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Reviewed draft charter and comments; one point of clarification was whether our group is responsible for creating and documenting workflows

Edited with accepted changes

The group agreed that it is ready to be put up as our final Charter once we have clarification about the inclusion or exclusion of backend Primo VE training

Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Recording Consent (if needed)

5

All

2

ITS-related updates from other SILS groups

Facilitate communication between SILS groups

5

All

3

Team Charter

Finalize Team Charter

15

All

The group came to the conclusion that we will not be creating or documenting workflows but will provide training to support those workflows, especially as they pertain to systemwide workflows

  •  Turnbow will post completed Team Charter in Confluence
4

Taking the Temperature Survey

Review responses

15

All

Reviewed responses and discussed where there were some tensions/differences in understanding

One questions raised was whether this group will be dealing with training related to backend Primo VE

 Turnbow will take the question about backend training for Primo VE to the TOC group, including asking if they are discussing who should get

Update regarding questions from last meeting.

Update group about outstanding questions.

10

Dominique

  • Is ITS responsible for back-end Primo VE training? 

    • Yes, ITS will be responsible for Primo VE training for the staff modules. It will be assigned to our group later.

  • Who will need the Primo VE Certification along with the Alma Certification from the various SILS groups

5

Upcoming…

  • Lessons Learned spreadsheet

  • ALMA Train-the-trainer sessions

  • ALMA Administrator trainings

Update on upcoming tasks

5

Dominique

Campuses who have already migrated to Alma/Primo should fill out the Lessons Learned spreadsheet based on their own campuses experience

TOC is working on putting together a a recommendation for who will be required to get Alma Certification training

What is the timeline for our group? Will be known more based on informtion from the TOC group as they get more information from Ex Libris itself

  •  Turnbow will create a place to track ALMA Train-the-Trainer participation recommendations for each campus
  •  Catherine Busselen will fill in Lessons Learned spreadsheet with UCSB information
  •  Erika Quintana will fill in the Lessons Learned spreadsheet with UCR information
  •  Antoinette Avila (Unlicensed) will fill in the Lessons Learned spreadsheet with UCI information
  •  Katie Ritchey (Unlicensed) will fill in the Lessons Learned spreadsheet with UCSC information
  •  Catherine Busselen will fill in the Lessons Learned spreadsheet with UCSB information

  • ? 

    • Will come back to this after the ALMA Certification. It depends on the governance structure that the SILS groups' build for the campuses. Primo VE is going to be mostly standardized The training will automatically recommend it to the IT Teams, although others may need it. Generally a more limited group will need this training.

  • Concern about having folks take the ALMA Certification after the ExL training courses,

    • Train the trainer happens late in the process (they do it about 3 months before go live; probably won’t happen this year, probably March or April 2021)

    • We could consider a different timeline for cohort training and local groups where it makes sense to wait for those going through the train-the-trainer series.

    • For the local groups, we can suggest they review Alma Essentials series as a way of providing background without waiting for the train-the-trainer sessions.

4

Future agenda items