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Cynthia Schwarz (Unlicensed)
Nancy Turner
- Kathy Lehman
- Sarah Yerger
- Jackie Sipes
- Mark Darby
- Erin Finnerty
- Justin Hill
- Former user (Deleted)
- Leanne Finnigan
- Katy Rawdon
- Brian Schoolar
- David Lacy
- Emily Toner
- Royce Sargeant
- Leslie (Ex Libris)
- Justine Burchell (Ex L)
- Le Tran (Ex L)
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Meeting Recording
Play recording (1 hr 40 min)
Discussion items
| Time | Item | Who | Notes |
|---|
| 20 Min | Welcome | Leslie | - Review of the Core Project Team at Temple
- Overview of Basecamp for questions and follow-up, etc
- Higher Level project questions - Cynthia will be point person for all questions
- Core project team at Ex Libris
- Overview of Project Team Roles
|
| | Implementation Process and Project Timeline | Leslie | - Reports and Analytics training in Mid-March
- On-site workshop will be a lot of reviewing our current processes and reviewing what is possible within Alma
- Make sure that everything we want to do in Alma is possible
|
| Communication and Documentation |
| - Getting Started- Organizational Planning
- Identify some "change leaders" who can communicate the overall goals and remind people of the big picture
- Identify trainers - This is important as we move forward - identify designated trainers in each functional area (perhaps this would be Kathy's working group?
- Review of current workflows
- cleanup projects prior to test/production loads
- identify others projects - before golive and after golive
- Identify GoLive critical needs
- are there things we don't use in Millennium, but want to use in Alma?
- things that we can put into a phase 2 or phase 3 for changes after golive
- Prepping for Migration
- Data Cleanup
- need flexibility based on things that come up after the load is done
- some data cleanup may be easier to do in Alma
- Technical Requirements - beginning looking at these requirements now
- Meetings list
- Weekly project calls - begin in January - Wednesday at 2pm
- Internal Project Call - Ex Libris team
- Internal Project call for Our team as well
- Project Manager meeting - Fridays at 11am
- Migration Meeting - Monday 10am - 12pm - Walk through migration form
- Link resolver meeting - January - Look at 360 link/ntota extract
- Configuration meeting - late January/Early February - discuss policies, loan and fulfillment and acquisition policies
- Discovery System meetings - could be primo and/or discuss integrations
- Authentication meeting - sometimes a formal meeting and sometimes just emails
- 3rd party integrations meeting - will get a document to fill out for all integrations
- Key Deliverables and goals:
- all of the todos and deadlines will be available in Basecamp
- GoLive date is June 29th!
- Training
- Essentials training - will be for everyone
- Fundamentals training - will be for specific people
- Migrations of Libraries, Locations, Vendors and internal staff users
- only one load of this data
- any questions we have should be discussed in the migration meeting if needed
- we can still make adjustments to the data after its been loaded.
|
| Next Steps |
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Action items
- Does the "Sandbox" include prim central/link resolver as well? Cynthia Schwarz (Unlicensed) will ask Ex L
- Identify "Change Leaders"
- Identify trainers in each functional area
- Cynthia Schwarz (Unlicensed) will call a meeting of smaller group to cull all workflow changes that we want to review/implement
- Start to categorize needs into phases
- Leslie will talk to Tony about absolute deadline for making decision about fiscal close
- We'll get information about contract extension from III ASAP
- Think about internal training for library staff
- Look in email about importing data from Excel for electronic resources
- When we have the sandbox, will we also have access to the APIs to pull data out of Alma and into BL?