2020-07-17 Meeting notes

Item

Desired Outcome

Time

Who

Notes

Discussion

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

CB: Caitlin will be putting together a group for Vanguard testing and data review

Review of Task List

Maintain Awareness of Incomplete Tasks

10 min

All

CB marked completed tasks

Alma Recommendations

Go over recommendations for Alma libraries

20 min

C. Busselen

CB added a tab for Alma Libraries to the Working Copy of Data Cleanup Spreadsheet. UCSB database will be cloned for Vanguard and loaded last. UCSB will copy local MMS ID into 996 $9 LOCAL.

Alma Analytics will be available in the Vanguard. This will be helpful in data testing.

Alma local indexes will be migrated but may not work if local 9xx data has been moved from the indexed 9xx field.

CB has created a document Alma Normalization Rules used for data migration preparation

Alma libraries that are not part of the Vanguard will likely need to create use cases to request access to the Vanguard for testing

If Alma MMS IDs are not retained in Vanguard, sets based on MMS IDs may be lost.

Originating system field in bib records will likely change on most records – IZ records will contain originating system from the NZ master record. CB creating an Analytics set of originating systems used - they need to know where their cataloging comes from. Originating system has been a way of gathering records from vendors (i.e., Marcive).

• Catherine Busselen add the following recommendations to the Alma spreadsheet--clean up sets and export sets based on MMS ID. MMS ID will be searchable in the SILS but the set itself won’t be retrievable
• Catherine Busselen Keep up with options chosen and document record numbers for Vanguard data testing
• Catherine Busselen Include testing MMS IDs in the Vanguard. There’s not clarity around when/how Alma library MMS IDs will be changed.
• Marcia Barrett Add additional questions or testing recommendations to Alma tab on Data Cleanup Spreadsheet
• Erika Quintana Add additional questions or testing recommendations to Alma tab on Data Cleanup Spreadsheet
• Joshua Chaim Hutchinson (Unlicensed) Add additional questions or testing recommendations to Alma tab on Data Cleanup Spreadsheet
• TJ Kao Add additional questions or testing recommendations to Alma tab on Data Cleanup Spreadsheet

ILS DC Recommendations for Vanguard Testing Timeline and Audience

Share timeline for testing recommendations

Discuss the audience (local campuses) for testing recommendations

20 min

All

Timeline: deadline for adding recommendations will be Friday, August 14.

Data review starts September 4.

Deadline for draft by subgroup is July 31

Audience for ILS DC testing recommendations - we’re focusing on whether data migrated, checking for data loss, and whether harmonization options migrated as expected. Functional Groups will look at how data migrated and if it shoudl be migrated differently.

There are 3 documents on data testing: Acquistitions, Fulfillment, and Resource Management

• Sarah Sheets Draft data testing recommendations with subgroup 31 Jul 2020
• TJ Kao Draft data testing recommendations with subgroup 31 Jul 2020
• Erika Quintana Draft data testing recommendations with subgroup 31 Jul 2020
• Joshua Chaim Hutchinson (Unlicensed) Draft data testing recommendations with subgroup 31 Jul 2020