Page Comparison

Check-in / Logistics

Report any major changes in availability / circumstances

Anything to report on the test load?

10

Carlo

ILS Data cleanup / Patron Data groups / PPC

Patron Data (Carlo): Bulk of work was completed pre-vanguard.

ILS Data Cleanup (Tom): Co-chairs will join ICs once a month on 3rd Thursdays. TJ Kao will join!

PPC: All-decision Rollup

Of potential interest: Decisions relevant to IC group

Test load: PPC decisions for Test Load

5

Chairs

Patron data:

ILSDC: TJ Kao will join us on 1/21.

PPC:

SILS Chairs:

Timeline review / PM update

Questions should be posted to Basecamp 2 weeks ahead EOD Wednesday for special meetings and EOD Monday for Thursday standard office hours.

working copy week-by-week timeline with testing, data cleanup

Confluence Implementation Timeline

Timeline Feedback Plan for the process of approving the timeline with ICs

Requesting a Zoom call with an Ex Libris consultant is fine when you need F2F to resolve a complex discussion. Reach out directly to that consultant on BC.

10

Lena

• (discuss at 1/14 meeting) New How to request a special meeting process. This document is linked to from the Ex Libris Meetings Confluence page. 

• (shared via slack on 1/5) A Fulfillment Network meeting needs to happen for existing Alma campuses (in January)

  • Since Alma campuses are not having configuration meetings, but there are some FFN adjustments that need to be made, EXL wants to meet with them as a group to discuss this in more detail

  • Svetlana will be providing days/times options for Alma campuses to select from

    • Meeting should be about one hour

  • This was discussed in the FFN group meeting on Dec 18.

  • Invite: ICs, Fulfillment FG, Sys Admins, etc.

  • PMs to wait for dates from Svetlana before polling cohort stakeholders (if needed).

Upcoming dates:

• 1/7 configuration meeting with Ex Libris

• Individual configuration meetings with Ex Libris 1/8-1/15

• Existing Alma campuses fulfillment config meeting TBD

• Draft configuration form due 1/22

• Final configuration form due 2/5

• Fulfillment network group form due 2/5 (shared via slack on 1/5)

Technical communication & engagement next steps

https://docs.google.com/document/d/1sI5GAZCMFdyXn8UWoOa01dk6N_mjKVXamNUrj2Iizp4/edit#

Report on progress. Ask questions.

1. Subgroup A “expertise” (Carlo, Lynne, Liz M) Deliverable: Create a document by the end of Nov to be shared with ExLibris.

2. Subgroup B, part 1 “questions how to” (Tom & Carlo, Greg to create a seed document; crowd source)

3. Subgroup B, part 2 “external resources” (Lakshmi)- Deliverable: build list of resources over time on Confluence so it’s available to all

4. Subgroup C: PPC and IC co-chairs will bring suggestions to Steering.

20

Carlo, Tom

Subgroup A: Carlo, Lynne, Liz M.

Subgroup B: Carlo, Tom, Greg. Delayed, but lower priority than A.

Subgroup C: On hold until mid-January.

IC-hosted Printing-palooza/Printchella meeting

Use an IC meeting for a UC-led printing meeting. Alma campuses will present. Open it to FGs and local staff. Record the meeting.

10

Tom, Jeremy, Ramon

Invite experts from your local implementation teams who should be there.

Other / Homework

0

Q&A (recurring)

Q&A during the IC meeting as a first stop before asking a question on Basecamp.

If it’s time-sensitive, post to slack (IC channel, SILS Chairs are good options)

?

Carlo

Questions for Ex Libris PM (recurring)

Post questions in Basecamp as they come up. It’s open 24/7!

Note: We lose in efficiency and we may lose in translation when questions go through the PMs. When topics come up that should logically go to Basecamp to the Ex Libris consultants, invite an IC (or appropriate person) to take point on that issue.

0

Lena

Parking lot

0

• Reminder about the UC-Alma group as we get closer to test load (great place to post questions!)

• SILS-wide policy on how to handle gender information in a patron's record in light of the UCOP policy: https://policy.ucop.edu/doc/2700693/GRLN

TOTAL

60/90Opener

Welcome and intention of the meeting

Presentation slides available in this folder (viewable by all): https://drive.google.com/drive/folders/1Mk7kEiksbq54WZZZ91sy3701Bz3zRVli?usp=sharing

15

Jeremy

Presentation

SpineOmatic & AEM/Namtuck

15

Ramon Barcia, Dennis Vice

• “Printers are the scorn of IT departments. Printers will always suck”

• SpineOmatic used for spine labels and Namtuck used for receipt printing

• Survey done to determine printing equip currently used at UC by Alma campuses. See slide 3 in UCR presentation.

• Thoughts on printer hardware: Keep in mind:

  • Make sure that your receipt printers are networked and NOT simply connected via USB to workstations. Each printer will need a dedicated IP address. 

  • Margins are also important to keep in mind. If a 1”-wide label is used but SpineOmatic is instead configured at 2”… you will have a blank  label ejected out of the spine label printer.

  • Slips can be printed using a standard networked laser printer and not necessarily on receipt printers.

  • Ex Libris recently recommends the use of Quick Printing in Alma over sending emails and using Namtuk AEM.

Quick Printing at UCI

10

Lakshmi Arunachalam, Lai Arakawa

• Ex Libris recommends Quick Printing. It’s browser-based and easy to setup. Printing capabilities are based on your browser.

• UCI Fulfillment is only using printing for paging slips; uses them for hold slips.

• If you select multiple items, Quick Printing creates a single PDF to print. How are the page breaks? It prints one slip per page.

• Exploring print queuing.

No Printing at UCSC

10

Gillian Keleher, Sarah Lindsey

• UCSC used Alma implementation to simplify many policies and practices.

• Stopped printing receipts. Using email instead. No negative consequences experienced!

  • Record of receipts and notices are in the Alma patron record - more reliable for verifying checkins/checkouts.

• Environmentally friendly!!

• Using Spine-o-matic for printing labels. It’s working well; have not had to fix anything.

• Use Quick Printing to print from the browser for staff.

Printing Hardware

10

Dennis Vice

Q/A

Q/A

30

All

1. How about printing labels for serials?

   1. SpineOmatic lets you configure how you’d like serials, sudoc, etc. to look.

2. And what type of receipt printers are people using that DO work (have ethernet connection).

   1. See slide 3 “Current snapshot of Alma campuses using printing” in UCR presentation.

   2. Star-TSP 743 receipt printers (networked).
      Zebra GX430t - spine label printer (networked).

3. Printing presentation, CSU: https://docs.google.com/presentation/d/1yrSYWk-zsnPMZAH6A70I4EooPGiFRrQ-cOALHAprVO0/edit#slide=id.p14

4. UCB prints orders to PDF, then emails PDF. Can orders be bundled and emailed? Yes, you need the correct email in the vendor record. You can configure templates in Alma.

5. Do any of the Alma libraries print out bindery slips? Most were not sure. UCI does not.

6. Note: Output field in SpineOmatic is the only place you can edit (e.g., add call numbers.) Once it’s in the queue, you cannot edit.

7. Tip: take a screenshot of your configuration in case you accidentally edit it.

8. by chance is there a slack channel or email distribution list we can join for help or share frustration? Use the UC Alma list!

TOTAL

75/90

Ended by 3:13