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Recommended Process
Timeline:
Sept 4, 20204th: ExL releases the vanguard (VG) environment; VG ICs will get sysadmin accounts to start making new accounts as needed. (Update: Some instance were delayed until Sep 8.)
Sept 7th holiday
Sep 4-21: Moratorium on any type of bibliographic and holdings records work by vanguard campus or SILS groups that could impact data in the NZ until 9/21/2020.This would preserve the data in its migrated state and allow for Resource Management FG to do their data review.
Sept 10th: ExL presentation on evaluating data in the VG
Sept 16th: ExL releases the Primo VE environments
Sept 17th: ExL presentation on “First look at Primo VE” in vanguard
Sept 21st: Provided migration was successful, Vanguard campuses will begin creating FG Test accounts. Roles will be assigned based upon requested test function.
After September, non-Vanguard local campus SILS teams can request access through their IC.
Oct 5-9: Vanguard Alma Workshop
End of October: Lessons learned show and tell
Nov 5: Implementation kickoff
End of Dec: Vanguard environments decommissioned
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Where coordination is needed between local testers and FG testers (for example because of potential overwriting of data, or overlapping work), the campus FG member is primarily responsible for coordinating between the needs of the Functional Group and the local testing, and can loop in the campus IC and FG Chair as needed.
Moratorium on editing bibs/holdings work until 9/21:
The ICs are recommending a moratorium on vanguard campus work that edits/changes on any type of bibliographic and holdings records that work by vanguard campus or SILS groups that could impact data in the NZ until 9/21/2020.This would preserve the data in its migrated state and allow for Resource Management FG to do their data review. This moratorium would not apply to local vanguard testing on Fulfillment and Resource Sharing, or Acquisitions, whose testing would not result in changes to bibs and holdings data in the NZ.
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Testing cannot begin until the data security subgroup (WG) delivers a statement for testers to acknowledge they will abide by data security policies during phase 4 implementation for testing and configuring. See Acknowledgement of Data Security Responsibilities form under “Links” below.
Links
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