Page Comparison

Assemble

Getting settled, reviewing agenda, roles

5

Admin Items

• Action Item Checks

5

Lisa S.

•  Lisa Spagnolo to move recordings off Zoom to FG Drive space.

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.

15

Lisa S.

SILS Town Hall on 8/18

Info from the IC Group around testing. See the recording…need link.

How user accounts for non-Vanguard will be set--access comes AFTER Vanguard sites have tested their topics.

8/14 PPC Meeting Notes

Revisit 8/13 ExL call--check the recording to hear directly from them about topics of concern to us. Le Laurie went over how CZ worksdelivery of the Vanguard environment and some of the timeline related to that.

E-Resources in the NZ 8/27. Add it to your calendar. 10am - 12 on Thursdays. https://UCOP.zoom.us/j/97204949421?pwd=VEpqQ2xPT3Uwa3p5UmRmZmdRNUgxQT09 Live demo of a Tier 1 scenario with an assisted Tier 3.

Meeting ID: 972 0494 9421
Password: 0eyFT1

•  Lisa Spagnolo add password to zoom space

Basecamp Review

Review with FG items from Basecamp from other groups, pertinent to scope.

5

Lisa S./All

Quick review together. Any remaining configuration questions, timeline/training.

Created a new Acq/ERM document to help us all find the recordings and the special meeting times, days, and links. This includes the 8/20 session on data migration and the 8/27 session on NZ workflows/shared vendors.

Post final acquisitions questions today.

•  Already Alma campuses, identify any issues you had with migrating orders

Ex Libris Session Planning

Debrief from E-Resources session. Finalize additional Acquisitions questions for 8/24 session.

20

Lisa S. / Holly / All

• Training

  • E-Resources: Debrief from 8/17. Questions to roll over to Acquisitions and/or Basecamp.

    • fund split questions, renewals

    • concern that ExL isn’t catering training or set-up to a UC perspective--legacy data doesn’t map well, how do we fix this so we can use the new functionalities in Alma?

    • UCD is four years into using Alma and still trying to retool for Alma

    • Mark’s personal thought: each campus is likely to work out its own solution to the problems and this could negatively impact the “one-ness” of the system. How can we reduce this tendency?

• Acquisitions: Questions by 8/19; Session on 8/24 - https://docs.google.com/document/d/1PpU71W-CDbVIrl2FIr0hMrOsq7PBSxLO1Mr037dLlx0/edit

  • reviewed the doc; current Alma sites will try to answer Holly’s questions or refer them to the Q/A session

  • have questions added by 5:10pm today

Lisa Spagnolo will review notes and carry forward ERM to Acq questions

Planning for Assessment/Testing for Vanguard

Continuing discussion for assessment and testing from FG perspective. Finalize roadmap to deliver testing plan to PPC by August 28th.

25

All

Using Issues/Questions to capture/triage testing items as tracking infrastructure developed.

• Look at what tasks, by next Friday, that we want to propose for this group to test. Submit by 8/28 to PPC. General scope, not fully described.

For 8/19:

• Testing Access Discussion: Central Vanguard Testing Access Doc and Acq/ERM FG Testing Access Working Doc

• Roadmap to building testing plan: subgroups, division of tasks, mini-goals for 8/19 and 8/26.

  • AEFG Subgroup 8/18 Discussion Notes

    • AEFG should consider broader system-wide functionality and relationships.

    • ILSDC report on testing; may want to provide guidance on e-resources functionality rather than checking migration outcome

    • What ERMS content are campuses migrating and where might it duplicate CDL info

    • FRBERization FRBRization in Primo--results issues --Lisa W. has a test sheet for functionality rather than data migration checks; will share

    • For Timeline, what is reasonable for FG scope if we have 4-5 weeks for testing and delivering Vanguard outcomes?

    • AEFG will recommend additional testing for IZs related to ERM in particular

    • UCI would like to better test workflows and POL types--challenge data comes over differently per campus

  • AEFG should have a role in recommending best practices to the extent possible

•  FG developing testing areas to extend from ILSDC for coordinated testing (i.e., not campus-level). Using Issue/Question Tracker as working document.

Wrap-up

Identify/confirm next actions

5

All

• Mile markers in next 10 days

  • mid-level breakdown of CDL scenarios by 8/22

  • Lisa S. review notes and make sure issue tracker is “complete”

  • In Issue Tracker sheet, fill in “Broad Area” and Triage columns--Lisa W. will give it a go

  • Acq session on Monday--don’t forget

• Access to Vanguard

Parking Lot

To save for future discussion

80/80