Notes 1/6/16
CALSTATE weekly project call
Wednesday, January 06, 2016
 1.       Meetings scheduled for:
 a.      Jan 13 - cancelled
 b.      Jan 20 - cancelled
 c.       Jan 27 --> our next check-in
 d.      Feb 3 --> Primo Handoff (Action: We will post links to introductory webinars to Basecamp after this meeting)
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 2.       Status check on where we are with the vanguard phase –
a.      Test load underway; on track to deliver test load data later this month (1/20-21)
b.     Configuration forms submitted; being checked
c.      3RD party integrations --> let's talk about this at our 27th meeting and get a prioritized list of integrations per institution
d.     Primo questionnaire: we have responses from everyone. Thanks!
3.      Next steps:
 a.       EXL will release test load environments to Vanguard institutions and apply Alma configuration settings
b.      Vanguards will check their migrated data; some documentation here: link and report data issues via Salesforce (by mid-March at the latest)
c.      EXL will apply initial Primo configuration and set default views up for the Vanguards in readiness for a Primo handoff in early February (note: Primo functional training and discussions can be scheduled separately from the project calls during the Vanguard phase if there is a large volume of questions)
d.     3rd party integrations à vanguards to select key priorities to start working on during this phaseÂ
 4.        Review Acquisitions topic