Ex Libris Meetings

All meetings will be recorded and available for 120 days. Links to the Ex Libris Meeting Recordings are posted in the cohort shared drive.

How to request a special meeting

How to request a consultant

How to request a brief Zoom

How to request a special meeting

How to request a consultant

How to request a brief Zoom

To propose a topic for a special meeting, see How to Request a Special Meeting & complete the form.

To request an Ex Libris consultant attend one of your group meetings, complete the form.

When you need quick face-to-face to resolve a complex discussion on Basecamp/Salesforce, reach out directly to that consultant on Basecamp.

Form: https://forms.gle/rzVgBuXcaqCx5GNW8

Form: https://forms.gle/uNKrgApFa8upJSS46

 

Meetings & Deadlines for Q's

Meeting Type

Weekly Meeting Day & Time

Due Date for Questions

Meeting Type

Weekly Meeting Day & Time

Due Date for Questions

Regular: Project status update meeting / Alma or Primo VE training review

Monday 1-2

Wednesday prior (Tuesday prior for training so Internal Training can prepare questions)

  • IT collects training questions via a Google Form, collates them, and submits them on Basecamp.

  • IT sends an email to the SILS Cohort listerv with training Q&A deadline and question form link for the week. They send a second email to only IT to forward to their own campuses (to get questions from local campus staff participating in training.)

Special Meeting: Project status update meeting / Ex Libris topic or UC-requested topic

Monday 1-2 (once Alma/Primo VE training review ends)

Wednesday prior (note: more prep time may be needed some some UC-requested topics)

Regular: Office hours

Thursday 10-12

Monday prior

Special Meeting: Ex Libris topic

Thursday 10-12

Monday prior

Special Meeting: UC-requested topic

Thursday 10-12

2 weeks prior

Meeting Invitations & Contacts

Meeting invitations with Zoom details went to the whole SILS Cohort. Cohort members may forward the invites to campus functional specialists. Internal Training representatives will share more information about training-specific meetings. Contact your Implementation Coordinator or Internal Training representative if you have questions.

Meeting Dates & Topics

Date

Meeting

Topic

Date

Meeting

Topic

11/5/20

Special Meeting

Implementation kickoff

11/6/20

Migration meeting 11-12

UCLA (Carlo Medina organizing)

11/6/20

Migration meeting 10-11

UCB (Lynne Grigsby organizing)

11/9/20

Weekly Project Update Meeting

User Management Q&A

11/10/20

Migration meeting 11-1

UCD Law (Robin Gustafson organizing)

11/12/20

Office Hours

CANCELED DUE TO MIGRATION MEETINGS

11/13/20

Migration meeting 10-11

UCSD (Greg Ferguson organizing)

11/16/20

UC-led meeting hosted by AEFG

P2E (Google Drive slides: https://docs.google.com/presentation/d/1W840WUXbcMdXKQAybZs6x20Y_Rl7Cvgl/edit#slide=id.p1)

11/16/20

Weekly Project Update Meeting

Fulfillment Q&A

11/17/20

Migration meeting 11-12

Alma campuses: UCD, UCI, UCR, UCSB, UCSC

11/18/20

Migration meeting 11-1

eResources

11/18/20

Migration meeting 9-11

UCM (Tom Bustos organizing)

11/19/20

Migration meeting 10-12

CDL IZ & NZ

11/19/20

Office Hours

CANCELED DUE TO MIGRATION MEETINGS

11/20/20

Migration meeting 10-11

UCSF

11/23/20

CANCELED DUE TO HOLIDAY

 

11/26/20

CANCELED DUE TO HOLIDAY

 

11/30/20

Weekly Project Update Meeting

Migration Q&A

12/3/20

Office Hours

Migration Q&A

12/7/20

Weekly Project Update Meeting

Resource Management Q&A (Part 1)

12/10/20

Office Hours

 

