2020-11-12 Meeting notes

Letter to CIO re: integrations work

https://docs.google.com/document/d/1AmaDrCI4fUv23ZBOZd-bjd654051Et32TY-DLJqt9u8/edit

https://docs.google.com/document/d/11dSHNsRed4E97Drb1A1xM_zLc87RvhD8aJgeHT4bJBM/edit

Adrian Petrisor (UCI IT Director, SILS Com Leads) and Todd Grappone (AUL UCLA, SILS WG) will present a template integrations email to send to your CIO. Q&A.

Adrian will share UCI’s integrations list as a sample to compare with your own list.

15

Adrian, Todd

• Intended as an onramp for having conversations with central campus IT to support the implementation of SILS.

• Existing Alma campuses probably do not need to send the email unless there’s integrations work they will be needed for.

• Mandatory? No, but strongly encouraged. Even if you have already informed your CIO, this ensures all CIOs get the same message (and your UL is cc’ed.)

• Deadline? At your earliest convenience.

Check-in / Logistics

Report any major changes in availability / circumstances

10

Carlo

• Alison Ray - will be late today (11/12/2020) will miss next week (11/19/2020)

• Lena will also miss the 11/19/20 meeting.

• UCLA - no plans to reopen anytime soon.

• UCB will be off 12/23-1/4

• UCSC & UCI will be off 12/21-1/1, 6 unpaid days

ILS Data cleanup / Patron Data groups / PPC

Patron Data (Carlo)

ILS Data Cleanup (Tom)

PPC: https://uc-sils.atlassian.net/wiki/spaces/IC/pages/518652656

Of potential interest:

5

Chairs

Patron data: No update.

ILSDC: The ILSDC will be rolling out Test Load Data Cleanup Recommendations on our blog over the next several weeks.  Here is today's post:  .  We have more in the pipeline so be sure to add yourself as a watcher if you would like to get blog updates as they come out.

Data cleanup may not get done by the test load.

PPC:

Timeline review

Post questions in Basecamp as they come up. It’s open 24/7!

Questions should be posted to Basecamp 2 weeks ahead EOD Wednesday for special meetings and EOD Monday for Thursday standard office hours.

working copy week-by-week timeline with testing, data cleanup

Timeline Feedback Plan for the process of approving the timeline with ICs

Stay up to date on timeline / deadlines: Basecamp To-Dos and share FYIs

Confluence Implementation Timeline

5

Lena

Reminder to create invite + Zoom for your January config meeting by 11/30 (SD, UCLA, UCM. Thanks SF and UCB!)

Slides from 11/5 Kickoff meeting on basecamp: https://public.3.basecamp.com/p/R1hNbk6RkyAZdyHVzzxPceAf

Marci discussed the certification requirements with the ExL project team and Professional Services management - and they revised the requirements a bit to make it easier: 

• Alma Certifications

  • Existing Alma campuses are excused from the Alma certification requirements.

  • For any new campus, they must have 1 person certified in Alma by Test Load completion for us to deliver the Alma environment with open configurations.

  • For any new campus, they must have 2 people certified in Alma by Go Live.

  • Follow-up question from yesterday: The NZ will have the same new campus requirements as above.

• Primo VE Certifications

  • Existing Primo VE campuses are excused from the Primo VE certification requirements.

  • For any campus new to Primo VE, they will need to have 2 people certified in Primo VE by Go Live.

There are quite a few configurations that staff will still have access to - so it’s not completely restrictive.

ExL will be providing a list of what is configurable or not if/when configurations remain locked.  

Technical communication & engagement next steps

1. Subgroup A: Requesting an upgrade to the ExLibris team

   1. Perhaps around specific expertise currently not present (Concrete examples will help)

   • Timing: immediate; need 2-3 members from IC and PPC.

   • Deliverable: Create a document by the end of Nov to be shared with ExLibris.

2. Subgroup B, part 1: Upgrading UC’s questions game (time-sensitive)

   1. Ask the best questions (Carlo, Tom will start a document)

   2. Follow up on incomplete / wrong answers

   • Timing: immediate; need volunteers.

3. Subgroup B, part 2: What non-UC resources can we draw on? (can be built over time, hope is that current Alma campuses may take a lead role)

   1. Knowledge base

   2. Listservs

   3. ELUNA groups and other consortia’s resources (

   • Timing: build over time on Confluence (so it’s available to all)

4. Subgroup C: How do we communicate better within UC?

   1. Alma campuses supporting non-alma campuses

   2. Specific topical meetings (for example, P2E)

   3. Google Group (Here’s the UC-Alma group info: Group URL: https://groups.google.com/a/ucsc.edu/d/forum/uc_alma-group)

   4. Upgrading IC/PPC communication

   5. Define what’s lacking/info gaps - what’s the problem? 

   6. Reemphasize importance of decision pages and Confluence meeting notes as a self-serve communication tool 

   • What’s the most important thing to focus on?

20

Carlo

• Subgroup A volunteers: Carlo, Lynne.

• Subgroup B, part 1 volunteers: Carlo, Tom, Greg

• Subgroup B, part 2 volunteers: Lakshmi

• Subgroup C: wait.

Other / Homework

0

Printing at a future IC meeting. Invite IT staff at your campus as desired.

• Examples of what’s printed: Hold slips, receipts, labels, patron records, list of what a patron has checked out. Note: not all campuses do printing for all things (some such as UCSC have moved to email receipts and not printing hold slips.)

• Open it up more broadly? Seems like there could be broader interest from Fulfillment and other groups who do printing.

Use an IC meeting for a UC-led printing meeting. Alma campuses will present. We will open it to other interested FGs and local staff. Record the meeting.

Questions for Ex Libris PM

0

Parking lot

0

• Reminder about the UC-Alma group as we get closer to test load (great place to post questions!)

TOTAL

60/90