2020-07-06 Patron Data Cleanup Group

Housekeeping

• Add any new topics to the agenda

• Take a temperature check / How is it going?

• Confirm Minutes Recorder for this meeting - Dave Rez

  • In the event that the designated Recorder or Timekeeper is not in attendance, then an alternate volunteer will be requested for that given meeting

5 min

Greg

Shared Google drive

Tasks & Deliverables

• Assessment and testing plans for vanguard

15 min

Greg

• While our group has accomplished our time driven tasks and deliverables for the front end of the project, as we are now in the vanguard phase, the PMs have asked the Patron Data Cleanup Group to identify potential assessment and testing plans or mechanisms for the vanguard.

• From a Patron Data perspective, what assessment and testing ideas do we have:

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We have been asked to come up with a testing plan for patron data that has migrated to Alma.

• Generally, data transfer integrity check.

• Did data map to the proper fields? For instance, Note fields; public to public, internal to internal?

• Do patron fields display properly?

• Can names be searched, including names with special characters.

• Barcodes: for campuses with multiple patron barcodes, did they all migrate? Did they migrate properly? Has it caused problems with ILL?

Questions still exist about whether Vanguard sites will be able to grant access to non-Vanguard campuses.

There was a short discussion about ASCII characters that cause validation errors; [“\”, “&”' “;”]

Action item for Gregg:

Create document in shared Google Drive for group members to add ideas for testing patron data after migration.

Homework

• Document what we need to be working on and questions we may have

All - (ONGOING) Add questions for up stream

Alma Sites

• Share any lessons learned on document to help with future agenda topics

All 

Add post-migration patron data testing ideas to the document in the shared Google Drive.

Parking Lot

• Capture important topics for future discussion

• Additional Circulation Data Topics to Think About

• Alma/Primo Sites - Show and Tell

  • Dedicate some time to “what went wrong or what was great” to mentor “new” campuses.

• From Governance Charge

  • A register of post-migration quality control tests and results from each campus implementation team. Due late 2021.

    1. To be discussed at a later date

  • A final report of any ongoing post-migration data issues. Due late 2021.

    1. To be discussed at a later date

Total

x/x