Page Comparison

Check-in / updates

Information sharing and problem-solving

5

All

Decisions

Discuss and approve proposed decisions

25

MVP - Primo VE Configuration needing Collaborative Work, including Display Logic RulesShareable MVP

https://docs.google.com/spreadsheets/d/1fz3hEoApCzWR9PvMRA2Yc2Bpq0hkBdvPaxRgfyz8WJA1gpYQWYpt4GYMLWoVQHrKRlKwY6pMu_2eX78L1C-hPNI/edit#gid=0

0

Christine

Long distance nagging: Please complete the missing parts on the new MVP doc/determine new deadline for completion. Refer to the PPC slack message on 5/27 for more details.

MVP - Primo VE Configuration needing Collaborative Work, including Display Logic Rules

From the Primo VE workshops: what areas need additional review/collaboration for configuration? Examples: Display Logic Rules, General Electronic Services, etc. that may need discussion across functional areas including e-resources management, fulfillment, CDL for NZ-level configuration.

How should these collaborative areas in Discovery be addressed? What is currently on MVP to represent this, and if needing more, how should these items be represented (& with what ownership)?

15

Lisa

Lisa: it’s a big issue that impacts a lot of areas and might be good to do some messaging and start thinking about next steps. Do we need a subgroup? Are there minimums that need to be in place for Day 1?

Jess: recent Primo trainings have surfaced some areas that weren’t on the radar before, some might be better candidates for post go-live. Agree that a subgroup is probably a good idea

Next steps: AEFG already Alma campuses document their settings and identify critical ones, then reach out to Disco and CDL

EUOS (recurring)

https://docs.google.com/document/d/19pE99m3xZKp52BJVCBElm_d4bMPCpzRQt1-cW6gf_hQ/edit

Soft deadline for when decisions that affect everyone can be completed

10

Claudia

Continued from last meeting:

RMFG: June 8

DFG: June 8

AEFG: Working on developing Troubleshooting Decision Page to review at June 11th PPC (AEFG MVP 008), involves CDL coordination, will incorporate follow-up with EUOS and ICs.

Ongoing: make sure we keep the public service components in mind as we keep making decisions. PSELG is also going to keep monitoring discussions

To be shared with ICs and EUOS

PM Update

Awareness of what’s happening / coming soon in the project

0

Christine

Meetings

For Monday project updates and office hours, feel free to skip and watch the recording later if there are no topics or if topics are not a subject of interest.

List of meetings on Basecamp

• June 3: New demo on Work Orders. Questions due by 5 pm today, 5/28

• Thurs July 15: TENTATIVE – “What to Expect” Cutover Session (Laurie)

Details Regarding Opening SalesForce Cases 

• If an issue/question is campus-specific, please open a case with your account associated with your campus 

  • Instructions for existing Alma-campuses, please see post 📢 **For existing Alma campuses** regarding cases in SalesForce - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries

• If an issue is being reported for the consortia, please send email for UC-wide cases to be submitted to EXL Salesforce to sils-sysops@cdlib.org

• REMINDER: If you need a SF account, please check with your IC and refer to SalesForce - Support Portal - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries

Homework

Parking Lot

Future meeting:

• AEFG questions that came up were re: coordination of Analytics (cross-function?)

• and... how the Selector role in Alma is changing (people will care, prob fits w/ AEFG, but overloads us....)

TOTAL

90/90