Date: May 7, 202130,June 4, 2021
Time: 1-2pm
Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)
Attendees:
Catherine Busselen (UCSB) (Step B+)
Elizabeth McMunn-Tetangco (Unlicensed) (Merced) (Step B+)
Peter Soriano (Unlicensed) (Berkeley)
Josephine Tan (Unlicensed) (San Francisco)
Sylvia Page (Unlicensed) (Los Angeles)
Antoinette Avila (Unlicensed) (Irvine) (Step B+)
Erika Quintana (Riverside) (Step B+)
Brian David Katie Ritchey (Unlicensed) (CDLSanta Cruz; co-chair)
Not attending:
Caitlin Nelson (SSM)
Turnbow (Co-Chair; San Diego)Katie Ritchey (Unlicensed) (Santa Cruz; co-chair
Not attending:
Catherine Busselen (UCSB) (Step B+)
Lena Zentall (Unlicensed) (CDL Representative)
Sarah Houghton (CDL Representative)
Agenda
Item | Desired Outcome | Time (mins) | Who | Notes | Decisions | Actions | |||||||||||||||||
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| 1 | Consent to Record2 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 pre-populate with your availability.
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| 3 | Upcoming Events | Create awareness around upcoming tasks/events | FYI5 min | Chairs | Fulfillment Open Houses:
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| 4 | Announcements (Standing Item) | 10 5 mins | BrianChairs |
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| 5 | Analytics Overview Sessions Set for May 24th and 25th at 9am Will be using standardized environments (Ex Libris environments) to avoid data privacy issues. IT members should be sure to set expectations when providing invitations/calendar reminders about the event.
| 5 min | Brian | 6 | Primo VE Configuration Workshop Discussion https://docs.google.com/document/d/1j73p2OWXwox6b2ULfdmupo4jJ0ZxALUkJCNfb5M4RKQ/edit - for campuses to send locally Primo VE Configuration Workshop Schedule - Approved
Primo VE environment: UC Riverside Zoom info from Lena.
| Final review of the invitation. | 5 mins | Brian | Any discussion needed? Discovery co-chairs to look into recording questions asked verbally, with chat questions also reviewed |
| 7 | Open Houses | 5 mins | Katie, Erika, Catherine, Antoinette, Bonnie | Any updates? From previous meetings:
| 8 | Workshop | Need to select a date by June 18 | 10 mins | All | Analytics Workshop
Options:
| Week of Aug 16: September Dates: | IT Members will reach out to campuses to determine preferences and share their decision in the “Decisions” section by June 11 if possible. |
| 6 | Open Houses | 5 mins | Update regarding Technical Services Open Houses. These would not be helpful to do now for people who are generally pretty swamped. Post go live will be a better time. | ||||||||||||||||||||
| 7 | Workflow Training Materials | Decide if we would like to pursue something like this. | 15 mins | Posted by Josephine in the slack channel: I took a quick look at the CSU consortium site and am admiring their content layout on the landing page - https://calstate.atlassian.net/wiki/spaces/ULMS/overview - under the Training Materials is a listing for Workflows. Clicking into some of those workflows, you can see an impressive collection of visual workflows that, if I were a new staff member, I could pretty easily follow and then ask colleagues already working with Alma-Primo for additional help. The other categories of Best Practices/Processes and Policies and procedures are also well organized. It seems worth reaching out to CSU to see how they approached what groups were responsible for creating the content (i.e., the very nice visual workflows). And most likely they had an ITS similar to us that curated the content. | Josephine Tan (Unlicensed) will write up paragraph of ask to take to PMs. Might be something we take to PMs, Chairs, or transition team. | ||||||||||||||||||
| 8 | Future meetings | Discussion about future meetings Want to stay up to date on what people are doing for local trainings | |||||||||||||||||||||
| 9 | Subgroup Round-up | Hear from each of the subgroups | 5 mins | All | Training Documentation Hub Update:
| 9 | Spring workshop Recaps Each campus has it’s own space to post Questions/Action Items in Basecamp:
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).
| 5 mins | Brian (CDL) | ||||||||||||||
| 10 | Round Robin | Add local updates here for others to read | FYI10 | Round Robin | Add local updates here for others to read | All | UCSC - Planning to hold local Primo VE Demo on June 23rd. No other plans yet. UCD - Planning 2 Primo VE drop-ins the week of June 21st, 12-1pm. UCB - Drop in Primo VE trainings Tuesday and Wednesday, open forum on Monday, first look Alma training on Tuesday and Wednesday UCI - first look at primo happened this last week UCR - planning a primo first look for tech services. UCLA - training upcoming for resource management and fulfillment - can share agendas | ||||||||||||||||
| 11 | Open Discussion | ||||||||||||||||||||||
| 12 | Parking Lot from this meeting | 13 | 60/60 min |
Future agenda items
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