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Not attending:

Agenda

Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Recording Consent

1

All

Everyone consented

2

Quick Updates from Other Groups

5

SILS at UCSF will be opening up their Orientation and Navigation meeting to additional staff outside of their core group; will gather feedback on how that goes

UCI, since they have already implemented Alma/Primo, are not participating in the Vanguard

3

Vanguard Alma Vanguard Virtual Training

Review timeline for October training

10

All

Timeline:

  • IT sends finalizes plan by 8/28

  • EXL verifies by 9/2

  • IT sends calendar on 9/4 (or earlier)

  • Training the week of 10/5-10/9

Do we want to identify modules that would be most impacted by training this week? If so, how shall we get feedback about prioritizing their requests for time/day of delivery?

Reviewed the “Alma Remote Workshop Agenda”

Patron Services scheduling is most problematic in terms of timing

4

UCS Vanguard Training Evaluation Plan

Begin a discussion about how we can evaluate the vanguard training

10

All

How do we want to get feedback on Vanguard training?

We will use a short survey

5

Developing Work Plan

Break deliverables down into additional tasks where known and identify where more work may be needed

Add timeline information and dependencies where they do not exist

Identify what gaps there are in the deliverables/tasks/timeline (i.e. PrimoVE)

Are there other details we would like to include in the Work Plan (i.e. links to external documentation, ownership, internal deadlines vs EL timeline, etc.)

Determine who will make the Work Plan “pretty” for submission to TOC

Determine if we can meet an end of August deadline for the presentation of this work plan to the TOC

30

C. Busselen

to Record

2

PrimoVE trainings anounced

Determine communication plan for PrimoVE trainings

Determine how to represent in Confluence (same as Alma trainings?)

15 minutes

All

https://public.3.basecamp.com/p/4tD1mURHmshBxhucSVj7fofn

Roll into existing communication model

Send out one communication now, however (should this be Caitlin/Neil or IT group?)

Verify that logins/passwords are included to be able to access

Question about whether any testing information/training would be useful at the training level; should we invite/announce the testing in Alma vanguard session?

3

Identify Calendar Blocks for spring training

Determine what weeks from March through May would NOT be available for holding the training workshops (what we are calling train-the-trainers)

10 minutes

All

https://reciprocity.uceap.universityofcalifornia.edu/uc-calendar

Spring Breaks/Between Quarter Break--3/22-328?

Everyone else find out if there are any blockers that are more campus-specific

4

UCS Vanguard Training Survey

Review https://docs.google.com/spreadsheetsdocument/d/13CSVYsPVnWvg_Lqw2LrAEhmsWn6H6IPK9299QAt9vAA1n2Zxdm4lsTE1jkZsjBN3HxDKLf9UgyQFr7xLiyI1Cp8/edit?usp=sharing

Decide on option 1 or 2

Create survey in GoogleForms?

30 minutes

Catherine Busselen Brian David (Unlicensed) Peter Soriano (Unlicensed)

(others may choose to excuse themselves)

https://docs.google.com/spreadsheetsforms/d/1Ci0jtgDusouiJRkMyLrq4EXj10_EsU6epqWcdXRlDSY/edit#gid=0

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1VpYvNSh4lnXByTASfELq3H0tVZK5sWSZBgWtjQY0sUM/edit?usp=sharing

Future agenda items

Review/signoff on final work plan being