2020-10-19 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 - Stephen Gurnick

  • 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

Vanguard Testing

• Vanguard testers share initial findings related to patron data migration

30-40 min

Multiple

• Designated testers from non-Vanguard campuses should now have access to a Vanguard environment

• Review and discussion of identified patron data migration issues during Vanguard testing thus far

  •  Shared document

Open Forum

• Opportunity to ask anything if time allows

TBD

Greg

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