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Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Consent to Record

2 min

All

2

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 - limited

3

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

  • 5/6 - Ex Libris special meeting on Cutover Plan Review

  • 5/10-5/14 - No ExL meetings, including Monday/Thursday meetings

  • 5/17-5/21 - Primo VE Configuration Workshop

4

Announcements (Standing Item)

10 mins

Brian

  • Feedback for from already Alma campus workshops (document)

  • Local training timeline update

  • First Look: UC Library Search - chairs meeting with chairs of Discovery and EUO next week

5

Analytics Overview Sessions

A decision from IT about whether or not to offer the 2 hour workshop.

10 min

Brian

Option to have two one hour analytics sessions in ~May. A one hour overview was declined, but IT is being asked to determine whether or not to have two one hour sessions, depending on local desire/utility.

  1. Agenda - Session 1 (1 hour)

    1. General overview of "What is Analytics"

    2. Roles, Analytics consumers and analytics designers

    3. Folder structure and use

    4. Using out of the box reports and dashboards

    5. Creating reports

    6. Adding prompts to reports

  2. Agenda Session 2 (1 hour)

    • Analytics Objects - Scheduled reports

    • Analytics Objects - Widgets

    • Analytics Objects - Reports

    • Allowing member institutions to run reports created in the network zone institution

    • Allowing member institutions to access electronic resource data in the network zone institution

6

Primo VE Configuration Workshop Discussion

Final review of the invitation.

5 mins

Brian

Invitation update

From previous meetings:

What is the process?

  • How to send invites? Who should receive them?

  • What to include in invitations?

  • How to manage questions?

NOTE: How to moderate “live” questions during the Primo VE workshop?

  • Discovery FG unlikely to want to moderate questions during the session

  • Idea tabled about private Slack Channel or other method to handle live questions

Primo VE Configuration Workshop Schedule - Approved

  • Potential Participants List

    • Feedback that campuses are wanting to invite broader ranges of staff - how do we accommodate this with zoom limits?

      • Could update to a webinar license and just share more broadly and let people self-select

      • Could share broadly and continue tracking participants on the participants list so that we can adjust license if we get close to 300

  • Questions Document

  • Hosting Sign up Sheet

  • Primo VE environment: tentatively UCSD

  • Questions for future consideration:

    • How to do zoom link?

      • [Update] Lena has created one zoom link for all of the sessions and there will be a CDL staff member be the co-hosts/backup hosts to record. Still working out who will record each session.

      • Need to be cognisant of recording / transcripts / etc

    • How to manage questions?

  •  
7

UC Alma Experts (Expertise Map)

Can we use this? If yes, what would be our next steps?

10 min

Dominique

What are the next steps? Existing list, create an IT list?, where to place it

8

Open Houses

10 mins

Dominique

Next steps?

Open House Potential Topics document

9

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

  • No meeting this week.

Communications Report

Primo VE Email - for campuses to send locally

Local Training

  • No meeting this week.

10

Spring workshop Recaps

Each campus has it’s own space to post Questions/Action Items in Basecamp:

  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.

Trainers:

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).

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

5 mins

11

Round Robin

Add local updates here for others to read

FYI

  •  
12

Open Discussion

13

Parking Lot from this meeting

14

60/60 min

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