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Tom Bustos , co-chair
Carlo Medina (Unlicensed) , co-chair
Susan Boone , vacation
Gillian Keleher (working out of state - may not be available), out
Caitlin Nelson, out
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Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | ||||
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1 | Check-in / Logistics | Report any major changes in availability / circumstances | 15 | Carlo |
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2 | ILS Data cleanup / Patron Data groups / PPC | Patron Data ILS Data Cleanup PPC: All-decision Rollup | 5 | Chairs |
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3 | Timeline review Post questions in Basecamp as they come up. It’s open 24/7! PM week-by-week timeline with testing, data cleanup | Stay up to date on timeline / deadlines: Basecamp To-Dos and share “good to know’s” | 10 | Lena | Approval needed from ICs: UCS Implementation: If you feel comfortable with approving the Test Load Activities and Schedule today, great. If not, you may request additional time. See the Timeline Feedback Plan for a reminder of the process. FYI. ICs approved a draft version of the same timeline (less detailed) during the IC meeting on 8/20/20. | This is the full Test Load To Do list. Also included in this list are the links to the relevant documentation. Once approved, it will be posted to BC. 20 | Lena | Approval needed from ICs: UCS Implementation: Test Load Activities and Schedule
As soon as this is approved, Marci will move it out of the PM planning Basecamp to the project Basecamp. Reminder: Several slots are open for special meetings with Ex Libris. Questions should be posted 2 weeks ahead for special meetings and EOD Monday for Thursday standard office hours. Svetlana posted a collaborative networks document on Basecamp – any questions there?
Ex Libris meetings upcoming (all will be recorded):
Implementation phase Ex Libris meetings upcoming:
Vanguard completion checklist:
| Decision to approve the Test Load Activities and Schedule To Do list. (5’s and one cranky 4:) |
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4 | Vanguard testing Vanguard testing decision page (includes links to all other resources) Data security acknowledgment google form is in the Data Security IC folder on gdrive. | Round-robin with vanguard campuses: Share progress on local implementation testing; anything you want to share with the group? anything the group can help you with? | 15 | Tom | On account creation:
How’s it going? Overall, well. No major gotchas. | Tom will post to the SILS chairs channel: Just a reminder, to specify the roles for the Vanguard accounts needed and have the tester fill out the data security form for access. Then contact the Vanguard ICs via email for communication of the roles needed. https://docs.google.com/spreadsheets/d/1TdOXbR7E13UUZPWsx2NYkfP-jCkNq3TDgsmxZQYOKQo/edit#gid=0 | ||||
5 | Other / Homework | 0Response time – address it in this round? | Vanguard ICs: Please add your total # of bibs migrated (bib inventory) in the vanguard for a Com Leads article. Provide in this total # of bibs migrated spreadsheet by Oct 9. You can find the number in your sales force ticket. In progress: Response time -- Alma dashboard doesn’t come up about a third of the time and requires a browser refresh. Carlo and Greg will post a question to BC. New — Marci suggested the ICs might want to think about how to use subject lines in sales force tickets for easier sorting in reports later. | 6
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6 | Questions for Ex Libris PM |
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7 | Parking lot | Oct 29 IC meeting: vanguard lessons learned and show and tell by each vanguard campus (in preparation for Nov 2 Lessons Learned with ExL) | ||||||||
78 | TOTAL | 45 55 / 90 |