2021-03-17 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

2

Admin Items

• Announcements

• Action Item Checks

3

Lisa S.

Updates: specifically from PPC (and other SILS groups)

Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG.

5

Lisa S. / others

OCLC item - in progress from PPC perspective as well - new session scheduled for March 22nd. Feedback needed by 3/15 for this. RMFG is coordinating.

Holly and Adriana meeting with Ex Libris about negotiation licenses (Basecamp link) Wednesday 3/10 at 11:30. Will be recorded – mostly CDL-focused.

Enter Update Blurbs for:

• PPC: March 12 Meeting Notes

• CDL/Ex Libris from 3/10: See Holly’s email from 3/17.

  • Mark, note LBL comments

• Other groups

  • Millennium items don’t link to orders due to III structure (Mark)

Testing

Short written update on subgroups, with discussion on next actions as time permits

5

002: Keeping standing Friday 11am meeting. Historical data will likely be handled differently than new orders. Looking at initial suggestion that may be revised. This will need to be designed to support systemwide reporting. Noting reporting code use by different areas/campuses (TSELG/Special Collections).

003: Working on sample import profiles. Will incorporate input from discussion with GOBI representatives. Awaiting input from RMFG re: NZ recommended behavior for matching.

Decision Pages for current work:

• Campus Purchase Order Practices (AEFG-MVP-002)

• (Go-Live) Vendor bib records/overlay rules and Import Profiles - AEFG w/ RMFG (MVP 003) (AEFG-MVP-003)

Upcoming Sessions

Review upcoming sessions involving AEFG and planning/preparing.

5

All

3/25: Fiscal Close Session

• Outline for Fiscal Close Session topics to cover

• Testing to confirm Alma functionality and include in documentation/slides/support.

• Candidates for sharing speaking - anyone directly involved in their rollover from already-Alma?

• Draft slides with outline - to be filled in with testing outcomes, screenshots, Basecamp responses from Ex Libris, etc.

Group updates at Ex Libris update calls: AEFG signed on for April 5th (with RMFG)

Discussion with Moriah and Jenny from GOBI Library Solutions re: ordering workflow and data management.

Developing understanding of GOBI workflows in Alma for IZ and NZ considerations.

50

All

Scope includes: EOD and API/Real-Time Ordering methods; import profiles; print and electronic; Network Zone/consortial considerations.

LS Recorded - see AEFG mail for link

Questions: (protected)https://docs.google.com/document/d/1dsJeNPeIaWvyp5G8dlndC-zmYtc-Ya0JdTZ4EMZ6t48/edit

Overall, recommend starting slow and work into automation process once more familiar with workflow and system.

Post-Session Triage of: Testing, Migration, other items

Any follow-up actions from 3/17 to 3/24 on items unable to be addressed in meeting time.

5

Next actions for: Testing and Decision Page Deliverables; Migration Items

Time permitting: see Testing Timeline/Calendar

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

75/75

Circle back to Shared Vendors outcomes - from 12/9 meeting notes (2020-12-09 ACQ/ERM FG Meeting notes - Acquisitions & E-Resources FG - SILS )

Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place.

Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing.

What additional conversations needed re: routing of UC-elinks equivalent troubleshooting?

Sharing our Alma workflow documentation for e-resources