2020-06-12 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda

5

Lisa S.

Admin Updates

Updates since last meeting.

5

Lisa S.

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

P2E Lessons Learned Google Document

Basecamp Copy on Google Drive: Coverage 856 $3

Alma-site members shared P2E components of migration forms (Santa Barbara and Irvine), and ramifications for order records, encumbrances (zero encumbrance on child record of package, for example).

Discussion of post-migration clean-up, and reference to both Ex Libris documentation and other libraries/consortia documents.

Identifying recommendations knowing that people are preparing P2E data:

Concern with records that contain both P and E . Possible recommendation:

• Split into separate records as able (pre-migration clean-up - does not need to be comprehensive or rushed)

• Identify titles that can’t be split, and perhaps test: a) including in P2E (per Ex Libris recommended path, will create Electronic and leave Print); b) not including in P2E (will migrate as Print, and would need to set up Electronic post-migration)

Coverage - Review of ILS-based data and SFX-based data

• Those who are at sites having already migrated to Alma - share your migration forms if you would like - email Lisa S.
• Holly Eggleston (Unlicensed) For CDL Discussion - check assumption that recommendation for SCP data for local migrations (deleting SCP bib or SCP 856 if local access also exists) holds for consortial migration (clarifying for NZ-IZ).

Will build out Decision Page during next call 6/17.

Wrap-up

Identify next actions

5

Lisa S.

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)