2016-04-11 Implementation Team Meeting notes

Date

Attendees

Goals

  • Updates

Discussion items

TimeItemWhoNotes
3minForms deadlineBrandon
  • All forms were submitted on time.
  • Ex Libris has gone through about half of them, starting with the libraries using Voyager.
  • Voyager forms needed to be completed before the auto-extract script can be run.
  • Strike averted, allowing us to spend the whole week on this.
5minDecisions to COLDBrandon
  • Brandon putting together list of decisions to make by COLD at the April COLD meeting.
  • Getting background information from Ex Libris; should get response today.
  • Expect email from Brandon on this in the next couple of days.
  • Part of this includes training.
3minDematic updateBrandon
  • Northridge appears to be moving forward slowly with purchasing an upgrade of ASRS software.
  • Other campuses facing smaller costs for smaller upgrade.
5minInnReach APIBrandon
  • Brandon has put Ex Libris in touch with Innovative to discuss integration between InnReach and Alma using the API.
  • This is not on Ex Libris' timeline yet, however.
  • Early implementation will require the DCB box in the short-term anyway.
  • San Jose and likely some other campuses will want to stay on Link+ and Circuit.
  • Would it be possible to consider resource sharing with Orbis Cascade? May require considerable work.
7minConfiguration form webinarRae Ann
  • Cal State webinars scheduled for April 21st and 27th. Lauren suggested the follow-up Q&A session.
  • Will rely on Sarina a fair amount, especially on various location, patron, and other types, focusing on the difference between how these things are handled in Innovative.
  • Rae Ann will present on printing
  • Lauren will focus on work orders and resource management
  • Maria will focus on item policies.
  • Will get into more detail about how to manage this.
  • Likely Megan will be conducting these serssions during the Ex Libris webinars
5minMeetingsAlice
  • Feedback from Fresno meeting rolling in.
  • Interest in webinar for MARC for non-catalogers; Luiz interested in leading this.
  • Meeting together in-person was deemed very important, would like to do it again during data testing.
  • Regional meetings are also valued: San Jose is a good spot in the north. Fullerton and Dominguez Hills are possible spots in the south. Overall size and the need for break-out space makes this a little more complex.
3minSystems project updateDavid
  • Asked about value of minutes; not a lot of enthusiasm from among the group.
  • Shibboleth and PeopleSoft data load projects moving forward.
  • Xerxes and Primo central webinars completed, work there progressing.
5minWorkflow project updateMallory
  • Currently nailing down workflows around YBP.
  • Starting to focus on other workflows, especially those that require the most work.
  • Sacramento re-design of workflows moving along.
5minE-Resource project updateJessica
  • Still waiting for the auto-populated form for Chancellor's Office resources. Should be available this Friday.
  • Putting together documents for the ERM taskforce. Group has been on hold during ER&L.
  • Ex Libris has asked for volunteers among the libraries using SerSol ERM to co-develop a migration script. SLO and possible San Diego are interested. Humboldt is less
5minData projectsSarina
  • Questions about data mapping and P2E forms have died-down.
  • Will have an annotated configuration form out by the end of this week.
  • Vanguard libraries are making significant changes to those, and so
  • Should we send this out before or after the webinar?
    

Action items

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