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 Printing in Alma - Google Drive )
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)