2021-01-21 Ex Libris Project Update

Date

21 Jan 2021 10-12 (special time)

Basecamp notes for this meeting: https://3.basecamp.com/3765443/buckets/15553579/documents/3227502015

Attendees

Participants: 45

Ex Libris presenters do not have time to monitor Zoom chat during the meeting. Ex Libris PM (Marci) and SILS PMs will monitor chat and find natural pause points to relay questions.
For immediate followup questions, participants may unmute and ask a question (name, campus, your question)
For non-urgent questions, participants may post questions to chat; preface question with @EXL so it’s easy to isolate questions from the rest of the chat
After the meeting: Any questions Ex Libris does not answer will be followed up by Ex Libris later and added to the Basecamp meeting notes.
Please don’t forget to mute yourself when you join the meeting.
If a question has already been posted on the message board on Basecamp, no need to bring it to office hours. It has been seen and is being worked on.

Discussion items

	Item	Desired Outcome	Time	Who	Notes
1	Weekly project status update from Ex Libris PM, Marci Degnan Overview Dec-Feb: January: Complete Alma Trainings (Alma Essentials and Administration Fundamentals) January/February: Initial Configuration Work February: Primo VE trainings February: Alma & Primo VE environment deliveries	Awareness of project status and upcoming work		ExL, Marci	Marci shared a useful reference: knowledge.exlibrisgroup.com/Alma is available to everyone publicly. training, how-to’s, release notes, and more. Upcoming meetings (January/Feb): Fri Jan 22: Fulfillment Network Configuration Meeting for Alma campuses - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Jan 25: Weekly Project Update Meeting and Acquisitions Q&A - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Jan 28: [Special Meeting] Scheduled Jobs - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Feb 1: Weekly Project Update Meeting and Course Reserves and Booking Requests Q&A - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Feb 4: Office Hours - Feb 4 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Feb 8: Weekly Project Update Meeting and Advanced Resource Management Q&A - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Wed Feb 10: NOTE - EXL Internal Meeting [EXL staff may be unavailable during portions of the day] - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Feb 11: Office Hours - Feb 11 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Feb 15: UCS Holiday (Monday meeting cancelled) Thurs Feb 18: Office Hours - Feb 18 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Feb 22: Weekly Project Update Meeting - Primo VE and CDI Q&A - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Feb 25: [Special Meeting] Using Alma for Data Review - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
2	Upcoming Action Items for the coming month			ExL, Marci	Configuration meeting followup notes and actions from Marci Configuration Meetings Follow-Up - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Alma Training Related (from UCS Implementation: Alma Trainings - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries): Reminder: Completing trainings, hands-on exercises and posting questions for the upcoming topical Alma trainings are due EOD Wednesdays before our meetings. Due Wed Jan 20 (for the Mon Jan 25th Acquisitions meeting): Watch "Acquisitions" trainings - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Complete Acquisitions hands-on exercises - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Post Acquisitions-related questions to this discussion - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Due Wed Jan 27 (for the Mon Feb 1st Course Reserves & Booking Requests meeting): Watch "Course Reserves and Booking Requests" trainings - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Complete Course Reserves and Booking Requests hands-on exercises - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Post Course Reserves and Booking Requests-related questions to this discussion - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Due Wed Feb 3 (for the Mon Feb 8th Advanced Resource Management meeting): Watch select advanced "Resource Management" trainings - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Complete advanced Resource Management hands-on exercises - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Post advanced Resource Management-related questions to this discussion - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries NOTE: this is the end of the reviews of the Alma Essential trainings and Administration Fundamental basics
3	Questions				See basecamp link above and meeting recording
4	Other / Homework
5		TOTAL	60 / 60