2020-10-30 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

0

All

• AEFG: assessment of items in FG scope have expanded on the calendar. Only decision page that will have impact on preparation of test load is E-Resources/P2E, with some pending inputs to finalize that page, plus P2E session. CDL/NZ DP is mostly workflow related. Vendors DP is below, with no immediate data clean-up, some planned work for November. FG reviewed RMFG and Discovery FG intersections.

• RMFG: met our deadlines for data cleanup pages. Discovery FG reached out for some collaborative testing so a few of their FG members will be coming to the 11/3 meeting, everyone is looking forward to repaying the favor . OCLC Updates subgroup put together a WorldShare collection of abou 34,000 records, will be testing loading and impacts in the next 2 weeks. We are going to start the NZ load order discussion at our 11/3 meeting as well, anticipating about 3 weeks for that one.

• PSELG: co-chairs have completed one round of gathering information from representatives of the relevant groups: TSELG, RMFG, CDL Ebook strategies taskgroup. At the upcoming PSELG meeting, the group will discuss recommendations for next steps.

• DCFG: We’ve harvested 2 digital collections into the UCLA VG Primo, and CDL is working on harvesting some Calisphere collections into the CDL VG Primo. We’re also working with the DFG subgroup on digital collections through November.

• Discovery: Drafting Decision page to recommend not using the Primo VE for the NZ as a union catalog. Will begin subgroup work with FGs to usability testing plans to be done throughout November.

• YBP/GOBI: Legacy records: received permission to share records through NZ. Collection patterns - what’s different in FY20 due to pandemic? Looking ahead to coming years. Explored different models of how to use NZ records if there were variations in levels of service and financially accomodating those differences. Silver and Gold records delineated by OCLC #. Willing to reconsider price. Looking at a 3 year contract. Trying to find the right balance. Vendor is open to working with us. What is the state of readiness of campuses that are not on the gold level (if there are cost concerns)?

  Next steps:

  1. Look at collection pattern for next 3 years

  2. Price structure/cost share (some campuses don’t want to use gold level due to expense)

  3. Group will meet again. Xiaoli will invite Michael Walmsely to TSELG

Add updates ahead of the meeting

Decisions needed

Review and approve decisions

10

All

Approve the following decisions:

• AEFG Vendor-Related Recommendations for Test Load

  • Approved

  • 2 more decisions coming. Waiting for ExL to answer some questions and answers about SCP. What is the timeline for making this decision? 11/5.

• RMFG (Test load) Local bibliographic data (5XX-9XX)

  • This will allow us to share and collaborate on work in the future.

  • Approved

• Fulfillment - No decisions for test load. Leaving it up to campuses on patron data. Still working on how to integrate an ILL broker with Alma. Liz R will rename their decision pages to all phases since the decisions are not needed for test load and are still being tested.

• Xiaoli Li will communicate out to SILS Chairs channel that electronic resources decisions will be delayed 1 week, but all other decisions for test load have been approved.

Marcive update

5

Xiaoli

• Legacy records: Marcive is fine if we want to create our own file for electronic records

• We can request for new files for electronic records

• Use UCSD records as base record for test load

• Still need to figure out how to do the form and the transition - this will go to TSELG for discussion

• The law libraries migrating to Alma can be included in this

• Xiaoli Li will bring the Marcive and YBP discussions to TSELG and invite Michael Walmsley

P2E special meeting

5

Lisa

• Still working on shaping this. Working on getting who the speakers are. Currently thinking of 11/9 or 11/10. Are there other times?

• https://docs.google.com/document/d/1yNJO46wu9_CuA7G8f5NwDeHA8LHoAyn0kI5tSV-wBXU/edit

• Christine Barone (Unlicensed) schedule a meeting with Lisa

PM Update

5

Christine

• Next steps after the PPC-IC meeting:

  • IC and PPC co-chairs will meet with SILS steering committee to discuss communications on 11/9

• New round of Alma and Primo VE basics training has begun.

  • This is a repeat of the trainings done for VG. If there is anyone new to your FG, local groups or on a non-VG campus, please have them take these trainings now.

  • Anyone who has already taken them is welcome to take them again if they like. (Not required)

  • The full list of trainings and timeline can be found at UCS Implementation Alma & Primo VE Trainings

• For a list of meetings: https://3.basecamp.com/3765443/buckets/15553579/todolists/3080150924

  • Nov 5 Implementation kickoff (2 hour) -the invite should be on your calendar. Let me know if you need it.

  • Nov 9 Project update & User Management: (1 hour) - questions due by 11/4

  • Nov 16 project update & Fulfillment (1 hour) - questions due by 11/11

  • Dec 7 project update & Resource Management part 1 (1 hour) - questions due by 12/2

  • Dec 14 project update & Resource Management part 2 (1 hour) - questions due by 12/9

• Migration meetings that may be of interest:

  • Nov 18 at 11-1 eResources

  • Nov 19 at 10-12 CDL IZ & NZ

  • Ask Lena if you would like her to forward the invite to either meeting.

• Christine Barone (Unlicensed) to ask Marci if ExL is taking questions ahead of time for the 11/81 and 11/19 meetings

Homework

Parking Lot

• Revisit “Lessons Learned” meeting idea in November

• January 2021: Testing continuity of service: https://docs.google.com/document/d/1A5dr_sFqBLPwuBwpqLg1mplQBwcPqwoIWrG9nwvimEg/edit

TOTAL

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