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Date: Mar. 5, 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

2 min

All

2

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.

PS - none. Alma workshops 😬

BD - Wed

SP- Tues morning

EQ - Monday AM, Thursday PM

JT - Tues after 1pm

EMT - Tues afternoon; Wednesday

3

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

  • 3/4 - Primo VE Handoff / First Look

  • 8 March 2021 - 12 March 2021: Berkeley Workshop

  • 8 March 2021: GOBI Orders and API Ordering.

  • 11 March 2021: Integrations Overview Meeting

  • 18 March 2021: SIS Overview Meeting

  • CKGs

    • Course Reserves Training

    • Bindery Training

4

Announcements (Standing Item)

2 mins

Katie

Primo VE Instances for all ten campuses are listed at https://uc-sils.atlassian.net/l/c/6PS88WrU

Trying to get clarification about when old Alma Essentials is going away. Katie is working on updating a

5

Workflows

10 mins

Katie

Gathering workflows from campuses:

  • Let campus members know that IT can be a resource if someone is struggling with setting up workflows. Gathering specific workflows will be easier than general gathering.

  • If someone is taking a training and it’s obvious the ex libris version of a workflow won’t work for a campus (i.e. bindery, searches) that would be a good ask

  • Current campuses, if you have access to workflows you remember needing to create during your first implementation, try to share if possible

6

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

  • Link to local documents stored in Google Drive folder to account for sensitive info. Disclaimer that people need to ask a cohort member for access

Communications Report

Local Training

  • open house idea tabled until after workshops, when we have a clearer idea of topics

7

Round Robin Wrap-Up

Learn about what is happening on each campus and upcoming plans

15 mins

Katie & Brian

Santa Cruz:

  • 60 library staff, aobut 12 working on the cohort

  • First time go live:

    • operated on a compressed timeline: Golive-40 days

    • Offered lightweight 1 hr trainings on primo ve and fulfillment. Less a step by step training and mostly a way for people to see workflows done live with our configurations

    • Held open office hours twice a week after go live with the implementation team. Had lots of drop in questions, was a good space to figure out workflows.

    • created an ongoing management team who deals with new releases and additional configuration/3rd party integrations/problems

  • this implementation

    • management team is making lots of the decisions locally, such as when to share links to alma and primo spaces

    • also a local sils team that is mostly updates from everyone working on the project

    • not much concern from campus staff about training, people feel fairly comfortable

    • planning brown bag sessions where team members can demo the things people expect to be different in the new system, such as searching in the network zone.

CDL:

  • 75 staff, 27 will likely work in live environment in some fashion. 23 have done alma essentials and have been heavily involved thus far

  • planning monthly open house sessions

  • Most training questions so far are config related

  • Have a local sils group. about 10-12 people. meet every other week. Additional group specific to E-resources

  •  
8

Parking Lot from this meeting

9

60/60 min

Future agenda items

Review/signoff on final work plan being

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