Date

12 Dec 2016

Attendees

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 (Unlicensed)
Royce Sargeant
Leslie (Ex Libris)
Justine Burchell (Ex L)
Le Tran (Ex L)

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

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?

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