2020-07-16 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Chairs

Reminder: There’s a slack channel for the ELUNA Regional User’s Group of California that could be useful for posing questions. Jeremy and a few others are already using it.

Formal round robin: how’s it going with your current implementation activities?

ILS Data cleanup / Patron Data groups / PPC

ICs know how it’s going with these groups

PPC: All-decision Rollup

5

Chairs

Training - Alma Certification

Understand who is going to get Alma Certified

0

Carlo

• Who’s going to get certified / already certified? (This list from Slack poll 7/14/20)

  • Already certified: @Sarah Lindsey (UCSC), @Gillian Keleher, UCSC (she/her), @Robin Gustafson (UCD), @Ramon Barcia (UCR), @Jeremy Hobbs (UCSB)

  • Plan to be certified: @Lynne Grigsby, @Susan Boone (UCSF), @Alison Ray (CDL), @Tom Bustos (UCM), @Greg Ferguson (UCSD), @Carlo Medina

Timeline review

Stay up to date on timeline / deadlines: Basecamp To-Dos

10

Caitlin

Basic review with focus on testing / reporting.

Upcoming “Vanguard Alma Workshop” in the first few weeks of October?

Who’s doing test plans? Where are those materials?

• Local SILS groups

• ILSDC

• RM, Acq/ERM, Fulfillment FGs

• Other?

Reporting back on outcomes at the end of October - lessons learned for the vanguard!

Assessment & Test Planning (Due 7/16)

Report on work (Gillian, Sarah, Jeremy, Ramon, Robin)

10

Alma campuses

• First meeting this week!

• Plan is to review previous testing practices from Alma/Primo campuses and move any useful local docs into the GDrive: https://drive.google.com/drive/u/0/folders/1q4FpaR5MMY7oj0WTpLx64b-5q_VN6T6d

Vanguard testing

Start to set expectations for vanguard testing by non-vanguard campuses

25

Caitlin

ExL on 7/9:

• One sysadmin account per VG who can then make other accounts as needed

• Not everyone needs NZ access, because NZ data is populated out to the IZ Almas and Primo - so better to see it there, not in the actual NZ.

Moving forward:

• Note that there’s a patron data / acq data privacy group started in WG for examining how do we address privacy issues in testing and in consortial work.

• What is the best “Default” thing to do → make a shared view-only account for Sept, then set up meetings / Q&As for Oct?

  • Guidelines:

    • make as few accounts as necessary

    • Give VG campuses some space to assess in Sept

• Set up some template for asking who wants access and why

• Plan the culmination of Vanguard and how to show the results of what we learned

  • Decouple “having access” from “learning lessons”

  • PMs check in with ExL about what they have planned for lessons learned time at the end of the Vanguard phase

  • Who does the “lessons learned”? → The VG ICs and the relevant PPC/FG folks. Scope minimum expectations for lessons learned.

Other / Homework

5

TOTAL

60 / 90