2020-07-29 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda, roles

5

Admin Items

• Action Item Checks

5

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.

10

Lisa S.

• PPC Calls cancelled - will be held 7/31.

• PPC-NZ - several calls on this front. There has been extensive discussion between CDL and Ex Libris about how to handle SCP vs SFX data in the vanguard load; loading both to network zone would result in some 1.2 million duplications that would require such extensive cleanup as to hamper vanguard testing.

  • Result: Ex Libris strongly suggested loading SCP data into a separate, unlinked IZ, for comparison with the SFX-loaded data in the NZ. Still investigating possibilities for associating or overlaying the SCP data in the NZ later. This means that the SCP bibs won’t already be in the network zone when campus data loads – which may have further ramifications for load order (due to NZ’s “first in” approach)

• PPC-NZ (cont.) - CDL is also looking at approaches for suppressing resources until they can be assigned “available for” groups – because resources with no group assigned will show as available in the NZ for all campuses.

• Slack re: RLFs and authority files - coordination with Resource Management happening.

Communication Planning

Sharing feedback from 7/27 call with Communication Leads.

5

Lisa S. / Carla

Communications notes page used to capture topics.

Basecamp scrapes are proving to be a good way of keeping FG members up on Basecamp activity without actually giving everyone Basecamp accounts and all the email they generate

The ILS Data Cleanup group uses blog posts on their Confluence page to communicate information

Basecamp Review

Review with FG items from Basecamp from other groups, pertinent to scope.

5

Minimal Updates - see also configuration topic below

A post on preventing current Alma campuses' SCP records from being contributed to the network zone needs to be investigated more closely.

Configuration Form Review

Identify any FG issues for Configuration. GOAL to confirm these with Caitlin by

25

Lisa S./ All

• Standing item re: Forms now re: Configuration Forms. See Configuration Folder.

• For additional notes see https://docs.google.com/document/d/1FhMr7Yw3HmTDeYK9OorjdrM6c1mJf4AIgQI4HjKHbwE/edit?usp=sharing

• Review of tabs to pay attention to on the configuration form: licensing, general, acquisitions, IP ranges within locations tab.

  • Questions remain about significance of IP ranges in locations tab – can be used to restrict display or sort results by proximity to user, but what are implications for ILL & discovery?

• Preliminary harmonization questions: PO/POL? Licensing terms - what needed at delivery of Vanguard. Others?

  • Licensing terms are a target for harmonization, but can be changed after system is live - configuration is preliminary. Y/N on whether an element is displayed to the public is important.

  • Need to investigate import options for licenses/terms, as not all campuses can easily migrate the data up front (ie UCSD’s Millennium ERMS license data)

  • Will try to arrive at decision on recommendations for PO/POL prefixes next week. Benefit of prefixes is ability to recognize what POLs were migrated from old system vs generated in Alma.

• Subgroups will look at several areas for harmonization possibilities/recommendations (see action items).

Planning for Assessment/Testing for Vanguard

Continuing discussion for assessment and testing from FG perspective. Formulate plan.

20

All

Resource Docs:

• Review/Discussion of Draft Test Cycle Guidelines and Sample Test Plan from Lisa W.

• Using Issues/Questions to capture testing items.

• Review of other documents, including ILSDC

  • ILSDC Recommendations for Vanguard Testing worksheet

    • Don’t edit this document! Need to first discuss how to coordinate work with other groups before creating our own working copy or otherwise contributing. This document incorporates the CARLI recommendations and is a good start on documenting/organizing what testing needs to be done.

• CARLI reference:

  • Alma Data Migration Review Procedures | CARLI

  • CARLI-Alma_Test_Load_Migration_Worksheets_2019.docx

How to best focus, extend efforts given work done to date by ILSDC? Other FG coordination?

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

80/80