Stay up to date on timeline / deadlines: Basecamp To-Dos and share “good to know’s”
10
Lena
Good to know: A reminder on asking Ex Libris questions (shared on slack 10/2)
If a question has already been posted on the Basecamp message board, no need to bring it to office hours. It has been seen and is being worked on.
Conversely, if you plan to bring a question to office hours, no need to also post to BC.
If there is concern that something has not been seen on Basecamp, bring to the PMs and we will escalate it. Give ExL at least 3 business days. Sometimes it takes a while for them to find answers for us.
Marci posted 4 Implementation phase To Do lists on to Basecamp on 10/2:
Nov 6-20 Migration meetings Note: No other Thursday special meetings will be held those weeks as a result. ACTION: ICs or Lena will create Zoom links and calendar invite and share with Marci by Oct 8.
F Nov 6 at 10-11 UCB (Lynne)
F Nov 6 at 11-12 UCLA (Carlo)
Tu Nov 10 at 11-1 UCD Law (via Robin)
F Nov 13 at 10-11 UCSD (Greg)
Tu Nov 17 at 11-12 Alma campuses (UCD, UCI, UCR, UCSB, UCSC) (Lena)
W Nov 18 at 9-11 UCM (Tom)
W Nov 18 at 11-1 eResources (Lena)
Th Nov 19 at 10-12 CDL IZ & NZ (Lena)
F Nov 20 at 10-11 UCSF (Susan)
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
Reminder – Vanguard ICs: Please add your total # of bibs migrated (bib inventory) in the vanguard for a Com Leads article. Provide in this total # of bibs migrated spreadsheet by Oct 9. You can find the number in your sales force ticket.
In progress: Response time -- 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. From 10/1 meeting: Carlo suggests asking vanguard testers to post in slack when this occurs and what you were trying to do at the time the problem occurred. [Carlo - was this message conveyed? Yes, SILS Chairs slack channel.]
6
Questions for Ex Libris PM
5
Responses to questions from 10/1 IC meeting:
Why is the “Retain Local Extensions” called out with a different deadline than the other forms/data (Dec 11)? Won’t it just be sent with the data?
Response from Laurie: I'd prefer to keep the date we originally designated (Dec 11). The rationale is this: Their data is due Dec 14. Prior to extracting their data, III and WMS libraries MUST have already added the local extensions. So we give them until Dec 11 to add local extensions and then they can work on extracting their data between Dec 11 - Dec 14. We decided on Dec 11 rather than Dec 14 to emphasize that local extensions must be added PRIOR to extracting data. If the campuses have more questions about this, they can post them to the related To Do at https://3.basecamp.com/3765443/buckets/15553579/todos/3078940524
Migration meetings: please allow more time for back-and-forth questioning.
Response from Marci: For the migration meetings, it’s some review (except for UCM, Law, Alma campuses) and then it’s open to questions. It’s walking through the to do lists and reminders about what happened during vanguard meetings.
All meetings: please end on time (many staff have back-to-back meetings); Could you send presentations in advance as a pre-read so staff can prepare questions? Don’t click through demos too quickly.
Response from Marci: Marci will convey these requests to the consultants. For special meetings, usually the focus is on answering the questions that were submitted in advance so it’s difficult to cut the content but the speakers could hold questions until the end to better manage time.
7
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)