2021-05-19 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

3

Lisa S.

Notetaker approach given Susan likely not attending.

Carla will take notes.

Admin Items

• Announcements

• Other

2

Lisa S.

Vacation dates doc extended through August.

Recordings page updated as of 5/18.

Remember to check/add your out dates in our tracker

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

Lisa S. - Carla / others

PPC meeting May 14 Notes

• CDI follow-up

  • Tentative date was mid-June for already Alma to switch over but the question is whether or not that’s enough time for ExL to complete the switch before the start of cutover.

• Decision Pages

  • Getting these finalized so that End User Outreach can create training docs

• Added a column for Status to our MVP spreadsheet

SILS Chairs, SILS Town Hall

• Thinking about what time to go-live on the day: ICs will make a recommendation

Other?

Upcoming Sessions

Review any sessions involving AEFG and planning/preparing.

0 - written update OK

All

• Analytics sessions, 9-10am May 24th and May 25th

• Internal training has replied - cohort members can attend, non-Cohort members up for discussion. Zoom info TBD.

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

See PPC MVP spreadsheet

Timeline for AEFG Testing Management - REVISIT ON 5/19

5/19:

From 001/002: E-Resources CZ/NZ/IZ linking/Campus Purchase Order Practice for Data Integration

• Per current status of 4th/5th reporting codes, how do we want to handle 002 document re: communicating for MVP? (Given that it will need to be further tested after go-live once that functionality is present.)

• Lisa S. working on specific example of associating local order w/CDL order (Sage?); has asked Adriana to create an example CDL POL. Update from Adriana: SAGE Complete is POL-105 in NZ.

• What additional work on 001 needed, either testing, thinking of impact on training, etc.?

• CDL is not planning to have POLs for things like Elsevier payments. This should not affect linking to e-collections.

From 003 Vendor Records/Import Profiles

• Comments open on Google Doc version of 003 Decision Page.

• RMFG is reviewing 5/18 ff. - share feedback so far.

• 003 Confluence Decision Page

• Discussion of loading everything into the IZ first, making sure it is received, cataloged well, etc., then push to the NZ via an overnight job

Test 4th & 5th reporting codes when these are added to Alma Analytics in the June 2021 release.

Ex Libris says the 4th and 5th reporting codes will NOT be available for migration: Basecamp post

@Lisa Mackinder Will review the workflow for e-collections with CDL colleagues

@Lisa Spagnolo will follow up with Lisa M on testing the SAGE Complete POL

New MVP Work:

006 Outbound linking from Vendor Platforms

008 Best practices regarding troubleshooting/broken links

Initial discussion and tentative work plan

20

All

See PPC MVP spreadsheet

Work Plan: Timeline for AEFG Testing Management

006:

• See Lisa S' document from UCD work

• How can we scale this process?

• Lisa M. spoke to Alison Ray: CDL will need to figure out which resources will need to be changed systemwide vs. locally

008:

• From Parking Lot: What additional conversations needed re: routing of UC-eLinks equivalent troubleshooting? - MVP 008

• Need to consult with other groups: Discovery FG, PSELG?

• CDL will need to discuss what they are able to take on during a clean-up phase and what will change once we move from clean-up to ongoing management: use a different system besides Helpline for the clean-up phase

008: Recommend using the locals' current method to contact the library to report a problem (varies by campus) , then designated staff will report to CDL Helpline

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

60/60

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