Page Comparison

Check-in / Items to add to agenda?

SHORT-TERM: Check in on vanguard training process; Is the current process working?

• Caitlin needs to poke Marci to get exercises marked as done so we can start sending emails earlier.

• Need to solidify a plan with Ex Libris on how to coordinate offline Q/A question followups with non-cohort members.

• Catherine has created a storage location in google drive for weekly answers.

• Neil - Add Y/N - will you be present at the Q/A session.

• Catherine and Dominique - bring to the IT team, what should we do about telling people about responses from Q/A sessions?

• Developing a plan for collecting feedback about the process at the end of the training cycle.

  • Clarification:

• Who’s got the ball on special topics:

  • CN/PPC/ICs would own the special topics

  • IT owns the “official trainings”

MED-TERM: October training: Need to decide on the actual schedule for Oct 5-9 by the end of August

• Will ex libris record this? This is the start of the quarter so we can expect some people not to be able to attend.At minimum determine the schedule a month in advance (August 28th IT finalizes plan, EXL verifies by 9/2, send calendar holds by September 4th)

  • YES

• Oct 5-9 training:

  • Would it be possible to Ex Libris to run each of the sessions twice? So all patron sessions run in morning and in the evening, e.g.

  • Will they need questions in advance?

  • Capacity: Do people need to register ahead of time? What is the capacity?

•  Caitlin Nelson ask Marci these questions.

MED-TERM: Non-vanguard training

• Can keep from previous training cycle: all email and form templates.

• Update existing confluence pages as needed. Week 1 and 2 to be migrated to confluence in preparation.

• There are typos and weird screenshots on some of the exercises. Since they are moving to confluence, we need to make fixes. Move the pages as are, we will update over time in confluence.

• EXL should not be changing excises between cycles, but it may happen. Will update in confluence as needed.

• For round 2, consider adding Q/A’s from previous cycle to the environment.

Catherine - create a notification around watching pages. Send to Ben and Peter to apply.

Set next week’s agenda

• SHORT-TERM: Communications need to get cleared up; need to discuss streamlining.

Parking Lot

• Determine what we need to be doing to prepare for the Train-the-Trainer sessions

• Non-vanguard Alma Essentials/Alma Fundamentals training preparations

• Note: need to coordinate with the EUOS on Primo training for those who will be instructing the patrons.

Work Plan

DT will take the Excel work plan and put it into something more visual (like a gantt chart).

https://docs.google.com/spreadsheets/d/13CSVYsPVnWvg_Lqw2LrAEhmsWn6H6IPK9299QAt9vAA/edit#gid=0

Set next week’s agenda

Next week’s meeting only for survey subgroup…

Parking Lot

TOTAL

/ 60 min