2020-08-19 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda, roles

5

Admin Items

• Action Item Checks

5

Lisa S.

• Lisa Spagnolo to move recordings off Zoom to FG Drive space.

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.

15

Lisa S.

SILS Town Hall on 8/18

Info from the IC Group around testing. See the recording…need link.

How user accounts for non-Vanguard will be set--access comes AFTER Vanguard sites have tested their topics.

8/14 PPC Meeting Notes

Revisit 8/13 ExL call--check the recording to hear directly from them about topics of concern to us. Laurie went over delivery of the Vanguard environment and some of the timeline related to that.

E-Resources in the NZ 8/27. Add it to your calendar. 10am - 12 on Thursdays.

• Lisa Spagnolo add password to zoom space

Basecamp Review

Review with FG items from Basecamp from other groups, pertinent to scope.

5

Lisa S./All

Quick review together. Any remaining configuration questions, timeline/training.

Created a new Acq/ERM document to help us all find the recordings and the special meeting times, days, and links. This includes the 8/20 session on data migration and the 8/27 session on NZ workflows/shared vendors.

Post final acquisitions questions today.

• Already Alma campuses, identify any issues you had with migrating orders

Ex Libris Session Planning

Debrief from E-Resources session. Finalize additional Acquisitions questions for 8/24 session.

20

Lisa S. / Holly / All

• Training

  • E-Resources: Debrief from 8/17. Questions to roll over to Acquisitions and/or Basecamp.

    • fund split questions, renewals

    • concern that ExL isn’t catering training or set-up to a UC perspective--legacy data doesn’t map well, how do we fix this so we can use the new functionalities in Alma?

    • UCD is four years into using Alma and still trying to retool for Alma

    • Mark’s personal thought: each campus is likely to work out its own solution to the problems and this could negatively impact the “one-ness” of the system. How can we reduce this tendency?

• Acquisitions: Questions by 8/19; Session on 8/24 - https://docs.google.com/document/d/1PpU71W-CDbVIrl2FIr0hMrOsq7PBSxLO1Mr037dLlx0/edit

  • reviewed the doc; current Alma sites will try to answer Holly’s questions or refer them to the Q/A session

  • have questions added by 5:10pm today

Lisa Spagnolo will review notes and carry forward ERM to Acq questions

Planning for Assessment/Testing for Vanguard

Continuing discussion for assessment and testing from FG perspective. Finalize roadmap to deliver testing plan to PPC by August 28th.

25

All

Using Issues/Questions to capture/triage testing items as tracking infrastructure developed.

• Look at what tasks, by next Friday, that we want to propose for this group to test. Submit by 8/28 to PPC. General scope, not fully described.

For 8/19:

• Testing Access Discussion: Central Vanguard Testing Access Doc and Acq/ERM FG Testing Access Working Doc

• Roadmap to building testing plan: subgroups, division of tasks, mini-goals for 8/19 and 8/26.

  • AEFG Subgroup 8/18 Discussion Notes

    • AEFG should consider broader system-wide functionality and relationships.

    • ILSDC report on testing; may want to provide guidance on e-resources functionality rather than checking migration outcome

    • What ERMS content are campuses migrating and where might it duplicate CDL info

    • FRBRization in Primo--results issues --Lisa W. has a test sheet for functionality rather than data migration checks; will share

    • For Timeline, what is reasonable for FG scope if we have 4-5 weeks for testing and delivering Vanguard outcomes?

    • AEFG will recommend additional testing for IZs related to ERM in particular

    • UCI would like to better test workflows and POL types--challenge data comes over differently per campus

  • AEFG should have a role in recommending best practices to the extent possible

• FG developing testing areas to extend from ILSDC for coordinated testing (i.e., not campus-level). Using Issue/Question Tracker as working document.

Wrap-up

Identify/confirm next actions

5

All

• Mile markers in next 10 days

  • mid-level breakdown of CDL scenarios by 8/22

  • Lisa S. review notes and make sure issue tracker is “complete”

  • In Issue Tracker sheet, fill in “Broad Area” and Triage columns--Lisa W. will give it a go

  • Acq session on Monday--don’t forget

• Access to Vanguard

Parking Lot

To save for future discussion

80/80