2020-06-22 Ex Libris Project Update

Date

Jun 22, 2020 1-2

Basecamp notes for this meeting: https://3.basecamp.com/3765443/buckets/15553579/documents/2768828819

Attendees

@Tom Bustos , co-chair
@Carlo Medina (Unlicensed) , co-chair
@Ramon Barcia
@Susan Boone
@Greg Ferguson
@Lynne E. Grigsby
@Robin Gustafson
@Jeremy Hobbs
@Gillian Keleher
@Sarah Lindsey
@Caitlin Nelson
@Alison Ray (CDL)
@Lena Zentall (Unlicensed) , PM

Not attending

@Alison Elizabeth Regan (Unlicensed)

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Weekly project status update from Ex Libris PM, Marci Degnan	Awareness of project status and upcoming work	2	ExL, Marci	Reminder, Weekly project meetings have a folder in basecamp. The upcoming meeting is highlighted in green.
2	Recent updates/posts on basecamp (see basecamp notes)		10		Sandboxes will have Ex Libris data during vanguard and implementation phases. At Go Live, once all Alma IZ, Primo VEs and NZ are readied, copies will be made so you will have Premium sandboxes (which reflect UC data and environmental architecture) Marci created a Health Checklists folder on basecamp. It’s got a template as an example in the folder. Campus contacts for Salesforce were collected in a sheet Where to deliver files matrix – Laurie created a basecamp to do to show which deliverables got to the MFT and which to the Vanguard Test Load Case. Integrations work - TBD whether there will be time for integrations in the vanguard phase. Authentication form and 3rd party integrations form were requested during onboarding. Marci has moved these forms due date to September, closer to when test data is available. Put the forms in “3rd Party Integrations” folder on basecamp. “Completed Authentications Forms” is a subfolder.
3	Upcoming Action Items for the coming 2 weeks		10	Marci	Vanguard Data Migration activities (due on or before July 31) Training is due on Wednesday; Following Monday will be Q&A for that module. Navigating and Searching training is due June 24 This Thursday’s special meeting is Electronic Data Migration.
4	Leftover Q&A’s from Timeline meeting on June 18		5	Ex Libris consultants	Marci grabs chats from meetings and reviews them later and brings them to the next meeting. We will not reschedule the Labor Day holiday meeting on Sep 7. Ex Libris will be focused on evaluating the loads and getting the data available to us. CDL was not listed on Alma training tasks. All vanguard institutions should participate in the training. Even if you do not use specific workflows, you need to understand how the system works and how the specific workflows will be implemented by consortium members. No configuration form for the Network Zone. UCSB does not need to supply a bib extract and no forms are needed! Yay!
5	Other questions		10		Who should we invite to Thursday’s special meeting? We don’t see an agenda in basecamp yet. Internal meeting Tuesday morning - Ex Libris will flesh out the agenda for the June 25 meeting. Per Laurie, focus is on migration - getting the data out: 360RM, Intota All these meetings will be repeated later for non-vanguard institutions. How many people can feasibly attend based on Ex Libris' experience? Q&As are mostly preplanned based on questions received in advance so it’s fine to have many people attending (whatever Zoom can handle). Le Tran requested some information on a basecamp thread. Alison will try to answer the questions. Question about whether SCP records will migrate: (Vanguard and Test Load) Preparation of Campus SCP Data . UCSB's SCP records will be migrated since they are cloning our instance (and we can't delete them pre-go live)		@Alison Ray (CDL) will I try to answer the questions that seem related to CDL on the bc thread Le Tran posted
6	Other / Homework
7		TOTAL	45 / 60