| 1 | Weekly meetings with Ex Libris | Awareness of recurring meeting with Ex Libris: Mondays 1-2 (UC + Ex Libris project update meeting) Coming soon: 2 hour office hours/special meetings PMs meeting on Thursdays 4-5 | | | Lena is doing a doodle poll to find the best 2-hour time slot this week. ICs will use their regular meeting on Thursday 6/18 2-3:30 for the first 2 hour meeting. Meeting notes will be in Weekly Project Meetings folder on basecamp in Docs & Files
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| 2 | Vanguard phase kickoff | Understand the Vanguard phase timeline and process | | | PM Marci Deignan (Deg-nan) presented a powerpoint on Alma/Primo VE kickoff Meet the team: Marci and team are part of Ex Libris Professional Services Americas (one of several global teams), reporting to Melissa Hilbert. Marci reports to Adriana Pilecky-Dekajlo, she was a cataloger and started at Ex Libris with Endeavor Le Tran - located in ? Svetlana - started on Aleph, located in Toronto. Laurie is located in Boston, with Ex Libris 8 years - focus on migration. Used to work for an academic library and campus IT department. Ping Gao - 15 years at Ex Libris; started on Aleph, then support. Last year moved back into implementation. Located in Chicago. Marina Spivakov - Project sponsor - oversee the project; liaison between project team and other teams - PM team and dev, migration and any other teams needed. Point for escalation. based in Toronto.
Audry Ho and Marci are working with Neil on what online training might look like instead of in-person training meetings. Weekly training videos; live training reviews and Q&As - starting next week Configuration form overview session to discussion details Discovery setup with Primo VE forthcoming 3rd party integrations - TBD extent of integration work to be done during vanguard phase (Sep/Oct) Authentication - Wei will assist with this. Testing - focusing on migrated data; report migration issues via Salesforce for tracking Question on basecamp about the go live readiness checklist - it can be used during implementation to see what’s coming up as you go. No harm in using it during vanguard although it’s intended for final go live/cutover. Thursdays 2 hour meeting with focus on Vanguard timeline and scope. Communication will continue on Basecamp For issues, contact Marci Deignan or SILS PMs. Documentation, go to the Ex Libris Knowledge Center for project and product documentation. Questions from ICs: After vanguard test load - one IZ and sandbox for each vanguard institution, 1 NZ. When does Ex Libris review the 3rd party integration forms with vanguard institutions? September, after test load is delivered. Authentication and integrations for NZ? Will take that question offline.
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