Nov 6-20 Migration meetings (TBD) Note: No other Thursday special meetings will be held those weeks as a result. Send top 3 choices by EOD 9/28 to Lena.
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) - DONE!
Initial Alma configurations loaded - DONE!
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 - DONE!
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 - IN PROGRESS
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?
15
Tom
5
Other / Homework
0
Response time – address it in this round? Alma dashboard doesn’t come up about a third of the time and requires a browser refresh. Carlo and Greg will post a question to BC.
New — Marci suggested the ICs might want to think about how to use subject lines in sales force tickets for easier sorting in reports later.
6
Parking lot
Oct 29 IC meeting: vanguard lessons learned and show and tell by each vanguard campus (in preparation for Nov 2 Lessons Learned with ExL)