| Item | | Time | Who | Notes | Decisions | Actions |
|---|
| 1 | Q&A (recurring) - urgent questions | Do you have a question to discuss at the meeting? Add it below with your name. (From Discovery) Purpose of sheet: to let EUOS, Discovery, ICs, Comms, and PMs primarily get a clearer picture of what is the same/not across our campuses. Is this accurate info?
| 30 | All | | | |
| 2 | Go-Live coordination https://docs.google.com/spreadsheets/d/1olDkcAsvX3pp1W-GY4MJvpu0C2I5Krkts_0wIN96fGI/edit#gid=1252460463 Alison’s draft go-live (day-of) countdown with hour by hour CDL work | Do you have a backup plan in the event key staff are not available during go-live? Is it for a couple of days or the whole week? What if your IZ is delivered early? Will staff be prepared?
| 10 | Carlo, Tom | Backup plan: | | |
| 3 | Timeline review / PM update | Stay up to date on timeline / deadlines | time-permitting | Lena | Any questions on the timeline? Followup Qs re: Salesforce: [copy Marci’s responses below] Will we see all of our ExL SF cases in one place, including for products that are not Alma/Primo, e.g., RefWorks, ProQuest, etc.? Is it possible to choose whether to see all products or only Alma/Primo or is it one option for all?
No special meetings are scheduled after this week. If you have a topic for Ex Libris to cover, Request a Special Meeting.
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| 4 | Parking lot | | 0 | | 0[Hold for after 6/25] Clarification on Alma/Primo known issues page on Confluence: We have a suggestion to use it for product issues (Alma/Primo) that are controlled by Ex Libris; not for known issues as a result of CDL’s data clean-up and campus-level e-resources management (or non-migration related access issues that also may surface/be tracked). Does everyone agree with this approach? Yes. Do we need another list for internal known issues? Who manages it? Set it up decision page style so each group has one and it feeds into a consolidated view? (may be too much overhead?) - Return to this Q
Followup Qs re: Salesforce: Will we see all of our ExL SF cases in one place, including for products that are not Alma/Primo, e.g., RefWorks, ProQuest, etc.? Is it possible to choose whether to see all products or only Alma/Primo or is it one option for all?
FYI. [Hold for after 6/25] Risk assessment for Go-Live ICs to do local risk assessment and share select risks before Jul 1 Go Live Risks sheet (feel free to make a copy for your local imp team risk assessment) Brainstorm mitigations together with ICs at Jul 1 or Jul 8 (Jeremy reported in chat that fiscal close makes Jul 1 a busy time.) Preference?
No special meetings are scheduled after this week. If you have a topic for Ex Libris to cover, Request a Special Meeting.
| 4 | Parking lot | Post go-live: Decide which IZ(s) to use for the analytics workshop (in addition to the NZ). Nothing will be edited during the demo. One suggestion from the trainer is to use a different IZ each day. In preparation for the eventual switch from implementation to support (and to Salesforce exclusively), new-to-Alma ICs should consider who should have Salesforce accounts (have it in place before go-live). Understand best practices in opening cases. Ex Libris has a template. See Basecamp post.
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| 5 | | TOTAL | 90/90 | | Review decisions and actions. | | |