Page Comparison

Consent to Record

2 min

All

Volunteering Availability (Standing Item)

Track who is available to volunteer to work on tasks outside of meeting over the next week.

FYI

All

Members please prepopulate with your availability.

BD - Wed and Thurs

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 22 March 2021 (weekly Monday meeting): UC-led Using OCLC with Alma

• 25 March 2021 (weekly Thursday Q&A): UC-led Fiscal Year-End Planning

Announcements (Standing Item)

2 mins

Katie

Primo VE Workshop Discussion

20 mins

All

Draft Primo VE Workshop Schedule

• will need ExL approval after IT approves it

• Questions for future consideration:

  • Who can attend?

  • How to do registration?

  • How to do zoom link?

  • How to manage questions?

Local Workflow Examples in the TDH

10 mins

Brian & Sylvia

Examples of Local Workflows

• Santa Cruz feedback: would be more comfortable if links were available to UC staff only. Also because of priopriatary information/screenshots

• Some interest in non-UC workflow examples, but this could be problematic since other consortia may have different settings

• Possibility of having workflows added into Google Drive

• Concern over the quality of workflows made for individuals or small groups, which would require review and clean-up

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

• See above

Communications Report

• Sending Primo VE save the date once schedule is finalized to the cohort. Can be shared locally but be aware that we haven’t finalized the guest list.

Local Training

• no updates; no meeting this week

Spring workshop Recaps

1. Send titles for search demos to EXL trainer and copy Marci.Deignan@exlibrisgroup.com by Wednesday, EOD, before your training. These titles should be relevant to your collection. This is an opportunity to guide the search demos and have more robust search results that are a better match for your environment.

2. EXL will send out a reminder to the trainers to be sure to be logged in at least 5 mins early for every session (earlier for the first one on Mondays).

   1. Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins

Trainers:

• UCLA - Jessica Alverson (Jessica.Alverson@exlibrisgroup.com)

• San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com)

• UCSB and UCD - Jenny Draeger

• UCSC, UCR, and UCI - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com)

• CDL - our project team

• Primo VE - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com)

• Analytics - TBD

Open Discussion

UCI - created a small local training team

Parking Lot from this meeting

60/60 min