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Date

Zoom link in Google Calendar invitation.

Notetaker: Erika Quintana

Attendees

Not attending

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Announcements

Share short pieces of need-to-know information

10 min

All

CB: Updated timeline for migration just posted to BaseCamp. IMPT: Vanguard extract due dates are pushed back a few weeks, but data clean up still may not be completed, but more records may be more “ready” to go.

TK: SpCol FG discussing local fields and data and ability to configure Primo VE and test to check ability to display local data.

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Review of Task List

Maintain Awareness of Incomplete Tasks

5 min

All

Add labels to blog post: TJ demonstrates where & how to add labels. Should we just determine a few labels to use, perhaps some controlled vocab terms? Some labels were added in meeting.

P to E training: may not be necessary for this group? Vanguard groups may receive training, and each campus has met or will meet with ExL for P to E training, so training for this group may not be needed now.

All can check off the “add labels to blog post” as done - as was completed in meeting.

Plan to keep P to E training on list of action items, but move due date to after the Vanguard load, so we have better idea of our needs.

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Non-9XX local data for the VanguardDecision

Review decision made by Resource Management Functional Group

Discuss if there is any concern

10 min

All

Per RMFG decision, four options for what to do with non-9XX fields is now available.

  1. If campus moves local fields to new local fields to thoroughly document changes as crosswalk. Options for specific fields linked.

  2. Some fields can be moved to holdings.

  3. Local data can all be moved to 590, 690, etc. if time is not available for detailed mapping.

  4. Or, keep data in existing fields and see what happens (data may be lost).

  5. Some

Libraries may have the capacity to do only some or one of these options, as time and ability permits.

For Vanguard, campuses may determine to use one method on one subset, and another on a different subset, and experiment to see which method is most successful. Key is to track decisions, changes and “test” records to see results and fix for final migration.

856 fields also may need to be moved to 9XX fields, to copy over (SCP will do this), because 856 fields may be lost. Group may identify these and other fields that were moved to 9XX and are lno longer needed, post-migration.

Link our Critical Data Clean up to this decisions.

Ensure our clean up options are

BaseCamp orientation

Have basic understanding of what BaseCamp is about and how it works

15 min

All

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Future agenda items

Remove redundancy in spreadsheet and reassess prioritization levels, if needed

Review existing Data Clean Up spreadsheets and document what cleanup has already been done and what is in progress at each campus

Add recommendations and communicate following harmonization decisions

Compile testing/QA guidelines for vanguard

Update from campuses on cleanup tracking and any confirmations on what a campus already knows they can’t do

P to E as future agenda item after vanguard load.

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