2021-1-29 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

15

All

RMFG: Liz and Sarah presented at SILS Working Group last Friday, it was a really great experience. We’ll be refining more testing scenarios this week and also trying to consolidate some materials for the training group. Also working on a detailed “NZ roles” document to share with this group and CDL.

DCFG: We’re working on a “decision tree” campuses can use to help determine which digital collections to harvest into Primo, and at what level (item/collection).

AEFG: Main work includes developing the document for fiscal close considerations, training planning, MVP build-out, etc. Items for group or PM: pending feedback to Discovery FG including future CDI info session (to understand two options); ensuring that cutover date is same for all participants (migrating plus already-Alma); development of import profiles-related session - following conferring between Liz M. and Lisa S.

Discovery: Gathering feedback from RMFG, AEFG, and Fulfillment re: feasibility of defining the “Everything” scope as IZ + NZ + CDI. Working on finalizing decisions pages for Primo VE default search profiles, which includes advocating for including WorldCat as a harmonized scope. Gathering local feedback for a consensus on what to rename the “Everything” scope and suggested placeholder text in Primo VE search box.

Fulfillment: Submitted the Automated Fulfilllment Network and Resource Sharing configuration forms to Ex-Libris. Waiting to see if they have any questions before the final deadline next week. Working on getting our testing checklists and scripts in order for Test. Will be sending an email to ICs that includes recent decisions and reminders of past ones, with directions on what the FG members will need to do for Test config vs. what they may need to do.

PSELG: team met this week and discussed progress on writing the summary of findings for the decision page related to using CDI for OA. Work continues.Gathering feedback for MVP document.

Decisions

Approve decisions pages

10

PPC-wide RLF collaboration page: (Test load) RLF Workflows

• inform IC co-chairs about those decision pages

What needs to be in OCLC?

Do we need to catalog everything in OCLC?

Is OCLC record number still very important that we need to have it in IZ/NZ?

15

All

MVP

Share the experience using the MVP document

Are we ready to share the document with non-PPC groups?

10

Xiaoli

MVP document

• Local campuses MVP includes being able to check out a book; FG focus would be on system-wide issues such as whether a patron borrow from another campus.

• The MVP is part of what will be tested. Possibly by late spring?

• [from chat] this spreadsheet could be shareable in 2-3 weeks.

• Original goal was to be able to communicate out what the MVP would look like, but part of being able to determine that is through testing. Would we share this document widely knowing that it is a living document? Would that generate too many questions?

• [from chat] Would an FG focused drop-in Q&A (like a brown bag) be a useful way to handle this?

Systemwide work - running brainstorm

Test Load

What testing each group will do?

Are there any documents and/or decision pages needed?

20

All

Testing Worksheet for PPC (is this for Vanguard?)

Collaborative Workflow Testing (should the information be shared widely with cohort or even beyond cohort?)

Test Load testing processes and procedures (review the page which was based on the one created for vanguard) Per ICs, so far UCB is the only one requesting a moratorium of 2-3 days for initial internal data integrity check

For Vanguard, we approve this: Recommendations for Vanguard data migration testing worksheet (PPC approved 8/21) (is this relevant to test load?)

FGs should look at the UCR list on the training Work Inventory for best practices

• FGs that want to share their testing plans can share an update at the Feb TH.

PM Update

Awareness of what’s happening / coming soon in the project

0

Christine

• List of meetings on Basecamp

• Questions for office hours on 2/4 are due this Monday, 2/1.

Homework

Parking Lot

• January 2021: Testing continuity of service: https://docs.google.com/document/d/1A5dr_sFqBLPwuBwpqLg1mplQBwcPqwoIWrG9nwvimEg/edit - this may need a special group to test and discuss how this will be done in the SILS environment and who will manage it.

• For January: CDL shared services

  • Who from CDL should PPC liaise with?

  • Can CDL create a list of shared services that they will be providing? Would like to create a document that could be shared with cohort.

  • What services is CDL currently doing? What services will CDL be providing in production?

TOTAL

65/90