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 pre-populate with your availability.

• EMT – Monday afternoon; Tuesday

• BD - Mostly available

• PS - Wed afternoon

• AA - Thurs 9-12

• SP- Tues and Weds morning

• BH - Mon PM

Upcoming Events
(Standing Item)

Create awareness around upcoming tasks/events

FYI5 min

Chairs

Updated Work Plan

Fulfillment Open Houses:

• 5/10-5/14 - No ExL meetings, including Monday/Thursday meetings

• 5/17-5/21 - Primo VE Configuration Workshop Mon, 6/7, 9-11

• Mon 6/14 1-3

• Thurs 6/17 3-5

Announcements (Standing Item)

5 mins

BrianChairs

• CDL Liaison

Analytics Overview Sessions

Set for May 24th and 25th at 9am

Will be using standardized environments (Ex Libris environments) to avoid data privacy issues. IT members should be sure to set expectations when providing invitations/calendar reminders about the event.

1. Agenda - Session 1 (1 hour)

   1. General overview of "What is Analytics"

   2. Roles, Analytics consumers and analytics designers

   3. Folder structure and use

   4. Using out of the box reports and dashboards

   5. Creating reports

   6. Adding prompts to reports

2. Agenda Session 2 (1 hour)

   • Analytics Objects - Scheduled reports

   • Analytics Objects - Widgets

   • Analytics Objects - Reports

   • Allowing member institutions to run reports created in the network zone institution

   • Allowing member institutions to access electronic resource data in the network zone institution

5 min

Brian

Primo VE Configuration Workshop Discussion

https://docs.google.com/document/d/1j73p2OWXwox6b2ULfdmupo4jJ0ZxALUkJCNfb5M4RKQ/edit - for campuses to send locally

Primo VE Configuration Workshop Schedule - Approved

• schedule with training recommendations

Potential Participants List

• campuses can share broadly and continue tracking participants on the participants list so that we can adjust license if we get close to 300

Questions Document

• Host will manage live questions

• Discovery team will track unanswered questions to ask on basecamp

Hosting Sign up Sheet

Primo VE environment: UC Riverside

Zoom info from Lena.

Final review of the invitation.

5 mins

Brian

Script for hosting

Any discussion needed?

Open Houses

20 mins

Katie, Erika, Catherine, Antoinette, Bonnie

Any updates?

From previous meetings:

• More informal sessions will work better for people’s timelines. will do just generic open houses where people can ask questions. Communications team will work on drafting language for announcement

• Specific questions about topics (from campuses or attendees) in advance is super helpful

• Topics:

  • Tech Serv (Catherine/Erika)

  • Fulfillment(Bonnie/Katie/Antoinette)

• expectation setting:

  • We’d be sharing how our campuses currently do things, but may not be fully up on new decisions being made by FG. With the more basic workflows, this may not be an issue

Open House Potential Topics document

Workshop

Need to select a date by June 18

10 mins

All

Analytics Workshop

• Data Privacy Form / Registration

  • Autosend zoom info - in google form or qualtrics

Options:

• Week of August 16

• September 7-10

• September 13-17

Week of Aug 16:
IT determined that the week of Aug 16 is not idea due to the semester calendar and it is only a few weeks after
Go-Live (so folks may not have questions for Analytics formulated yet).

September Dates:
Zoom poll during the meeting favored either of the September dates.

IT Members will reach out to campuses to determine preferences and share their decision in the “Decisions” section by June 11 if possible.

Open Houses

5 mins

Erika Quintana Catherine Busselen

Update regarding Technical Services Open Houses.

These would not be helpful to do now for people who are generally pretty swamped. Post go live will be a better time.

Workflow Training Materials

Decide if we would like to pursue something like this.

15 mins

Josephine Tan (Unlicensed) , All

Posted by Josephine in the slack channel:

I took a quick look at the CSU consortium site and am admiring their content layout on the landing page - https://calstate.atlassian.net/wiki/spaces/ULMS/overview  - under the Training Materials is a listing for Workflows. Clicking into some of those workflows, you can see an impressive collection of visual workflows that, if I were a new staff member, I could pretty easily follow and then ask colleagues already working with Alma-Primo for additional help. The other categories of Best Practices/Processes and Policies and procedures are also well organized.  It seems worth reaching out to CSU to see how they approached what groups were responsible for creating the content (i.e., the very nice visual workflows).  And most likely they had an ITS similar to us that curated the content.

Josephine Tan (Unlicensed) will write up paragraph of ask to take to PMs. Might be something we take to PMs, Chairs, or transition team.

Future meetings

Discussion about future meetings

Want to stay up to date on what people are doing for local trainings

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

• No meeting this week.

Communications Report

• No updates

Local Training

• No meeting this week.

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

5 mins

Brian (CDL)

Round Robin

Add local updates here for others to read

Round Robin

Add local updates here for others to read

All

UCSC - Planning to hold local Primo VE Demo on June 23rd. No other plans yet.

UCD - Planning 2 Primo VE drop-ins the week of June 21st, 12-1pm.

UCB - Drop in Primo VE trainings Tuesday and Wednesday, open forum on Monday, first look Alma training on Tuesday and Wednesday

UCI - first look at primo happened this last week

UCR - planning a primo first look for tech services.

UCLA - training upcoming for resource management and fulfillment - can share agendas

Open Discussion

Parking Lot from this meeting

60/60 min