2020-06-30 Meeting notes

Jun 30, 2020 03:10-04:30 PM

Zoom: contact chair for link and password

Attendees

@Belinda Egan (Unlicensed) (notes)
@Cathleen Lu
@Hermine Vermeij
@Jean Dickinson (Unlicensed)
@Latasha Means
@Martha McTear (Unlicensed)
@Sarah Wallbank (Unlicensed) (co-chair)
@Shi Deng
@TJ Kao
@Yoko Kudo
@Elizabeth Miraglia (chair)

Not attending

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Updates		15 mins	Liz	Alma Certification: is anyone currently Alma certified? Is anyone else interested in doing it right now? We need 2-3 people from our FG certified by September, as mentioned in Liz’s email of June 29. These people will have a better view of the whole software, in order to help inform our decisions. TJ: It can be done at one’s own pace, watching videos and taking (re-taking) tests. Also, if you want to work on configuration, you’ll need this. We can also get certified on our own later.	TJ is certified; Liz will be certified; Hermine is considering it; names due this week, so Liz needs the names by the end of the day Wednesday, for the group certification.	https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Administration_Certification
2	Planning for July training	Get list of people who need to do “Essentials” training	20 mins		Alma Essentials Training on Wednesdays/Mondays “Special Meetings” on Thursdays Everyone who wants access to the Vanguard sandbox needs “Essentials” training (can be done asynchronously). It means 3-4 sessions for us around mid- to late-July. This training will also be offered again next year, closer to migration.	Liz will send more info after Wednesday meeting; names due this week; we should all at least watch the videos.	https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Essentials Liz will copy RM group info from Basecamp to our Google Drive.
3	Campus data questions	Report out and field questions about how campuses are prepping their data	35 mins	All	Hermine (UCLA): 035 field cleanup, local fields moved; 856->956; SCP records removed Jean (UCB): Working on target fields in 950-999; NRLF holdings cleanup; de-duping Catherine (UCSF): Moving local field data, holding off on some decisions Martha (UCSB): Local SILS group meeting formally Monday; some cleanup decisions waiting until Vanguard results are visible. Liz: (UCSD): Local RM group meeting weekly; will use Millennium check-in records to make Alma holdings records; 035->977; working for SCP too Catherine: Are campuses moving public data into 9xx (non-public) fields? Hermine: Entire database duplicated for SILS, current catalog stays public until go-live Liz: Data extracted for SILS, current catalog still public, especially because of lack of physical access Shi: SCP working on a few migration scenarios; meeting on Thursday with ExL Martha: Are there any Primo NZs (union catalogs) working now? None yet, but CARLI’s is coming Jean: “EA” in the 9xx spreadsheet, it’s a typo Liz: PPC will be looking at configurization harmonization, P2E etc.
4	Sandbox time				Liz: UCSD’s “Vanguard Bib Migration Plan” sheet in Confluence, Vanguard documentation

Future agenda items

mapping for 700/7XX fields

using 005 fields during migration?

OCLC update service during Vanguard?

How do OAC finding aids wind up in the CZ? (maybe look in sandbox?)