2020-08-27 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Chairs

• Checkin on meeting times in August – still working?

Vanguard campuses

Check how things are going individually with vanguard ICs on configuration form

10

Carlo

ILS Data cleanup / Patron Data groups / PPC

PPC: All-decision Rollup

10

Chairs

• https://docs.google.com/spreadsheets/d/1dFi7lbwbrXzYd4rr_rlvKcQCT0LRGKw7EzzxcuEgBeE/edit#gid=0

  To ICs: Please do not use this MASTER copy in your testing - please make a copy and fill out locally. The list is mostly related to migrated data validation and NOT to workflow or process validation. Those kinds of things should be documented elsewhere…

Timeline review

Post questions in Basecamp as they come up. It’s open 24/7!

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

In the works: (reported 8/20)

• Ex Libris is writing a document about Alma collaborative networks for UC; coming from Marina and team end of August.

• Kickoff Agenda (for 11/5) https://3.basecamp.com/3765443/buckets/17573560/todolists/2935068623

15

Caitlinl or Lena

Config form:

• Fulfillment network draft due Aug 21; fulfillment network final 28th → Fulfillment FG has the ball on this.

Special meetings upcoming:

• “Consortial Electronic Resources Workflow in the NZ (including Shared Vendors)” Aug 27th, questions were due 8/13

• RLF presentation to Ex Libris at Sep 21 weekly project update meeting. No questions.

• Authority control on Sep 24. Questions due 9/10.

• CDL SCP Workflow on Oct 1 (demo how SCP records will be loaded). Questions due 9/17.

Vanguard Environment

• Delivery Sept 4th

• Special Meeting: Using Alma for Data Review, Sep 10: No questions are needed in advance. The goal of this meeting is to help vanguard institutions understand how to look at their data and to be able to form questions.

• Primo delivery Sep 16

• Special meeting first look at Primo Sep 17

Vanguard completion checklist:

• On EXL side:

  • Completion of reviews for Alma Essentials and Administration Fundamentals trainings

  • All environments delivered (Alma and Primo VE)

  • Initial Alma configurations loaded

  • Vanguard Alma Workshop completed

  • Kickoff for full project occurs

• On UCS side:

  • Reviewed Alma Essentials and Administration Fundamentals trainings - IN PROGRESS

  • Gain experience with data migration preparation – including files, forms and processes - DONE!

  • Begin initial review of data migration

  • Report data migration issues to EXL for review and planning for full Test Load

  • Begin initial review of configurations and plan for future adjustments

  • Kickoff for full project occurs

Vanguard testing

Alma campus IC recommendations for Data Testing

Round-robin with vanguard campuses: Share progress on local implementation test plans; anything you want to share with the group? anything the group can help you with?

Ballpark how long you think testing will take. We are trying to understand what September and October will look like.

20

Tom

• ILSDC and Patron Data testing form https://docs.google.com/spreadsheets/d/1dFi7lbwbrXzYd4rr_rlvKcQCT0LRGKw7EzzxcuEgBeE/edit#gid=1257510643

• Vanguard testing decision page was reviewed with PPC on 8/21. No edits.

• Data security acknowledgment and google form is in the Data Security IC folder on gdrive

Other / Homework

5

Parking lot

IC retrospective to share lessons learned (what went well, didn’t go well, do differently next time)

TOTAL

90 / 90