2020-08-14 Meeting notes

Date

Aug 14, 2020

Zoom link in Google Calendar invitation.

Notetaker: @Ryan Finnerty

Attendees

@Marcia Barrett UC Santa Cruz (Alma/Primo)

@Catherine Busselen UC Santa Barbara (co-chair) (Alma/Primo)
@Ryan Finnerty UC San Diego (Millennium)
@Kathleen Garvey-Clasby (Unlicensed) California Digital Library/SCP (Millennium)
@Joshua Chaim Hutchinson (Unlicensed) UC Irvine (Alma/Primo)
@TJ Kao UC Davis (co-chair) (Alma/Primo)
@Cathleen Lu UC San Francisco (Millennium)
@Erika Quintana UC Riverside (Alma/Primo)
@Sarah Sheets UC Merced (WMS)
@Eileen Pinto (Unlicensed) UC Berkeley (Millennium)

Not attending

@Kevin Balster UCLA (Voyager)

Discussion items

Item	Desired Outcome	Time	Who	Notes	Discussion	Actions
Announcements	Share short pieces of need-to-know information	10 min	All	https://3.basecamp.com/3765443/buckets/15553579/todos/2892977065	There will be a special meeting for data cleanup “pre-Alma test load” regarding libraries, locations, vendors, and resource sharing. These will only load once so this meeting will help us get it right	@Catherine Busselen will add everyone in our group to the Data Cleanup for pre-Alma Test Load meeting
Review of Task List	Maintain Awareness of Incomplete Tasks	10 min	All	Reviewed outstanding tasks	We’re all up to date on our tasks
ILS DC Recommendations for Vanguard Testing Draft Final Review	Resolve comments Standardize fonts, etc. Create final version to send to Patron Data Cleanup group	30 min	All	Timeline: deadline for adding recommendations will be Friday, August 14. Patron Data group will add to our document and provide final recommendations by Monday, August 17. Data review starts September 4. 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 should be migrated differently.	The group went through all the comments and made adjustments	@TJ Kao will go through the columns on the testing document to make sure they are logical and consistent
Working Copy of Phase 4 Data Cleanup Spreadsheet	Discuss questions/comments coming from campuses based around data cleanup (i.e. How do I identify these records? Is there a way to do this in Alma?)	20 min	All		Deferred to next meeting

Add recommendations and communicate following harmonization decisions

P to E as future agenda item after vanguard load.