Notes 08/17/16
CALSTATE weekly call
Wednesday, August 17, 2016
11:00 AM
~~START RECORDING~~
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I. Primo status
ï‚· NZ publishing status - COMPLETED (see Basecamp)
ï‚· Sandbox population process to begin soon, will be ready in time for trainings / calls in October
ï‚· Check-in about interface / workbook questions
ï‚· Note: deadlines extended (links to Basecamp below)
ï‚· Mon, Aug 29 - Complete institution-specific Primo configuration workbook and attach it
to your institution's Primo configuration caseÂ
ï‚· Mon, Sep 12 - Complete consortium-specific Primo configuration workbook and attach
it to consortium Primo configuration caseÂ
ï‚· Fri, Oct 14 - Primo configuration applied
ï‚· Fri, Oct 14 - Primo back office access opened on Primo productionÂ
ï‚· Primo functional calls in October (see Basecamp to-do list: Primo (Training for Primo
administrators) - Oct 2016)
ï‚· Lynn and Jim will alternate leading the calls.
ï‚· Calls will begin with a review of your submitted questions and then move to an open Q&A as
time allows.
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I. Alma status
ï‚· Data checking: Questions or cases to highlight?
ï‚· Aug 9-11: Alma Workshop @SJSU
ï‚· Action Items provided to Brandon by Dolph
ï‚· Comments?
ï‚· Chancellor's Office will be requesting written feedback (watch for further notice)
ï‚· Resource Sharing Governance Task Force
ï‚· Representatives met during Alma Workshop (Dolph, Julie, Dawnelle, Christopher, Jesica,
Stacy)
ï‚· Action item in progress: Svetlana & Megan setting up sample rota for 3 institutions to do
vanguard testing
ï‚· Regular biweekly meetings start Aug 26
ï‚· Meetings become weekly for the month of October
ï‚· Alma functional call Thursday Aug 18 - wrapup of call cycle & workshop; planning next phase of
calls
ï‚· Scope
ï‚· Advanced functional topics, including your requests & suggestions
ï‚· Building on workshop coverage and project timeline
ï‚· May be informed by training videos and other doc, but not necessarily a direct review
of training sessions.
ï‚· Timing
ï‚· Day/time
ï‚· It may be an option to keep calls at 9-10:30a Pacific on Thursdays.
ï‚· Others may want another timeslot, depending on universities' fall staffing
schedules.
 Action item: Brandon to create poll
ï‚· Content (please suggest additional topics as needed)
ï‚· Topics on workshop agenda that were skipped for covering later
ï‚· Import profiles
ï‚· PDA/DDA
ï‚· Batch change of MARC data (normalization rules and processes)
ï‚· Batch change of inventory and other data (jobs)
ï‚· Digitization workflow
ï‚· Topics covered but needing further calls
ï‚· Electronic resource activation
ï‚· Electronic resource ongoing management
ï‚· Resource sharing
ï‚· Topics not yet covered
ï‚· 3rd party integrations