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1 | Housekeeping | Add any new topics to the agenda Take a temperature check / How is it going? Confirm Minutes Recorder for this meeting - Lacey Grawe
| 5 min | Greg | Shared Google drive | | |
2 | Lessons Learned Document | | 5 min | Greg | Lessons Learned (Alma Libraries) | | |
3 | Alma Administration Certification | | 10 min | Greg | Alma Administration Certification The SILS Training & Outreach PM and groups are discussing the need of select project members to complete this certification process sooner rather than later. They produced a draft list, assigning prioritization to each SILS UC-wide group. Patron Data was classified as “Recommended” More details will be shared as final decisions are made, however given the specificity of our group’s charge, requiring us to be certified seems unlikely. Ultimately, the question is how would having a certified team member(s) improve the work of our team.
Lai, Derek, and Ryan are certified. @Greg Ferguson will forward on that we have 3 members who are already certified.
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4 | Tasks & Deliverables | Confirm - Single UC-wide patron record database or separate institutional patron databases? Confirm - Should we migrate expired patron records? From Governance Charge -
A list of patron data cleanup activities and assignments that need to be accomplished prior to the initial data migration. A list of patron data issues which require harmonization decisions, to be made available to the Implementation Coordinators group.
| 15 min | Greg | Ex Libris Migration Guides & Tutorials Status - COMPLETED - Single UC-wide patron record database or separate institutional patron databases? 5/21/20 - The Fulfillment & ILL FG decided that the UCs should have separate institutional patron databases.
Status - COMPLETED - Should we migrate expired patron records? 5/21/20 - The Fulfillment & ILL FG decided that campuses should not migrate expired patron record if they have been expired for more than 1 year and currently have no items checked out or outstanding fines or bills.
From Governance Charge - A list of patron data cleanup activities and assignments that need to be accomplished prior to the initial data migration. 5 campuses have provided copies of their documents; reminder to the remaining campuses to upload an anonymized copy as soon as possible.
A list of patron data issues which require harmonization decisions, to be made available to the Implementation Coordinators group. Question: Now that the decision has been made regarding separate institutional patron databases, should we consider any harmonization? Do we need to harmonize to have the same primary identifiers? @Greg Ferguson will pose this question to Ex Libris. @Lacey Grawe (Unlicensed) will follow up about method of UC users having access at non-home campuses in.
What type of harmonization can we even consider?
| | All - 3a. Create local patron data audit and cleanup document and place anonymized “snapshot” copy in shared folder. |
5 | What Cannot Migrate to Alma? | | 20 minutes | Greg | Millennium Fixed-Fields Variable-Fields
Voyager? WMS?
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6 | Homework | | | | | | All - (ONGOING) Add questions for up stream Alma Sites |
7 | Parking Lot | | | | | | |
8 | | Total | x/x | | | | |