Page Comparison

The meeting recording is available for download in the OT Shared Google Folder, which you can access using this link: https://drive.google.com/file/d/1ERLCYB4cdrAWQcVZu2sGsepr7PRvycJV/view?usp=drive_link

Updates - from All-Chairs, Leadership Group, etc.

• Provide updates from other SILS meetings

5 mins2 minutes

Sarah/TeamTeam

• LG update - Robin

  • last meeting was cancelled

  • newsletter forthcoming

• AC - no update available

Topics or questions for the Ex Libris Support Meeting

• Ex Libris Support Meeting Agendas & Notes

• Any topics or questions that should be addressed at the next monthly Ex Libris Support Meeting?

• Ticket roundup?

5 mins18 minutes

Sarah/Team

Lakshmi/Team

• last meeting was 8/16/24

  • List of Current Tickets - shared on Slack on 8/8/24

• next meeting is 9/20/24

• Update from Gem

  • allow redirect lists

  • latest issue - pushed to all UCs except UCB and UCSD

    • question from John: is the 7 out of 10 campus situation a vestige of the 3 campuses with a comma in their name issue?

  • still needs to see if this is an “in production” feature (not currently in release notes from February) - Gem is still investigating

  • Gem has created a monthly report to monitor any changes made by ExL

  • Question still remains as to why ExL pushed out this change?

• Greg (UCSD)

  • back button issue that could not be duplicated by ExL

  • asked Greg to add this: allow_exl_to_login_as_staff_users

    • allows ExL to become you

    • located in Config | User Management | Other Settings

      • parameter options are true or false

      • Greg noted that choosing true allows the option for a checkbox to appear. The checkbox allows users to give ExL permission to act on their behalf.

    • has this been offered to any other campuses?

      • Tom has experienced something similar in other systems - this option will log changes made by the outside entity as being yours

    • Greg’s follow up questions about this setting went unanswered

  • Greg asked ExL to try duplicating the issue in the sandbox - the issue has now been fixed as of this morning

  • Ideally, we would like to schedule a zoom session with ExL to demonstrate the issue rather than - Lakshmi will suggest to ExL

• Jackie - ticket #07494692

  • duplicated fulfillment rules discovered in lending approval rules for the resource sharing unit

  • effects are still being explored/determined

  • ExL suggested it possibly happened prior to implementation - they are currently investigating

•  Lakshmi Arunachalam to propose a Zoom session to demonstrate issues that ExL cannot duplicate on their own, as opposed to other solutions proposed by them thus far

Q & A Session - Including Questions on Slack since last meeting

• Any questions from the team?

• Questions from Slack?

12 minutes

Team

• Greg - local admin permissions question

  • UCI makes sure those who obtain this type of permission have the proper training, sometimes they just need Read Only access

  • UCB - admin personnel only, other access is on a case by case and special permission, need to take Alma certification, policy of least privilege

    • when issues arise, a screensharing teaching session ensues to demonstrate configuration changes, etc., so people understand

    • permission is not granted after a teaching session though

  • UCSB - policy of least privilege as well

  • UCSD - view only access is not a problem, more conversations lately regarding more access beyond view only

  • Tom - noted UCOP policy IS-3

• Gem provided the following document: Alma Privileges

Project Team presentations

• discuss upcoming schedule of presentations

• discuss desired outcomes of these presentations

4 minutes

Lakshmi

• Current schedule of presentations:

  • 9/18/24 - OARM

  • 9/25/24 (additional SILS OT meeting) - EIMP

  • 10/2/24 - discuss presentations and craft a draft recommendation for LG

• Lakshmi reviewed the schedule above

  • clarified that OARM had recommendations SILS OT still needed to decide upon

5 mins

Team

• • talking points for SILS OT will be forthcoming

OT workplan

• discuss new Project Team Tracking

4 minutes

Lakshmi/Team

• Project Team Tracking

• For reference: OT Work Plan

Pending projects / materials:

• FYI updates on anything we’re waiting for

0-5 mins10 minutes

Team

• (Revisit after August / Sept 2024) Data Forms Privacy - revisit after data policy and privacy project team recommendations have been published

  • revisions are still pending

  • final report will be shared after revisions

  • Still awaiting final report from LG before further action

• • • update from Jeremy - mostly done, but still investigating share account use and prevalence

    • UCD answering LG follow up questions - due 9/6

    • Tom pointed out doubling of accounts might ease this issue

• Network user records purges (discussion to be continued)

Executive Session

Private discussion as needed

0 -5 mins

Parking Lot

Capture important topics for future discussion

0 -5 mins

• Taking the Temperature Survey

  • Discuss Responses from Survey, particularly the What worries you? and What are you most excited about? sections

  • incorporate into the reboot

• Lessons Learned on Kanopy kbase from UCSC

• Project Team Check-ins (quarterly basis - last check in was around March 2024)

  • OARM-PT

  • EIMP-PT

• Signature Success Program

  • paused during renegotiations

• RNPT update in June/July?

• Known Issues with Alma/Primo VE

• Alma Consortia Advocacy Group (ACAG) updates as needed

• SSO use in the NZ - updates from Gem as needed

  • SSO Options for Network Zone Accounts

• New workplan - does OT need a new workplan?

• Alma Data Privacy - annual reminder

Total

Total

50 minutes