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Description

The selection of institutions to serve as "vanguard" members, who will participate in a preliminary sandbox migration as "proof of concept."

Owning group

Implementation Coordinators (SILS-IC-L@listserv.ucop.edu)

Stakeholders

R = Implementation Coordinators
A = WG
C = CoUL, DOC and campus leadership, WG
I = public (all UC Libraries staff)

Decision-making process

CONSULT:

  • A confluence page is made about the topic and disseminated to stakeholders;

  • Campus leadership and Implementation Coordinators discuss locally the feasibility of volunteering for vanguard;

  • Campus leadership approves a decision to volunteer or not; Implementation Coordinators discuss their findings together.

RECOMMEND: Implementation Coordinators make a recommendation of vanguard institutions

REVIEW: Working Group reviews the recommendation; WG may ask for clarifications or revisions as necessary from ICs.

APPROVE: Working Group signs off on recommendation

Due date

Outcome

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Recommendation

The implementation coordinators recommend the following institutions for vanguard: TBD for the following reasons: TBD.

Background

The SILS team will recommend 3-4 institutions to be in the “vanguard,” a group who will do a preliminary sandbox migration in June - Nov 2020. The deadline for choosing these vanguard institutions is the end of April 2020 at the latest, in order to prep for sandbox migration activities and kickoff starting in June.

...

There are a number of criteria by which to select vanguard institutions - which ones do we think would provide the best outcome for “lessons learned”? 

Questions to consider / FAQ (in progress)

  1. What is the time commitment for vanguard libraries?

  2. What is the minimum number of vanguard campuses to be a useful proof of concept?

    1. Ex Libris recommends 3-4. What about 2?

    2. What are the pros and cons of 2,3,4?

  3. Will the decisions made by the vanguard apply forever to the whole SILS cohort? Doesn’t that negate the whole point of the SILS shared governance decision-making? 

    1. The answer is no. But UC SILS needs to work with the vanguard and Ex Libris to explain and mitigate this risk. How?

  4. What does “redo” mean? Will we really end up deleting all the test data and starting from scratch?

    1. That is one potential scenario, yes. 

    2. The “real” test load for the SILS cohort will come in spring 2021 and while changes can be made at that point, at some point we have a “point of no return” where data should not be changed. 

  5. Do vanguard campuses really have to do 3rd-party integrations testing? Everyone is already so busy.

    1. The ICs can work with Ex Libris to determine the appropriate MVP for the vanguard. If the point is to test everything possible, then we would lean toward yes, they have to test 3rd-party integrations. But if the MVP needs to be smaller, we can work to decide what items are top priority given the available resources.

  6. How important is it to have already-live Alma/Primo campuses participate in the vanguard?

    1. If the point is to take advantage of a test run, then we should test as many factors as we think we can - including an already-live instance.

Have a question? Send an email to the Implementation Coordinators with "vanguard choice" in the subject line: SILS-IC-L@listserv.ucop.edu (PM will respond to all questions.)

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Sent email to IC co-chairs, PM, and Project PMs for feedback... 

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  •  Disseminate vanguard informational page to ICs with initial instructions Caitlin Nelson

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  •  Disseminate the info page to campus leadership stakeholders Caitlin Nelson

Send to FYI CoUL, DOC, and WG

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Preliminary summary is the summary of all thoughts up to this point; if there is a recommendation we can submit early.

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  •  Inform stakeholders via decision announcements mechanism

See “Recommendation” section above.