2021-04-30 PPC Meeting notes
Attendees
@Claudia Horning (Unlicensed), Co-Chair
@Xiaoli Li , Co-Chair
@Beth Callahan (Unlicensed)
@Elizabeth Miraglia
@Elizabeth Rodriguez (Unlicensed)
@Lisa Spagnolo
@Josephine Tan (Unlicensed)
@Christine Barone (Unlicensed) PM
Not attending
@Danelle Moon (Unlicensed)
Discussion items
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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1 | Check-in / updates | Information sharing and problem-solving | 5 | All | RMFG: starting to really zero-in on what we’ll provide in terms of some MVP items (how many import profiles, rules, etc.); also learning more about how other consortia share authority work and finding out that no one we asked recommends using the built-in authority jobs in the NZ. DCFG: Still working on harvesting more digital collections. Will be reaching out to Discovery and Archives & Special Collections EL (if they have bandwidth now; if not, it can wait until after go live) to help us evaluate and assess access and discovery issues. Discovery: drafting decision pages for UC-eLinks rename, PrimoVE user interface branding, and boosting factor methodologies; continuing to explore WorldCat access options and whether or not to lead users to Worldcat.org or Basic WorldCat. Been asked to provide a first look at Primo VE. Is this a teaching session or just a demo? Librarians and staff could have some very detailed questions. Would such a presentation need to have AEFG and FFG to answer questions about e-resources and borrowing/lending. Which campus would be used for such a presentation? Currently trying to figure out what the best use of everyone’s time is. For now, leave the “consulted” section blank until this is determined. Fulfillment & ILL: drafting (Go-Live) Format of Item Owner drop down list (Item Checkout Screen in Alma and Resource Sharing Request Form) (will share with Discovery) and updating decision pages for (Test and Go-Live) Strategy for Resource Sharing with WorldShare ILL (adding info about batch process to remove borrowing requests after they are received). Will be submitting request/questions to Ex-libris to special meeting on May 20th (currently on hold for us) about Document Delivery workflows). PSELG: each member is reaching out to their campus for feedback on the question of concerns about implementing EasyActive or Fully Flexible. Discussion and feedback for ExL planned for early next week. Outreach to other consortia about implementation choice and their experience with their option is ongoing. AEFG is solidifying its workflow decision pages: 001 and 002, e-resources related - shared with the PPC/NZ-CDL subgroup for feedback from the Shared Acquisitions perspective for CDL/campus coordination. 003 Import Profiles - reliable outcomes on full-bib with embedded order data profiles in NZ for print and electronic. Still refining process for brief EOD New Order followed by Update Inventory, as desired matching outcome has not yet been achieved. Consulting query out to SUNY re: their approach. May 4 AM Use Tax (& related tax, invoicing topics) w/ Ex Libris. |
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2 | Cutover Plan | Debrief | 15 | All |
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3 | Decisions | Discuss and approve proposed decisions
| 20 | Xiaoli |
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| Share these decisions with the cohort. |
4 | MVP | https://docs.google.com/spreadsheets/d/1fz3hEoApCzWR9PvMRA2Yc2Bpq0hkBdvPaxRgfyz8WJA/edit#gid=0
What needs to be complete by 4/28:
| 20 | Xiaoli |
| Bring to Coordinators on May 11 to see | |
5 | CDI (recurring) | Next steps
| 20 | All | (Go Live) CDI Models: FullyFlexible or EasyActive Update from PSELG
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6 | EUOS (recurring) | Anything coming up in PPC/FGs that will affect end users and should be shared with EUOS? https://docs.google.com/document/d/19pE99m3xZKp52BJVCBElm_d4bMPCpzRQt1-cW6gf_hQ/edit | 1 | Christine | That tech services freezes are coming quickly and we’re headed into a period that will impact current users pretty heavily. |
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7 | PM Update | Awareness of what’s happening / coming soon in the project
| 5 | Christine | For Monday project updates and office hours, feel free to skip and watch the recording later if there are no topics or if topics are not a subject of interest. Analytics Workshop: this cannot be moved up but ExL is offering an Analytics overview that would be more in depth than the one provided in VG. Meetings:
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8 | Homework |
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9 | Parking Lot |
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| Collaborative Workflow Testing https://docs.google.com/document/d/19pE99m3xZKp52BJVCBElm_d4bMPCpzRQt1-cW6gf_hQ/edit Future meeting:
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10 |
| TOTAL | 85/90 |
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Future agenda items
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