2020-05-20 ACQ/ERM FG Meeting notes

Assemble

Getting settled, reviewing agenda

5

Lisa

Admin Items

• Action Item Checks

• Vacations/Out moved to Google Drive

5

Lisa

• Email with IC Q&A recording.

Link to 5/18 followup call has been sent out; provides more context for where all the groups (and Ex Libris) are currently at.

• Everyone: Listen to 5/18 IC Q&A followup call

Updates: specifically from PPC

Shared understanding of PPC activities, including what is routing to our FG.

15

Lisa

• Intro to Zones. PPC Q&A 5/22

Some of our questions about shared vendors and P2E will be addressed during PPC’s 5/22 Q&A with Ex Libris. Some of the prep questions submitted on basecamp have already been answered.

Note: there will be a P2E-specific session later in the process.

According to basecamp schedule, migration tutorials begin week of 5/25 (will these be live, or canned?)

• Prep FG Q&A for 6/3

Develop questions for us to provide prior to 6/2 Q&A. Discuss at next meeting - see what has already been answered, both in the earlier Q&A and the 5/22 PPC Q&A.

• Everyone: develop questions for our 6/2 call with Ex Libris. Will be discussed further at our next meeting. Look at PPC’s prep questions for 5/22 Q&A to review & provide feedback.

Decision Page - Vendors Discussion

Continued discussion of item from ILSDC regarding Global Vendor Information in NZ. Show-and-tell in Sandbox for vendor records.

15

All

Decision Page Vendor Records in the Network Zone

Sharing Vendor Info in NZ (ExL doc)

• Decision is currently due 5/27; can finalizing be postponed until after our vendor Q&A call 6/2?

  • Lisa Spagnolo will try to get needed answers during 5/22 PPC Q&A call; we can use this information on our 5/27 call to finalize answer to the top-level question.

  • More complex questions or sub-questions can continue to be addressed afterward

Question: can we be given access (view only) to the basecamp discussions? Large amount of info, difficult to filter down to groups in limited time available.

5/13 Discussion (any to indicate on Decision Page? - can move out of this cell once handled):

• How should we use sub-accounts in vendor records? All institutions can have sub-accounts

• How to handle recharges to CDL

• It is hard to tell which fields would stay local or which would impact the NZ record, but user w/o NZ editing permission will see these greyed out

  • especially financial system code

• Sandbox Brill vendor is displaying an interface; we thought this was not viewable in the NZ

• Will CDL need their own IZ?

• Everyone: continue to look at vendor records in the NZ and think about answers to the questions on the decision page so we can make a decision for next week’s meeting

Decision Pages on SCP/SFX, P2E

Triage of next actions and how to organize work.

25

All

Decision Page: SCP, SFX, and related resource records handling for eResource records in NZ - how we handle SCP records and how the NZ will get built

Decision Page: P2E Recommendations

P2E Lessons Learned Google Document

Questions raised 5/20:

• Where does participant info come from? 856 |z contains participants info for CDL, needs to be preserved?

• How and when does the IZ/NZ linkage happen? Before or after P2E?

• Will matching occur on OCLC number?

• How useful is SFX as a data source? Do we want to rely on it? SFX contains CDL participants info, collection identification.

• Coverage is a particular concern.

  • Notes from experience: Everything in SFX migrated with coverage; in P2E, coverage from 856 in ILS did not get mapped.

• Are we primarily trying to avoid duplication? What are the match points? – this informs the P2E process.
  Duplication can (will) also be dealt with in post-migration cleanup; ability to identify what came in from SFX vs ILS.

5/13 Discussion:

• Question: do we know, or have a timeline, of implementation tasks that need to be done in order? Yes, it’s in Basecamp with ICs; records loaded based on who holds the master bib record for NZ. What about other types of records? (order, check-in)

  • How are campus vs. consortial holdings (portfolios in Alma lingo) going to be handled when we have multiple access points for the same resource?

• What if we decide not to use Global Vendors?

Form a subgroup to look at questions and answer via Google Doc

• Holly Eggleston (Unlicensed) and Lisa Spagnolo will review this decision page to see what else needs to get covered from our FG's POV, remaining questions will be folded into the PPC call with Ex Libris Friday.

From 5/13:

• Lisa Spagnolo Will look into finding the schematic/tree of when various record type are migrated.
• Lisa Spagnolo will review Alison’s CDL-related implementation docs in Basecamp for FG-accessible schematic of CDL data stores/workflow.

Time Permitting: Other Critical Issues Items for Decision Pages; Other Emerging Issues

Reviewing and identifying other issues to bring in (or defer) at this juncture.

10

All

Note that other items from the critical decisions sheet have been made into rough decision pages on Google docs. Do any dovetail with current discussion?

Accessing fund reports & budgets is critical – we need a demo from a campus that has already migrated, but may not need a decision page.

Defer further discussion to next meeting.

Wrap-up

Identify next actions

5

Lisa

Parking Lot

To save for future discussion

80/80

• From 4/29: POL #s/vendor IDs unique - need to figure out how to not conflict on importing vendor/order data (after Vanguard)

Tabled for next meeting