| Item | Desired Outcome | Time | Who | | Decisions | Actions |
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| 1 | Assemble | Getting situated, reviewing agenda, roles | 3 | Lisa S. | |
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| 2 | Admin Items | | 2 | Lisa S. | Insert End-User Outreach/Communication aspect into Testing agenda items for next few weeks. | | Remember to check/add your out dates in our tracker |
| 3 | Updates: specifically from PPC (and other SILS groups)
| Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG. | 10
| Lisa S. - Carla / others
| PPC meeting June 4 Notes Decision Pages - many pages reviewed, approved - 001 and 002 APPROVED Analytics: Lisa S. sent email to Xiaoli and John R. for TSELG to consider Analytics coordinating structure (institutional reporting, cross-functional, etc.)
Other? | | - End-user outreach assistance documentation
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| 4 | MVP Work for Submission 6/11: 008 Best practices regarding troubleshooting/broken links 014 Configuration of E-Resources/Discovery Settings in Alma | Review of current draft, additional changes, hoping for approval for routing for PPC 6/11 (may have polishing, some cross-FG consulting before PPC) | 30 | All | 008 Decision Page: Incorporating consultation with other groups as needed: Discovery FG, PSELG. Also has an End-User Outreach component and impact for local campus messaging. Day 1 vs. after clean-up or other changes that may affect troubleshooting path (including 006) - for both IZ-level and CDL/NZ-level. Comparing with CSU and SUNY troubleshooting documentation to facilitate framework for Decision Page. heading off simple problems (e.g. UCD making sure users are in VPN) triage: know who can solve the problem; also knowing the user’s path to the problem Metadata problems in CDI: letting public-facing groups know what to look for and how to report.
6/9: Recent Updates, Need to do another round with Discovery FG, CDL - If AEFG develops to extent it can approve, may also have input/final touches from Friday’s PPC-NZ-CDL Subgroup before PPC. Approved. Thanks Jharina for hosting the extra sessions!
014 Decision Page - Alma/Primo Configuration that touches on Electronic Resources Text added to indicate areas of Display Logic Rules, General Electronic Services, and Direct Linking with recommendations. PubMed and other services that need additional configuration. UCD has not completely implemented the PubMed Augmentation as it requires an API Key. Some Display Logic Rules documentation per Ex Libris may need more testing post-go-live with Discovery FG (i.e., EBSCOhost, other services). Approved - desire to understand concrete examples
| From 5/19: 008: Recommend using the locals' current method to contact the library to report a problem (varies by campus) , then designated staff will report to CDL Helpline (006 decision page): Before finalizing decision page, Lisa/Carla sending email to AEFG to coordinate w/ local colleagues who manage ERs as appropriate on each campus, to manage outbound linking for content providers for ERs. Will coordinate w/ CDL for content providers as appropriate. 008 needs more workshop time; need to distill to policy level recommendations that can be appropriate across all campuses 008 decision page should be a policy document; with clear indication AEFG is working on procedure layers 008: CDL needs to create pages about recurring problems, and how campuses should interact with cdl, like salesforce vs CDL Helpline 008: Clarification needed w/ Lena and Christine re: known issues about Alma/Primo functionality and migration, vs known issues about setting up ERs.
| Lisa S will bring the issue of efficient distribution of troubleshooting tasks to PPC. -
- Lisa Spagnolo Ask Lena and Christine for rescope of known issues mentioned in SILS chairs: ER known issues vs Ex Libris known issues re: migration
- Lisa Spagnolo will start drafting a page for 014 by end of this week
- Lisa SpagnoloCarla ArbageyMaricel Cruz (Unlicensed) will determine which config options we should advise on for 014. Maricel consult with Jeremy about whether there are other config options we should advise on.
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| 5 | 006 Outbound linking from Vendor Platforms | Updates, assess next steps, sequence from 6/11 PPC through 6/18 and 6/25 - ascertain when 006 can be approved/routed. | 15 | | 006 Decision Page: See Lisa S' document from UCD work Draft Email (will need revision based on Alison’s feedback, how project may take shape) Image Sizes sent to Discovery FG/Alison for review by Lisa S.
| | Lisa S and Susan will confirm with ICs about base URLs and custom domains. - Lisa Spagnolo and Carla Arbagey Will draft an email preparing for 006 link resolver work: UCeLinks query to build a vendor list. Do this before moving on with decision page.
- Lisa Spagnolo Go into UCD history to get image sizes for 006; talk to Alison Ray for help w/ this as needed
- Lisa Mackinder talk with CDL colleagues about creating recurring problem page
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| 6 | Possible Future Sessions | Considering possible sessions for UC-side consulting, including electronic resources. | 10 | Lisa S. / all | Post-001/002 Approval - how to build in infrastructure for collaborative e-resources support? Other topical areas? See Parking Lot | | |
| 7 | Planning Post-Day 1-MVP Items | Review of Calendar After Delivery of Day 1 MVP Items - Start of a Work Plan | 10 | All | Timeline for AEFG Testing Management See PPC MVP spreadsheet | | |
| 8 | Wrap-up | Identify/confirm next actions | 5 | All | | | |
| 9 | Parking Lot | To save for future discussion | 85/85 | | Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place. Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing. Analytics: look into doing an internal training session once MVP decision pages are done
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