2021-4-29 IT-SC Meeting Notes

Check-in / Items to add to agenda? (recurring)

5

All

Review the previous action items: 2021-4-22 IT-SC Meeting Notes

PM/Ex Libris Update (recurring)

Trainers:

• UCLA - Jessica Alverson (Jessica.Alverson@exlibrisgroup.com)

• San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com)

• UCSB and UCD - Jenny Draeger

• UCSC, UCR, and UCI - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com)

• CDL - our project team (Le, Ping and Svetlana)

• Primo VE - Carolyn Sprague (Carolyn.Sprague@exlibrisgroup.com)

• Analytics - TBD

EXL will send out a reminder to the trainers to be sure to be logged in at least 5 mins early for every session (earlier for the first one on Mondays).

• Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins

• Collect questions for upcoming ExL meetings

10

Joanna

Report from last Thursday (https://uc-sils.atlassian.net/wiki/spaces/ExL/pages/1413611661) and Tuesday meetings (https://uc-sils.atlassian.net/wiki/spaces/ExL/pages/1430388829) and ask any questions for Thursday

• Riverside has been picked for the Primo VE workshop

• Survey note and how to provide feedback

Questions for Ex Libris

• Reminder: Brian to attend Tuesday meetings starting 4/27, Katie to attend Thursday meetings starting 4/29

  • if not planning to attend that day, mark as not attending in

  • KR- I’ll be there tomorrow

• [standing] Post to EXL/UC PM notes or to Basecamp if something comes up.

  • Basecamp questions may take more than one week to answer. Tip: post an update question if you want to prompt EXL to answer (ex. is there an update to this?).

Feedback from already on Alma campuses: add feedback to google doc, send full text to Marci. Discuss at tomorrow’s subgroup meeting.

PM update

Upcoming Events (recurring)

Know what’s coming up and assign work

5

Brian (and team)

Updated Work Plan

• 4/29 - UC-led live demo of OCLC Gateway and Metadata Editor

• 5/6: Ex Libris special meeting on Cutover Plan Review

• No meetings with ExL 5/10-5/14

• Primo VE Config Workshop 5/17-5/21

Note: Brian is now trying to update Training Calendar at the same time as this section.

Subgroup Check-in

Notes from each of the subgroups

10

Brian, Dominique, and Katie

Training Documentation Hub Subgroup meeting notes:

Communication Subgroup

Local Training

Analytics Workshop

5 min

Brian

Ex Libris is double-checking whether the tentative date for the workshop (8/16-8/20), but even if it is available, there is some concern about the date.

Pre-Go Live Analytics Webinars

5 min

Brian

ExL willing to provide 2, one hour sessions on analytics before go live.

-KR - yes please!

Yes, added to 4/30 agenda with 2 session agendas

UC Wide Public service primo training

Discuss feedback from Discovery FG and EUO, plan next steps.

• Demo 5-7 concepts for Primo VE success via screenshare

Planning for Primo VE Workshop on week of May 17th

Communications subgroups is meeting today to talk through the email to send out. Question: Is it even worth it at this point to email to the whole cohort since we’re not announcing the other training? Would it be more beneficial to just draft an email people can copy on their local campuses? Thoughts?

• Local campuses would be good!

[Left for lingering questions, next steps]

Things we need to do

1. Primo VE Workshop Schedule - Approved

   1. UCR will be the environment

2. Finalize zoom plans/links; recording

   1. Zoom info from Lena. Still soliciting CDL staff to be alternate hosts to have coverage for recordings.

3. Potential Participants List

Primo VE environment: still being decided by ICs, have until 2 weeks before workshop to decide (deadline May 3)

Training is on May 17th

Session attendance breakdown by ex libris

Logistics to consider:

• How are we going to handle questions? Who to prioritize? How to accept them? Who will be able to evaluate questions/not overspend time on one specific issue? ICs or FGs?

  • Questions Document

  • Reminder that some questions will be answered live and some will be answered in Basecamp, asynchronously.

• Need to pick host for each session

  • Identify & write script

  • Maybe two assigned to each session to handle questions

• Draft email for local campuses to disperse

Expertise Map

15 min

All

Review existing information available

KR - the IC doc seems mainly focused on who knows configuration. Could still be useful to make our own that we can add people who know how to do workflows?

Agenda for IT

Prepare agenda for this week’s meeting

0

Team

2021-4-30 IT Meeting Notes

Parking Lot

• Future IT meeting conversation: what are your expectations for how long this group will continue work? How long are you available?

• Special topics meeting request form

• Future meeting: feedback on Training Documentation Hub (maybe March 19)

• Communications: how to reach staff who are not attending SILS town halls but SILS will affect their day-to-day work

TOTAL

60 / 60 min