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Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

Greg: What if the third version of the SSR form is submitted and it’s not all set to yes?

30

Data Security Responsibilities form

Discuss and assign: ICs to retroactively ensure all Alma account holders sign the form by Dec 1: https://forms.gle/UHJfoeR8X7c8fsme6

5

Lena

Timeline review / PM update

• SILS Implementation Timeline

• Schedule (chronological order of tasks on Basecamp)

• Project Meetings (on basecamp and confluence)

Support during Implementation:

• Document Alma/Primo slowness in Salesforce, see instructions

• Alma/Primo known issues page on Confluence

• For escalations:

  • Essential to include case numbers - make sure that ICs provide those to PMs when asking for escalations. PMs need to ensure IC has pinged the consultant asking for a status update before escalating.

  • Escalations can go into 2 categories: it’s urgent, or there’s a lack of communication.

• SalesForce case OR Basecamp post? Please share this with your local implementation teams:

  • If it’s a general question, post on BC

  • If it’s problem, open a SF case

    • Also no need to double dip - if you have a SF case first, that’s all ExL needs (no need to additionally post on BC)

0

Lena

Key deadlines:

• Switch to Support Readiness form

  Objective: identify issues that need to be resolved and identify trends in problematic areas.

  • Version 3: Due Monday October 11th. Optional for:

    • Davis

    • Irvine

    • Riverside

    • Santa Cruz

    • Network Zone

    All other campuses must complete version 3.

    • Marci will review results in the Monday October 18th weekly meeting

  • Reminder: open a case for anything that was a “no” in your form. No need to describe it in the form, just include the case #.

• Now: Register for the Ex Libris Knowledge Accelerator Program (KAP) series (Nov 3-Dec 15)

  • The EXL Training team does not anticipate anyone else joining the cycle (based on Switch to Support schedules and time zones). Do note though that your KAP cycle will include the same sessions and content EXL delivers to all KAP attendees.

  • Details regarding the Knowledge Accelerator Program (KAP): https://knowledge.exlibrisgroup.com/Alma/Training/Knowledge_Acceleration_Program/Knowledge_Acceleration_Program  

  • Registration page: https://knowledge.exlibrisgroup.com/Alma/Training/Knowledge_Acceleration_Program/2021/Knowledge_Acceleration_Program_-_Cycle_7  

Special meetings

• If you have a topic for Ex Libris to cover, Request a Special Meeting.

Parking lot

• Early October: Decide who should join the monthly call with Ex Libris Support in November and December.

  • January 2022 and beyond, the SILS Operations Team will decide who attends.

TOTAL

50/50

Review decisions and actions.