2020-05-01 Meeting notes

Date

May 1, 2020

Zoom link in Google Calendar invitation.

Notetaker: @Ryan Finnerty

Attendees

  • @Kevin Balster UCLA (Voyager)

  • @Marcia Barrett UC Santa Cruz (Alma/Primo)

  • @Catherine Busselen UC Santa Barbara (co-chair) (Alma/Primo)

  • @Ryan Finnerty UC San Diego (Millennium)

  • @Kathleen Garvey-Clasby (Unlicensed) California Digital Library/SCP (Millennium)

  • @Joshua Chaim Hutchinson (Unlicensed) UC Irvine (Alma/Primo)

  • @TJ Kao UC Davis (Alma/Primo)

  • @Cathleen Lu UC San Francisco (Millennium)

  • @Eileen Pinto (Unlicensed) UC Berkeley (Millennium)

  • @Erika Quintana UC Riverside (Alma/Primo)

  • @Sarah Sheets UC Merced (WMS)

Not attending

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Announcements

Share short pieces of need-to-know information

5 min

All

Marcia Barrett is our co-chair

TJ will be doing a demo of local data & local extensions in the IZ/NZ and one on Alma and MarcEdit for the Resource Management group. We would also be interested in viewing these.

@Kevin Balster Watch the Network and NZ training videos
@Marcia Barrett Watch the Network and NZ training videos
@Catherine Busselen Watch the Network and NZ training videos
@Ryan Finnerty Watch the Network and NZ training videos
@Kathleen Garvey-Clasby (Unlicensed) Watch the Network and NZ training videos
@Joshua Chaim Hutchinson (Unlicensed) Watch the Network and NZ training videos
@TJ Kao Watch the Network and NZ training videos
@Cathleen Lu Watch the Network and NZ training videos
@Eileen Pinto (Unlicensed) Watch the Network and NZ training videos
@Erika Quintana Watch the Network and NZ training videos
@Sarah Sheets Watch the Network and NZ training videos
@Catherine Busselen will ask Liz Miraglia if we can attend live or view a recording of TJ’s presentations.--Liz responded that this will be recorded so that we will be able to view it.

Review of Task List

Maintain Awareness of Incomplete Tasks

10 min

All

The Millennium people will meet by themselves for last hour of next week’s meeting to fill out the template. Marcia and Erika will also join.

 

@Marcia Barrett will fill out Millennium template
@Erika Quintana will fill out Millennium template

Team charter

Finalize and post

5 min

All

 

Group agreed that this is ready to go

@Catherine Busselen will post the final version to Confluence

Update from Implementation Coordinators

Understand future process for submitting questions to ExLibris and Implementation Coordinators

Understand how IC decisions will be noted and tracked

10 min

@Catherine Busselen

Questions that should go directly to ExL can be entered directly into BaseCamp. Catherine now has access and can add those questions. Marcia will also be given access.

Catherine went to the IC meeting yesterday to discuss the process. She will continue to send to the ICs and the SILS list. The ICs will also add their decisions to their Decision page in Confluence

We have a pre-migration ExL rep until June 15th. After that, we get our official migration project manager so some of our questions might not be able to be answered until then. Some recommendations could change or will have to wait until then.

 

 

Review ExLibris Migration Guides and Document Data Cleanup Aspects

Review and update Voyager spreadsheet

Begin review and update of Millennium spreadsheet

50 min

All

Prereads:

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Voyager_to_Alma_Migration_Guide (@Kevin Balster @Catherine Busselen )

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Millennium_and_Sierra_(III)_to_Alma_Data_Delivery_and_Migration_Guide (@Cathleen Lu @Eileen Pinto (Unlicensed) @Ryan Finnerty @Kathleen Garvey-Clasby (Unlicensed) )

See Working Copy of Phase 4 Data Cleanup Spreadsheet

Marcia recommends that any data that affects circulation (e.g. call numbers, barcodes), you want to have clean by the go-live date.

The whole physical to electronic process (P2E) is going to be a huge issue for migration. Do we need a separate group to look at the P2E process? Probably yes. Might also be helpful to reach out to other consortia to see what they did when they migrated. The WRLC libraries were mostly Voyager so they would be good to ask

Until we know how we are going to load vendor data, we might want to hold off on cleaning anything up.

EDI might be a low priority

Possibly opt to not migrate older course records.

@Kevin Balster to ask Acq if they see any issues with migrating serial check-ins and the ledgers
@Kevin Balster to ask ILL if they use universal borrowing

Updates to be aware of from other groups and/or campuses

Create awareness around work/discussions that may inform or impact our work

15 min

All

A new special collections CKG has been formed and they will probably want to be informed about SILS data migration.

There is a sandbox available with two IZs and one NZ. Talk to your IC and see if they can give access.

 

 

Future agenda items

Complete Millennium review and update

WMS review and update

Notate where the existing spreadsheets align with Ex Libris recommendations

Begin creating list of harmonization decisions to be made related to DC work

Create final(?) version of recommendations to submit to IC/campuses (feel free to share with campuses as we move through the reviews)

Review existing Data Clean Up spreadsheets and document what cleanup has already been done and what is in progress at each campus

 

 

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