2020-07-30 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Chairs

• TJ Kao will be the main contact for ILSDC; Catherine is reducing her work time.

• Lakshmi is filling in for Alison as IC for Irvine

• Sarah doesn’t know yet but may have a reduction in her work time; same with Alison Ray.

Checkin about meeting times in August when we know more about work schedules/school commitments; we may need to shift meeting times/days to better accommodate IC’s schedule.

Checkins with vanguard campuses

Check how things are going individually with vanguard ICs

Status update as of Monday July 28: https://3.basecamp.com/3765443/buckets/15553579/messages/2882999369

10

• Clarifying from today’s configuration meeting: 5 patron types on the form but types have groups within them so you are not limited to 5.

• Mass Dig is interested in getting an extract from Alma - do now in vanguard or later in test load?

ILS Data cleanup / Patron Data groups / PPC

ICs know how it’s going with these groups

PPC: All-decision Rollup

5

Chairs

• ILSDC finished first draft of testing guidelines

• PPC will be meeting with ILSDC, and Patron Data(?) and CDL (Alison) to talk about SILS Cohort testing coordination

Timeline review

Stay up to date on timeline / deadlines: Basecamp To-Dos

15

Caitlin

Assessment & Test Planning (Due 7/31)

Confluence page by 7/23 - Done!

Report on progress (Gillian, Sarah, Jeremy, Ramon, Robin). Any additional work needed?

10

Alma campuses

Alma campus IC recommendations for Data Testing

Vanguard testing

Agree upon expectations for vanguard testing by non-vanguard campuses

• Assumption: VG campuses need time to review their data before granting accounts to other campuses.

• Assumption: Local vanguard campus group members will have access to NZ via their campus IC.

• SILS FGs need access to NZ data - they have responsibility for decision-making.

• Challenge: Patron/privacy issues (WG subgroup is tackling this area; report to WG on 7/24)

• Vanguard buddy: Non-vanguard campus gets paired with a vanguard campus to see NZ data. Buddy would give user accounts and have a chance to ask questions.

• Vanguard inventory: Task each non-vanguard campus to find out who needs accounts at their campus to see the NZ (what data do they need to see and why? what module do you need access to?)

10

Chairs

Consult with ICs on this phased approach.

• Phase 1: (when Primo is available 9/14) - Make Primo URL readily available. Primo URLs will allow view access to everyone

• Phase 1: (Now) Make sandbox accounts readily available

• Phase 2: (October) All other accounts (access to Vanguard) must wait until October.

• Q&A:

  • Will vanguard campuses be making decisions for the rest of us?

    • The FGs are representative - each functional group has one member of EVERY campus on it.

    • The testing plan for the FGs is different than for local campus staff

    • How RLFs will work?

    • How will analytics look?

    • What will SCP records will look in Primo?

Info on the sandbox which is available to all campuses (2 IZ and 1 NZ): https://3.basecamp.com/3765443/buckets/15553579/documents/2379093850
(the IZ sandboxes do show the 'nz' scope)

Ex Libris offered to do an NZ show-and-tell demo for non-vanguard campuses (since we know everyone is interested!)

Other / Homework

5

Parking lot

Checkin about meeting times in August when we know more about work schedules/school commitments - we may need to shift meeting times/days to better accommodate IC’s schedule.

TOTAL

55 / 90