2021-05-12 ACQ/ERM FG Meeting notes

Date

May 12, 2021 11AM-12:30PM

Zoom: Inquire with Carla Arbagey for link

Attendees

@Mark Hemhauser (Unlicensed) , UC Berkeley
@Paula Pascual , UC Irvine
@Stacy McKenna , UCLA
@Sarah Sheets , UC Merced
@Carla Arbagey , UC Riverside (co-chair, convener)
@Judy Keys , UC San Diego
@Lisa Wong , UC Santa Cruz (notetaker)
@Susan Boone , UC San Francisco (time keeper)
@Lisa Mackinder , California Digital Library
@Maricel Cruz (Unlicensed) , UC Santa Barbara

Not Attending

@Lisa Spagnolo, UC Davis (co-chair)

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Assemble	Getting situated, reviewing agenda, roles	5	Carla	Don’t forget to RECORD
2	Admin Items	Announcements Other	5	Carla	Lisa S is out this week		Remember to check/add your out dates in our tracker
3	Updates: specifically from PPC (and other SILS groups)	Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG.	10	Carla / others	PPC meeting May 7 Notes Decision page for requesting and NZ normalization process has been approved Using a MARC field to exclude certain items (equipment, special collections) from display in Discovery Network CDI will use Easy Active MVP document can be shared publicly in view-only mode, has been shared with ICs Considerations for keeping End User Outreach group in the loop document SILS Chairs: there was a request to have us sign up to present at the Monday Project Update meetings again , however this has been changed so that we can request time if we would like to give updates. Other?		@Lisa Spagnolo or @Carla Arbagey to verify what specific date already Alma campuses need to switch over to Easy Active
4	Upcoming Sessions	Review any sessions involving AEFG and planning/preparing.	10	All	The 5/17 Monday Project Update meeting will be devoted to Alma Work Orders, requested by RMFG: https://3.basecamp.com/3765443/buckets/15553579/todos/3665168416 Primo VE Workshop Week begins May 17, featuring UC Riverside’s Primo instance Tentative Analytics sessions, May 24th and May 25th (more info to come: 5/7 - still waiting). Has anyone else heard news about this?		@Lisa Wong Sessions scheduled for UCSC. Ask internal training if this is UC wide.
5	Cutover Dates	Review campus plans in relation to cutover as discussed during May 6 Meeting	10	All	Are there any special considerations coming from your campus? Should we create a spreadsheet listing our local dates for the acquisitions / tech serv freeze? See the ExL document here: https://3.basecamp.com/3765443/buckets/15553579/documents/3750779034	No additional spreadsheets because it might get confusing.
6	Continuing MVP Work & Testing: 001 Linking IZ orders to relevant CDL e-collections - procedural documentation 002 Campus Purchase Order Practice to Support Systemwide and Other Data Reporting 003 Vendor bib records/overlay rules/import profiles	Review current state of respective Decision Pages, remaining testing/questions, collaborative work, etc. TIMELINE REVIEW	20	All	Campus E-Resource workflow documentation that’s been shared from already-Alma campuses is in the Google drive. Also see CSU documentation. Test Load testing processes and procedures See PPC MVP spreadsheet Timeline for AEFG Testing Management 5/5 Update: From 001/002: E-Resources CZ/NZ/IZ linking/Campus Purchase Order Practice for Data Integration Still testing potential use of reporting code for local purchases (we are not populating the new 4th or 5th reporting codes at this time; discussions are ongoing) Lisa S. working on specific example of associating local order w/CDL order (Sage?); has asked Adriana to create an example CDL POL From 003 Vendor Records/Import Profiles AEFG/RMFG joint subgroup session 5/5 4PM Feedback re: using NZ template but also needing IZ-based record adjustments. Continued work on Brief Order/Update Inventory record loading. NZ-NZ or IZ-IZ. 5/12 Update: 001/002: Any testing done yet in Analytics with 4th & 5th reporting code? 003: From Lisa S: planning to have a near-final draft earlier the week of May 17 w/ the aim of hopefully being able to take to PPC on May 21	Test 4th & 5th reporting codes when these are added to Alma Analytics in the June 2021 release. Consider that migrating campuses could use the code for migration with the understanding that it could be changed later if CDL needs them.
7	New MVP Work: 006 Outbound linking from Vendor Platforms 008 Best practices regarding troubleshooting/broken links	Initial discussion and tentative work plan	20	All	See PPC MVP spreadsheet Work Plan: Timeline for AEFG Testing Management 006: See Lisa S' document from UCD work How can we scale this process? 008: From Parking Lot: What additional conversations needed re: routing of UC-elinks equivalent troubleshooting? - MVP 008 Need to consult with other groups: Discovery FG, PSELG? Demo of how ‘Report a Problem’ link works in Primo @ UCR. How are other campuses doing this? What is ideal for CDL?		@Paula Pascual to set up MVP008 discussion on Friday at 1. Attend if interested/have time. @Lisa Mackinder to talk to CDL before we do next steps for MVP006
8	Wrap-up	Identify/confirm next actions	5	All
9	Parking Lot	To save for future discussion	85/85		Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place. Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing. Analytics: look into doing an internal training session once MVP decision pages are done