AEFG: Continued progress on Import Profiles related MVP item, in collaboration with RMFG. Continued progress on initial E-Res-related MVP items related to linking between CDL/NZ and IZ activity for consortial resources, and how to start workflows for local e-resource ordering. Pending request for ExL special meeting re: advanced invoicing topics, tax handling, etc.
Fulfillment: Working on configuring NCIP so we can test. Testing manual patron blocks and the effects they have on AFN borrowing. Working on recommendations for required patron data fields based on our experience trying to pull in user records from other UCs.
DCFG: Hit a roadblock trying to ingest from OAC, so we’re scheduling an appointment with ExL to help us troubleshoot. In April, we will focus on ingesting records from Calisphere and local repositories.
Request that campuses copy data in 856 fields to 956 fields; RMFG will request that CDL remove 856 40 fields soon after 8/15 and 856 41 fields beginning 9/15
Rules would be created to be run against data to remove it.
Hold this decision for now until AEFG has a chance to review and add to it.
Focus on migration decisions first and workflow decisions second. Migration decisions should be made by end of April. Check back on this and MVP document in April.
PPC should confirm all priority 1 - set by the end of March.
Can be shared with cohort. Available in the PPC folder.
Confirm FGs will be using the timeline / spreadsheet for scheduling testing and cross-FG coordination.
Use it if it’s helpful
Each FG will add a tab for their own group
Not a replacement for MVP, just a method of tracking and ensuring that anyone who may have a stake in this is involved
@Christine Barone (Unlicensed) share with ICs in case there is anything of value here for them. Not to be shared beyond cohort; not for local testers
4
CDI
Review of actions from 3/24 SILS Chairs
10
All
PPC to draft questions for sending to the Alma consortia list to see what flavor of CDI they are using and what their experience has been.
PPC to draft timeline for CDI (EA v FF) investigation so we don’t run out of time for making a decision. See update from PMs Q to Marci about this:
[Q to Marci] Based on Marina’s response to our question about CDI models, UCs understand themselves to have a choice about whether they will use the FF or EA model for production (understanding that right now test load is set up to be EA). If UCs decide they want the FF model, what is the timeline for making that decision?
[Marci’s response so far] Sent to Marina for follow-up (she already sent message to Product Management and Development). Will update you when we have more info.
DFG: UCSC will test to gather data on EA expand box vs. PCI FF, user experience, and how many records come through. It’s not quite an apples to apples comparison, but will bring data back to DFG.
Is this the right level of detail? Too much, too little, just right?
What is the primary goal in having us create this list? To have a document to refer to when questions come up? To allay concerns about who will manage what?
What else do you want us to know about what you are hoping to get out of this document?
30
Sarah
This document is a starting point; it is a living document
As information is filled in, some areas may indicate that the answer is not yet known. This is an honest answer since so much is new and is still unknown.
The SSM will be the one-stop shop to ask questions of
PPC makes policies, but not sure who will do the work, e.g., MARCIVE records that need to be loaded into the NZ. Who will do this work?
CDL is spread across two locations and multiple areas. CDL not configured like a central office. Knowing who will do what is not always known. Q: Ultimately, who will manage and maintain the NZ? Short answer: This will be done in conjunction with shared governance.
CDL will continue to flesh out the document. Sarah H. will act as point person/contact if questions or issues arise in PPC. One issue that needs immediate attention is MARCIVE records.
6
PM Update
Awareness of what’s happening / coming soon in the project
4/15: Ex Libris special meeting on VDX NCIP integration with Alma at UCLA with guest Ralph Horton from OCLC/VDX (audience: anyone interested in ILL, Fulfillment)
4/22: Ex Libris special meeting on Fiscal Close Period. ExL expects to have your tech freeze dates in time for, or prior to, this meeting. Questions due 4/19.
AEFG questions that came up were re: coordination of Analytics (cross-function?)
and... how the Selector role in Alma is changing (people will care, prob fits w/ AEFG, but overloads us....)
9
TOTAL
90/90
Future agenda items
The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu