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Date

Meeting

Topic

5/11/20

Introduction to the Zones Meeting [UC Campuses]

Overview of Alma zones

5/18/20

ICs Q&A

Network zone

5/21/20

Migration Overview meeting

Laurie Welling discussed scope, next steps, tools, what ICs need to be looking at, and tutorials to review in prep for data migration Q&A

5/22/20

PPC Q&A

Network zone

6/1/20

Public Services Q&A

Network zone

6/1/20

Digital Collections Q&A

Network zone

6/2/20

Discovery Q&A

Network zone

6/2/20

Resource Mgmt & Tech Services Q&A

Network zone

6/3/20

Acq/ERM Q&A

Network zone

6/4/20

Millennium ILS General Overview and Q&A

Overview of data migration for the III vanguard institutions

6/10/20

UCSF Millennium Q&A meeting

Vanguard data migration

6/11/20

UCB Millennium Q&A meeting

Vanguard data migration

6/11/20

UCSB migration meeting Q&A

Vanguard for existing Alma institution

6/12/20

UCSD Millennium Q&A meeting

Vanguard data migration

6/15/20

Vanguard kickoff

Overview of the vanguard process

6/16/20

CDL Migration Q&A

Vanguard data migration

6/18/20

UCLA-Voyager Migration Overview and Q&A

Vanguard data migration

6/18/20

Project Timeline Review and Basecamp Tour

Vanguard phase timeline

6/19/20

UCB Q&A followup

Vanguard data migration

6/22/20

Weekly Project Update Meeting

6/25/20

Special Meeting

Electronic Data Migration

6/29/20

Weekly Project Update Meeting

CANCELED

7/2/20 (10am-12pm)

Office Hours

7/6/20 (1-2pm)

Weekly Project Update Meeting

7/9/20 (10am-12pm)

Office Hours

7/13/20 (1-2pm)

Weekly Project Update Meeting

Orientation, Navigation & Searching + User Management Q&A (vanguard Alma training)

7/16/20 (10am-12pm)

Office Hours

7/20/20 (1-2pm)

Weekly Project Update Meeting

Fulfillment Q&A (vanguard Alma training)

7/23/20 (10am-12pm)

Office Hours

7/27/20 (1-2pm)

Weekly Project Update Meeting

Resource Management Q&A part 1

7/30/20 (10am-12pm)

Special Meeting

Configuration

8/3/20 (1-2pm)

Weekly Project Update Meeting

Resource Management Q&A part 2 (vanguard Alma training)

8/6/20 (10am-12pm)

Special Meeting

Fulfillment Network Configurations

8/10/20 (1-2pm)

Weekly Project Update Meeting

Resource Management Q&A part 3 (vanguard Alma training)

8/13/20 (10am-12pm)

Office Hours

8/17/20 (1-2pm)

Weekly Project Update Meeting

Electronic Resources Q&A (vanguard Alma training)

8/20/20 (10am-12pm)

Special Meeting

Data cleanup pre-Alma test load regarding Libraries, Locations, Vendors, and Resource Sharing

8/24/20 (1-2pm)

Weekly Project Update Meeting

Acquisitions Q&A (vanguard Alma training)

8/27/20 (10am-12pm)

Special Meeting

Consortial Electronic Resources Workflow in the NZ (including Shared Vendors)

8/31/20 (1-2pm)

Weekly Project Update Meeting

Course Reserves & Booking Requests Q&A (vanguard Alma training)

9/3/20 (10am-12pm)

Office Hours

CANCELED

9/7/20 (1-2pm)

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

9/10/20 (10am-12pm)

Special Meeting

Using Alma for Data Review

9/14/20 (1-2pm)

Weekly Project Update Meeting

Intro to Primo VE & CDI

9/17/20 (10am-12pm)

Special Meeting

Primo VE Handoff / First Look

9/21/20 (1-2pm)

Weekly Project Update Meeting

RLF presentation to Ex Libris: How UC RLFs differ from other storage facility libraries

9/24/20 (10am-12pm)

Special Meeting

Authority Control

9/28/20 (1-2pm)

Weekly Project Update Meeting

Additional Primo VE

10/1/20 (10am-12pm)

Special Meeting

CDL SCP Workflow (how SCP records will be loaded)

10/2/20

Alma workshop 9:30-10:30

Introduction

10/2/20

Alma workshop 11:00-12:00

Technical Services Overview

10/5/20

Alma workshop 9:00-10:30

Ordering

10/5/20

Alma workshop 11:00-12:00

Receiving, Activating

10/5/20

Alma workshop 1:00-2:00

Invoicing

10/6/20

Alma workshop 9:00-10:30

Manual Cataloging and Record Management

10/6/20

Alma workshop 11:00-12:30

Bulk Catalog, Inventory, and Delivery Maintenance

10/7/20

Alma workshop 9:00-10:30

Technical Services Q/A

10/7/20

Alma workshop 11:00-12:00

Fulfillment

10/7/20

Alma workshop 1:00-2:00

User Management and Notices

10/8/20

Alma workshop 9

Alma Workshops

(exact days and times of sessions TBD):00-10:30

Patron Services

10/8/20

Alma workshop 11:00-12:00

Requests and Resources Sharing

10/9/20

Alma workshop 9:00-10:00

Course Reserves

10/9/20

Alma workshop 10:30-12:00

Patron Services Q/A

10/12/20 (1-2:30) Note: 90 minutes

Weekly Project Update Meeting

Analytics Demo

10/15/20 (10am-12pm)

Office Hours

10/19/20 (1-2pm)

Weekly Project Update Meeting

10/22/20 (10am-12pm)

Office Hours

10/26/20 (1-2pm)

Weekly Project Update Meeting

10/29/20 (10am-12pm)

Office Hours

11/2/20 (1-2pm)

ICs only

Lessons learned

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