2021-05-12 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

5

Carla

Don’t forget to RECORD

Admin Items

• Announcements

• Other

5

Carla

Lisa S is out this week

Remember to check/add your out dates in our tracker

Updates: specifically from PPC (and other SILS groups)

Shared understanding of PPC and other SILS group activities, including what is routing to/affecting our FG.

10

Carla / others

PPC meeting May 7 Notes

• Decision page for requesting and NZ normalization process has been approved

• Using a MARC field to exclude certain items (equipment, special collections) from display in Discovery Network

• CDI will use Easy Active

• MVP document can be shared publicly in view-only mode, has been shared with ICs

  • Considerations for keeping End User Outreach group in the loop document

SILS Chairs: there was a request to have us sign up to present at the Monday Project Update meetings again , however this has been changed so that we can request time if we would like to give updates.

Other?

Upcoming Sessions

Review any sessions involving AEFG and planning/preparing.

10

All

• The 5/17 Monday Project Update meeting will be devoted to Alma Work Orders, requested by RMFG: https://3.basecamp.com/3765443/buckets/15553579/todos/3665168416

• Primo VE Workshop Week begins May 17, featuring UC Riverside’s Primo instance

• Tentative Analytics sessions, May 25th and May 26th (more info to come: 5/7 - still waiting). Has anyone else heard news about this?

Cutover Dates

Review campus plans in relation to cutover as discussed during May 6 Meeting

10

All

Are there any special considerations coming from your campus?

Should we create a spreadsheet listing our local dates for the acquisitions / tech serv freeze? See the ExL document here: https://3.basecamp.com/3765443/buckets/15553579/documents/3750779034

Continuing MVP Work & Testing:

001 Linking IZ orders to relevant CDL e-collections - procedural documentation

002 Campus Purchase Order Practice to Support Systemwide and Other Data Reporting

003 Vendor bib records/overlay rules/import profiles

Review current state of respective Decision Pages, remaining testing/questions, collaborative work, etc. TIMELINE REVIEW

20

All

Campus E-Resource workflow documentation that’s been shared from already-Alma campuses is in the Google drive.

Also see CSU documentation.

Test Load testing processes and procedures

See PPC MVP spreadsheet

Timeline for AEFG Testing Management

5/5 Update:

From 001/002: E-Resources CZ/NZ/IZ linking/Campus Purchase Order Practice for Data Integration

• Still testing potential use of reporting code for local purchases (we are not populating the new 4th or 5th reporting codes at this time; discussions are ongoing)

• Lisa S. working on specific example of associating local order w/CDL order (Sage?); has asked Adriana to create an example CDL POL

From 003 Vendor Records/Import Profiles

• AEFG/RMFG joint subgroup session 5/5 4PM

• Feedback re: using NZ template but also needing IZ-based record adjustments.

• Continued work on Brief Order/Update Inventory record loading. NZ-NZ or IZ-IZ.

5/12 Update:

• 001/002: Any testing done yet in Analytics with 4th & 5th reporting code?

• 003: From Lisa S: planning to have a near-final draft earlier the week of May 17 w/ the aim of hopefully being able to take to PPC on May 21

Test 4th & 5th reporting codes when these are added to Alma Analytics in the June 2021 release.

New MVP Work:

006 Outbound linking from Vendor Platforms

008 Best practices regarding troubleshooting/broken links

Initial discussion and tentative work plan

20

All

See PPC MVP spreadsheet

Work Plan: Timeline for AEFG Testing Management

006:

• See Lisa S' document from UCD work

• How can we scale this process?

008:

• From Parking Lot: What additional conversations needed re: routing of UC-elinks equivalent troubleshooting? - MVP 008

• Need to consult with other groups: Discovery FG, PSELG?

• Demo of how ‘Report a Problem’ link works in Primo @ UCR. How are other campuses doing this? What is ideal for CDL?

Carla Arbagey Create Decision Pages for 006, 008

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

85/85

Licensing discussion: Need to build out timeline, investigate what data can be exported, what we need to have in place.

Training placeholder: outbound linking (needs confirmation of SFX availability); EDI invoicing.

Analytics: look into doing an internal training session once MVP decision pages are done