12/14/20

Weekly Project Update Meeting

Resource Management Q&A (Part 2)

12/17/20

Office Hours

 

12/21/20-1/6/21

CANCELED DUE TO WINTER BREAK

 

1/7/21

Special Meeting

Configuration Overview

1/8-1/15/21

Campus configuration meetings TBD

 

1/8/21

Configuration meeting (11-12)

UC Berkeley

1/11/21

Weekly Project Update Meeting

CANCELED DUE TO CONFIGURATION MEETINGS

1/11/21

Configuration meeting (12-2)

UC Merced

1/13/21

Configuration meeting (10-11)

UC San Diego

1/14/21

Configuration meeting (10-11)

UC San Francisco

1/14/21

Office Hours

CANCELED DUE TO CONFIGURATION MEETINGS

1/14/21

UC-led meeting hosted by ICs

Printing in Alma (link to slides and recording https://drive.google.com/drive/folders/1Mk7kEiksbq54WZZZ91sy3701Bz3zRVli?usp=sharing )

1/15/21

Configuration meeting (11-12)

UCLA

1/18/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY. Q&A moved to 1/21.

1/21/21

Office Hours

Electronic Resources Q&A (Note adjusted day/time)

1/22/21

Ad-hoc

Fulfillment Network Group meeting for Alma campuses

1/25/21

Weekly Project Update Meeting

Acquisitions Q&A

1/28/21

Special Meeting

Scheduled Jobs

2/1/21

Weekly Project Update Meeting

Course Reserves and Booking Requests Q&A

2/4/21

Office Hours

 

2/8/21

Weekly Project Update Meeting

Advanced Resource Management Q&A

2/11/21

Special Meeting

What to Expect When Ex Libris Delivers Alma Environments & Using Alma for Data Review

2/15/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

2/18/21

UC-led Special Meeting

Import Profiles and Related Alma Rules

2/22/21

Weekly Project Update Meeting

Primo VE and CDI Q&A

2/25/21

Special Meeting

Letters, Notices & Jobs

week of 3/1/21

Alma workshop 1

Merced

3/1/21

Weekly Project Update Meeting

 

3/4/21

Special meeting

Primo VE Handoff / First Look

week of 3/8/21

Alma workshop 2

Berkeley

3/8/21

Weekly Project Update Meeting

GOBI orders / API ordering (requested in VG workshop)

3/11/21

Special Meeting

Integrations Overview (including Online Payment Options - requested in VG workshop)

week of 3/15/21

Alma workshop 3

San Francisco

3/15/21

Weekly Project Update Meeting

 

3/18/21

Special Meeting

Student Info Systems (SIS) Overview

3/22/21

UC-led Special Meeting

Using OCLC with Alma

3/25/21

UC-led Special Meeting

Fiscal Year-End Planning

3/29/21

Weekly Project Update Meeting

SILS updates from Fulfillment & ILL, Patron Data (postponed)

4/1/21

Special Meeting

Data Clean-Up in Alma

week of 4/5/21

Alma workshop 4

UCLA

4/5/21

Weekly Project Update Meeting

SILS updates from RMFG, AEFG

4/8/21

Office Hours

 

4/12/21

Weekly Project Update Meeting

Automated Fulfillment Network Configuration Review

week of 4/12/21

Alma workshop 5

San Diego

4/15/21

Special Meeting

VDX NCIP integration with Alma at UC

week of 4/19/21

Alma workshop 6

Davis & Santa Barbara

4/19/21

Weekly Project Update Meeting

SILS updates from PPC, ASCELG

4/22/21

Special Meeting

Fiscal Close Period

week of 4/26/21

Alma workshop 7

Irvine, Riverside, Santa Cruz

4/26/21

Weekly Project Update Meeting

SILS updates from Discovery, ICs

4/29/21

(UC-led) Special Meeting

Live demo of OCLC Gateway and Metadata Editor

5/3/21

Weekly Project Update Meeting

SILS updates from TSELG, DCFG

5/4/21

Ad-hoc

Use Tax

5/6/21

Special Meeting

Cutover Review Plan

week of 5/10/21

Alma workshop 8

Network Zone (staff working in the NZ)

