2021-4-23 IT Meeting Notes

Consent to Record

2 min

All

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

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 4/29 - UC-led live demo of OCLC Gateway and Metadata Editor

• 5/6 - Ex Libris special meeting on Cutover Plan Review

• 5/10-5/17 - No ExL meetings, including Monday/Thursday meetings

Announcements (Standing Item)

5 mins

Brian

Primo VE Configuration Workshop Discussion

20 mins

Brian

What is the process?

• How to send invites? Who should receive them?

• What to include in invitations?

• How to manage questions?

From previous meetings:

Primo VE Configuration Workshop Schedule - Approved

• schedule with training recommendations

• Potential Participants List

  • Feedback that campuses are wanting to invite broader ranges of staff - how do we accommodate this with zoom limits?

    • Could update to a webinar license and just share more broadly and let people self-select

    • Could share broadly and continue tracking participants on the participants list so that we can adjust license if we get close to 300

• Questions Document

• Hosting Sign up Sheet

• Primo VE environment: tentatively UCSD

• Questions for future consideration:

  • How to do zoom link?

    • [Update] Lena has created one zoom link for all of the sessions and there will be a CDL staff member be the co-hosts/backup hosts to record. Still working out who will record each session.

    • Need to be cognisant of recording / transcripts / etc

  • How to manage questions?

Open Houses

20 mins

Dominique

Open House Potential Topics document

UC Wide Public Service Primo Training - First Look: UC Library Search

10 mins

Brian

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

Communications Report

Local Training

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

1. 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.

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

• Analytics - TBD

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

5 mins

Round Robin

Add local updates here for others to read

FYI

UCSC:

• We will be doing a brown bag on the 19th showcasing the difference between our old system and new system. It will be recorded, I don’t know how broadly it can be share but I have gotten the OK to share with at least you all in case you’re interested in doing something similar on your campuses. Topics we’re covering include:

  • Searching in the IZ vs. the NZ 

    • Different MMS IDs

    • Title on order

  • How to tell if something is from CDL 

  • Automated Fulfillment Network for US&RS staff & walk in patrons 

  • Discovery Differences 

Open Discussion

Parking Lot from this meeting

60/60 min