2020-08-03 Patron Data Cleanup Group

Date

03 Aug 2020 10am - 11

Attendees

Ross Anastos, UC Merced
Lai Arakawa, UC Irvine
Greg Ferguson, UC San Diego
Lacey Grawe, UC Riverside
Stephen Gurnick, UCLA
Marti Kallal, UC Santa Barbara
Dave Rez, UC Berkeley
Ryan Schwab, UC Santa Cruz

Not attending

Andy Panado, UC San Francisco
Derek Sisneros, UC Davis

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Housekeeping	Add any new topics to the agenda Take a temperature check / How is it going? Confirm Minutes Recorder for this meeting - Ross Anastos In the event that the designated Recorder or Timekeeper is not in attendance, then an alternate volunteer will be requested for that given meeting	5 min	Greg	Shared Google drive Follow-ups: Questions still exist about whether Vanguard sites will be able to grant access to non-Vanguard campuses. Details are still being worked out as to how this will work, but it is Greg’s understanding that the cohort is discussing how best to make this work for bot the vanguard and non-vanguard campuses. More information to come. Potential “buddy system” being discussed, for non-vanguard campuses to “buddy up” with a vanguard campus. Concerns about patron privacy to be addressed.
2	Tasks & Deliverables	Revisit Assessment and testing plans for vanguard Review ILSDC spreadsheet	30 min	Greg	Review spreadsheet provided by ILSDC G. Ferguson will consolidate the ideas on our brainstorming document into the ILSDC spreadsheet Due date for PDCG testing scenarios is August 17th	Test Scenarios Brainstorming Document posted to Google share ILSDC Brainstorming Document	All - Continue brainstorming and adding to this document.
3	Open Forum	Opportunity to ask anything if time allows	TBD	Greg
4	Homework	Document what we need to be working on and questions we may have					All - (ONGOING) Add questions for up stream Alma Sites Share any lessons learned on document to help with future agenda topics All Add post-migration patron data testing ideas to the document in the shared Google Drive.
5	Parking Lot	Capture important topics for future discussion			Additional Circulation Data Topics to Think About Alma/Primo Sites - Show and Tell Dedicate some time to “what went wrong or what was great” to mentor “new” campuses. From Governance Charge A register of post-migration quality control tests and results from each campus implementation team. Due late 2021. To be discussed at a later date A final report of any ongoing post-migration data issues. Due late 2021. To be discussed at a later date
6		Total	x/x