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Status

Status
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titlein progress

Description

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

Decision

TBD

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

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The Implementation Coordinators (IC’s) recommend the following 5 institutions and plus the California Digital Library (CDL) for vanguard: 

  1. UCSB (existing Alma / Primo/Alma)

  2. UCB + NRLF (Millennium)

  3. UCLA + SRLF (Voyager)

  4. UCSF (small-ish campusMillennium)

  5. UCSD (SCP recordsMillennium)

  6. CDL (central records management, SFX, SCP workflows)

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Pertinent Discussion

The recommended slate of vanguard institutions includes a range of libraries, large and small, both the Northern and Southern Regional Library Facilities (NRLF and SRLF), as well as existing and new Alma / Primo campuses plus “new” ILS users. The IC’s ICs feel this will give us a very representative sample of everything the UC requires and should surface any problems early.

All Vanguards were vetted with their respective campus leadership and locally approved.

Risks & Benefits: With so many (5 + CDL) institutions going in the vanguard, the ICs observe that the major risk would be “biting off more than we can chew” in terms of resources and efforts, or that these efforts would push back our overall timeline. However, in discussion together and with Ex Libris,

Background

The SILS team will recommend 5 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.

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