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Status

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Description

Review of Vendor Records in the Network Zone and Function of Distributing to Institutions

Decision

No comprehensive vendor file clean-up pre-migration for Vanguard. Select vendors will be used for testing shared vendor file functionality during Vanguard stage.

Owning group

ACQ/ERM FG + (Lisa Spagnolo - lcspagnolo at ucdavis.edu)

Approver

ILSDC

Stakeholders

Responsibility = ACQ/ERM FG
Accountability = ILSDC
Consulting = CDL
Informed= IC, PPC

Decision-making process

ACQ/ERM FG reviewed documentation, posed questions for Q&A sessions and on Basecamp. Input from CDL discussions re: vendor data stores.

Due date

06//

Recommendation

The ACQ/ERM FG recommends a limited implementation of Option 1 as posed below, using a select set of vendors from the IZ matching to the global vendor file established in the NZ, with subsequent manual set-up of shared vendors from the NZ to the institutions post-migration in the Vanguard stage. This will allow for the review of vendor data loaded from CDL’s instance of 360RM into the Network Zone, and adding any records or data needed to create a more comprehensive global vendor file. The FG recommends that Vanguard institutions, other than CDL and identified institutions testing matched vendors at time of migration, load their vendor files into the IZ without making adjustments to link with the NZ’s global vendor file. This will not entail wholesale clean-up of vendor files before migration at the Vanguard stage.

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