2021-07-15 Meeting notes

ILSDC

Update on ExL suppressing records - will ExL continue to do this post-go-live?

10

TJ, Catherine

Update on slowness concerns/meeting with Ex Libris

• Very productive meeting. Ex Libris is very invested in ensuring our response times are good.

• We were told that ExLibris will be actively and closely monitoring our implementation for performance issues.

• If we have any issues during implementation, we should use the “Generate Tracking ID” option in Alma.

• Once we switch from “project implementation” to “support”, the process for reporting will change.

• Speed will vary from campus to campus based on utilization rates.

• The warm-up tool was for the test-load, not for “warming up” the production systems.

10

Lena

Q&A (recurring) - urgent questions

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

1. (Jackie) In the initial report from ExL about Primo slowness sent to us on 4/22, the warm-up tool will be ready and deployed to prod in the July release. Was there a change from that report?

20

Go-Live coordination

• https://docs.google.com/spreadsheets/d/1iMBYDcm2-FwgPU7hsVTptaUgznoLPbHsxhtqRUhEFGU/edit#gid=0 - Tracking major deliverables

• Go Live Decision Plan

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

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

• See reminders on 6/24 meeting notes

• Actions from risk mitigation to followup on.

• New column added for “OK to test”.

• “Live” in Alma is once you have done data acceptance, fulfillment acceptance, and you start making changes, you are essentially live in Alma. And you decide not to go live, we must let Ex Libris know.

• The WG approved the Go Live Decision Plan. One bullet point was added: “Tuesday, July 27: As each campus goes live on Alma and Primo VE, the IC should post a Slack all-cohort message and update the go live sheet.

  • Any other activities to call out specifically (or generally) in the sheet?

  • PMs to share with ICs that campuses should have a backup plan/checklist or response plan in the event they do not go live on 7/27 (removing website search boxes, links, etc.)

All

Timeline review / PM update

• Cutover to do list

• 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

0

Lena

Any questions on the timeline?

Update on MOU for API key use.

Special meetings

• Thu, Jul 22: Office Hours

  • Questions due by EOD Mon July 19th

• If you have a topic for Ex Libris to cover, Request a Special Meeting.

• Sep 7-10 Analytics workshop

Parking lot

0

• 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, UCSC

    • 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.