2020-09-17 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Carlo

ILS Data cleanup / Patron Data groups / PPC

PPC: All-decision Rollup

5

Chairs

Timeline review

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

Stay up to date on timeline / deadlines: Basecamp To-Dos and share “good to know’s”

In the works: (reported 8/20)

• Ex Libris is writing a document about Alma collaborative networks for UC; coming from Marina and team end of August.

10

Lena

Special meetings upcoming:

• RLF presentation to Ex Libris at Sep 21 weekly project update meeting.

• Authority control on Sep 24. Questions were due 9/10.

• CDL SCP Workflow on Oct 1 (demo how SCP records will be loaded). Questions due 9/17.

• Vanguard Analytics demo on Oct 12 (Connie Braun, trainer will provide a brief analytics overview for both an IZ and the NZ; 90 minutes, 1-2:30)

  • For the full implementation project, we will have a more in-depth look at Analytics in the IZs and the NZ - and they will be 2 separate sessions.

• New – Nov 2: Lessons Learned at weekly project update (ICs + Ex Libris + PPC/FGs? only)

• Nov 5: Kickoff Full Implementation (Do lessons learned on Nov 2 to leave time for Q&A at the kickoff)

• Configuration general meeting on Jan 7, 2021 10am-12pm. It will be recorded. It’s a prerequisite before the individual meetings.

• Save the date: UCLA, UCSF, UCSD, UCB, UCM for individual config meetings during this period: Jan 8 + Jan 11-15. (We’ll set the actual meetings later.)

Vanguard completion checklist:

• On EXL side:

  • Completion of reviews for Alma Essentials and Administration Fundamentals trainings - DONE!

  • All environments delivered (Alma and Primo VE) - IN PROGRESS

  • Initial Alma configurations loaded - IN PROGRESS

  • Vanguard Alma Workshop completed

  • Kickoff for full project occurs - Nov 5

• On UCS side:

  • Reviewed Alma Essentials and Administration Fundamentals trainings - DONE!

  • Gain experience with data migration preparation – including files, forms and processes - DONE!

  • Begin initial review of data migration - IN PROGRESS

  • Report data migration issues to EXL for review and planning for full Test Load

  • Begin initial review of configurations and plan for future adjustments

  • Kickoff for full project occurs - Nov 5

Vanguard testing

Vanguard testing decision page (includes links to all other resources)

Data security acknowledgment google form is in the Data Security IC folder on gdrive.

Round-robin with vanguard campuses: Share progress on local implementation testing; anything you want to share with the group? anything the group can help you with?

Ballpark how long you think testing will take. We are trying to understand what September and October will look like.

15

Tom

Other / Homework

5

Parking lot

Suggestion: Last week of October for SILS lessons learned and show and tell by each vanguard campus (Oct 29 IC meeting) - In advance of Nov 2 formal lessons learned with Ex Libris?

TOTAL

50 / 90