2020-09-17 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Carlo

Local staff as Vanguard demo "viewers"

Response from WG: For general demos that do not expose any sensitive data from your campus or another campus, you are fine — no need for a person watching a demo to fill out the data security acknowledgement form.

However, if you’re looking at another campus’s identified patron data, you should sign a form. Demos should be using anonymized data.

10

Greg

ILS Data cleanup / Patron Data groups / PPC

PPC: All-decision Rollup

• Oct 30 is PPC’s proposed deadline for decisions that affect mapping and other forms. Approval requested from ICs. Fist of five vote.

5

Chairs

Basecamp accounts

Basecamp accounts in Implementation phase

Discuss and comment on proposal to open Basecamp more broadly in the full implementation phase (provide accounts by request).

Get feedback on the best practices document

Request to clean up message board in preparation for the next phase: Archive your messages that have been answered to your satisfaction. (Archived messages are still findable in a search).

15

Lena

Timeline review

Post questions in Basecamp as they come up. It’s open 24/7!

Stay up to date on timeline / deadlines: Basecamp To-Dos and share “good to know’s”

In the works: (reported 8/20)

• Ex Libris is writing a document about Alma collaborative networks for UC; coming from Marina and team end of August. Update: The “Alma Collaborative Check List” was delivered on Basecamp on Sept 1st: https://3.basecamp.com/3765443/buckets/15553579/messages/2983507223

5

Lena

Update on delay in delivering UCB’s Alma/Primo vE

Ex Libris meetings upcoming:

• RLF presentation to Ex Libris at Sep 21 weekly project update meeting.

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

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

• Oct 2-9 Alma workshops (Invites were sent to the SILS-Cohort listserv. Let Neil Weingarten know if you did not receive them.)

• Vanguard Analytics demo on Oct 12 (Connie Braun, trainer will provide a brief analytics overview for both an IZ and the NZ; 90 minutes, 1-2:30)

  • For the full implementation project, we will have a more in-depth look at Analytics in the IZs and the NZ - and they will be 2 separate sessions.

• New – Nov 2: Lessons Learned at weekly project update (ICs + Ex Libris)

• Nov 5: Kickoff Full Implementation

• New - Nov 6-20 Migration meetings (TBD) Note: No other Thursday special meetings will be held those weeks as a result.

• Configuration general meeting on Jan 7, 2021 10am-12pm. It will be recorded. It’s a prerequisite before the individual meetings.

• Save the date: UCLA, UCSF, UCSD, UCB, UCM for individual config meetings during this period: Jan 8 + Jan 11-15. (We’ll set the actual meetings later.)

Vanguard completion checklist:

• On EXL side:

  • Completion of reviews for Alma Essentials and Administration Fundamentals trainings - DONE!

  • All environments delivered (Alma and Primo VE) - IN PROGRESS

  • Initial Alma configurations loaded - IN PROGRESS

  • Vanguard Alma Workshop completed

  • Kickoff for full project occurs - Nov 5

• On UCS side:

  • Reviewed Alma Essentials and Administration Fundamentals trainings - DONE!

  • Gain experience with data migration preparation – including files, forms and processes - DONE!

  • Begin initial review of data migration - IN PROGRESS

  • Report data migration issues to EXL for review and planning for full Test Load - IN PROGRESS

  • Begin initial review of configurations and plan for future adjustments

  • Kickoff for full project occurs - Nov 5

Vanguard testing

Vanguard testing decision page (includes links to all other resources)

Data security acknowledgment google form is in the Data Security IC folder on gdrive.

Round-robin with vanguard campuses: Share progress on local implementation testing; anything you want to share with the group? anything the group can help you with?

Ballpark how long you think testing will take. We are trying to understand what September and October will look like.

Are we on track for starting to issue accounts by Sep 21?

15

Tom

Other / Homework

5

Parking lot

Suggestion: Last week of October for SILS lessons learned and show and tell by each vanguard campus (Oct 29 IC meeting) - In advance of Nov 2 formal lessons learned with Ex Libris?

TOTAL

60 / 90