2020-05-01 Meeting notes

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Announcements

Share short pieces of need-to-know information

5 min

All

• new co-chair determined

• Network and NZ trainings

  • https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Collaborative_Networks_(Alma_Consortia)/A__Fundamentals/01_Alma_Collaborative_Networks_-_Introduction

  • https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Collaborative_Networks_(Alma_Consortia)/A__Fundamentals/02_Shared_Bibliographic_Records_in_the_Network_Zone

• other?

Marcia Barrett is our co-chair

TJ will be doing a demo of local data & local extensions in the IZ/NZ and one on Alma and MarcEdit for the Resource Management group. We would also be interested in viewing these.

Review of Task List

Maintain Awareness of Incomplete Tasks

10 min

All

The Millennium people will meet by themselves for last hour of next week’s meeting to fill out the template. Marcia and Erika will also join.

Team charter

Finalize and post

5 min

All

Group agreed that this is ready to go

Update from Implementation Coordinators

Understand future process for submitting questions to ExLibris and Implementation Coordinators

Understand how IC decisions will be noted and tracked

10 min

@Catherine Busselen

Questions that should go directly to ExL can be entered directly into BaseCamp. Catherine now has access and can add those questions. Marcia will also be given access.

Catherine went to the IC meeting yesterday to discuss the process. She will continue to send to the ICs and the SILS list. The ICs will also add their decisions to their Decision page in Confluence

We have a pre-migration ExL rep until June 15th. After that, we get our official migration project manager so some of our questions might not be able to be answered until then. Some recommendations could change or will have to wait until then.

Review ExLibris Migration Guides and Document Data Cleanup Aspects

Review and update Voyager spreadsheet

Begin review and update of Millennium spreadsheet

50 min

All

Prereads:

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Voyager_to_Alma_Migration_Guide (@Kevin Balster @Catherine Busselen )

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Millennium_and_Sierra_(III)_to_Alma_Data_Delivery_and_Migration_Guide (@Cathleen Lu @Eileen Pinto (Unlicensed) @Ryan Finnerty @Kathleen Garvey-Clasby (Unlicensed) )

See Working Copy of Phase 4 Data Cleanup Spreadsheet

Marcia recommends that any data that affects circulation (e.g. call numbers, barcodes), you want to have clean by the go-live date.

The whole physical to electronic process (P2E) is going to be a huge issue for migration. Do we need a separate group to look at the P2E process? Probably yes. Might also be helpful to reach out to other consortia to see what they did when they migrated. The WRLC libraries were mostly Voyager so they would be good to ask

Until we know how we are going to load vendor data, we might want to hold off on cleaning anything up.

EDI might be a low priority

Possibly opt to not migrate older course records.

Updates to be aware of from other groups and/or campuses

Create awareness around work/discussions that may inform or impact our work

15 min

All

A new special collections CKG has been formed and they will probably want to be informed about SILS data migration.

There is a sandbox available with two IZs and one NZ. Talk to your IC and see if they can give access.