2021-06-17 Meeting notes

Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

1. (From Discovery) Purpose of sheet: to let EUOS, Discovery, ICs, Comms, and PMs primarily get a clearer picture of what is the same/not across our campuses. Is this accurate info?

30

All

Go-Live coordination

https://docs.google.com/spreadsheets/d/1olDkcAsvX3pp1W-GY4MJvpu0C2I5Krkts_0wIN96fGI/edit#gid=1252460463

Alison’s draft go-live (day-of) countdown with hour by hour CDL work

1. Do you have a backup plan in the event key staff are not available during go-live?

   1. Is it for a couple of days or the whole week?

   2. What if your IZ is delivered early? Will staff be prepared?

10

Carlo, Tom

Backup plan:

• Yes: UCR, UCM, UCI, UCB

• Not yet/in progress: UCSF, UCSD

Timeline review / PM update

• Cutover to do list

• Working copy timeline

• SILS Implementation Timeline

• Schedule (chronological order of tasks on Basecamp)

• Project Meetings (on basecamp and confluence)

• Document Alma/Primo slowness in SalesForce, see instructions

• Alma/Primo known issues page on Confluence

Stay up to date on timeline / deadlines

time-permitting

Lena

Any questions on the timeline?

• Followup Qs re: Salesforce: [copy Marci’s responses below]

  • Will we see all of our ExL SF cases in one place, including for products that are not Alma/Primo, e.g., RefWorks, ProQuest, etc.?

  • Is it possible to choose whether to see all products or only Alma/Primo or is it one option for all?

• No special meetings are scheduled after this week. If you have a topic for Ex Libris to cover, Request a Special Meeting.

Parking lot

0

• [Hold for after 6/25] Clarification on Alma/Primo known issues page on Confluence: We have a suggestion to use it for product issues (Alma/Primo) that are controlled by Ex Libris; not for known issues as a result of CDL’s data clean-up and campus-level e-resources management (or non-migration related access issues that also may surface/be tracked).

  • Does everyone agree with this approach? Yes.

  • Do we need another list for internal known issues? Who manages it? Set it up decision page style so each group has one and it feeds into a consolidated view? (may be too much overhead?) - Return to this Q

• [Hold for after 6/25] Risk assessment for Go-Live

  • ICs to do local risk assessment and share select risks before Jul 1

  • Go Live Risks sheet (feel free to make a copy for your local imp team risk assessment)

  • Brainstorm mitigations together with ICs at Jul 1 or Jul 8 (Jeremy reported in chat that fiscal close makes Jul 1 a busy time.) Preference?

• Post go-live: Decide which IZ(s) to use for the analytics workshop (in addition to the NZ). Nothing will be edited during the demo. One suggestion from the trainer is to use a different IZ each day.

  • Would you like your IZ demo’ed in the analytics workshop? (Polled on slack)

    • Yes: UCB, UCSF

    • No: UCR, UCSB

• In preparation for the eventual switch from implementation to support (and to Salesforce exclusively), new-to-Alma ICs should consider who should have Salesforce accounts (have it in place before go-live). Understand best practices in opening cases. Ex Libris has a template. See Basecamp post.

TOTAL

90/90

Review decisions and actions.