2021-05-21 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

5

All

RMFG: working through MVP items, making good use of our study halls

DCFG: Finalizing Decision Tree/Companion Document.

AEFG: Worked to complete 003 on Import Profiles (see below). Continuing discussion on remaining MVP items, which involve CDL coordination.

Fulfillment and ILL:

DFG: Completed Filter by Availability (CDI) guidance document for campuses, campuses are determining how they will integrate Worldcat (local decision spreadsheet), wrapping up draft decision on MARC for facet/search/display in Primo - need to consult with RMFG as next step

PSELG: no report

ASCELG:

Decisions

Discuss and approve proposed decisions

45

Claudia

1. AEFG: (Go-Live) Vendor bib records/overlay rules and Import Profiles - AEFG w/ RMFG (MVP 003)

   1. Approved!

2. DFG: (Go Live) Primo VE User Interface Branding Elements

   1. Approved

3. DFG: (Go Live) Determine Boosting Factors for Launch

   1. Approved

4. DFG:

   1. Approved

5. DFG FYI only:

RMFG

Best practices documents

15

Liz M.

Ok to keep as decision, link out to this from existing training hub doc

Liz will contact internal training to get this moved into the training hub

MVP - Primo VE Configuration needing Collaborative Work, including Display Logic Rules

From the Primo VE workshops: what areas need additional review/collaboration for configuration? Examples: Display Logic Rules, General Electronic Services, etc. that may need discussion across functional areas including e-resources management, fulfillment, CDL for NZ-level configuration.

How should these collaborative areas in Discovery be addressed? What is currently on MVP to represent this, and if needing more, how should these items be represented (& with what ownership)?

15

Lisa

Lisa: it’s a big issue that impacts a lot of areas and might be good to do some messaging and start thinking about next steps. Do we need a subgroup? Are there minimums that need to be in place for Day 1?

Jess: recent Primo trainings have surfaced some areas that weren’t on the radar before, some might be better candidates for post go-live. Agree that a subgroup is probably a good idea

Next steps: AEFG already Alma campuses document their settings and identify critical ones, then reach out to Disco and CDL

EUOS (recurring)

Soft deadline for when decisions that affect everyone can be completed

10

Claudia

Continued from last meeting:

RMFG: June 8

DFG: June 8

Ongoing: make sure we keep the public service components in mind as we keep making decisions. PSELG is also going to keep monitoring discussions

To be shared with ICs and EUOS

PM Update

Awareness of what’s happening / coming soon in the project

0

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

• 5/24: 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

90/90