Page Comparison

Consent to Record

2 min

All

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 - Wed and Thurs

• PS - Mon afternoon

• KR - None, I’m swamped!

• JT - Tue/Thu afternoon

• EQ - Thurs afternoon/Fri morning

• SP- Thursday afternoon

• EMT – Tues & Wednesday mornings

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 4/22 - Fiscal Period Close

• 4/29 - UC-led live demo of OCLC Gateway and Metadata Editor

Announcements (Standing Item)

2 mins

5 mins

Katie

• ICs are being a provided with a workshop feedback form to submit for their campuses. Connect with your IC to share workshop feedback.

• PM Update

UC Wide Public Service Primo Training

20 mins

Katie

“First Look: UC Library Search Overview”

audience: Public Service staff / Primo VE users

Goals:

1. Front end: How to use it

2. Back end: How it works

Examples: By CARLI - Know Before You Go (Live): Advice for Creating Primo VE User Guides - https://www.youtube.com/embed/HX98qHUG3Xg?rel=0&autoplay=0&width=560&height=315&iframe=true

Also by CARLI - Getting ready for Primo VE

Next steps

1. reaching out to EUO and Discovery

Sounds good, lets reach out to other teams and see if they’re on board

•  Antoinette Avila (Unlicensed) will share what she has worked on on monday
•  Co-chairs to contact chairs of EUO and Discovery

Primo VE Configuration Workshop Discussion

20 mins

AllKatie

Primo VE Configuration Workshop Schedule - Approved

•  schedule with training recommendations

• Potential Participants List

• Registration Form

  • A registration form made may not be needed, could be sent out more broadly

  • Invitation would need link to question form/spreadsheet, also make clear that this workshop is for Configuration purposes

• Questions Document

  • Dominique to add dropdown menu for session, move to one sheet for nowFeedback 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: still being decided by ICs, have until 2 weeks before workshop to decide.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?

IT members aren’t hearing that many other people are interested in attending. Currently about 150 on the participants list. We’ll still investigate the webinar answer from Lena, but for now we’ll just keep tracking those who are interested in attending and adjust if we get close to the limit

Subgroup Round-up

Hear from each of the subgroups

15 5 mins

All

Training Documentation Hub Update:

Communications Report

• Drafty Primo VE Email

Local Training

Spring workshop Recaps

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

• Merced

• Berkeley

• San Francisco

• San Diego

• UCLA

• UCSB & UCD

• UCI, UCR, UCSC

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:

• UCLA - Jessica Alverson Jessica.Alverson@exlibrisgroup.com

• San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com)

• UCSB and UCD - Jenny Draeger

• UCSC, UCR, and UCI - Carolyn Sprague Carolyn.Sprague@exlibrisgroup.com

• CDL - our project team

• Primo VE - Carolyn Sprague

• Analytics - TBD

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

1. Workflows/scenarios -- don't send these to your trainer. Submit to the EXL project team via Basecamp as soon as you have a question about a workflow (don’t wait!)

   1. Post in the Message Board in Basecamp and tag with Workflow category or indicate that it’s a workflow question in the title so EXL can find it. 

   2. Ex. this is what we’re trying to do, this is what we do in our system now, how would we do this in Alma? If you're stuck, have something in mind but don't know where to start, or need assistance, post it in the message board. 

   3. It will get passed onto the training person as appropriate, but workflow questions/issues are for the EXL project team.

Round Robin

Add local updates here for others to read

FYI

Open Discussion

5 mins

1. Los Angeles debrief

   1. Tracking who does what on the campuses - who is your counterpart (specifically who is systems IT and configuration people at campuses)

Round Robin

Add local updates here for others to read

FYI

UCSC:

• We will be doing a brown bag on the 19th showcasing the difference between our old system and new system. It will be recorded, I don’t know how broadly it can be share but I have gotten the OK to share with at least you all in case you’re interested in doing something similar on your campuses. Topics we’re covering include:

  • Searching in the IZ vs. the NZ 

    • Different MMS IDs

    • Title on order

  • How to tell if something is from CDL 

  • Automated Fulfillment Network for US&RS staff & walk in patrons 

  • Discovery Differences 

Open Discussion

Parking Lot from this meeting

60/60 min