2020-09-09

Zoom name

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Welcome!

When you join the meeting, rename your Zoom name to your name + SILS group (Mouseover your participant window, click on the […] dots dropdown to the right of “mute”, choose Rename.)

Ben, Neil, Lena, Christine will be watching chat today.

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All

Quick announcements (shared via Slack)

Deadline for setting passcodes on Zoom meetings was extended to September 27. Meeting passwords (passcodes) are already enforced for all free accounts. For Zoom for Government accounts, Passcodes or Waiting Rooms will be required on October 18, 2020. 

5

Christine

SILS co-chairs update

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Timeline review (recurring)

Awareness of what’s happening, coming soon in the project

We are in the Vanguard Phase (June 15 to end of October)

Vanguard campuses: UCB (iii), UCLA (Voyager), UCSB (Alma), UCSD (iii), UCSF (iii), CDL

• Sep 4: Vanguard Alma environment with test data ready for review and testing MOSTLY DONE! (Some instances were delayed until 9/8 and 9/11)

• September: Vanguard Primo VE training IN PROGRESS

• Sep 16: Vanguard Primo VE ready for review and testing

• Sep/Oct: Alma & Primo VE Certification

• Week of Oct 5-9: Alma training workshops (IT is finalizing times with Ex Libris; will send invites soon)

• End of October: Vanguard completion & lessons learned

Upcoming special meetings with Ex Libris

• Sep 10: “Alma Data Review” special meeting

• Sep 14: Intro to Primo VE & CDI

• Sept 17: ExL presentation on “First look at Primo VE” in vanguard

• RLF presentation to Ex Libris at Sep 21 weekly project update meeting. No questions due.

• Authority control on Sep 24. Questions due 9/10.

• CDL SCP Workflow on Oct 1 (demo how SCP records will be loaded). Questions due 9/17.

• Vanguard Analytics demo on Oct 12. No questions due.  

  • This session runs 90 minutes long (1:00-2:30am)

  • Connie Braun will be the trainer and will provide a brief analytics overview for both an IZ and the NZ.

5

Lena

Vanguard testing

Awareness of testing plan and progress; Q&A

Vanguard Testing Policies and Procedures

10

Carlo (IC co-chair)

1. ICs will spearhead local campus testing and distribute local accounts in the VG instances.

2. FG Chairs will spearhead systemwide testing, and will request VG instance accounts for non-VG FG members as needed on this form https://docs.google.com/spreadsheets/d/1TdOXbR7E13UUZPWsx2NYkfP-jCkNq3TDgsmxZQYOKQo/edit#gid=0

3. Non-VG local campus staff who wish to view VG data can request an account in October 2020.

4. Before receiving an account, everyone must complete the Acknowledgement of Data Security Responsibilities form

5. (New) Moratorium on any type of bibliographic and holdings records work by vanguard campus or SILS groups that could impact data in the NZ until 9/21/2020. This would preserve the data in its migrated state and allow for Resource Management FG to do their data review.

Test Plans:

1. ILSDC / Data Validation checklist is the foundation for local campus testing.

2. Local campus test plans focus on local needs

3. FGs are creating their own test plans based on systemwide decisions.

Timeline

• Alma Instances are available on Sep 4-11 (Primo on Sep 16)

  • Accounts start being made

  • Data and configuration validation

• Sept 21st: Provided migration was successful, Vanguard campuses will begin creating FG Test accounts. Roles will be assigned based upon requested test function.

• After September, non-Vanguard local campus SILS teams can request access through their IC.

Communication Operation Leads update (recurring)

Awareness of communications activities

20

Ben, Adrian

• Chairs Meetings: Report & recommendations by end of August

  • What problems would it solve for you if we were to open Basecamp to the cohort more broadly?

  • What problems would it create?

• FYI. Next SILS Town Hall is 9/15

Flagging any significant issues (recurring)

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Parking Lot

Feel free to add a topic to the Proposed agenda topics page on Confluence

Capture important topics for future discussion

Total

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