integrations list for questions. If you are not getting any response, post to the original question as a poke to get ExL’s attention.

Primo VE instance for Workshop

• Q: What is the deadline for deciding which Primo VE instance will be used?

  • A: I would suggest 2 weeks prior to the Workshop start (by April 30)

• Q: Will ExL make live config changes during training? (this may influence who volunteers)

  • A: Yes - but they don't have to be permanently saved (they can be reverted back on the spot)

  • A: You also have the option of us using the sandbox environment.

  • A: There’s an advantage to being the demo since ExL can make desired changes for you as they are working.

UCD Escalation (3/17)

Status as of 3/25: “The Migration team was working on copying their live environment to the AMO's implementation environment over this past week - so they can work on it and test proposed fixes to it. We expect additional updates on their progress and next steps next week.”

Parking lot

0

• (From 3/18 meeting with ILSDC) For post-go-live data cleanup work, create a plan (with estimates of the scale of work, timeline). Ask ExL to review it. Ask if ExL can do a scheduled job in our instance for us? (if that’s desired) Suggestion to setup a special meeting with ExL to discuss the SCP records. Catherine will provide the data/numbers and reach out to Tom & Carlo for next steps

• Primo VE workshop (week of May 17): which environment to use for training?

  • Will they make live config changes during training? Yes - but they don't have to be permanently saved (they can be reverted back on the spot.)

  • Marci suggests we decide by 2 weeks prior to the Workshop start (by April 30)

• (If needed) Best practices/guidelines for APIs.

• TBD: Buddy system (Adrian Petrisor, Com Leads) Timing: after spring workshops, if there’s interest

TOTAL

50/90

Review decisions and actions.