2021-03-10 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

5

Admin Items

• Announcements

• Action Item Checks

5

Lisa S.

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. / others

No PPC meeting March 5

Keeping work w/ Discovery FG on CDI in mix.

OCLC item - in progress from PPC perspective as well - new session scheduled for March 22nd. Feedback needed by 3/15 for this. RMFG is coordinating.

Holly and Adriana meeting with Ex Libris about negotiation licenses (Basecamp link) Wednesday 3/10 at 11:30. Will be recorded – mostly CDL-focused.

Additional updates:

Carla/Lisa S. from SILS FG (see slideshow )

Upcoming Sessions

Review upcoming sessions involving AEFG and planning/preparing.

15

All

GOBI/API Session March 8 - debrief.

3/25: Fiscal Close Session

• Outline for Fiscal Close Session topics to cover

• Testing to confirm Alma functionality and include in documentation/slides/support.

• Candidates for sharing speaking - anyone directly involved in their rollover from already-Alma?

• Lisa Spagnolo we should add more info in our document for extending the fiscal year, so everyone can back date CDL recharges in particular [Update: added in our session planning document.]

Testing Planning (combined with previously separate MVP item)

Determining work plan/assignments for first batch of work (next couple of weeks). Review timeline and Day 1 MVP items, develop subgroups as needed for deliverables.

25

All

Campus E-Resource workflow documentation that’s been shared from already-Alma campuses is in the Google drive.

Also see CSU documentation.

Links From PPC 1/29:

Testing Worksheet for PPC from Vanguard

Collaborative Workflow Testing (initiated by RMFG/Discovery/AEFG before winter holiday break)

Test Load testing processes and procedures

See PPC MVP spreadsheet

Timeline for AEFG Testing Management

For 3/10: updates from subgroup activity, next steps.

• 003 (Vendor Records/Import Profiles): See 003 Working Document.

Decision Pages for current work:

• Campus Purchase Order Practices (AEFG-MVP-002)

• (Go-Live) Vendor bib records/overlay rules - AEFG w/ RMFG (AEFG-MVP-003)

Groups created for AEFG-MVP-002 and AEFG-MVP-003:

https://docs.google.com/document/d/1pqam3TLE0a6gExK6pPBNmRbmPs6tzPgZ2MWW6AWmH9I/edit

• Lisa Spagnolo Schedule “workshop times” outside of call for synchronous testing (can happen outside of these, too w/ other hosts). Will add sessions into March.
• Subgroup leads to set up workshop time sessions.

Migration Data Prep Check-In

To keep in mix items that need attention for final extract prep. Assessing additional clean-up, etc.

10

All

Question: what clean-up activities are happening? What are data areas in our scope that might affect Analytics? Does anything rise to the top re: needing attention?

Other data migration issues: 856 fields, noting the query re: 856 42 for finding aid use:

Wrap-up

Identify/confirm next actions

5

All

Parking Lot

To save for future discussion

75/75

Circle back to Shared Vendors outcomes - from 12/9 meeting notes (https://uc-sils.atlassian.net/l/c/dFGWARAe )

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.

What additional conversations needed re: routing of UC-elinks equivalent troubleshooting?

Sharing our Alma workflow documentation for e-resources