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Date: Jan. 14, 2021
Expected Length: 9-10am
Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)
Attendees:
Not attending:
Prior to Meeting:
Agenda
| Item | Desired Outcome | Time (mins) | Who | Notes | Decisions | Actions |
|---|
| 1 | Check-in / Items to add to agenda? (recurring) | | 5 | All | Review the previous action items: 2021-1-7 IT-SC Meeting Notes KR: Plan to have town hall presentation draft ready by our meeting next week for review. | | |
| 2 | PM update | Get caught up on PM stuff | 5 | All | | | |
| 3 | Ex Libris report (recurring) | | 5 | Joanna | Report from last Thursday (/wiki/spaces/ExL/pages/1091338281 ) and Tuesday meetings (/wiki/spaces/ExL/pages/1096876033) and ask any questions for Thursday Questions for Ex Libris 1. Will the old alma essentials trainings still be available via links on our page or will all of those link to dead pages after the Q1 deadline? These will be deprecated at some point, but ExL doesn’t know when. More info to come. Marci’s goal is to leave Alma Essentials training alone but create a separate to do list for the new end-to-end workflows (after Test Load).
2a. In the menu of Primo VE Workshop content , will ExL be teaching ALL of that content? OR is it an a la cart menu? IT decides the agenda. The sessions should be spread over 4-5 days (but in the order of the sessions listed). Your team will need to review the agenda - and should spread the sessions over 4-5 days (but in the order of the sessions listed). Reminder: do not schedule over weekly ExL project meetings on Mon 1-2p & Thurs 10a-12p during the workshop 8 weeks. Some meetings will be less relevant/more relevant to some staff. For Primo VE configuration, questions could be covered in individual campuses. There are overview videos and trainings with a chapter on Primo VE configurations. Use SF case for configuration questions. There are also videos and documentation linked in Basecamp
2b. Can Ex Libris provide an example agenda with days/times 3. In letting our staff members to know which sessions they should attend, it would be helpful to have it split into topics that would benefit those that need to know just the general Primo VE basics and the other sessions grouped into those that will teach much more intricate details of Primo VE. Can Ex Libris help indicate the audience for each session? 4. The Discovery FG has indicated that a time in Early March close to when they'll be receiving the test load would likely be a more useful time for their team. Would Ex Libris recommend that time or the time closer to go-live? Can they provide the justification for what they recommend? Would a time slot in March even be an option for their schedule? [1/15 edit] Answer - Still needs follow up: I’ve [ExL] requested our training and Implementation management for an annotated version of the workshop sessions based on your request above. Unfortunately March or April will not be a viable option on our end due to the EXL training team being booked with other workshops. We’ll review our availability and see what might be possible in May. Do note that this is typically a post-Go Live workshop - and is presented once attendees have experience with Primo VE.
New Primo trainings (2 videos, 17 mins total) - KR: working on drafting these emails to go out. Possibility we can send out sooner rather than later if all campuses have to take it and it doesn’t correlate to the Alma trainings.
New changes to Alma Essential trainings There will be more of a switch to end-to-end workflows rather than trainings on all of the current options in Alma. These new workflow trainings will be useful for the IT team for the latter half of the project. Global delivery and Training are working together on this (documentation, KB, etc.). More details to come. KR question: Is this the new Alma Essentials that was just released? Or is this an additional change coming down the line?
| Future IT meeting conversation: what are your expectations for how long this group will continue work? How long are you available? | [1/15 edit] Answer: Ask questions during the sessions. No need to send questions in advance. |
| 4 | Upcoming Events (recurring) | Know what’s coming up and assign work | 5 | Brian (and team) | Updated Work Plan | | |
| 5 | January 13th Chairs Meeting Debrief (if needed) | | | | Plan for PPC Approval of training materials Possible not everything would need approval, or could be posted with a disclaimer. Mostly want to approve NZ trainings. Some groups may have multiple versions of a workflow due to different campus policies. (Maybe an arguement in favor of having local training spaces in the infohub) Consider drafting a best practices document KR input: I think materials should go to PPC after we’ve reviewed and edited. Partially so they’re reviewing the final product, and partially to remove barriers to the FGs giving us things.
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| 6 | Primo VE Training | | | | | | |
| 7 | Updated Work Plan | | | | Updated Work Plan KR: I started updating the new workplan but eventually just made a new one. Items updated/added to all the tabs will automatically populate in the “Master Task List” tab. That tab filters things well but isn’t sorting well and I can’t figure out why. It’s not the most granular thing ever, but I think it is enough for our purposes. Populating more deadlines could be useful. I still need to add a tab about local training
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| 8 | Agenda for IT | Prepare agenda for this week’s meeting | 0 | Team | 2021-1-15 IT Meeting Notes Forming subgroups use friday’s meetings to update on work completed one chair in each of three areas remember that B+ members would not be required to join these subgroups | | |
| 9 | Parking Lot | | | | | | |
| 10 | | | TOTAL | 60 / 60 min | | | |