2020-05-29 Meeting notes

Date

May 29, 2020

Zoom link in Google Calendar invitation.

Notetaker: @Cathleen Lu

Attendees

@Kevin Balster UCLA (Voyager)
@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

@Marcia Barrett UC Santa Cruz (co-chair) (Alma/Primo)

Discussion items

Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
Announcements	Share short pieces of need-to-know information	10 min	All	Marcia (from Catherine): Will have to step down from co-chair role. TJ Kao has agreed to be new co-chair Reminder that Wiki will be open to the public on Monday, June 1st
Review of Task List	Maintain Awareness of Incomplete Tasks	5 min	All	WMS review and update is still pending Raising issue of P2E training. Currently, a lot of Q&A re: P2E on Basecamp
Policy Decisions and Harmonization Needs Follow-up	Share feedback from Liz Miraglia and Lisa Spagnola Discuss what might need to go to additional groups (Discovery, IC, etc.)	20 min	@Catherine Busselen	Preread: Policy Decisions & Harmonization Needed Some Decision pages have been created, likelihood that many decisions will not be made before Vanguard is loaded Looking at 9xx fields, SCP data, protecting local fields (duplicates between campuses) Whatever data cleanup we can do is great. For example, UCB data cleanup will likely be pretty minimal, might take days to just just extract		All: Review document and comment if you think any decisions need to go beyond RM or Acq/E-Res. before next Jun 2, 2020 or Jun 3, 2020
Critical Data Cleanup Tasks Follow-Up	Share feedback from Implementation Coordinators group Discuss any feedback/issues being raised by campuses Determine means of tracking what has been done at each of the vanguard campuses	20 min	@Catherine Busselen	Preread: Critical Data Cleanup Tasks IC feedback: communicate that any data cleanup should be done in consultation with systems administrators to determine if it should be done in the current system or in the extracted data and also to be sure that it is done at a time that will not negatively impact the system; in terms of tracking, keep it basic/minimally invasive or it may not be fully reported; tracking what has been done to assist with tracking what needs to be tested would be helpful We might want to think about prioritizing the list since it’s currently not Consider saving some cleanup for after the extraction (to avoiding crashing systems, etc.) We do want to send out a message about data cleanup status when the Vanguard is announced Will have the opportunity in Alma to try loading new records and other types of jobs after Vanguard data goes Harvard used some sample records for testing, we might want to consider that for ourselves and track in a GDoc ExL has a guide on testing migrated data at bottom of page: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials		@Catherine Busselen will draft note on Vanguard data cleanup for ILSDC to review @Cathleen Lu will share local Wiki page for cleanup tracking on Jun 1, 2020
Rows in Spreadsheet that Require Clarification	Review areas that Eileen and Josh felt needed more clarification in the spreadsheet Edit/Finalize changes to spreadsheet	30 min	@Joshua Chaim Hutchinson (Unlicensed) @Eileen Pinto (Unlicensed)	Preread: https://docs.google.com/document/d/1F5-wpMuUgqNUPShsByNzLd0dNypVMU838XERjF7Wyu8/edit Any remaining questions that weren't added to the Critical Data Cleanup Tasks or Policy Decisions Needed documents.		@Joshua Chaim Hutchinson (Unlicensed) and @Eileen Pinto (Unlicensed) will add outstanding questions to spreadsheet

Future agenda items

Remove redundancy in spreadsheet and reassess prioritization levels, if needed

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

Add recommendations and communicate following harmonization decisions

Compile testing/QA guidelines for vanguard

WMS review and update

Update from campuses on cleanup tracking and any confirmations on what a campus already knows they can’t do