2021-09-03 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

15

All

DCFG: We’re working on a timeline to take us to the end of Phase 4.

AEFG: E-Resources updates, including discussion of Factiva item. MVP items: proxy use - some discussion mostly local responses; licensing - preliminary discussion of terms; Analytics-related pending with likely hand-off post-Phase 4. Had first post mortem discussion. No meeting 9/8 due to Analytics workshops.

DFG: Recommendations for Primo VE Configuration page: when something is not available, recommending that “available in institution” be changed to “check availability” Should page be relabeled? If config recommendations are current, page can be relabeled to “production”. Does this need PPC approval? No need for approval since it was approved before. Ok to share with ICs? Yes. Also, UCSC developed javascript to name UC libraries and put them in alphabetical order. Would like to recommend that campuses use this javascript as well. Yes, add this as a recommendation and tag with “production”.

RMFG: held a post-mortem on Tuesday that went really well; starting to schedule out the rest of our MVP items, a few have actually fallen off/moved into other groups (reporting problems, requesting NZ stuff, etc.). CDL has started removing 856 fields from NZ records; Liz and Gem loaded some MARCIVE records into the sandbox for feedback before we start in production

E-inventory

from the case of Factiva, but bringing up process- and communication-type issues. AEFG discussed the e-inventory aspects of managing the collection and portfolios, and has a recommendation for this particular resource. There could be similar resources that either 1) may need the same approach and/or 2) may need wider consultation than just within e-inventory management (i.e., back-end).

15

Lisa

Phase 4 handoff

Determine timetable and process for PPC’s completion of Phase 4 handoff template.

15

Xiaoli

Phase 4 Handoff

Analytics subgroup

Are there areas that need best practices or policies now?

15

Xiaoli, Lisa, Claudia

PM Update

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

5

Christine

Upcoming Scheduled Meetings:

• Mon, Sep 6: NO MEETING - Labor Day

• Mon, Sep 6 - Fri, Sep 10: No regular weekly meetings -due to holiday and Analytics Workshop

• Tue, Sep 7 - Fri, Sep 10: Analytics Workshop

• Mon, Sep 13: Project Meeting - Sep 13 (includes update #1 of STS Readiness forms)

  • 13 September 2021: Project Status Update Meeting

    • Agenda:

      • Upcoming Meetings

      • Reminders / To Dos

        • Integrations Form

        • Switch to Support Readiness - version 2

      • Review of Salesforce, Basecamp and Escalation Processes

      • Review of Switch to Support Readiness Forms - version 1

      • Resources

        • Meeting

        • General

Homework

Parking Lot

Future meeting:

• and... how the Selector role in Alma is changing (on list since early in project, from 8/25 AEFG is starting to review a little...)

• SILS Ops (CDL) support of Automated Fulfillment Network (AFN)- Build a better understand the AFN needs of campuses, and the ability of CDL to support those needs

TOTAL

60/90