2020-10-16 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

0

All

Discovery: Usability Testing plan for Nov will involve working with the various FGs. See document for details. Functionality testing during October has been going well, especially with VG buddy system. In conversation with CARLI Users Group re: Primo VE for the NZ decision. Their union view is sign-in access only.

RMFG: We’re working through decision pages and on track to finish up in line with our decision calendar. We have gotten great feedback from various FGs! The NZ is way more complicated than the make it seem.

DCFG: We’re still a little bit hampered by not having any Vanguard digital collections harvested into Primo VE, but are working on that challenge with both CDL and UCLA.

AEFG: We are continuing with coordinated testing (between already-Alma and Vanguard) on e-resources, data verification, etc. The biggest challenge is data interpretation between NZ and IZs.

Add updates ahead of the meeting

Decisions needed

Review and approve decisions

10

Liz M

(Test load) Local 856 bibliographic data

(Test Load) Non-OCLC IDs in 035 fields in bibliographic records

AEFG Escalation

Discussion about P2E

15

Lisa

HathiTrust

Testing continuity of service

https://docs.google.com/document/d/1A5dr_sFqBLPwuBwpqLg1mplQBwcPqwoIWrG9nwvimEg/edit

10

Claudia

Managing campus expectations

Pressure to address all possible scenarios/policies/workflows before cutover

How to communicate out beyond the cohort

20

All

PM Update

5

Christine

• We can expect access to the vanguard test environment through December 18.

• Last day to escalate anything in VG is today. I saw on slack that one group might need an extension. Has that been resolved?

• Available dates for special meetings:

  • Oct 22 - Implementation Coordinator-led discussion on Aeon integration. The 5 campuses who have integrated Aeon in Primo/Primo VE will present on their experience with time for Q&A.

  • Oct 26 (1 hour)

  • Oct 29 - Technical 3rd party integrations overview presentation by Ex Libris

• Implementation phase Ex Libris meetings upcoming:

  • Nov 5: Kickoff Full Implementation

• Migration meetings that may be of interest:

  • Nov 18 at 11-1 eResources

  • Nov 19 at 10-12 CDL IZ & NZ

  • Contact Lena to get the invite if you or your group would be interested

RLF Questions

Confirm if any of the FGs, particularly Discovery, Resource Management & Fulfillment-ILL, are addressing these questions in their groups

Next steps?

30

Lynne & Cathy

Currently each campus does their own thing in their catalog in regard to their items deposited in an RLF

1. Some delete 100% of RLF deposited records from their catalog

2. Some keep them in catalog and display to patrons with a RLF location;

3. Some keep them in catalog but suppress them from public view (generally kept for stats and proof of ownership over time)

4. Each approach has its own pros and cons

5. Is this a candidate for harmonization?

6. Who “owns” this decision and who addresses the pros and cons (seems like this covers Resource management, Discovery & Fulfillment)

Homework

Parking Lot

Revisit “Lessons Learned” meeting idea in November

TOTAL

90/90