Short-term project plan: Train the trainer materials
Team
CN: Why? Why now?
The following items need to be addressed soon, before the full project plan will be done.
Ex Libris has indicated they will not be providing training materials for go-live, as they have done for previous installations. Rather, material is available on the knowledge base: (for alma) https://exlibris.libguides.com/alma . We can use this material to perform the initially planned work of modification based on workflow changes from the cohort, but will need to start with the initial test cut, rather than immediately following the initial test cut. Some of the questions for the IT team will be:
Do we transfer these materials to somewhere else, such as google drive? If so, in what format, and who will transfer it (probably a group effort).
When should we transfer materials so we can start working on making modifications?
What topics / subjects are either missing, or need to be expanded on? What additional material might be needed (just at a high level overview, plenty of time through the project to identify additional material).
Marci suggested we review material from some other network zones as well:
This is not the main training page – but it’s a great example of consortia information and workflows.
In all of the work above, need to start considering formatting and branding. Note that branding will be determined by the Comm leads, but we’ll need to reach out to them to notify them of our specific need and identify our next steps alongside theirs.
Primo will probably follow a similar approach, but more on that soon.
This is a task for Neil, but placing it here to keep track of it. The Step B+ liaison process only needs final discussions and signoff with the members themselves and their supervisors. The goal is to have that done by Monday next week.
Need to start the overall work plan, including review of the timeline items from ex libris and determining what additional timeline items are needed.
4
Strategize on the work plan for IT team
Chairs understand how to lead the team through the work planning process
Team
5
Parking Lot
Determine what we need to be doing to prepare for the Train-the-Trainer sessions
Non-vanguard Alma Essentials/Alma Fundamentals training preparations