2021-03-31 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

5

Admin Items

• Announcements

• Action Item Checks

5

Lisa S.

Updates: specifically from PPC (and other SILS groups)

Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG.

10

Lisa S. / others

No PPC meeting March 26 (holiday)

CDI updates (see below)

Other groups?

• CDL--troubleshooting and reporting--what’s in the NZ? How are we tracking functionality questions?

• SFX links….

• Credentials and vendors and where things live for systemwide resources

• CDL trying to make things more accessible to campuses

• Sequence deliverables in ER--plan in place before go live, what needs to happen first, second, etc.

• Question. Local access to NZ analytics? Check with Jim and Allison on how--need an NZ account?

Lisa will share PPC recording (Friday) CDI discovery impact

Upcoming Sessions

Review any upcoming sessions involving AEFG and planning/preparing.

5

All

3/25: Fiscal Year-End Session - posted and shared. See 4/22 Ex Libris Session on Fiscal Close.

• refined blurb to go out to all about what AEFG has been up to

4/5: Lisa S. and Carla giving brief update at Ex Libris Project Update session (RMFG also presenting).

• what are upcoming topics, what’s challenging right now?

Planning request for additional session on invoicing-related topics, tax (VAT settings, adjustments, use tax).

• going to bring in use tax

• discuss about edi, coordinated between campuses?

• spreadsheet loading

• coordinate with Mark on these

• Lisa Spagnolo will test fiscal year grace periods in light of cutover. [Adjusted due date: to share out before 4/22 Ex Libris Fiscal Close session.]

Lisa Spagnolo Mark Hemhauser (Unlicensed) put together ideas for invoicing and use tax session

CDI Discussion

Brief update on the CDI item, related discussion, next actions for understanding / collaboration.

10

All

From 3/24 notes:

Do we really have a choice between Easy Active and Fully Flexible models? What are the discovery implications? What is the service impact on ERM and Resource Sharing? What are the implications for NZ/consortial-level access? CDI Collection List (March 4, 2021) contains all collections that are marked in Alma as In CDI.

• CDI turned on for CDL, but still trying to verify and test

• UCD move from PCI to CDI – ExL has migrated things and now UCD has to clean it up

• UCI - Proquest databases turned on all locally available databases in PCI, now appear to be on in IZ, but now a duplicate, deduplication didn’t happen

  • can’t opt out of this problem

Update re: how this issue is being handled in the project structure, and what our next best action might be.

Migration Data Prep Check-In

Continuing discussion of items that need attention for final extract prep. Goal to get to conclusion to route final recommendations.

15

All

LS Proposing:

Clean-up of vendor records after go-live. Migrating campuses vendor file is not migrated again at cutover; already-Alma as needed.

P2E: continued local work to adjust as needed based on test outcomes (no additional direction from AEFG)

Other data migration issues: 856 fields, noting the query re: 856 42 for finding aid use. Alternatives for finding aids.

• Lisa Spagnolo to ask Sarah S. about ILSDC clean-up that AEFG should revisit.
• Lisa Spagnolo to set up doc for Migration Clean-up to assess capacity pre-final extract.

Testing Planning (combined with previously separate MVP item)

Two outcome streams: 1) Determining work plan / assignments for next couple of weeks and possible delivery of Decision Page(s) to PPC for April 9 meeting, and 2) Assess in context of collaborative testing, PPC overview, timeline planning, etc. 3/31 emphasis on e-resources items to ensure adequate granularity / decision page representation, etc.

30

All

Campus E-Resource workflow documentation that’s been shared from already-Alma campuses is in the Google drive.

Also see CSU documentation.

Testing Worksheet for PPC from Vanguard

Collaborative Workflow Testing (initiated by RMFG/Discovery/AEFG before winter holiday break)

Test Load testing processes and procedures

See PPC MVP spreadsheet

Timeline for AEFG Testing Management

3/31 Update:

From 003 Vendor Records/Import Profiles

From 001/002: E-Resources CZ/NZ/IZ linking/Campus Purchase Order Practice for Data Integration

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

85/85

Circle back to Shared Vendors outcomes - from 12/9 meeting notes (https://uc-sils.atlassian.net/l/c/dFGWARAe )

Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place.

Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing.

What additional conversations needed re: routing of UC-elinks equivalent troubleshooting?

Sharing our Alma workflow documentation for e-resources