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  • Davis)

Agenda

Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Recording Consent

51

All

Everyone consented

2

Quick Updates from Other GroupsNone

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”

4

Review Task List

Maintain awareness about tasks that are out-standingPatron 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

Went through the task list to update deadlines.

567

Developing Work Plan

Review charge and determine specific deliverables, dependencies, and how they fit into overall timeline

Review Immediate Needs as well as Short Term, Medium Term and Long Term aspects of work plan as identified by the IT-SC

Determine how to meet the IT-SC recommended deadline of the end of August 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

https://docs.google.com/spreadsheets/d/13CSVYsPVnWvg_Lqw2LrAEhmsWn6H6IPK9299QAt9vAA/edit?usp=sharing

Deliverables from charge:

  • Determine systemwide UC Libraries internal training needs;

  • Assess existing Ex Libris training services and opportunities, including the Ex Libris KnowledgeCenter, and determine when UC will need to develop UC-specific training materials;

  • Develop and carry out a comprehensive, systemwide training plan with the Training & Outreach Coordinators and in consultation with the SILS Working Group;

  • Improve vendor-supplied training objects as needed (and as permitted);

  • Develop and organize train-the-trainer sessions for the system (where multiple reps from each of the UC Libraries get trained);

  • Utilize instructional design principles to develop new training objects/templates, as needed;

  • Determine and recommend best practices for ongoing training, post implementation and reflecting potential systems updates, in consultation with the Training & Outreach Coordinators.

IT-SC identified Immediate, Short Term, Medium Term and Long Term needs:

  • SHORT-TERM: Need to start the overall work plan, including review of the timeline items from ex libris and determining what additional timeline items are needed.

  • SHORT-TERM: Check in on vanguard training process

    • Is the current process working?

  • MED-TERM: October training:

    • Need to decide on the actual schedule for Oct 5-9 by the end of August

  • LONG-TERM: IT needs to discuss about April-May slots for training:

    • Are there any calendar blockers?

    • Who needs what? In terms of content? per campus

    • Anyone comfortable doubling-up? Anyone want topical advanced trainings?

    • LONG-TERM: Ex Libris has indicated they will not be providing training materials for go-live, as they have done for previous installations. Rather, material is available on the knowledge base: (for alma) https://exlibris.libguides.com/alma . We can use this material to perform the initially planned work of modification based on workflow changes from the cohort, but will need to start with the initial test cut, rather than immediately following the initial test cut. Some of the questions for the IT team will be:

  • Do we transfer these materials to somewhere else, such as google drive? If so, in what format, and who will transfer it (probably a group effort).

  • When should we transfer materials so we can start working on making modifications?

  • What topics / subjects are either missing, or need to be expanded on? What additional material might be needed (just at a high level overview, plenty of time through the project to identify additional material).

    • Marci suggested we review material from some other network zones as well:

  • Cal State: https://calstatela.libguides.com/ALMA

  • U of Georgia: https://sites.google.com/view/g3almatraining

    • SUNY:

    https://

    slcny.libguides.com/lsptraining

  • CARLI: https://www.carli.illinois.edu/products-services/i-share/i-share-documentation

    • This is not the main training page – but it’s a great example of consortia information and workflows.

  • In all of the work above, need to start considering formatting and branding. Note that branding will be determined by the Comm leads, but we’ll need to reach out to them to notify them of our specific need and identify our next steps alongside theirs.

  • Primo will probably follow a similar approach, but more on that soon.

    • What are the existing training dates (specific and approximate)?https://docs.google.com/spreadsheets/d/1Ci0jtgDusouiJRkMyLrq4EXj10_EsU6epqWcdXRlDSY/edit#gid=0

    Where can our deliverables be incorporated into the timeline?

    What dependencies can we identify?

    		8

    Meeting Immediate Needs

    Review initial GoogleDoc for documenting informal feedback

    Understand weekly messaging assignments; create a schedule for Peter, Brian, Catherine, and Dominique for the next few sessions. Weekly tasks include:

  • Posting exercises from basecamp to confluence (before Wed)

  • Creating new Google form for Weekly questions (before Wed)

    • Sending email to SILS Chairs and IT team for distribution (Wed)

  • Posting weekly questions to basecamp (following Monday)

    • 15

    D. Turnbow

    D. Turnbow--Week 3 (posted 7/14)

    C. Busselen--Week 4 (posted 7/21)

    •  Turnbow will post Week 1 and Week 2 to confluence.
    •  Brian David (Unlicensed) and Peter Soriano (Unlicensed) will move anything that looks like it is not in DRAFT into Confluence pages, including Week 5 to be published by 7/28
    •  Turnbow will be responsible for creating and sending out IT and Chairs email each week
    •  Catherine Busselen will be responsible for Google Forms weekly questions, creating and posting to Basecamp

    Future agenda items

    ...

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

    ...