2020-07-10 Meeting notes

Date

Jul 10, 2020

Zoom link in Google Calendar invitation.

Notetaker: @Kevin Balster

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 (co-chair) (Alma/Primo)
@Cathleen Lu UC San Francisco (Millennium)
@Erika Quintana UC Riverside (Alma/Primo)
@Sarah Sheets UC Merced (WMS)

Not attending

@Eileen Pinto (Unlicensed) UC Berkeley (Millennium)

Discussion items

Item	Desired Outcome	Time	Who	Notes	Discussion	Actions
Announcements	Share short pieces of need-to-know information	10 min	All	Preread: https://uc-sils.atlassian.net/wiki/spaces/AEF/pages/517013823	CB: A&EFG recommending splitting up bib records with separate orders for print and electonic formats. Either cleanup before migration or after migration. EQ: Cleanup implications if print and electronic orders are not split up. MB: UCSC encountering 9XX fields that are intended for NZ use in the CZ. Were able to remove most 999 fields, but couldn’t edit if the CZ had some other error that needed attention first. CB: We can only/should cleanup data that is our own. If it’s originating from the CZ or elsewhere in Alma, we can’t do anything about it. Review of draft blog post for Harmonization based cleanup for Vanguard, including new recommendations regarding Non-OCLC 035s. 9XX mapping, and records to leave out of the NZ. Contact Catherine if you want to review before it is posted.	@Erika Quintana to add entry for P2E Recommendations to blog post for Harmonization -Based Cleanup @Catherine Busselen to add discussion for Alma specific recommendations to agenda for 7/17 meeting Jul 17, 2020
Review of Task List	Maintain Awareness of Incomplete Tasks	10 min	All			@Catherine Busselen to update task list to include specific names
Review of Timeline and Specific Dates	Understand Where Data Cleanup related work fits into the whole migration timeline	20 min	C. Busselen	Swim Lane Timeline Specific Dates pulled from Basecamp (subject to change) Vanguard Phase Month of July: upload testing for vanguard campuses July 31: Final date to have all migration-related files and forms delivered to ExLibris and test load preparations completed August 21: Configuration forms due (“final”, fulfillment network, PrimoVE) September 2: load configuration form to Alma September 4: Vanguard Test Load Delivery--Alma environment with UC vanguard test data; begin review of migrated data and initial configurations September 10: Special Meeting topic “Using Alma for Data Review” September 16: Delivery of PrimoVE in Alma Production November 6: Vanguard Completion Implementation Phase November-December [specific dates unspecified]: Test load data preparation January 3: Test Load start February 5: Delivery of Test Environment	SS: Current thinking seems to be that everybody will be able to see the NZ, but only Vanguard campuses can access IZ, although use-cases may be made by those who need to test but are not part of the vanguard CB: We need to create legitimate logins for Vanguard, so more people accessing it means more work setting those up. Also, Vanguard is really just to see how migration process goes, not intended for seeing how things display TJK: for those interesting in just seeing how everything works, the sandbox is available.
ILS DC Recommendations for Vanguard Testing Brainstorming	Brainstorm testing needs for the vanguard Make assignments for small group to work on fleshing out the testing guidelines Follow-up assignment to add campus-specific decisions and sample records for testing to draft document	20 min	All	https://docs.google.com/document/d/1a8-DT7KzLMAsW3euLmg--vlbx4ApMIVkG9wTKUrRohg/edit?usp=sharing	CB: Brainstorm a few topics now, then create working group to take first pass at more comprehensive list (made up of non-Vanguard members since Vanguard folks will be busy with that). After Vanguard load, setup another working group (with Vanguard folks). Up to working group members how to complete work. First pass deadline TBD	@Sarah Sheets to add to testing guidelines @TJ Kao to add to testing guidelines @Erika Quintana to add to testing guidelines @Joshua Chaim Hutchinson (Unlicensed) to add to testing guidelines

Future agenda items

Upcoming deadlines from IC for deliverables

Add recommendations and communicate following harmonization decisions

P to E as future agenda item after vanguard load.