2021-01-11 Patron Data Cleanup Group

Housekeeping

• Add any new topics to the agenda

• Take a temperature check / How is it going?

• Confirm Minutes Recorder for this meeting - Marti Kallal

  • 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

Zoom Meetings as Needed

• Decide if it is necessary to continue regular Zoom meetings

15 min

Greg

• Greg raised the question about the necessity (effective use of our time) of continuing to have regular Zoom meetings going forward now that we have completed the data extraction process for Vanguard and Test Load.

• Proposal: The group should remain intact and active, supporting one another as needed, but primarily online via Slack and/or email. Zoom meetings could be held on an as needed basis.

Open Forum

• Opportunity to ask anything if time allows

TBD

Greg

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.

    1. To be discussed at a later date

  • A final report of any ongoing post-migration data issues. Due late 2021.

    1. To be discussed at a later date

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.

Total

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