| 2 | PM needs | Have a list of stuff that a PM needs to do | 525 | SC | 4 | Alma Certification | Understand how to figure out which UC staff should get certified | 5 | SC | https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Administration_Certification/01_Certification_Overview_Page Review the list of recommended certifications and give feedback Be careful about use of “required” - agree that recommended is strong on all cases. What about ILSDC being required? Ask that group / local reps? What about ICs being required? Take this to the whole group → make it “strongly recommended” and let people opt in
Local teams: not necessarily ASAP certification, but just figuring out who should get certified at each local group. Any feedback on this approach?
| - Caitlin Nelson make Alma certification an agenda item for IC 28th meeting - send out an email for preread + discussion
| 5 | Other / Homework | 6 | TOTAL | 60 Tracking: there may be a need, but what degree is appropriate? Monitoring deadline, and supporting ICs = SC Hard to know who’s doing what on Basecamp - there is just so much going on there… Keeping track of deadlines on Basecamp - working with ExL project team = PMsNeed: putting together a spreadsheet so that we understand each campus' needs
| 3 | Review of where we’re at: “Data migration prep” stage | Understand how to make the best use of our group time, ExL time, etc. Strategize on paths forward, messaging needed. | 30 | SC | Discussion point / assumptions: We are not comfortable with pushing back the vanguard dates The vanguard is the first of at least two test points; the stakes are only so high. Being in the vanguard does not preclude you from doing whatever you were going to do for test. Talk about expectations for the vanguard - what does success look like? What is the minimum we can do? Not as bad as you thought Confirmed which things are bad and need to do Ex Libris might have some tools and point to here’s what cleanup you can do after
There are no downsides to doing vanguard other than the pressure you’ve put on yourself to be perfect. ICs as the holders of the line - we have to be the ones with our eye on the stakes and the scope. What do you need to feel supported in messaging this back to your campus? You need to hold a firm standpoint and not let others freak out. How do we know what data really needs to be fixed before doing that test?
Scenarios: Everyone puts in “dirty data” with only the required changes (local fields tagged, etc.) What is the next level of cleanup that you’d want to do?
Actions: Move up the Q&As for the campuses in general Move up the ERM Q&A for CDL related things Ask for ExL validation help, as offered: UCB, UCSD, UCSF What is the downside to doing this? What are the costs?
What do we want to come away with? People feel okay with an imperfect vanguard Agreement on guiding principles for MVP We have some concrete asks for ExL
| - Tom Bustos invite Catherine Busselen to the 28th
- Caitlin Nelson to send email to ICs to prep for “guidelines for MVP” for vanguard; prep for concrete asks for ExL
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| 3 | Ex Libris meetings | Get on the same page about where we’re at with meetings | 10 | Lena/ Caitlin | We had our first 90. After your second 90, do you think you will be able to have all the data you need to make a more informed estimate for a realistic migration timeline? If not, is there anything the PM/SC can do to help direct the 2nd 90m meeting to get what you need? Make sure you get what you need from the second meeting to be able to make that estimate. We will advocate for you, and in order to do that we need the UC estimate as soon as possible. One of the SC members should attend the ExL meetings as a listener. | | |
| 5 | Next agenda | Get some items on the next agenda | 10 | SC | How can we change our meetings now that we have our ExL PM (so we can set agenda for meetings? | | |
