2021-06-23 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

5

Lisa S.

Admin Items

• Announcements

• Other

5

Lisa S.

Insert End-User Outreach/Communication aspect into Testing agenda items for next few weeks.

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

Lisa S. - Carla / others

PPC meeting cancelled

• Decision Pages - a few pages reviewed/approved over Slack.

  • Moving forward with proposing a dedicated Slack channel & group for e-resource issues - 6/22 Lisa S. drafting a group proposal doc for PPC 6/25 after consulting with Xiaoli.

CDL Query: Google Scholar

Feedback from Import Profiles - any revisiting of 003 or any other “already-decided” decision page?

• End-user outreach assistance documentation
• Lisa Spagnolo to pursue establishing communication infrastructure recommended in 008 (and 001/002) to include non-cohort e-res members

006 Outbound linking from Vendor Platforms

Updates, assess next steps. Revisit deliverable date, ascertain when 006 can be approved/routed.

15

Lisa S. / Carla / Lisa M.

006 Decision Page: and 6/18 Discussion Notes

• See Lisa S' document from UCD work

• Draft Email still exists - is something like this still needed before 006 is done?

• Custom domain decisions: most campuses will use a custom domain, need to create a document that will list all of the base URLs once the domains are decided - was brought up in Ex Libris update (date?) - use this review to build document? Coordinate with IC Group?

Lisa S. and Carla will meet with CDL (Lisa M. and Nga) to talk about a work plan: 6/18 discussion; and also 6/25.

Screenshots for Training Documents

Sharing what we have; assess what is still needed before end of Friday.

15

All

• See Google Doc

From 6/16:

• What do the migrating campuses need to have before the test environment goes away?

• What topics do we want to cover? Review of Decision Pages and how training documents could help. Any demo videos?

From 6/23:

Lisa S. / Lisa W. - look at NZ import profiles area.

Jharina look at e-res area from 001 and 002

Lisa S. to explore 008 troubleshooting for Primo / Alma and NZ

Stacy M to park UCLA training docs in AEFG Training as copies. Others may do so as well.

ALL: surface additional areas on Slack between now and 6/23 meeting.

Timeline Review & Possible Future Sessions

Assessing timeline for now to go-live, including any emergent non-Day 1 MVP items, break time, sessions, etc.

15

Lisa S. / all

• Scheduling in an off week - see Vacations/Out

• See “Old” MVP document for items.

• Timeline

See Parking Lot

Campus Issues - ad hoc migrating/workflow issues.

Discuss emerging challenges in workflows, etc.

15

All

Added late - addressing items raised in Slack chat: Invoicing, Work Orders, etc.

Wrap-up

Identify/confirm next actions

5

All

6/23: Assessing MVP items (for Day 1 ad post-Day 1) and calendar check for finalizing AEFG break.

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