Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

9-9:50

Zoom https://UCOP.zoom.us/j/93501402188?pwd=aU1BMklrR1ZZK1hOTnYzeWtZR0RUUT09
Meeting ID: 935 0140 2188
Password: 9^Vg.m
Password: 889551
+1 669 219 2599 US (San Jose)
+1 669 900 6833 US (San Jose)
+1 213 338 8477 US (Los Angeles)

Recording: https://UCOP.zoom.us/rec/share/vkPQisNVQCZ7IueIGzSK2AKHVn7tPiuwNL2nH4fz4smLgzGMJHg4ZCF09_NN6o7Y.T3sNem4Xg1Mk1iMu

When you join the meeting, rename your Zoom name to your name + SILS group (Mouseover your participant window, click on the […] dots dropdown to the right of “mute”, choose Rename.)

Attendees

  • Chris Shaffer, SILS Project co-chair (SILS Chairs sponsors)

  • Günter Waibel, SILS Project co-chair (SILS Chairs sponsors)

  • Christine Barone, Project co-manager (SILS Chairs co-chair)

  • Lena Zentall, Project co-manager, (SILS Chairs co-chair)

  • Aislinn Sotelo, Shared Governance Task Force

  • Beth Callahan, Public Services EL

  • Brian David, Internal Training

  • Carla Arbagey, Acquisitions & ERM FG

  • Carlo Medina, Implementation Coordinators

  • Catherine Busselen, ILS Data Cleanup

  • Cathy Martyniak, RLF Configuration Task Force (RCTF)

  • Claudia Horning, Digital Collections FG

  • Danelle Moon, Archives & Special Collections EL

  • Dominque Turnbow, Internal Training

  • Elizabeth Rodriguez, Fulfillment & ILL FG

  • Greg Ferguson, Patron Data

  • Jess Waggoner, Discovery FG

  • Joe Ferrie, Fulfillment & ILL FG

  • John Riemer, Technical Services EL

  • Josephine Tan, Discovery FG

  • Katie Ritchey, Internal Training

  • Lisa Spagnolo, Acquisitions & ERM FG

  • Liz Miraglia, Resource Management FG

  • Lynne Grigsby, RLF Configuration Task Force (RCTF)

  • Mary Elings, Archives & Special Collections EL

  • Melanie Ramiro, End User Outreach

  • Rachel Jaffe, Digital Collections FG

  • Rikke Ogawa, Public Services EL

  • Sarah Wallbank, Resource Management FG

  • Stacy Brinkman, End User Outreach

  • Stephen Gurnick, Patron Data

  • TJ Kao, ILS Data Cleanup

  • Tom Bustos, Implementation Coordinators

  • Xiaoli Li, Technical Services EL

Implementation Coordinators

  • Jackie Gosselar, UC Berkeley (in training)

  • Lynne Grigsby, UC Berkeley

  • Robin Gustafson, UC Davis

  • Lakshmi Arunachalam, UC Irvine

  • Carlo Medina, UCLA (co-chair)

  • Tom Bustos, UC Merced (co-chair)

  • Ramon Barcia, UC Riverside

  • Greg Ferguson, UC San Diego

  • Susan Boone, UC San Francisco (co-coordinators)

  • Zach Silveira, UC San Francisco (co-coordinators)

  • Jeremy Hobbs, UC Santa Barbara

  • Gillian Keleher and Sarah Lindsey, UC Santa Cruz (co-coordinators)

  • Caitlin Nelson, California Digital Library (SILS Service Manager)

  • Alison Ray, California Digital Library

  • Gem Stone-Logan, California Digital Library (in training)

Guests

  • Ben Alkaly, Communication Operation Leads, chair

  • Joanna Kang, PM Training

  • Caitlin Nelson, SILS Service Manager, on leave

  • Adrian Petrisor, Communication Operation Leads

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Start recording!

Welcome!

0

All

2

Quick announcements

0

3

SILS co-chairs update

5

Günter, Chris

  • CoUL approved UC Library Search name and are happy with our progress

  • SILS ongoing governance recommendations are coming soon.

  • Numbers of accounts desired is larger than the number of accounts we have purchased.



4

Timeline review (recurring)

Reminder: Implementation Timeline on Confluence for staff without access to Basecamp.

Awareness of what’s happening / coming soon in the project

5

Christine, Lena

  • 2/25 5pm: Moratorium on editing bibs ends. ICs are working on accounts and roles. Should we wait longer for Merced? How much time? 1 week? 2 weeks?

  • 2/26: Primo VE delivered (ICs will get the link via Sales Force)

  • 3/1: Alma workshops are starting next week with UCM up first. See  ExL Spring Workshop Schedule. These are discussions and deeper dive into workflows. Attendees should have completed Alma Essentials training beforehand. Optional: Review the MVP document to see the critical “day 1” systemwide priorities (the workflows/functions that must be in place at go-live) and review your local campus MVP document, if you have one.

  • 3/4: special meeting - Primo VE first look and handoff meeting

  • 3/22 1-2pm: Ex Libris meeting time is AVAILABLE. If you would like to propose a topic for a 60-minute UC-led special meeting, see How to Request a Special Meeting.

  • 3/25: UC-led special meeting - Fiscal Year-End Planning

  • See Ex Libris meetings or Basecamp project meetings for other upcoming meeting topics

Extend moratorium on editing bibs to 3/4 at 5pm.

ICs and FGs to share the new extended deadline with local teams and testers.

Messaging for staff and testers:

“The ICs are recommending a moratorium on any type of bibliographic and holdings records work by campus or FGs that could impact data in the NZ until 3/4 at 5pm. This would preserve the data in its migrated state and allow for Resource Management FG to do their data review. This moratorium would not apply to local testing on Fulfillment and Resource Sharing, or Acquisitions, whose testing would not result in changes to bibs and holdings data in the NZ.”

  • ICs and FGs to share the new extended moratorium deadline (3/4 at 5pm) with local teams and testers.
5

Training Documentation Hub

Introduce the training documentation hub. Allow time for Q&A.

https://uc-sils.atlassian.net/wiki/spaces/TRAIN

10

Brian David

Highlights:

  • Training calendar

  • Ex Libris trainings page and related documentation

  • UC documentation area

    • This will be added to as documentation comes in from functional groups.

    • If you find good ExL videos or other good resources, send them to the IT team.

6

Communication Operation Leads update (recurring)

Awareness of communications activities.

Introduce “This month is SILS” (pilot) and request “need to knows” from chairs.

  • If you were speaking at a SILS Town Hall, what’s the one thing your group would want to share?(OK if you don’t have anything). Respond in SILS Chairs slack.

5

Ben, Adrian

  • Desire for regular updates to the extended UC library staff community.

  • Com Leads (with help from PM Leads) will produce a “This month in SILS”

  • Asking SILS Chairs for 1-2 “need to knows” to include from each group (as applicable, OK to report nothing if nothing rises to the level.) Slack them in the SILS Chairs channel on the thread that Ben will create.

  • Chairs to share 1 to 2 “need to knows” for the march “this month in SILS” edition. Use the SILS Chairs slack channel. Ben will start a thread.
7

Update on meeting with Ex Libris

Awareness of outcome of meeting with Ex Libris and next steps.

Discuss and Q&A.

SILS PMs are working with Marci on a form for requesting a consultant to join a meeting:

  1. PMs review the form responses at Tues and Thurs meetings. Determine if the request is complete enough for Marci to forward to the ExL consultants to review and see what more they need. (couple of days)

  2. Marci will let us know that the consultants have what they need and will confirm the date and time the ExL consultant can meet.

  3. Marci schedules the meeting for the ExL consultant to attend.

  4. SILS PM let’s the group co-chairs know to forward the Zoom invite to the listserv for Marci for calendaring with ExL: SILS-EXL-UCS-PM-L@listserv.ucop.edu

20

Carlo Medina

  • Met with ExL a second time to discuss communications with them and how they handle questions at meetings.

  • They were receptive to the feedback.

  • They are willing to have their consultants come to FG meetings. They just need as much advance notice of what the group wants to discuss, the desired outcome, workflows you would like them to address.

  • How would these requests be streamlined? It was decided that it should be handled PM to PM (UC to ExL) to make arrangements.

    • PMs are creating a form (similar to the meeting request form) that will be reviewed by PMs when they meet on Tues & Thurs.

  • Has the support team on the ExL side been expanded? Andrea has been filling in for Laurie. She is great, can we keep her?

  • UCSF is working with their subgroups to collect ideas for each session to be prepped ahead of time for their campus workshop. They will have their questions ahead of time for each session.

  • Good idea to get any workflow/campus specific questions answered at those meetings, but there are workflows that may cut across campuses and it would be good to have shared info.

  • Also, good to have day 1 priorities at the forefront (see the MVP)

  • Reminder: Use the Alma and Primo listservs to ask questions - it can also help to jumpstart convos with ExL.

  • “Painful meeting issue” raised by Lynne. Meetings with a clear, full agenda work better. “Painful” meetings are where we don’t get questions in advance and 80 people have saved 2 hours in their calendar.

  • Carlo Medina (Unlicensed) will post some good listserv recommendations from ExLibris where you can reach out to see what other consortia have done.

From Ex Libris email to UC team that met with them re: meeting improvements:

Ex Libris recommends to consortium customers to participate in Alma Consortia Advocacy Group (ACAG) managed by IGeLU and ELUNA - consortialalma@exlibrisusers.org.

https://exlibrisusers.org/listinfo/consortialalma (Main list)

https://exlibrisusers.org/listinfo/almacon-ermig (ERM subgroup)

https://exlibrisusers.org/listinfo/almarsig (Resource Sharing subgroup)

8

Flagging any significant issues (recurring)

0

9

Parking Lot

Feel free to add a topic to the Proposed agenda topics page on Confluence

Capture important topics for future discussion

10

Total

50/50

  • No labels