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PM Leads (co-chairs, Christine & Lena) signoff on SILS News.

...

Status

Week of

Date

Milestone

Communication/Message

Audience(s)

Author(s)

Distribution

Mar 30-Apr 3

Status
colourGreen
titleDONE

Apr 6-10

Ex Libris provides migration timeline

Migration phases explained and key work for each phase listed. Explanation of what it means to be in the vanguard.

All staff, Cohort

Caitlin

SILS News, SILS-Cohort-L

Apr 13-17

Apr 20-24

Status
colourGreen
titleDONE

Apr 27-May 1

Vanguard selected

Vanguard campuses announced. Refer to 4/10 message with explanation of vanguard.

All staff, Cohort

Caitlin

SILS News, SILS-Cohort-L

Status
colourGreen
titleDONE

May 4-8

May 8

Phase 3 key documents shared on SILS website

Announce Phase 3 report published on the website; Include the report’s recommendations (noting that they were all unanimously endorsed by CoUL) in the body of the email. Plus, SILS RFP is now available as a PDF on the website. Feel free to share it with peer institutions who request it. Documents page: https://libraries.universityofcalifornia.edu/sils/documents

All staff, Cohort

Lena

SILS News, SILS-Cohort-L

Status
colourGreen
titleDONE

May 11-15

May 15

Confluence is opening

Email to cohort

Full Cohort

Ben Alkaly (Unlicensed)

SILS-Cohort-L

Status
colourGreen
titleDONE

May 25-29

May 26

Confluence is opening: reminder

Email to cohort

Principles and best practices (see 5/21 notes)

Full Cohort

Ben Alkaly (Unlicensed)

SILS-Cohort-L

Status
colourGreen
titleDONE

Jun 1-5

June 1

Wiki is live! Decision-making transparency and broad consultation

  • SILS News about how the decision-making process works: transparency with decision pages, announce the wiki is now open (include a link to wiki)

All staff, Full Cohort

SILS News, SILS-Cohort-L

Status
colourGreen
titleDONE

Jun 1-5

June 3

Announce Systemwide ILS Service Manager

All staff, Full Cohort

SILS News, SILS-Cohort-L

Status
colourGreen
titleDONE

June 1-5

June 4

Fist of Five Webinar reminder, Zoom best practices, Confluence blog, time off calendar reminders

Email to cohort

Full Cohort

Ben Alkaly (Unlicensed)

SILS-Cohort-L

Status
colourGreen
titleDONE

Jun 15-19

June 15

Alma/Primo Training Materials

Surface key Ex Libris tutorials/marketing videos

Ben Alkaly (Unlicensed)

SILS News

Jun 15-19

Status
titlePENDING

Jun 22-26

Jun 29-Jul 3

Jul 6-10

Status
colourGreen
titleDONE

Jul 13-17

July 16

Updated Phase 4 Mission/Principles

All staff, Cohort

Ben Alkaly (Unlicensed)

SILS News

Jul 20-24

Jul 27-31

Aug 3-7

Aug. 3

Celebrate Vanguard Final data delivery

  • Any numbers?

Full Cohort

SILS-News

Aug 10-14

Aug 17-21

Aug 17

Reminder about SILS Town Hall on Aug 18; reminder TH is for cohort only.

Full Cohort

All-Cohort; SILS-Cohort-L

Aug 24-28

Phase 3 final report, public version

All staff, Cohort

All-Cohort; SILS-Cohort-L, SILS-News

Aug 31-Sep 4

Sep 7-11

Sep 14-18

Reminder that Zoom passcodes required (Sep 27)

All-Cohort

Sep 21-25

Sept. 23

Primo VE first look

SILS News

SILS News

Sep 28-Oct 2

Oct. 2?

Zoom reverses course on passcodes

All-cohort

Oct 5-9

Oct 12-16

Oct 19-23

Survey results from Alma workshops for Vanguard campuses

All-cohort?

Oct 26-30

Nov 2-6

Nov 9-13

Vanguard Complete

  • Takeaways/learnings

  • Add “approx. 25M bib records”

All Cohort
SILS News

Nov 16-20

Nov 23-27

HOLIDAY NOV 26-27

Nov 30-Dec 4

SGTF Survey Results?

Dec 7-11

Implementation kickoff

  • What to share? All steps? PM/SSL lead?

