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2021-09-16 Meeting notes IC post-mortem

2021-09-16 Meeting notes IC post-mortem

Date

Sep 16, 2021 2-2:50

Attendees

  • @Tom Bustos , co-chair

  • @Carlo Medina (Unlicensed) , co-chair

  • @Lakshmi Arunachalam

  • @Ramon Barcia

  • @Susan Boone

  • @Greg Ferguson

  • @Jackie Gosselar

  • @Lynne E. Grigsby

  • @Robin Gustafson (Unlicensed) , out

  • @Jeremy Hobbs , out

  • @Gillian Keleher , out

  • @Sarah Lindsey

  • @Caitlin Nelson

  • @Alison Ray (CDL)

  • @Lena Zentall (Unlicensed) , PM

Discussion items

Item

 

Time

Who

Notes

Decisions

Actions

Item

 

Time

Who

Notes

Decisions

Actions

1

IC Post mortem

Lena & Christine will facilitate

50

All

 

 

 

2

Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

time-permitting

 

 

 

 

3

Timeline review / PM update

Support during Implementation:

  • Document Alma/Primo slowness in Salesforce, see instructions

  • Alma/Primo known issues page on Confluence

  • For escalations:

    • Essential to include case numbers - make sure that ICs provide those to PMs when asking for escalations. PMs need to ensure IC has pinged the consultant asking for a status update before escalating.

    • Escalations can go into 2 categories: it’s urgent, or there’s a lack of communication.

  • SalesForce case OR Basecamp post? Please share this with your local implementation teams:

    • If it’s a general question, post on BC

    • If it’s problem, open a SF case

      • Also no need to double dip - if you have a SF case first, that’s all ExL needs (no need to additionally post on BC)

 

0

Lena

Batch Jobs Benchmarks:

  • Action: Ex Libris will provide a benchmark so that UCs have some guidelines on expected runtimes. Ex Libris will need to do some research first, but when can UCs expect to receive that?

    • (8/26) Marina following up with HQ regarding the batch jobs runtime benchmark explanation

    • [8/31] Chaim still working on details

Key deadlines:

  • Switch to Support Readiness form

    Objective: identify issues that need to be resolved and identify trends in problematic areas.

    • Due: 8/30, 9/20, 10/11

    • Reminder: open a case for anything that was a “no” in your form. No need to describe it in the form, just include the case #.

  • Now: Register for the Ex Libris Knowledge Accelerator Program (KAP) series (Nov 3-Dec 15)

    • The EXL Training team does not anticipate anyone else joining the cycle (based on Switch to Support schedules and time zones). Do note though that your KAP cycle will include the same sessions and content EXL delivers to all KAP attendees.

    • Details regarding the Knowledge Accelerator Program (KAP): Knowledge Acceleration Program  

    • Registration page: Sign in  

Special meetings

 

 

4

Parking lot

 

 

 

  • Early October: Decide who should join the monthly call with Ex Libris Support in November and December.

    • More details coming from ExL in late September.

    • January 2022 and beyond, the SILS Operations Team will decide who attends.

 

 

5

 

TOTAL

50/50

 

Review decisions and actions.

 

 

 

 

-20

 

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