2021-05-12 ACQ/ERM FG Meeting notes
Date
May 12, 2021 11AM-12:30PM
Zoom: Inquire with Carla Arbagey for link
Attendees
@Mark Hemhauser (Unlicensed) , UC Berkeley
@Paula Pascual , UC Irvine
@Stacy McKenna , UCLA
@Sarah Sheets , UC Merced
@Carla Arbagey , UC Riverside (co-chair, convener)
@Judy Keys , UC San Diego
@Lisa Wong , UC Santa Cruz (notetaker)
@Susan Boone , UC San Francisco (time keeper)
@Lisa Mackinder , California Digital Library
@Maricel Cruz (Unlicensed) , UC Santa Barbara
Not Attending
@Lisa Spagnolo, UC Davis (co-chair)
Discussion items
Item | Desired Outcome | Time | Who |
| Decisions | Actions | |
---|---|---|---|---|---|---|---|
1 | Assemble | Getting situated, reviewing agenda, roles | 5 | Carla | Don’t forget to RECORD | ||
2 | Admin Items |
| 5 | Carla | Lisa S is out this week |
| Remember to check/add your out dates in our tracker |
3 | 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. | 10 | Carla / others | PPC meeting May 7 Notes
SILS Chairs: there was a request to have us sign up to present at the Monday Project Update meetings again , however this has been changed so that we can request time if we would like to give updates. Other? |
| @Lisa Spagnolo or @Carla Arbagey to verify what specific date already Alma campuses need to switch over to Easy Active |
4 | Upcoming Sessions | Review any sessions involving AEFG and planning/preparing. | 10 | All |
|
| @Lisa Wong Sessions scheduled for UCSC. Ask internal training if this is UC wide.
|
5 | Cutover Dates | Review campus plans in relation to cutover as discussed during May 6 Meeting | 10 | All | Are there any special considerations coming from your campus? Should we create a spreadsheet listing our local dates for the acquisitions / tech serv freeze? See the ExL document here: https://3.basecamp.com/3765443/buckets/15553579/documents/3750779034 | No additional spreadsheets because it might get confusing. |
|
6 | Continuing MVP Work & Testing: 001 Linking IZ orders to relevant CDL e-collections - procedural documentation
002 Campus Purchase Order Practice to Support Systemwide and Other Data Reporting
003 Vendor bib records/overlay rules/import profiles
| Review current state of respective Decision Pages, remaining testing/questions, collaborative work, etc. TIMELINE REVIEW | 20 | All | Campus E-Resource workflow documentation that’s been shared from already-Alma campuses is in the Google drive. Also see CSU documentation. Test Load testing processes and procedures Timeline for AEFG Testing Management 5/5 Update: From 001/002: E-Resources CZ/NZ/IZ linking/Campus Purchase Order Practice for Data Integration
From 003 Vendor Records/Import Profiles
5/12 Update:
| Test 4th & 5th reporting codes when these are added to Alma Analytics in the June 2021 release. Consider that migrating campuses could use the code for migration with the understanding that it could be changed later if CDL needs them. |
|
7 | New MVP Work: 006 Outbound linking from Vendor Platforms 008 Best practices regarding troubleshooting/broken links | Initial discussion and tentative work plan | 20 | All | Work Plan: Timeline for AEFG Testing Management 006:
008:
|
|
@Paula Pascual to set up MVP008 discussion on Friday at 1. Attend if interested/have time. @Lisa Mackinder to talk to CDL before we do next steps for MVP006 |
8 | Wrap-up | Identify/confirm next actions | 5 | All |
|
|
|
9 | Parking Lot | To save for future discussion | 85/85 |
| 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. Analytics: look into doing an internal training session once MVP decision pages are done |
|
|
The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu