2021-05-07 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

5

All

RMFG: starting to finalize some workflow advice and other best practices, including naming conventions for rules and profiles

DCFG: Successfully harvested digital collections at both the item-level and collection-level, in addition to previously harvesting finding aid records from OAC (and comparing those to the MARC records for the archival collections).

AEFG: Group is debriefing after the May 4th Tax/Invoicing Session (incl. use tax), noting differences in already-Alma current practice vs. what Yoel at Ex Libris presented. Assessing next steps for peer consultation. Joint subgroup session w/ RMFG on Import Profiles Decision Page - considering using IZ-IZ with NZ post-load routine for Brief EOCR/Update Inventory profiles due to matching inconsistency. NZ templates reliable for full-bib New Order (i.e., approvals, full-bib ebook records). CDL/Local E-Resources Path (001/002) developed to point of needing additional collaboration w/ CDL; coordinating to onboard new CDL AEFG representative. Planning to start taking up 008 (e-res troubleshooting) and 006 (Base URL updating w/ content provider) next week. Import profiles decision page coming in 2 weeks.

Discovery: Continuing to explore WorldCat recommendations - where to place access to WorldCat and whether to take user to Basic WorldCat Discovery or worldcat.org; getting UC-eLinks rename decision page finalized for WG approval.

Fulfillment and ILL: Tested requesting SRLF records missing OCLC numbers using the AFN. We experienced no issues with these records, and have updated RMFG on our test results. We’ve been working on coming up with more efficient digitization workflows to suggest to campuses, and getting ready for our upcoming meeting with Ex-Libris on the topic. Working on an Alma/VDX workflow decision page (Go-Live and Post go-live) Alma/VDX Workflows

PSELG: 1) discussed the feedback and concerns we heard from campus colleagues and from other consortia. Discussion, no action: Current recommendation is that CKG members contact their functional group representative if they have questions related to SILS. Ongoing SILS governance conversations include a consideration of how to communicate with CKGs (among other groups).

Decisions

Discuss and approve proposed decisions

20

Xiaoli

Reminder: don’t forget to add tags to your decision pages!

1. (Test load/Go-live) Requesting the creation of NZ Normalization Processes from CDL

   1. process for requesting the creation of normalization processes in the Alma Network Zone

      1. Campuses create rules in their IZ and from there place in the NZ and test it on a one-off record to ensure it works before asking CDL for a normalization process.

      2. The current stand-alone lists will be updated to reflect the correct groups post go-live.

1. Approved! Revisit this decision page closer to when PPC disbands to review who the correct consulting groups will be.

Proposal for PPC

https://docs.google.com/document/d/12hbwp7DdDawmjyz9dfv2nDQ71Y8T_rG6ZsFf_GvYRWM/edit

5

Xiaoli

• RMFG will spearhead this

CDI (recurring)

(Go Live) CDI Models: FullyFlexible or EasyActive

PSELG Findings

PPC decision on CDI

20

All

Documents for review

• https://drive.google.com/file/d/1HUX-fy3RzOdf-42QburF7yTwyHKeIFQ7/view?usp=sharing

• CDI https://docs.google.com/spreadsheets/d/1vydiTnHp3x03Gsh6A2WpiRzKkX3D5oO1XplxMZrMnhE/edit?usp=sharing

• https://docs.google.com/document/d/13uL8-2RlQahhDFpea9--N0nDPI5qhYWX9X3EDU4CVH8/edit#

• If we create a decision page/update the existing page, what do we want campuses to know?

  • Making the current page more concise, less of an historical document OR archive the current page as a reference behind how we made the decision

  • Note: if UCs being able to influence ExL on the development of this product goes through the usual enhancement process, we might not have much clout under the current consortium voting processes - which may be changing.

• EasyActive passed by fist of five vote!

• Ok to announce the PPC decisions; the full decision page will follow. Add a "What's next?" line to the announcement - that not all of this is fully-baked- more to come, etc.

EasyActive passed by fist of five vote!

MVP

https://docs.google.com/spreadsheets/d/1fz3hEoApCzWR9PvMRA2Yc2Bpq0hkBdvPaxRgfyz8WJA/edit#gid=0

How do we present this document in such a way that others can absorb what it is saying?

15

All

• Ok to make the document public (so, shared with everyone) in “view only” mode

  • Share with the ICs - let them know this is a list of what is specifically being targeted for day 1 and next 6 months.

  • We can share contact info for FG chairs if there are questions; ICs can also funnel questions to groups if they see anything bubbling up locally

• What information is most important to share with those unfamiliar with the document? What do we want people to walk away with?

  • Keep tabs

  • “Description(s)”, “Implemented by” (day 1 v. later), and “Implementation group(s)” columns

  • Will need a legend

  • Share the document with Lena to see if the columns we have chosen make the document more digestible and highlights the important information.

• Training: at the systemwide level it’s about training staff on what the policies are, not how to do the work. This would create a shared foundation.

  • Could we preserve recordings where we have done some training for future use? Absolutely!

  • Would we want to do a training on CDI - letting people know what to be aware of with EA

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

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.

Meetings:

List of meetings on Basecamp

• 5/17: Special meeting on Work Orders.

• 5/17-5/21 Primo VE Workshop Week - Configs, NOT a training

• 5/24: Weekly Project Update Meeting & Cutover Questions / Topic (Marci/Laurie)

  • 24 May 2021: Project Status Update Meeting

• 5/24 & 5/25: Analytics Overview 9-10 am. More information soon.

• 5/27 Digitization workflows (FFFG). Questions are due May 13

• Thurs July 15: TENTATIVE – “What to Expect” Cutover Session (Laurie)

Homework

Parking Lot

Future meeting:

• 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....)

TOTAL

/90