2020-10-19 Ex Libris Project Update & Analytics

Date

Oct 19, 2020 1-2:30

Basecamp notes for this meeting:

Attendees

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

Participants: 30

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.
Please don’t forget to mute yourself when you join the meeting.
If a question has already been posted on the message board on Basecamp, no need to bring it to office hours. It has been seen and is being worked on.

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	Marci walked through all the To Do lists published on Basecamp. Basecamp Message Board has been really busy. Stay tuned for answers! Ex Libris is hard at work researching and answering questions.
2	Upcoming Action Items for the coming 2 weeks			ExL, Marci	Thurs Oct 22: Aeon, UC-led meeting Mon Oct 26: Canceled for UC meeting with ICs and PPC Thurs Oct 29: [Special Meeting] Technical 3rd Party Integrations Overview - Oct 29 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 If you see a difference in records between the IZ and NZ what do you do? Report it to BC and provide the record numbers. Laurie demoed how to view the original source of the record in the editor to see the origin of the record. Lynne suggested it would help to have a guide outlining the steps, e.g., do A, B, C when this happens to troubleshoot. Laurie agreed to provide instructions and thanked Lynne for sharing the example. Marci suggested including a slide with this information in the Using Alma for Data Review presentation for customers with an an IZ and NZ. That way, a campus can grab that slide to share locally.
4	Other / Homework
5		TOTAL	60 / 60