2021-3-19 IT Meeting Notes

Date: Mar. 19, 2021

Time: 1-2pm

Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)

Attendees:

Erika Quintana (Riverside) (Step B+)
Antoinette Avila (Unlicensed) (Irvine) (Step B+)
Catherine Busselen (UCSB) (Step B+)
Katie Ritchey (Unlicensed) (Santa Cruz; co-chair)
Sylvia Page (Unlicensed) (Los Angeles)
Brian David (Unlicensed) (CDL; co-chair)
Elizabeth McMunn-Tetangco (Unlicensed) (Merced) (Step B+)
Peter Soriano (Unlicensed) (Berkeley)
Turnbow (Co-Chair; San Diego)

Not attending:

Caitlin Nelson (SSM)
Joanna Kang (Unlicensed) (PM)
Bonnie Hain-Anderson (Unlicensed) (Davis)
Josephine Tan (Unlicensed) (San Francisco)

Agenda

	Item	Desired Outcome	Time (mins)	Who	Notes	Decisions	Actions
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. BD - Wed and Thurs PS - Mon and Tues SP- Tues afternoon CB - vacation March 22-29; available Tues-Friday mornings March 30-April 2
3	Upcoming Events (Standing Item)	Create awareness around upcoming tasks/events	FYI	Chairs	Updated Work Plan: 22 March 2021 (weekly Monday meeting): UC-led Using OCLC with Alma 25 March 2021 (weekly Thursday Q&A): UC-led Fiscal Year-End Planning 4/1 - Data Clean-Up in Alma
4	Announcements (Standing Item)		2 mins	Katie	No meeting next week - Happy Holiday!
5	Primo VE Workshop Discussion		20 mins	All	Draft Primo VE Workshop Schedule - Sent to ExL for Approval Potential Participants List Questions for future consideration: Who can attend? How to do registration? How to do zoom link? UCSD, UCSC, UCM have conflicts with that week Possibility for multiple campuses to host if we use individualized links for registration Could ask other SILS leaders to help host Need to be cognisant of recording / transcripts / etc How to manage questions?	Talk with Joanna about zoom options	All: Collect a list of names, or estimate the number of invites to the Primo VE workshop Due: 4/2 Erika Quintana can work on completing the schedule with training recommendations
6	Subgroup Round-up	Hear from each of the subgroups	5 mins	All	Training Documentation Hub Update: Local workflows Going to like a restricted google drive link on the public page. Will be open to cohort members, others can request Communications Report Sending Primo VE save the date once schedule is finalized to the cohort. Can be shared locally but be aware that we haven’t finalized the guest list. Local Training shared out about Spring Workshop training experiences so far
7	Spring workshop Recaps Each campus has it’s own space to post Questions/Action Items in Basecamp: Merced Berkeley San Francisco San Diego UCLA UCSB & UCD UCI, UCR, UCSC				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. 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). Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins Trainers: UCLA - Jessica Alverson (Jessica.Alverson@exlibrisgroup.com) San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com) UCSB and UCD - Jenny Draeger UCSC, UCR, and UCI - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com) CDL - our project team Primo VE - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com) Analytics - TBD
8	Open Discussion				UCI - created a small local training team
9	Parking Lot from this meeting
10			60/60 min

Future agenda items

Review/signoff on final work plan being