2020-05-27 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda

5

Lisa

Admin Items

• Action Item Checks

5

Lisa

Carla Arbagey is ACQ/ERM FG co-chair

Updates: specifically from PPC

Shared understanding of PPC activities, including what is routing to our FG.

10

Lisa

• Intro to Zones. PPC Q&A 5/22

Some of our questions about shared vendors and P2E will be addressed during PPC’s 5/22 Q&A with Ex Libris. Some of the prep questions submitted on basecamp have already been answered.

According to Basecamp schedule, migration tutorials begin week of 5/25 (live or canned?) - Basecamp page is updated with schedule of videos: mostly from Migration Guide page

• CDL Sessions with Ex Libris are upcoming. Hopefully, they will answer our questions as to how all the participants fit together.

Questions for 6/3 Call

Launching structure and expectations for assembling items for ExL Q&A 6/3 (mostly for outside of call time)

10

All

Develop questions for us to provide prior to 6/3 Q&A. Review what has already been answered, both in the earlier Q&A and the 5/22 PPC Q&A. Can fold in questions as items below are discussed.

Draft Q&A Questions

Decision Page - Vendors Discussion

Continued discussion of item from ILSDC regarding Global Vendor Information in NZ. Show-and-tell in Sandbox for vendor records.

15

All

Decision Page Vendor Records in the Network Zone

Basecamp Question

360RM Tutorial

Sharing Vendor Info in NZ (ExL doc)

• Decision is currently due 5/27; can finalizing be postponed until after our vendor Q&A call 6/3?

  • @Lisa Spagnolo will try to get needed answers during 5/22 PPC Q&A call; we can use this information on our 5/27 call to finalize answer to the top-level question.

  • More complex questions or sub-questions can continue to be addressed afterward

5/13 Discussion (any to indicate on Decision Page? - can move out of this cell once handled):

• How should we use sub-accounts in vendor records? All institutions can have sub-accounts

• How to handle recharges to CDL

• It is hard to tell which fields would stay local or which would impact the NZ record, but user w/o NZ editing permission will see these greyed out

  • especially financial system code

• Sandbox Brill vendor is displaying an interface; we thought this was not viewable in the NZ

• Will CDL need their own IZ?

5/27 Discussion

What works and doesn’t work when we have shared vendors?

If we don’t link, what do we lose at the IZ level?

Fist of five consensus to have two vendors in Vanguard be shared and two not shared as a test bed.

Decision Pages on SCP/SFX, P2E

Triage of next actions and how to organize work.

15

All

Decision Page: SCP, SFX, and related resource records handling for eResource records in NZ - VANGUARD - how we handle SCP records and how the NZ will get built

Decision Page: P2E Recommendations for Vanguard

P2E Lessons Learned Google Document

Questions raised 5/20:

• Where does participant info come from? 856 |z contains participants info for CDL, needs to be preserved?

• How and when does the IZ/NZ linkage happen? Before or after P2E?

• Will matching occur on OCLC number?

• How useful is SFX as a data source? Do we want to rely on it? SFX contains CDL participants info, collection identification.

• Coverage is a particular concern.

  • Notes from experience: Everything in SFX migrated with coverage; in P2E, coverage from 856 in ILS did not get mapped.

• Are we primarily trying to avoid duplication? What are the match points? – this informs the P2E process.
  Duplication can (will) also be dealt with in post-migration cleanup; ability to identify what came in from SFX vs ILS.

5/13 Discussion:

• Question: do we know, or have a timeline, of implementation tasks that need to be done in order? Yes, it’s in Basecamp with ICs; records loaded based on who holds the master bib record for NZ. What about other types of records? (order, check-in)

  • How are campus vs. consortial holdings (portfolios in Alma lingo) going to be handled when we have multiple access points for the same resource?

• What if we decide not to use Global Vendors?

5/27 Discussion

• Getting an order of migration, and which records are only migrated once would be helpful.

• Can ExL walk CDL through the migration process in a consortial situation?

Form a subgroup to look at questions and answer via Google Doc. Subgroup is Holly Eggleston, Jharina Pascual, Lisa S. and Lisa W.

From 5/13:

Third Party Integrations

Brief Q&A from Vanguard sites to Alma sites

10

All

How will SUSHI integration get set up in the IZ? CDL has all of the SUSHI credentials for individual campuses.

What happens when local campuses activate CZ collections?

Wrap-up

Identify next actions

5

Lisa

Parking Lot

To save for future discussion (at 5/27 proposing until after 6/3 call)

75/75

• From 4/29: POL #s/vendor IDs unique - need to figure out how to not conflict on importing vendor/order data (after Vanguard)

• Note that other items from the critical decisions sheet have been made into rough decision pages on Google docs. Do any dovetail with current discussion?

• Accessing fund reports & budgets is critical – we need a demo from a campus that has already migrated, but may not need a decision page.