Notes 4/12/17

CALSTATE weekly call

Wednesday, April 12, 2017

11:00 AM

~~START RECORDING~~ 

1. Staff availability

• Apr 10-14: David Walker out
• Individual institution Primo meetings began Mar 16 and continue (Lynn & Jim)
• CSU continuing NR changes, with ExL assisting
  • Renorm in progress: indexing running and will continue for another 1-2 days
• Publishing job will continue to be run manually (by ExL) 2x/month

1. Primo status

1. Alma status

• Cutover preparation
  • ExL team creating cutover cases for each campus (Group 1 cases done; Group 2 cases coming tomorrow, followed by Group 3 cases)
  • CSU / campuses to begin working on migration forms / field mapping forms / AutoExtract kits
    • Group 1: 1^st drafts due Apr 14; final forms May 1; data @ FTP May 13
    • Group 2: 1^st drafts due Apr 21; final forms May 8; data @ FTP May 20
    • Group 3: 1^st drafts due Apr 28; final forms May 15; data @ FTP May 27
    • Alma Health Checklists – next round should be filled out by Apr 15
      • Start with your Feb checklist and update it with current progress
      • Campus-specific checklist review calls start Apr 21 (see Dolph’s comment re Alma Health Checklist - 2nd draft in Basecamp)
    • Resource Sharing testing to roll out to campuses in next week (Anya in transit moving)
    • Alma advanced functional calls (Thursdays, 9-10:30am Pacific)
      • Topics for upcoming weeks
        • Apr 13 - ERM topics (part 2: Maintaining and updating e-resources and portfolios that are already activated in Alma) (Megan / Chris Bulock @ Northridge)
        • Apr 20 - prep tasks for cutover (Dolph / ExL team)
        • Apr 27 (and beyond) – TBD based on checklist feedback
      • New WebEx call details

Link: https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=ma20c2acac9adac3abba1c35db27bfdbd
Meeting number / password: 719 859 699 / CalState!2017 
1-408-792-6300 Call-in toll number (US/Canada) 
1-877-668-4490 Call-in toll-free number (US/Canada) 
Browser requirements: Please use a Java-enabled Internet browser (IE preferred) 

Chat transcript

from Brandon (privately):

Alice as well

from Kathlene (privately):

Cases are different for Voyager libraries also, correct?

from Kathlene (privately):

Thanks

from Kathlene to Everyone:

We (CSUMB) haven't downloaded it yet, but will let you know.

from Jeremy Shellhase (privately):

Got it, ran it, filling it out

from Maria Pena to Everyone:

What information can you give on the 360 Form?  Where is it available?  And will 360 data be migrated?  And if so, how do we submit it?

from Jeremy Shellhase (privately):

most of it filled automatically, from previous

from Holly Yu (LA) to Everyone:

I recall 360 Link data were transferred through a port in Serials Solutions.   I'm checking on this with David. 

from Rae Ann Stahl to Everyone:

Some of us were not able to update the schedule document that you sent out.

from Dolph Chaney to Everyone:

Google Sheet for checklist review call time signup:

from Dolph Chaney to Everyone:

https://docs.google.com/spreadsheets/d/1TQKliHd7Ui4qnx6mQA2vftN0CFDsLbBnoT8NTUxs4sQ/edit?usp=sharing

from Rae Ann Stahl to Everyone:

Are the Health Checklist meetings 1 hour meetings?

from Mark B. (Los Angeles) (privately):

Thank you Dolph and All...

from Brandon to Everyone:

bye!