Notes 08/17/16

CALSTATE weekly call

Wednesday, August 17, 2016

11:00 AM

~~START RECORDING~~

I. Primo status

 NZ publishing status - COMPLETED (see Basecamp)

 Sandbox population process to begin soon, will be ready in time for trainings / calls in October

 Check-in about interface / workbook questions

 Note: deadlines extended (links to Basecamp below)

 Mon, Aug 29 - Complete institution-specific Primo configuration workbook and attach it

to your institution's Primo configuration case 

 Mon, Sep 12 - Complete consortium-specific Primo configuration workbook and attach

it to consortium Primo configuration case 

 Fri, Oct 14 - Primo configuration applied

 Fri, Oct 14 - Primo back office access opened on Primo production 

 Primo functional calls in October (see Basecamp to-do list: Primo (Training for Primo

administrators) - Oct 2016)

 Lynn and Jim will alternate leading the calls.

 Calls will begin with a review of your submitted questions and then move to an open Q&A as

time allows.

I. Alma status

 Data checking: Questions or cases to highlight?

 Aug 9-11: Alma Workshop @SJSU

 Action Items provided to Brandon by Dolph

 Comments?

 Chancellor's Office will be requesting written feedback (watch for further notice)

 Resource Sharing Governance Task Force

 Representatives met during Alma Workshop (Dolph, Julie, Dawnelle, Christopher, Jesica,

Stacy)

 Action item in progress: Svetlana & Megan setting up sample rota for 3 institutions to do

vanguard testing

 Regular biweekly meetings start Aug 26

 Meetings become weekly for the month of October

 Alma functional call Thursday Aug 18 - wrapup of call cycle & workshop; planning next phase of

calls

 Scope

 Advanced functional topics, including your requests & suggestions

 Building on workshop coverage and project timeline

 May be informed by training videos and other doc, but not necessarily a direct review

of training sessions.

 Timing

 Day/time

 It may be an option to keep calls at 9-10:30a Pacific on Thursdays.

 Others may want another timeslot, depending on universities' fall staffing

schedules.

 Action item: Brandon to create poll

 Content (please suggest additional topics as needed)

 Topics on workshop agenda that were skipped for covering later

 Import profiles

 PDA/DDA

 Batch change of MARC data (normalization rules and processes)

 Batch change of inventory and other data (jobs)

 Digitization workflow

 Topics covered but needing further calls

 Electronic resource activation

 Electronic resource ongoing management

 Resource sharing

 Topics not yet covered

 3rd party integrations