2020-10-21 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda, roles

3

Admin Items

• 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

PPC Meeting 10/16 - discussion of FG items - not necessarily escalation but “check point”

2020-10-16 PPC Meeting notes Conversation about managing campus expectations. How each of us is managing local questions. RLF presentation.

Keep in mind to be kind to each other. We’ll all under a lot of stress.

Complete the SILS survey on time spent, etc. on SILS.

Other groups

Basecamp Review

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

11

Lisa S./ All

Quick review of known items.

Individuals can flag submitted Basecamp entries for AEFG for easier searching/viewing.

• CDL items

  • variations on NZ activation showing up inconsistently in IZ union views (since IZ union views are a local configuration)

  • Lisa S will set up a time to look at these together

  • Question about whether we should link our POL to the NZ collection that CDL activated.

  • Only things activated in NZ is CDL SFX and 360. SCP records didn’t go into the NZ yet. Looking into how to link these SCP records to what CDL activated

  • Attach “available for” at the Service level by CDL, except databases.

• Other Vanguard items

Resource Management Test Items

Review RMFG items for Acq/ERM FG consultation. Begin discussion and action plan for items to meet RMFG due dates.

10

Lisa S. / All

• 10/21: Bibliographic record 9xx field mapping

(Additional item re: bibliographic records with due date later in December.)

Running behind on this feedback - how to pull together?

GOBI Item from PPC

Discuss and plan for feedback by Friday, 10/23

15

Lisa S. / All

Support documents sent via email.

• There is discussion regarding the status of Gobi records in the NZ.

• There are different levels of services in place across the system. This is being reviewed for the recommended implementation for SILS.

FG Testing

Determine whether items need escalation or wider review to route via PPC by 10/16 meeting (with lead time for review). Continue action plan for testing items based on Vanguard outcomes (including subgroups/time available).

30

All

FG Testing - Identifying Escalation Items, Assessing Progress, Determining Next Week’s Work/Priorities

• Review of test items status and plan to refine Decision Pages : 1) CDL/NZ Workflow; 2) Shared Vendor/Vendor-Related; 3) Electronic Resources Preparation (including P2E; coverage, etc.)

  • do we need a document of P2E problems so we can create advice for “clean-up prior to test migration

  • should Alma campuses share post-migration clean-up process for P2E?

  • should we have a session with FG plus local area experts on this P2E stuff

  • Shared vendors - UCLA and UCSB have 360 vendor records in Alma - hold off longer on testing shared vendors

• Roadmap for last week+ of testing and documentation for Vanguard stage

Consortial Workflow Subgroup

Assessing status, determining additional subgroup times to schedule (including beyond FG attendees).

10

Lisa S. / Holly / all

Outcomes/Agenda Document

Summary of discussion. Next actions for areas not fully addressed. Intersection with general testing as above.

Reporting Codes: https://docs.google.com/spreadsheets/d/1y9Fl_DXqbavQxjiQtmnt93d-zerapvO3lM8TrUZsTmg/edit#gid=0

• IZ/Consortial workflow example by this week from ExL: https://docs.google.com/document/d/1ThfujAxrtYI9qr0I8tMLe4EC0F9RjlIuHCeXxtJednc/edit

• Items ready for IZ test marked with an X: https://docs.google.com/spreadsheets/d/1nXQng6GzEfXUBKyeLCF08JBjpgtq5XlI8XHeTT2a7Lg/edit#gid=1838971510

Wrap-up

Identify/confirm next actions

3

All

Parking Lot

To save for future discussion

90/90