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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

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

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

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