| Item | Desired Outcome | Time (mins) | Who | Notes | Decisions | Actions |
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1 | Consent to Record | | 2 min | All | | | |
2 | Volunteering Availability (Standing Item) | Track who is available to volunteer to work on tasks outside of meeting over the next week. | FYI | All | Members please prepopulate with your availability. AA - Thurs & Fri Afternoon EMT - Thurs afternoon; Monday before 1 PS - Mon after 2, Tues before 1 EQ - Wed & Fri morning BD - Wed midday, Thurs afternoon, Fri morning BH - Wed, all day SP- none! my workshop week CB - no availability this week | | |
3 | Upcoming Events (Standing Item) | Create awareness around upcoming tasks/events | FYI | Chairs | Updated Work Plan: | | |
4 | Announcements (Standing Item) | | 2 mins | Katie | | | |
5 | Primo VE Configuration Workshop Discussion | | 20 mins | All | Primo VE Configuration Workshop Schedule - Approved Potential Participants List Primo VE environment: still being decided by ICs, have until 2 weeks before workshop to decide. Questions for future consideration: Who can attend? How to do registration? How to do zoom link? [Update] Lena has created one zoom link for all of the sessions and there will be a CDL staff member be the co-hosts/backup hosts to record. Still working out who will record each session. Need to be cognisant of recording / transcripts / etc
How to manage questions?
| Will update Primo VE Workshop title to include word “configuration” | |
6 | Subgroup Round-up | Hear from each of the subgroups | 5 mins | All | Training Documentation Hub Update: Communications Report Local Training | The group sending the workflow needs to clarify if it is local, for testing, or an ongoing workflow. | |
7 | Spring workshop Recaps Each campus has it’s own space to post Questions/Action Items in Basecamp: Send titles for search demos to EXL trainer and copy Marci.Deignan@exlibrisgroup.com by Wednesday, EOD, before your training. These titles should be relevant to your collection. This is an opportunity to guide the search demos and have more robust search results that are a better match for your environment.
Trainers: EXL will send out a reminder to the trainers to be sure to be logged in at least 5 mins early for every session (earlier for the first one on Mondays). | | | | Workflows/scenarios -- don't send these to your trainer. Submit to the EXL project team via Basecamp as soon as you have a question about a workflow (don’t wait!) Post in the Message Board in Basecamp and tag with Workflow category or indicate that it’s a workflow question in the title so EXL can find it. Ex. this is what we’re trying to do, this is what we do in our system now, how would we do this in Alma? If you're stuck, have something in mind but don't know where to start, or need assistance, post it in the message board. It will get passed onto the training person as appropriate, but workflow questions/issues are for the EXL project team.
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8 | Add Alma Exercises to the Hub - A.Avila | Discussion | 5 mins | All | | TDH subgroup to investigate further | |
9 | Discuss idea of Alma/Primo information session for library staff- A.Avila | Discussion | 10 mins | All | Idea for a session on what to expect with Primo VE and Alma’s Network Zone (and the way the SILS project will affect Primo VE) Will need to locate someone with expertise (PMs may be a good start) May need to work with EUOS and Discovery Would need to decide between early May or after Primo VE workshop
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10 | Open Discussion | | | | | | |
11 | Parking Lot from this meeting | | | | | | |
12 | | | 60/60 min | | | | |