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Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

Information on upcoming training in July for Vanguard testers.

Vanguard load testing to begin in September.

  •  Those who are not Certified on Alma/Primo may be required to attend?

  •  Consult with each campus as to determine what went into Vanguard to be tested and what has not.
Our group has already met the requirement for Alma Certification (5 people certified); if anyone else is interested in attending all or some of the training they may

  •  Catherine Busselen will send calendar invites to anyone who is interested in participating

Review of Task List

Maintain Awareness of Incomplete Tasks

5 min

All

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Resource Management Decisions

Review decisions made by Resource Management Functional Group

Discuss if there is any concerns or more guidelines that we need to make based on these decisions

40 min

All

Prereads: Local 856 bibliographic data for the Vanguard

Non-OCLC IDs in 035 fields in bibliographic records for the Vanguard

Bibliographic records 9xx fields mapping for Vanguard

Bibliographic records to leave out of the Vanguard NZ

  •  Catherine Busselen or TJ Kao Add recommendation to conserve local ids should desired in local 9xx field with $9.
  •  Catherine Busselen or TJ Kao Add recommendation to DC spreadsheet to add a prefix to any extraneous 035s to reduce false matches. Add recommendation to conserve local ids should desired in local 9xx field with $9.

Data Clean Up spreadsheet and ILS DC Recommendations for Vanguard Testing

Begin checking off completed pieces for campuses in the spreadsheet

Determine what “complete” means--as complete as the campus will be doing or actually fully completed?

Begin to populate the ILS DC Recommendations for Vanguard Testing document, including sample records, which options have been utilized in terms of the harmonization decisions at which vanguard campuses

30 min

https://docs.google.com/spreadsheets/d/1ckE8kV7gUzF9-rNrD21Oorb3VUEMZZvJCGfValClalo/edit?usp=sharing

https://docs.google.com/document/d/1a8-DT7KzLMAsW3euLmg--vlbx4ApMIVkG9wTKUrRohg/edit?usp=sharing

Catherine Busselen added color coding to DC spreadsheet to delineate differences in task (completely done/in process/not applicable/etc.

  •  All reps fill  Catherine Busselen Fill in DC spreadsheet as to cleanup task completion/progress
  •  TJ Kao Fill in DC spreadsheet as to cleanup task completion/progress
  •  Joshua Chaim Hutchinson (Unlicensed) Fill in DC spreadsheet as to cleanup task completion/progress
  •  Erika Quintana Fill in DC spreadsheet as to cleanup task completion/progress
  •  Ryan Finnerty Fill in DC spreadsheet as to cleanup task completion/progress
  •  Cathleen Lu Fill in DC spreadsheet as to cleanup task completion/progress
  •  Marcia Barrett Fill in DC spreadsheet as to cleanup task completion/progress
  •  Kevin Balster Fill in DC spreadsheet as to cleanup task completion/progress
  •  Sarah Sheets Fill in DC spreadsheet as to cleanup task completion/progress.
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Future agenda items

Add recommendations and communicate following harmonization decisions

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