2021-04-01 Meeting notes

Check-in / Logistics / Any issues with testing?

Report any major changes in availability / circumstances

Anything to report on the test load?

10

Carlo

• Lakshmi & maybe Alison will be out for spring break.

ILS Data cleanup / Patron Data groups / PPC

• ILS Data Cleanup (Tom): co-chairs visit on 3rd Thursdays. TJ Kao and/or Catherine Busselen will join on 4/15.

• Patron Data (Carlo)

• PPC:

  • Review final decisions (as needed)

• SILS Chairs/Coordinators meeting update & actions

15

Carlo, Tom

How to get the invoices to the people who really pay them?

• Jeremy has written a script to turn ready-to-pays into an XML file; campus AP picks up the file, manipulates it and drops off the payment confirmation XML file to Alma which sets all the payments to paid.

Timeline review / PM update

• Basecamp To-Dos

• Working copy timeline

• SILS Implementation Timeline

• Timeline Feedback Plan for the process of approving the timeline with ICs

Stay up to date on timeline / deadlines

5

Lena

• Any questions on the timeline?

• Cutover Plan Status: Marci/Laurie still working with Migration/AMO on initial planning (migration-related tasks).

• Special meetings, NEW!

  • 4/29: Live demo of OCLC Gateway and Metadata Editor

Other / Homework

0

Tom

• From 3/18: Lynne will create a ticket on BC about the slowness issue some campuses are experiencing in NA07. Others will chime in. As of 3/25: No update from ExL on this.

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

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.

0

Lena

Answers from Marci 3/25:

Slow response on Basecamp

Q: When will ExL be answering questions posted to Basecamp on the integrations list? Alison posted a question quite a while ago.

A:

• Marci reviews outstanding tasks on Fridays with the team. ExL is attentive to the integrations list for questions.

• If you are not getting any response, post to the original question as a poke to get ExL’s attention.

Primo VE instance for Workshop

• Q: What is the deadline for deciding which Primo VE instance will be used?

  • A: I would suggest 2 weeks prior to the Workshop start

• Q: Will ExL make live config changes during training? (this may influence who volunteers)

  • A: Yes - but they don't have to be permanently saved (they can be reverted back on the spot)

  • A: You also have the option of us using the sandbox environment.

  • A: There’s an advantage to being the demo since ExL can make desired changes for you as they are working.

UCD Escalation (3/17)

Status as of 3/25: “The Migration team was working on copying their live environment to the AMO's implementation environment over this past week - so they can work on it and test proposed fixes to it. We expect additional updates on their progress and next steps next week.”

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?

  • Will they make live config changes during training? Yes - but they don't have to be permanently saved (they can be reverted back on the spot.)

  • Marci suggests we decide by 2 weeks prior to the Workshop start

• (If needed) Best practices/guidelines for APIs.

• TBD: Buddy system (Adrian Petrisor, Com Leads) Timing: after spring workshops, if there’s interest

TOTAL

50/90

Review decisions and actions.