Report any major changes in availability / circumstances
Anything to report on the test load?
10
Carlo
Lakshmi & maybe Alison will be out for spring break.
2
ILS Data cleanup / Patron Data groups / PPC
ILS Data Cleanup (Tom): co-chairs visit on 3rd Thursdays. TJ Kao and/or Catherine Busselen will join on 4/15.
Patron Data (Carlo)
PPC: Review final decisions (as needed)
SILS Chairs/Coordinators meeting update & actions
10
Carlo, Tom
SILS chairs 3/24 Action for ICs: ICs will ask their campuses to do testing for CDI and to review the CDI Collection List for Alma Customers on the ExL website to see if it’s the collections you want or whether they should be turned off.
Who should fill out upcoming survey for each campus?
Lynne, Gillian
Feedback on questions to get a more accurate number of needed named users from each campus
Ask to have completed by April 23
Validate campus responses to most recent survey to better understand source of data supporting the campus response with the goal of identifying if UC libraries can meet user account needs through the already licensed accounts
Draft survey questions
Quantitative questions
Active staff users (please use most relevant metric for your campus and be accurate)
Number of student employees who would have an account in the ILS
Number of circulation desks
Qualitative questions
If we recommended the use of shared accounts what ideas would you have?
If we recommended the use of shared accounts what concerns would you have?
Do you have emerging workflow ideas that might impact how you use user accounts in the future?
Can taskforce join our 4/15 meeting to get more feedback on what we’ve come up with so far at that point?
5
Questions from slack
We are curious if any campuses were not using EDIs previously and are planning on implementing them now?
Were there any other 3rd party integrations "gotchas"?
Also wondering if anyone blocks students due to money owed with campus registrar -- what is their criteria and how do they export the info from Alma?
Unrelated to integrations, how local communications are going, what's working, if there are bottlenecks, how how issues are being addressed.
Are we concerned that we don't have 24x7 coverage until we move to next phase? Assume that is what other migrations experienced, how did it go?
Any further information from CDL if ExL can duplicate the Test Load environment into Sandbox for June/July?
6
Other / Homework
0
Tom
From 3/18: Lynne will create a ticket on BC about the slowness issue some campuses are experiencing in NA07. Others will chime in. As of 3/25: No update from ExL on this.
7
Q&A (recurring)
Q&A during the IC meeting as a first stop before asking a question on Basecamp.
If it’s time-sensitive, post to slack (IC channel, SILS Chairs are good options)
Any issues that we want to seek broader input from other consortia?
TBD
Carlo
8
Questions for Ex Libris PM (recurring)
Post questions in Basecamp as they come up. It’s open 24/7!
Note: We lose in efficiency and we may lose in translation when questions go through the PMs. When topics come up that should logically go to Basecamp to the Ex Libris consultants, invite an IC (or appropriate person) to take point on that issue.
0
Lena
Answers from Marci 3/25:
Slow response on Basecamp
Q: When will ExL be answering questions posted to Basecamp on the integrations list? Alison posted a question quite a while ago.
A: Marci reviews outstanding tasks on Fridays with the team. ExL is attentive to the integrations list for questions. If you are not getting any response, post to the original question as a poke to get ExL’s attention.
Primo VE instance for Workshop
Q: What is the deadline for deciding which Primo VE instance will be used?
A: I would suggest 2 weeks prior to the Workshop start (by April 30)
Q: Will ExL make live config changes during training? (this may influence who volunteers)
A: Yes - but they don't have to be permanently saved (they can be reverted back on the spot)
A: You also have the option of us using the sandbox environment.
A: There’s an advantage to being the demo since ExL can make desired changes for you as they are working.
UCD Escalation (3/17)
Status as of 3/25: “The Migration team was working on copying their live environment to the AMO's implementation environment over this past week - so they can work on it and test proposed fixes to it. We expect additional updates on their progress and next steps next week.”
9
Parking lot
0
(From 3/18 meeting with ILSDC) For post-go-live data cleanup work, create a plan (with estimates of the scale of work, timeline). Ask ExL to review it. Ask if ExL can do a scheduled job in our instance for us? (if that’s desired) Suggestion to setup a special meeting with ExL to discuss the SCP records. Catherine will provide the data/numbers and reach out to Tom & Carlo for next steps
Primo VE workshop (week of May 17): which environment to use for training?
Will they make live config changes during training? Yes - but they don't have to be permanently saved (they can be reverted back on the spot.)
Marci suggests we decide by 2 weeks prior to the Workshop start (by April 30)
(If needed) Best practices/guidelines for APIs.
TBD: Buddy system (Adrian Petrisor, Com Leads) Timing: after spring workshops, if there’s interest