Date
Attendees
Leslie (Ex Libris)
Goals
Discussion items
Kick-Off Meeting
- will discuss detailed project plan and timeline at Monday's meeting
Migration Meeting
- discuss the initial test load
- Request sample data extract from Millennium - ExL will provide instructions on how to do this
- First six weeks of the project will be mostly about the data
Training Schedule
- will be reviewed next week
- for training:
- Team will watch videos
- Team will do exercises in Sandbox or live instance
- Selected team member will do exercise live in implementation team meeting - this is used to spur discussion about task and workflow
Configuration Meeting
- Will likely happen the end of January
Blacklight Integration
- Leslie is also the PM for Penn's Alma implementation.
- Penn is going exclusively with BL and will be testing the first data load in BL.
- Leslie recommends that we don't try to implement BL and Primo at the same time. I said we prefer to go with BL similar to Penn.
- Leslie will keep us informed of the project pieces with Penn.
- Primo doesn't really get going until end of February once we do our first data load
ERM/Intota Import forms
- This is a new set of forms that are being used to import data from ERM and Intota
- Currently being used by Penn and Eastern Michigan
Access to the Sanbox
- The request for access to the sandbox has been submitted
- Access should be available by end of next week
- The 30 accounts will be generic accounts with specific permissions/roles used for testing
Action items
- Cynthia Schwarz (Unlicensed) will check with Marianne about travel arrangements for Ex libris staff to attend 3-day workshop.
- Cynthia Schwarz (Unlicensed) will send Leslie the org chart for the implementation team
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