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Status

Status
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titlein progressdecided

Description

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

Decision

pending ExL confirmation (4/17)Vanguard: UCB (including NRLF), UCLA (including SRLF), UCSB, UCSD, UCSF, and CDL

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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So, in discussion together and with Ex Libris, this seems unlikely: efforts that are made in the vanguard will make the final implementation stage go faster and easier, especially for those campuses moving to Alma/Primo for the first time. Also, allowing the majority of our “new” campuses to go in the vanguard allows us to identify hitches well in advance, again, hopefully shortening and easing the final implementation phase. Overall, the ICs felt that the benefits of the large vanguard outweighed the possible risks. Additionally, Ex Libris has committed their full support for this vanguard and in making sure the timeline is not at risk. (NOTE: as of 4/15 Ex Libris has given us a preliminary blessing on this slate and is conducting an internal risk assessment review of what this proposed vanguard would mean for the timeline and resource allocation - they do fully support our reasoning and intend to support these 6 institutions, unless their risk assessment comes up with some dealbreaker. More info incoming from ExL by Friday 17th.)

WG notes: Concur with erring on the side of inclusion, erring on the side of taking a risk earlier rather than later. ICs are empowered to change the slate as appropriate, should the need arise. Approved pending Ex Libris confirmation4/17.

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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