2020-11-12 Meeting notes

Letter to CIO re: integrations work

https://docs.google.com/document/d/1AmaDrCI4fUv23ZBOZd-bjd654051Et32TY-DLJqt9u8/edit

Adrian Petrisor (Com Leads) and Todd Grappone (Working group) will present the template letter to send to your CIO. Q&A.

15

Adrian, Todd

• Mandatory? No, but strongly encouraged. Even if you have already informed your CIO, this ensures all CIOs get the same message (and your UL is cc’ed.)

• Deadline? At your earliest convenience.

Check-in / Logistics

Report any major changes in availability / circumstances

10

Carlo

ILS Data cleanup / Patron Data groups / PPC

Patron Data (Carlo)

ILS Data Cleanup (Tom)

PPC: All-decision Rollup

Of potential interest: IC group "consulted" decision rollup

5

Chairs

Patron data:

ILSDC: The ILSDC will be rolling out Test Load Data Cleanup Recommendations on our blog over the next several weeks.  Here is today's post: https://uc-sils.atlassian.net/l/c/MY000Wox .  We have more in the pipeline so be sure to add yourself as a watcher if you would like to get blog updates as they come out.

PPC:

Timeline review

Post questions in Basecamp as they come up. It’s open 24/7!

Questions should be posted to Basecamp 2 weeks ahead EOD Wednesday for special meetings and EOD Monday for Thursday standard office hours.

working copy week-by-week timeline with testing, data cleanup

Timeline Feedback Plan for the process of approving the timeline with ICs

Stay up to date on timeline / deadlines: Basecamp To-Dos and share FYIs

Confluence Implementation Timeline

5

Lena

Reminder to create invite + Zoom for your January config meeting by 11/30 (SD, UCLA, UCM. Thanks SF and UCB!)

Marci discussed the certification requirements with the ExL project team and Professional Services management - and they revised the requirements a bit to make it easier: 

• Alma Certifications

  • Existing Alma campuses are excused from the Alma certification requirements.

  • For any new campus, they must have 1 person certified in Alma by Test Load completion for us to deliver the Alma environment with open configurations.

  • For any new campus, they must have 2 people certified in Alma by Go Live.

  • Follow-up question from yesterday: The NZ will have the same new campus requirements as above.

• Primo VE Certifications

  • Existing Primo VE campuses are excused from the Primo VE certification requirements.

  • For any campus new to Primo VE, they will need to have 2 people certified in Primo VE by Go Live.

There are quite a few configurations that staff will still have access to - so it’s not completely restrictive.

ExL will be providing a list of what is configurable or not if/when configurations remain locked.  

Technical communication & engagement next steps

https://docs.google.com/document/d/1sI5GAZCMFdyXn8UWoOa01dk6N_mjKVXamNUrj2Iizp4/edit#

1. Subgroup A: Requesting an upgrade to the ExLibris team

   1. Perhaps around specific expertise currently not present

   • Timing: immediate; need 2-3 members from IC and PPC.

   • Deliverable: Create a document by the end of Nov to be shared with ExLibris.

2. Subgroup B, part 1: Upgrading UC’s questions game (time-sensitive)

   1. Ask the best questions (Carlo, Tom will start a document)

   2. Follow up on incomplete / wrong answers

   • Timing: immediate; need volunteers.

3. Subgroup B, part 2: What non-UC resources can we draw on? (can be built over time, hope is that current Alma campuses may take a lead role)

   1. Knowledge base

   2. Listservs

   • Timing: build over time

4. Subgroup C: How do we communicate better within UC?

   1. Alma campuses supporting non-alma campuses

   2. Specific topical meetings (for example, P2E)

   3. Google Group (Here’s the UC-Alma group info: Group URL: https://groups.google.com/a/ucsc.edu/d/forum/uc_alma-group)

   4. Upgrading IC/PPC communication

   5. Define what’s lacking/info gaps - what’s the problem? 

   6. Reemphasize importance of decision pages and Confluence meeting notes as a self-serve communication tool 

   • What’s the most important thing to focus on?

20

Carlo

Other / Homework

0

Questions for Ex Libris PM

0

Parking lot

0

TOTAL

60/90