2020-09-28 Ex Libris Project Update

Date

Sep 28, 2020 1-2

Basecamp notes for this meeting: https://3.basecamp.com/3765443/buckets/15553579/documents/2958845696

Attendees

@Tom Bustos , co-chair
@Carlo Medina (Unlicensed) , co-chair
@Lakshmi Arunachalam
@Ramon Barcia
@Susan Boone
@Greg Ferguson
@Lynne E. Grigsby, out
@Robin Gustafson, out
@Jeremy Hobbs
@Gillian Keleher, out
@Sarah Lindsey
@Caitlin Nelson, out
@Alison Ray (CDL)
@Lena Zentall (Unlicensed) , PM

Participants: 68

Ex Libris presenters do not have time to monitor Zoom chat during the meeting. Ex Libris PM (Marci) and SILS PMs will monitor chat and find natural pause points to relay questions.
For immediate followup questions, participants may unmute and ask a question (name, campus, your question)
For non-urgent questions, participants may post questions to chat; preface question with @EXL so it’s easy to isolate questions from the rest of the chat

After the meeting: Any questions Ex Libris does not answer will be followed up by Ex Libris later and added to the Basecamp meeting notes.

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Weekly project status update from Ex Libris PM, Marci Degnan	Awareness of project status and upcoming work		ExL, Marci	Reminder, Kickoff coming on Nov 5. Q: Can discovery save any configurations? A: They can move all the information in the configuration form, Primo VE tab, and the customization package. Ping recommending keeping notes of everything changed and screenshots. Q: Is third party integration (eg. Aeon) available for testing in Vanguard? If so, is that something to be added by UC or by ExL? Thanks! A: from Marci - we are not doing any advanced integrations testing. Ping said it’s documented in the developer network. Ping will learn more about it for the test load. Ping believes it’s an API. Jeremy uses a general electronic service. Marci suggested documenting this for everyone in the full implementation phase. Q: What’s the diff between the union view and the network view? For union view, you get options to authenticate to your institutions and see link resolver links. Ping posted an explanation on basecamp. You don’t need both. Ex Libris does not typically provide the union view unless it’s requested. Ping asked why do you need this view? Jess said they are evaluating this right now. Q: When this is used, UC union view, how are others doing it? CARLI & PASCAL asked for it but did not release it to end-user. End-users use IZ view. For PASCAL (Diane Schaefer implemented it at PASCAL), they used the union view to check activations in the NZ, available group settings to ensure the link resolver links display properly.
2	Upcoming Action Items for the coming 2 weeks			ExL, Marci	Thurs Oct 1: Special Meeting: CDL - SCP Workflow - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Fri Oct 2 -Fri Oct 9: Remote Vanguard Alma Workshop (6 days) - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Mon Oct 12: Weekly Project Update Meeting & Analytics Demo - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Oct 15: Office Hours - Oct 15 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries (Reminder* - please post your questions by EOD Monday Oct 12th).* Mon Oct 19: Weekly Project Update Meeting - Oct 19 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Oct 22: Office Hours - Oct 22 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries (Reminder* - please post your questions by EOD Monday Oct 19th).* Mon Oct 26: Weekly Project Update Meeting - Oct 26 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Oct 29: Office Hours - Oct 29 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries (Reminder* - please post your questions by EOD Monday Oct 26th).* Mon Nov 2: Vanguard Lessons Learned Meeting - Nov 2 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries Thurs Nov 5: Special Meeting: UCS Implementation Kickoff** - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
3	Questions				See basecamp link above and meeting recording
4	Other / Homework
5		TOTAL	60 / 60