Page Comparison

Consent to Record

All

Volunteering Availability (Standing Item)

Track who is available to volunteer to work on tasks outside of meeting over the next week.

All

Upcoming Events
(Standing Item)

Create awareness around upcoming tasks/events

5 2 min

Chairs

Updated Work Plan

Fulfillment Open Houses:

• Mon 6/14 1-3

• Thurs 6/17 3-5

Fulfillment Open House Update

5 mins

• How did the first one go?

• First recording (ok to share with campuses, don’t share publicly)

Announcements (Standing Item)

5 2 mins

Chairs

• CDL Liaison Moving forward, only recording the “business” part of the meeting.

• Once we get to open discussion, people are welcome to leave if they have other priorities to work on

• Draft email reminder about training hub to go out next week

Analytics Workshop

Trainer: Amanda Shriver (Tentative)

Need to select a date by June 18

10 mins

All

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

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

Analytics Workshop

• Data Privacy Form / Registration

  • Autosend zoom info - in google form or qualtrics and include a link to the sheet for questions.

• Ex Libris wants questions in advance. What process do we want to use?

  • Include link on confirmation page

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.

Parking Lot from this meetingCampus Preferences:

UCSD: September 7th

UCSC: September 7th

UCB: September 7th

UCD:

UCM: no preference

UCSB: no preference

UCLA: no preference

UCR: September 7th

UCSF: no preference

CDL:

UCI: Deadline has passed and no September preferences/conflicts were given to me.

Use the same spreadsheet to collect questions for Analytics (by 8/31)?

•  Katie Ritchey (Unlicensed) will email date to PMs
•  Need to set-up a zoom meeting for Analytics.
•  Create spreadsheet for questions

Future Meetings

2 mins

Next week: The 18th

Open Discussion

Anyone who needs to leave for other priorities can leave at this point

45 min

Parking Lot from this meeting

Training Documentation Hub Update

Communications Report