2020-06-12 ACQ/ERM FG Meeting notes

Date

12 Jun 2020 11AM-12:00PM

Zoom:

See calendar item or inquire with Chair for Zoom details.

	Item	Desired Outcome	Time	Who	Notes
1	Assemble	Getting settled, reviewing agenda	5	Lisa S.
2	Admin Updates	Updates since last meeting.	5	Lisa S.
3	P2E Discussion - including Decision Page on P2E	Developing understanding of P2E process and implications for migration for various record types/fields. Developing recommendations for P2E data due in the migration calendar; beginning of testing plan for Vanguard.	45	All	Decision Page: P2E Recommendations Identifying recommendations knowing that people are preparing P2E data: Concern with records that contain both P and E (acknowledgement) P2E Lessons Learned Google Document Basecamp Copy: Coverage 856 $3
4	Wrap-up	Identify next actions	5	Lisa S.
5	Parking Lot	To save for future discussion	60/60		From 4/29: POL #s/vendor IDs unique - need to figure out how to not conflict on importing vendor/order data (after Vanguard) Note that other items from the critical decisions sheet have been made into rough decision pages on Google docs. Do any dovetail with current discussion? Accessing fund reports & budgets is critical – we need a demo from a campus that has already migrated, but may not need a decision page. SUSHI integration - CDL/NZ vs. IZ. How do credentials from CDL get migrated? What happens in consortial environment when local campuses activate CZ collections? (from 3rd party integration item 5/27)