2020-08-14 PPC Meeting notes

Attendees

  • @Christine Barone (Unlicensed) PM

  • @Beth Callahan (Unlicensed)

  • @Claudia Horning (Unlicensed)

  • @Elizabeth Miraglia

  • @Danelle Moon (Unlicensed)

  • @Josephine Tan (Unlicensed)

  • @Elizabeth Rodriguez (Unlicensed)

  • @Xiaoli Li

Not attending

  • @Caitlin Nelson

  • @Lisa Spagnolo

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Check-in / updates

Information sharing and problem solving

2:30-2:55pm (25 mins)

All

  • Resource Management: We have a couple subgroups forming to look at local authorities and testing OCLC updates. FG members are reviewing a test template for our decision pages and will spend next week filling them in and setting priorities.

  • Discovery: Josephine learned that UCLA created a beta logo to be used for the VG. UCSF web team thought this was pretty straight forward and could be copied to give all the VG libs a standardized logo style. Josephine was surprised to learn that UCLA was working on a logo. This will be put forward as just testing for the VG. Xiaoli believes the word “BETA” may not have enough contrast. This will have to be discussed at campuses.

  • Marcive: PSELG would like to have just one copy of the record loaded into the NZ. What are the implications in terms of workflow? Who does the work? Should we just get a base file from Marcive so that no one needs to migrate their Marcive records into the system. This will be the cleanest way to move forward. Just collecting ideas, no decisions have been made. We should negotiate with Marcive on a contract if this approach is adopted.

  • RMFG: subgroup to review documentation on authority controls. Broad consultation is desirable. As long as it’s not a significant amount of their time and they get credit. Ask ExL for the 9/24 meeting date for authority control

  • PPC will be presenting at the Town Hall on 8/18. You can view the slide deck here: https://drive.google.com/drive/folders/1Ve8MUjCXRAQ_n40dcDjiShRZdkAHy7C-

 

 

 

2

Timeline Review

Awareness of upcoming dates and activities

2:55-3:00 (5 mins)

Christine

Basecamp to-dos: https://3.basecamp.com/3765443/buckets/15553579/todosets/2379093663

Timeline on Confluence: Implementation Timeline

Vanguard dates:

  • Sep 4: Vanguard environment with test data is available

  • Sep 16: Primo VE is ready for review and testing

  • Sep 17: Special meeting to introduce Primo VE

Special topics:

  • Aug 20: Data cleanup pre-Alma test load regarding Libraries, Locations, Vendors, and Resource Sharing

  • Aug 27: Shared Vendors (and managing e-resources in NZ)

  • Sep 21: RLFs - This will be an informational meeting for ExL. RSPG presents to ExL and allows ExL to ask questions. All interested FGs are welcome to attend.

  • TBD: Authority Control - Ask ExL for 9/24 meeting date

 

@Christine Barone (Unlicensed) to contact ExL about having the Authority Control meeting on 9/24
3

Vanguard Testing

Thinking of proposals that allow flexibility in creating of guest accounts for non-VG members, e.g., should we propose that the access to network zone be given out sooner, especially for testing/configuring PrimoVE sitting on NZ?

Brainstorm strategies for testing given non-VG members may not have an account until Oct, e.g., using buddy system.

Reviewing and revising the testing template

 

 

 

 

 

3:00-3:50

Christine, Xiaoli

From the Aug. 12 SILS Chairs meeting:

  1. FG/ELG Chairs will be spearheading systemwide testing, and will be requesting VG instance accounts for non-VG FG/ELG members as needed on this form https://docs.google.com/spreadsheets/d/1TdOXbR7E13UUZPWsx2NYkfP-jCkNq3TDgsmxZQYOKQo/edit#gid=0

    1. FG/ELG members who are from VG campuses will have accounts at their home campus in addition to any necessary non-VG accounts.

  2. All accounts will be given “admin” level privileges in the appropriate modules, unless instructed otherwise.

  3. VG campuses are targeting early October for adding non-VG members/guest accounts. They want to give local testers a chance to run tests before giving out guest accounts.

    1. One possible work-around for this is for FG members in the VG to run testing for FG test scenarios.

FG/ELG testing:

  • Complete the Vanguard SILS Cohort Testing accounts by Aug 28

  • To perform testing in the VG environment, participants need to have at least completed the relevant Alma essentials training for the modules they are interested in.

@Christine Barone (Unlicensed) find out the process for Primo VE back end accounts for VG testing and how access to NZ is going to work for people to get accounts.
4

Homework

 

 

 

 

 

 

5

Parking Lot

 

 

 

  • Xiaoli is on vacation next week. Claudia will send out a new zoom link just for that meeting

  • For September: revisit whether PPC should cancel any meetings in Sep/Oct to accommodate testing.

 

 

6

 

TOTAL

80/ 80

 

 

 

 

Future agenda items

 

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