2020-09-03 Meeting notes

Check-in / Logistics

Report any major changes in availability / circumstances

15

Carlo

• Meeting times – still working for fall quarter?

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

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.

• Kickoff Agenda (for 11/5) https://3.basecamp.com/3765443/buckets/17573560/todolists/2935068623

10

Lena

Good to know reminder: Open a new case for each problem reported in Sales Force.

Awareness of timeline feedback process - review and discuss as needed.

Configuration for full implementation:

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

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

Special meetings upcoming:

• RLF presentation to Ex Libris at Sep 21 weekly project update meeting. No questions.

• Authority control on Sep 24. Questions 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  

  • Critical reminder: This session runs 90 minutes long (1:00-2:30am)

  • Connie Braun will be the trainer and will provide a brief analytics overview for both an IZ and the NZ.

  • 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.

  • FYI - We will need a VG campus to use for the IZ portion of the demo

Vanguard Environment

• Delivery Sept 4th

• Special Meeting: Using Alma for Data Review, Sep 10: No questions are needed in advance. The goal of this meeting is to help vanguard institutions understand how to look at their data and to be able to form questions.

• Primo delivery Sep 16

• Special meeting first look at Primo Sep 17

• Analytics demo Oct 12

Vanguard completion checklist:

• On EXL side:

  • Completion of reviews for Alma Essentials and Administration Fundamentals trainings

  • All environments delivered (Alma and Primo VE)

  • Initial Alma configurations loaded

  • 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

  • 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 test plans; 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)

TOTAL

45 / 90