2020-05-20 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda

5

Lisa

Admin Items

• Action Item Checks

• Vacations/Out moved to Google Drive

5

Lisa

• Email with IC Q&A recording.

Updates: specifically from PPC

Shared understanding of PPC activities, including what is routing to our FG.

15

Lisa

• Intro to Zones. PPC Q&A 5/22

• Prep FG Q&A for 6/3

Decision Page - Vendors Discussion

Continued discussion of item from ILSDC regarding Global Vendor Information in NZ. Show-and-tell in Sandbox for vendor records.

15

All

Decision Page Vendor Records in the Network Zone

Sharing Vendor Info in NZ (ExL doc)

5/13 Discussion (any to indicate on Decision Page? - can move out of this cell once handled):

• How should we use sub-accounts in vendor records? All institutions can have sub-accounts

• How to handle recharges to CDL

• It is hard to tell which fields would stay local or which would impact the NZ record, but user w/o NZ editing permission will see these greyed out

  • especially financial system code

• Sandbox Brill vendor is displaying an interface; we thought this was not viewable in the NZ

• Will CDL need their own IZ?

• Everyone: continue to look at vendor records in the NZ and think about answers to the questions on the decision page so we can make a decision for next week’s meeting

Decision Pages on SCP/SFX, P2E

Triage of next actions and how to organize work.

25

All

Decision Page: SCP, SFX, and related resource records handling for eResource records in NZ - how we handle SCP records and how the NZ will get built

Decision Page: P2E Recommendations

P2E Lessons Learned Google Document

5/13 Discussion:

• Question: do we know, or have a timeline, of implementation tasks that need to be done in order? Yes, it’s in Basecamp with ICs; records loaded based on who holds the master bib record for NZ. What about other types of records? (order, check-in)

  • How are campus vs. consortial holdings (portfolios in Alma lingo) going to be handled when we have multiple access points for the same resource?

• What if we decide not to use Global Vendors?

Form a subgroup to look at questions and answer via Google Doc

• Lisa Spagnolo Will look into finding the schematic/tree of when various record type are migrated.
• Lisa Spagnolo will review Alison’s CDL-related implementation docs in Basecamp for FG-accessible schematic of CDL data stores/workflow.

Time Permitting: Other Critical Issues Items for Decision Pages; Other Emerging Issues

Reviewing and identifying other issues to bring in (or defer) at this juncture.

10

All

Wrap-up

Identify next actions

5

Lisa

Parking Lot

To save for future discussion

80/80

• From 4/29: POL #s/vendor IDs unique - need to figure out how to not conflict on importing vendor/order data (after Vanguard)

Tabled for next meeting