SILS News

Dec 14-18

Dec 21-25

HOLIDAY DEC 24-25

Dec 28-Jan 1

HOLIDAY

2021

Jan 4-8

Test load start

Ramping up in 2021

All Cohort

Jan 11-15

EUN feedback survey

Jan 18-22

Jan 25-29

Feb 1-5

2/1

“UC Library Search” Finalized

  • Recap of the naming process, request for feedback

  • Thank those who provided feedback and acknowledge concerns submitted

  • Reinforce that UC Library Search is the only name that should be used in patron comms (i.e., never SILS)

Cohort, SILS News?

Feb 8-12

Feb 15-19

Feb 22-26

2/25?

Introduce “Resource Lake”

Repository for patron-facing resources; invite contributions

COLs

All Cohort

Mar 1-5

3/1?

“This Month in SILS/UCLS”

First of monthly bullet-pointed announcements with “need to know” info across both the project (SILS) and service (UCLS)

PMs (lead) / COLs (secondary)

SILS News

Mar 8-12

TBD

SGTF Assessment Poll Results

Salient survey findings and take-aways/action items

Danielle Westbrook (lead) / COLs (secondary)

SILS News

Mar 15-19

Mar 22-26

Mar 29-Apr 2

Did/do we need to recap this?

All Cohort

4/5

“This Month in SILS/UCLS”

Second monthly bullet-pointed announcemens with “need to know” info across both the project (SILS) and service (UCLS)

PMs (lead) / COLs (secondary)

SILS News

Apr 5-9

Apr 12-16

Apr 19-23

4/22

Recap of TH roundtable

Key takeaways/quotes from discussion

SILS News

COLs

All Library Staff

Apr 26-30

May 3-7

All Cohort

5/3

“This Month in SILS/UCLS”

Third monthly bullet-pointed announcements with “need to know” info across both the project (SILS) and service (UCLS)

PMs (lead) / COLs (secondary)

SILS News

May 10-14

May 17-21

May 24-28

May 31-Jun 4

6/4

“This Month in SILS/UCLS”

Fourth monthly bullet-pointed announcemens with “need to know” info across both the project (SILS) and service (UCLS)

PMs (lead) / COLs (secondary)

SILS News

6/1

Jun 7-11

Jun 14-18

Jun 21-25

Jun 28-Jul 2

7/1

“This Month in SILS”

  • Overview of preparations being made my Internal Training, EUOS

Comm Team (Adrian Petrisor (Unlicensed)) leads , Internal and EUOS Teams

SILS-News

Jul 5-9

Jul 12-16

7/15 (draft-ready date)

  • Contingency messaging in case go live is pushed back

TBD

Adrian Petrisor (Unlicensed)

Jul 19-23

7/20 (draft-ready date)

  • Template(s) for ULs to announce Go-Live to all staff

All Library Staff

Ben Alkaly (Unlicensed)

Through local EUOS/Comms rep

7/22?

Alma/Primo Bug Reporting Page

  • New Confluence tool

All Staff

Caitlin Nelson Claudia Horning (Unlicensed)

SILS News

Jul 26-30

7/27

Go-Live on July 27, 2021

  • Celebratory; summation of magnitude of accomplishment from C & G

    • Live w/ MVP, more to come

    • Reminder of 8/2 TH

SILS News + Cohort

Comm Team (Ben Alkaly (Unlicensed) , Internal and EUOS Teams,

As wide as possible

7/27 or day after all campus instances live

UCOP/Michael Drake congrats

All-UC

Comm Team, UCOP Comm Team

Aug 2-6

Aug 9-13

Aug 16-20

8/18

Intro post-go-live shared governance

  • Tee up Sept. TH

SILS-News

Adrian Petrisor (Unlicensed)

Aug 23-27

Intro to SILS Transition Task Force

Do we need this? A&B say no

Aug 30-Sep 3

Sep 6-10

  • high-level overview of UCLAS and the SILS Structure, plus reminder about upcoming town hall

Intro Transition Task Force here?

SILS-News

Danielle Westbrook

Sep 13-17

Sep 20-24

Sep 27-Oct 1

Nov 29- Dec 3

New SILS governance

Welcome to the new members of ongoing governance; rosters (sent 11/19)

Dec 13-17

End of the project wrap up

Final wrap-up message (SILS co-chairs)

early impacts

not experts yet - it takes time

thanks to all

Adrian Petrisor (Unlicensed)