NEW! 4/6 at 8am: RLF Fulfillment Meeting (Lynne Grigsby, Cathy Martyniak, Carlo Medina, Andy Kohler, Joe Ferrie, Elizabeth Rodriguez, Liz Miraglia, Sarah Wallbank)
NEW! 4/22: Ex Libris special meeting on Fiscal Close Period. ExL expects to have your tech freeze dates in time for, or prior to, this meeting. Questions due 4/19.
Special meetings requested (dates TBD):
VDX NCIP integration with Alma at UCLA - a meeting with OCLC (Ralph Horton) and UCLA. We would like to have a shared understanding of the steps required to configure VDX NCIP integration with Alma at UCLA.
Inventory management groups and campus configurations for UCB/LBL - How inventory management groups work, understand campuses and related configurations
Reminder: Don’t forget to use the integrations to do list for asking integrations questions.
From 3/18: Lynne will create a ticket on BC about the slowness issue some campuses are experiencing in NA07. Others will chime in.
From 3/18 on APIs/Developer network accounts: What is possible is either creating a new dev network tied to NA07 and get rid of it at go-live or use your sandbox for APIs. Jeremy is asking for a new instance of dev network since he uses his sandbox for APIs already. Lakshmi agreed a separate instance of the dev network would be best for UCI. For already-Alma campuses wanting to setup the developer's network account for NA07, you need to give ExL an email address that isn't already associated with your current developer's network.
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Q&A (recurring)
Q&A during the IC meeting as a first stop before asking a question on Basecamp.
If it’s time-sensitive, post to slack (IC channel, SILS Chairs are good options)
Any issues that we want to seek broader input from other consortia?
TBD
Carlo
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Questions for Ex Libris PM (recurring)
Post questions in Basecamp as they come up. It’s open 24/7!
Note: We lose in efficiency and we may lose in translation when questions go through the PMs. When topics come up that should logically go to Basecamp to the Ex Libris consultants, invite an IC (or appropriate person) to take point on that issue.
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Lena
How is a "completed" SSO integration/implementation quantified? What should be completed by March 31?
General: EXL works with the campus and Alma environment to configure authentication in Alma (and register campus with InCommon if necessary). At this point, Alma does not actively authenticate users. Instead, it turns to the configured SAML system (on the campus side) to verify the user’s identity.
Marci will check with Wei on progress - updates in auth cases are very technical.
Additional Information: Most customers do the majority of their testing after the SIS set up - so that the updated users in Alma have a match point in the customer's external authentication system (instead of doing one of testing by updating a user record manually).
Basecamp Milestone: Please note that milestone had March 31st as estimated. It has since been updated to April 30th as work is still occurring on both sides.
Can we get more clarity on why Ex Libris wanted workflows to be completed by end of May? Are there dependencies within the project that dictate that timeframe?
Background: I provide each project a basic timeline of when they should work on getting most things completed in preparation for Cutover and Go Live. In your case, at Kickoff we included: Time for data review, integrations, advanced configurations, Primo VE customizations, staff training, collaborative decisions, workflow development (IZ, NZ, collaborative) etc. -- approx. 3 1/2 months (mid-Feb though end of May).
Dependency: In June, there will be a focus on Cutover preparations and I’m assuming internal training. For the internal trainings to occur, the dependency would be that your workflows are developed by then.
Concern: If you push workflow development and begin internal training to the end of June or beginning of July, you will need to rely more on the sandboxes - since the new NA07 production instances will be locked down (exact date TBD based on Cutover planning).
And, if you have questions about your workflows...
Workflows: Submit to the EXL project team via Basecamp as soon as you have a question about a workflow or reach a stumbling block and need assistance (don’t wait!)
Ex. this is what we’re trying to do, this is what we do in our system now, how would we do this in Alma? (If you haven't yet had your Alma workshop, it will get passed onto the training person as appropriate)
Put in Message Board in Basecamp and tag with/indicate that it’s a workflow question
Workflows are mainly for the ExL project team to understand (not necessarily for the trainers)
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Parking lot
0
(From 3/18 meeting with ILSDC) For post-go-live data cleanup work, create a plan (with estimates of the scale of work, timeline). Ask ExL to review it. Ask if ExL can do a scheduled job in our instance for us? (if that’s desired) Suggestion to setup a special meeting with ExL to discuss the SCP records. Catherine will provide the data/numbers and reach out to Tom & Carlo for next steps
Primo VE workshop (week of May 17): which environment to use for training?
(If needed) Best practices/guidelines for APIs.
TBD: Buddy system (Adrian Petrisor, Com Leads) Timing: after spring workshops, if there’s interest