2021-06-23 ACQ/ERM FG Meeting notes

Assemble

Getting situated, reviewing agenda, roles

5

Lisa S.

Admin Items

• Announcements

• Other

5

Lisa S.

Insert End-User Outreach/Communication aspect into Testing agenda items for next few weeks.

Remember to check/add your out dates in our tracker

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.

10

Lisa S. - Carla / others

PPC meeting cancelled

• Decision Pages - a few pages reviewed/approved over Slack.

  • Moving forward with proposing a dedicated Slack channel & group for e-resource issues - 6/22 Lisa S. drafting a group proposal doc for PPC 6/25 after consulting with Xiaoli.

CDL Query: Google Scholar

Feedback from Import Profiles - any revisiting of 003 or any other “already-decided” decision page?

006 Outbound linking from Vendor Platforms

Updates, assess next steps. Revisit deliverable date, ascertain when 006 can be approved/routed.

15

Lisa S. / Carla / Lisa M.

006 Decision Page: and 6/18 Discussion Notes

• See Lisa S' document from UCD work

• Draft Email still exists - is something like this still needed before 006 is done?

• Custom domain decisions: most campuses will use a custom domain, need to create a document that will list all of the base URLs once the domains are decided - was brought up in Ex Libris update (date?) - use this review to build document? Coordinate with IC Group?

• Starting to build a spreadsheet template for project coordination.

• Carla: investigating SFX Query 2 for common resources.

Carla pulled campus-level aggregate data to help prioritize providers/resources.

Hoping for launch meeting 7/19 or 20

Lisa S. and Carla will meet with CDL (Lisa M. and Nga) to talk about a work plan: 6/18 discussion; and also 6/25.

Screenshots for Training Documents

Sharing what we have; assess what is still needed before end of Friday.

15

All

• See Google Doc

From 6/16:

• What do the migrating campuses need to have before the test environment goes away?

• What topics do we want to cover? Review of Decision Pages and how training documents could help. Any demo videos?

From 6/23:

E-res record search order (IZ/NZ/CZ prioritization) is an area where we could use more synchronization.

UCI focusing mostly on broad picture for NZ changes, rather than specific config-level details.

Lisa S. / Lisa W. - look at NZ import profiles area.

Jharina look at e-res area from 001 and 002

Lisa S. to explore 008 troubleshooting for Primo / Alma and NZ

Stacy M to park UCLA training docs in AEFG Training as copies. Others may do so as well.

ALL: surface additional areas on Slack between now and 6/23 meeting.

Timeline Review & Possible Future Sessions

Assessing timeline for now to go-live, including any emergent non-Day 1 MVP items, break time, sessions, etc.

15

Lisa S. / all

• Scheduling in an off week - see Vacations/Out

• See “Old” MVP document for items.

• Timeline

See Parking Lot

Most remaining NVP items require Go Live, but looking at Proxies (IZ-wide or collection level settings?) and the NZ implications might be a priority.

Breaks - 6/30 and 7/14, no mtg

Campus Issues - ad hoc migrating/workflow issues.

Discuss emerging challenges in workflows, etc.

15

All

Added late - addressing items raised in Slack chat: Invoicing, Work Orders, etc.

Alma => Campus Financial - challenges of details for taxes, split funds, what business offices need to see vs what Alma wants to share.

How do we best (in SILS) discuss and resolve these challenges? What needs a wider pool for institutions using the same financial systems?

Wrap-up

Identify/confirm next actions

5

All

6/23: Assessing MVP items (for Day 1 ad post-Day 1) and calendar check for finalizing AEFG break.

Parking Lot

To save for future discussion

85/85

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.

Analytics: look into doing an internal training session once MVP decision pages are done