2023-10-04 Meeting notes

The meeting recording is available for download in the OT Shared Google Folder, which you can access using this link: https://drive.google.com/file/d/1kw35yVyzGSe8luzVjhNHA7dlmSB7T26h/view?usp=drive_link

Updates - from All-Chairs, Leadership Group, etc.

• Provide updates from other SILS meetings

5 mins

Jackie

• Leadership Group updates:

  • Tom Bustos is the new Vice Chair of LG !!

  • Review of workplan – agreed to changes, will be adding additional items from the SILS Governance review

  • Reframing the ILS Landscape work to make it doable

  • Working on charge for named user LG subteam

• All Chairs:

  • postponing the “beef” document to have a more impromptu discussion about both business matters and a “temperature check” on meta issues, morale, and human matters.

  • Resource Sharing group seems to have quite a bit on them at this time - just FYI for workload and morale at your campus.

Q & A Session - Including Questions on Slack since last meeting

• Any questions from the team?

• Questions from Slack?

5 mins

Team

• Greg: refreshing of Network Users records: will this be automated in the future?

  • Can’t search Slack because we don’t pay for it.

  • Found it in the roadmap: “https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2023-2024) “

Gender recognition and lived name

Get on the same page about what each campus is doing

10

Jackie / team

GRLN: Is every campus planning to populate First / Last with “preferred name” when possible, then lived name when preferred name isn’t available?

• AFN takes First/Last for VDX letters

• Is there a business need for legal name when it differs from preferred name? (suggesting no)

• The main reason we’re talking about this is to ensure that integrations inherit the correct version of the name: Aeon, VDX, etc.

• Are we on the same page that no one is pulling system First Name into Alma? Can we help in getting those campuses to do so?

• AND are we doing this retrospectively?

  • For active and inactive accounts.

Topics or questions for the Ex Libris Support Meeting

• Ex Libris Support Meeting Agendas & Notes

• Any topics or questions that should be addressed at the next monthly Ex Libris Support Meeting?

• Ticket roundup?

10 mins

Jackie/ Team

• ExL Support Meeting recap (next meeting October 20th)

  • Ramon: course reserves - at the beginning of the quarter course reserves are listed but are not appearing in Primo. ExL seems to need to do a reindex each time - are other campuses experiencing it?

    • Going on for three years now a couple times a year…

  • Are folks talking about this on Alma-L?

  • Primo collections are also slow to update (UCSB has a ticket about that).

• WCAG accessibility issues:

  • What to do about this? CDL has escalated this question to our web team / accessibility folks and potentially legal.

Topics for OT Town Hall (January 2024)

5 mins

Team

All Chairs: some concern in focusing too much on workplan, in terms of “reporting progress”

OT: What would we like to talk about?

• CJK reindex; agreement on lived names; daily updates for OCLC to update SILS “it’s been the dream since 2005”;

• Reminder to report on why we did a thing, and impact of it.

• Shall we report on the level of advocacy we do on a regular basis - including consortial advocacy & SSP. Negotiation team might not be in scope.

• How can we “tell a story” to keep people engaged, and not make it be “this could have been an email”

  • Success stories? → Alma Analytics group for example

ExL issues related to System Administration and IZ/NZ

• Discuss areas of improvement

15 mins

Jackie/Team

• Document for reference: SILS OT “Beefs”

Pending projects / materials:

FYI updates on anything we’re waiting for

5 mins

Team

• Update from Tom on CAP program - how to access

• Data Forms Privacy - revisit after data policy and privacy project team recommendations have been published

Review/Update OT Workplan

• Follow-up discussion on review/update to the OT Workplan from OT-SC meeting

5 mins

Jackie/ Team

• Training Documentation Hub update from Jackie?

Executive Session

Private discussion as needed

5 mins

Parking Lot

Capture important topics for future discussion

5 mins

• Taking the Temperature Survey

  • Discuss Responses from Survey, particularly the What worries you? and What are you most excited about? sections

  • incorporate into the reboot

• Upcoming Reindexing Release (August 2023)

60 mins