2021-10-07 Meeting notes

Q&A (recurring) - urgent questions

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

1. Greg: What if the third version of the SSR form is submitted and it’s not all set to yes?

2. Sarah: FYI, we got surprised by this, the default setting in our Alma IZ was set to deposit brief records in the NZ for workflows that create records without using the MDE (for us that was on-the-fly circulation, personal items for reserves, and creating a new record off of a purchase request). I’ve reported this to RMFG but wanted to mention it hear as well. UCSC only had 19 records like this to cleanup and remove from the NZ, but bigger campuses could have more. There is only one setting in configuration that controls all of these workflows. “An administrator working in a member institution can configure the parameter central_record_management to change which of these options is selected by default (DEFAULT_INSTITUTION or DEFAULT_NETWORK)” https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/010Network-Managed_Records_in_a_Network_Zone

30

1. Not a problem. Be sure a case is opened for “no”, and a note added for any “not yet”s.

2. Wait for RM reps to reach out to ICs? Sarah recommends reaching out to your RM rep if you haven’t heard from them and ask what they would like you to do.

3. Lakshmi reported on a case she just opened and asked if other campuses were experiencing issues with Browse Search as well, case #01001112

   Ex. https://suny-cob.primo.exlibrisgroup.com/discovery/browse?vid=01SUNY_COB:01SUNY_COB&browseQuery=b&browseScope=callnumber.0&innerPnxIndex=-1&numOfUsedTerms=-1&fn=BrowseSearch

4.  

Timeline review / PM update

• SILS Implementation Timeline

• Schedule (chronological order of tasks on Basecamp)

• Project Meetings (on basecamp and confluence)

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

Monthly call with Ex Libris after switch to support

• (In the process of being scheduled) Meet & greet meeting with the ExL Director of customer support before the Nov meeting to get an overview of ExL support, and review the monthly call process, and escalation process (SSM, IC co-chairs, PMs, possibly SILS co-chairs)

• SSM and IC co-chair(s) as available will join the monthly call with Ex Libris Support in November and December. If others are needed on the call, coordinate as needed.

• January 2022 and beyond, the SILS Operations Team will decide who attends in addition to SSM.

Key deadlines:

• Switch to Support Readiness form

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

  • Version 3: Due Monday October 11th. Optional for:

    • Davis

    • Irvine

    • Riverside

    • Santa Cruz

    • Network Zone

    All other campuses must complete version 3.

    • Marci will review results in the Monday October 18th weekly meeting

  • 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): https://knowledge.exlibrisgroup.com/Alma/Training/Knowledge_Acceleration_Program/Knowledge_Acceleration_Program  

  • Registration page: https://knowledge.exlibrisgroup.com/Alma/Training/Knowledge_Acceleration_Program/2021/Knowledge_Acceleration_Program_-_Cycle_7  

Special meetings

• If you have a topic for Ex Libris to cover, Request a Special Meeting.

Parking lot

TOTAL

50/50

Review decisions and actions.