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Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|
3/3 AEFG Subgroup Created: Lisa S., Stacy, Susan, Lisa W. Sarah | Plan to establish weekly updates, interim deliverables and ultimate complete date TBD. | Google Doc created “AEFG 003 Brainstorm Doc” to capture issues, etc. Lisa S. communicating with RMFG re: areas of collaboration. | Done |
RMFG developing NZ-level Import Profile Templates with recommended Merge Rule and other settings for NZ-management | RMFG with CDL representatives for NZ-level config changes. | Complete - delivered to AEFG subgroup PM 4/9 | |
4/9 Ongoing testing at the AEFG and RMFG subgroup level. Goal to refine NZ-related parameters for desired match and display outcomes. | In progress at subgroup level - testing files for new brief GOBI orders; updated full bibs for firm orders; new orders for approval inventory. Ensuring expected NZ matching plus build of local data. | Done | |
4/23: Finalize templates for distribution; work on finalizing any procedural or instructional documentation for campuses. | 5/5/2021 | In progress through April. Releasing NZ template for print approvals to wider AEFG group from subgroup. | Done. |
4/23 Creation of NZ ebook template by RMFG. | 4/23/2021 | 1 NZ template to create standalone portfolios. Assumes full bib and order data. Assumes that campuses with load structure that accommodates CZ-mapping to collection record will adjust settings in template. | Done. |
4/27 Testing of ebook loads begins. | 5/14/2021 | 5/3 - feedback on case where IZ/campus has need to adjust data beyond what NZ-level norm rule is doing. AEFG/RMFG conversation. | Done |
Finalize Cross-FG Consulting | 5/18/2021 | 5/5 - AEFG/RMFG Import Profiles subgroup met to discuss testing outcomes, issues related to brief EOD/EOCR and Update Inventory matching and NZ/IZ behavior, options for minimizing record duplication / cleanup, methods for NZ QC. 5/17-18: Active AEFG Subgroup and RMFG review, final testing, etc. | Done |
AEFG Approval | 5/20/2021 | 5/19/2021 discussion. Considered NZ-NZ workflow for brief orders and update inventory. Concerns re: extent of variability in records for this category and NZ clean-up. AEFG preferred IZ-IZ with post-load NZ match. Subsequent revisions to decision page to reflect that recommendation and additional review 5/20/2021. | Done |
PPC Approval | 5/21/2021 | Done | |
Delivery to campuses via ICs/all-Cohort | 5/24/2021 | Done - 5/26/2021 | |
Post-go-live review and update for norm rules and ebooks import profiles. | November 2021 | AEFG review August/September, proposed update October, consulted with RMFG for feedback, revised page late October for finalizing early November. | Done |