Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Page Properties
label

Status

Status
colourYellowGreen
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

TBDVanguard: 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

Priority

Choose one:

Mandatory before Go-live
Useful before Go-live
Within one year after go-live
Post-live (1-5 years)

Due date

Recommendation

...

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. HoweverAn alternate recommendation would be to ask one or more of the UC volunteers to step back from the vanguard, but asking one of them (for example, UCSF) to step back didn’t seem to buy us very much overall.

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.

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 4/17.

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.

...

Action/Point Person

Expected Completion Date

Notes

Status

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

Status
colourGreen
titledone

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

Status
colourGreen
titledone

  •  Disseminate the info page to campus leadership stakeholders Caitlin Nelson

Send to FYI CoUL, DOC, and WG

Status
colourGreen
titledone

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

Status
colourGreen
titleDONE

Status
colourGreen
titleDONE

POSTPONED from March 31: some inst need more time due to COVID-19 issues.

Status
colourGreen
titleDONE

POSTPONED from April 3: some inst need more time due to COVID-19 issues.

Status
colourGreen
titleDONE

Confirmed ExL has no objections 4/22

Status
colourGreen
titleDONE

  •  Inform stakeholders via decision announcements mechanism
20 Apr

See “Recommendation” section above.

Status
colourGreen
titleDONE