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Date: June 4, 2021

Time: 1-2pm

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

Attendees:

Not attending:

Agenda

Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Consent to Record

All

2

Volunteering Availability (Standing Item)

Track who is available to volunteer to work on tasks outside of meeting over the next week.

All

Members please pre-populate with your availability.

  • EMT – Monday afternoon; Tuesday

  • BD - Mostly available

  • PS - Wed afternoon

  • AA - Thurs 9-12

  • SP- Tues and Weds morning

  • BH - Mon PM

3

Upcoming Events
(Standing Item)

Create awareness around upcoming tasks/events

5 min

Chairs

Updated Work Plan

Fulfillment Open Houses:

  • Mon, 6/7, 9-11

  • Mon 6/14 1-3

  • Thurs 6/17 3-5

4

Announcements (Standing Item)

5 mins

Chairs

  • CDL Liaison

5

Analytics Workshop

Need to select a date by June 18

10 mins

All

Analytics Workshop

Options:

  • Week of August 16

  • September 7-10

  • September 13-17

Week of Aug 16:

IT determined that the week of Aug 16 is not idea due to the semester calendar and it is only a few weeks after
Go-Live (so folks may not have questions for Analytics formulated yet).

Zoom poll during the meeting favored either of the September dates.

IT Members will reach out to campuses to determine preferences and share their decision in the “Decisions” section by June 11 if possible.

6

Open Houses

5 mins

Erika Quintana Catherine Busselen

Update regarding Technical Services Open Houses.

These would not be helpful to do now for people who are generally pretty swamped. Post go live will be a better time.

7

Workflow Training Materials

Decide if we would like to pursue something like this.

15 mins

Josephine Tan (Unlicensed) , All

Posted by Josephine in the slack channel:

I took a quick look at the CSU consortium site and am admiring their content layout on the landing page - https://calstate.atlassian.net/wiki/spaces/ULMS/overview  - under the Training Materials is a listing for Workflows. Clicking into some of those workflows, you can see an impressive collection of visual workflows that, if I were a new staff member, I could pretty easily follow and then ask colleagues already working with Alma-Primo for additional help. The other categories of Best Practices/Processes and Policies and procedures are also well organized.  It seems worth reaching out to CSU to see how they approached what groups were responsible for creating the content (i.e., the very nice visual workflows).  And most likely they had an ITS similar to us that curated the content.

8

Future meetings

Discussion about future meetings

9

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

  • No meeting this week.

Communications Report

  • No updates

Local Training

  • No meeting this week

10

Round Robin

Add local updates here for others to read

All

UCSC - Planning to hold local Primo VE Demo on June 23rd. No other plans yet.

UCD - Planning 2 Primo VE drop-ins the week of June 21st, 12-1pm.

  •  
11

Open Discussion

12

Parking Lot from this meeting

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