5/10/21

Weekly Project Update Meeting

CANCELED DUE TO NZ WORKSHOP

5/13/21

Office Hours

CANCELED DUE TO NZ WORKSHOP

week of 5/17

Primo VE workshop

 

5/17/21

Special Meeting

Work Orders in Alma (RMFG)

5/20/21

Special Meeting

Alma Go-Live Health checklist review

5/24/21

Ad-hoc

Analytics Overview Part 1

5/24/21

Weekly Project Update Meeting

Cutover Questions

5/25/21

Ad-hoc

Analytics Overview Part 2

5/27/21

Special Meeting

ILL Digitization Workflows

5/31/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

6/3/21

Office Hours

Work Orders in Alma revisited (RMFG)

6/7/21

Weekly Project Update Meeting

 

6/8/21

Ad-hoc

Slowness in Alma/Primo

6/10/21

Office Hours

CANCELED

6/14/21

Weekly Project Update Meeting

(Laurie reviewed data due 6/11 from ICs)

6/17/21

Office Hours

 

6/21/21

Weekly Project Update Meeting

 

6/24/21

Office Hours

CANCELED

6/28/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

7/1/21

Office Hours

CANCELED

7/5/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

7/8/21

Office Hours

CANCELED

7/12/21

Weekly Project Update Meeting

 

7/15/21

Special Meeting

Cutover Delivery Preparation

7/19/21

Weekly Project Update Meeting

 

7/22/21

Office Hours

CANCELED

7/26/21

Weekly Project Update Meeting

CANCELED

7/29/21

Office Hours

CANCELED

8/2/21

Weekly Project Update Meeting

Including when to use Basecamp, Salesforce and training

8/5/21

Office Hours

CANCELED

8/9/21

Weekly Project Update Meeting

Included review of Switch to Support Readiness materials

8/11/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

8/12/21

Office Hours

CANCELED

8/16/21

Weekly Project Update Meeting

Included update from Adriana Moran, and integrations form review

8/19/21

Office Hours

CANCELED

8/23/21

Weekly Project Update Meeting

CANCELED

8/24/21

Ad-hoc

NZ-IZ syncing Issues

8/25/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

8/26/21

Office Hours

CANCELED

8/30/21

Weekly Project Update Meeting

CANCELED

9/2/21

Office Hours

 

9/6/21

Weekly Project Update Meeting

CANCELED DUE TO HOLIDAY

9/7-10, 2021

Analytics workshop

 

9/8/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

9/9/21

Office Hours

CANCELED DUE TO ANALYTICS WORKSHOP

9/13/21

Weekly Project Update Meeting

Switch to Support Readiness checkin 1

9/16/21

Office Hours

CANCELED

9/20/21

Weekly Project Update Meeting

CANCELED

9/22/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

9/23/21

Office Hours

CANCELED

9/27/21

Weekly Project Update Meeting

Switch to Support Readiness checkin 2

9/30/21

Office Hours

CANCELED

10/4/21

Weekly Project Update Meeting

CANCELED

10/6/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

10/7/21

Office Hours

CANCELED

10/11/21

Weekly Project Update Meeting

CANCELED

10/14/21

Office Hours

 

10/18/21

Weekly Project Update Meeting

Switch to Support Readiness checkin 3

10/20/21

UC-wide Resource Management Study Hall

Informal meeting to discuss resource management

10/21/21

Office Hours

CANCELED (This meeting was not originally planned as an office hours by Ex Libris; The implementation consultants will be using this time to prepare for the switch to support.)

10/25/21

Weekly Project Update Meeting

Switch to Support (Callie Mendoza, ExL NA Support)