2023-11-29 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/10luSLWpKWp3J1Wa-Mb4AtUb30AvKOHIV/view?usp=drive_link

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

• Provide updates from other SILS meetings

5 minutes

Jackie

• AC (Jackie)

  • State of the SILS Town Hall discussed

    • 1-2 high level points for each group

  • team roundup

    • e resources - best practices for ticket writeups

    • ebooks config

    • NZ access expansion, all UC bib maintenance

    • fullfillment - group is paused for now

    • resource sharing - author field is not populating

    • acquisitions - user holds being canceled, being investigated further

• LG (Tom)

  • Slack discussion regarding location for shared documentation now that current venues are sunsetting

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

• Any questions from the team?

• Questions from Slack?

7 minutes

Team

• Slack discussions

  • adding 590 as an extension - ticket opened by UCLA, affecting other campuses

    • has been sent to Tier 2, but no further communication yet

  • State of SILS Town Hall Scheduling poll sent out via Slack - reminder to fill this out

• Primo on mobile - when typing in a query, the text starts to overlap

  • ticket submitted by UCB, but no plan by ExL to fix (ticket #06969846)

  • UCB to add stats to the ticket concerning usage of mobile

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?

5 minutes

Jackie/ Gem

• last meeting was 11/17/23

• Gem provided updates from the meeting:

  • Gem clarified timelines from ExL labels

    • when far off dates are given, ExL may not have actually looked at the issue yet

    • “pending release” - currently in QA

    • “version commitment” - not as firm as “pending release” but pretty solid

  • Pendo - no updates yet

• Jackie provided updates from the meeting:

  • Real Time Update of Linked Accounts (ticket #06961548) - related to lived name accounts (GRLN)

    • Some network accounts still have legacy names in them. 

    • Linked users currently get refreshed every time the main account gets looked up.

    • Can also happening organically during the request process

    • Anytime main account gets updated, all the network accounts would get updated.

Signature Success Program

• prioritize the themes posed to Adriana

22 minutes

Jackie/Team

• Background: Brief discussion with Adriana at the last SILS OT SC meeting (11/22/23) sparked the below list for prioritization/discussion

  • will continue to meet with her monthly

• Themes for discussion/prioritization - from the Alma/Primo VE Issues and Themes document

  • Current rankings after group discussion and voting:

    • #1 - NZ functionality and insufficient IZ/NZ integration (top issue - can absorb other issues)

    • #2 - Insufficient support

    • #3 - Limited documentation (goes hand in hand with “insufficient Analytics functionality” and “insufficient support”)

      • vague b/c it covers a broad range of issues

      • need additional background documentation?

    • #4 - Insufficient Analytics functionality

    • #5 - Diversity, Equity, and Inclusion

    • Not ranked:

      • Alma usability challenges (less of a priority)

      • Quality concerns in CZ collections

      • Acquisitions process improvements

• side thoughts:

  • resolving consortium issues might solve other issues

  • allowing us to speak directly with the developers would be helpful

Priorities determined

Proposal for Expanded NZ Access

• discuss document sent to OT via Slack

10 minutes

Jackie/Team

• Document for review: Proposal for Expanded Network Zone Access

  • separate NZ and IZ users

    • limited to one NZ per campus

  • Gem proposed a project team to handle the issues in this document - too many use cases that cross a number of different areas (Jeremy agrees)

  • Xiaoli - try this first, then explore other issues

  • Greg - “delegate work” point, needs to discuss with others before a decision can be made

  • Lakshmi - one user per campus?

  • Gem asked: multiple SSO is unclear b/c each campus is different

• Continue this discussion at the next meeting (12/13/23)

Lessons Learned on Kanopy kbase from UCSC

3 minutes

Sarah

• LG asked for best practices for pilots, which led to kbase as an example

  • UCSC will start a document and will share with SILS OT via Slack (campuses can share with local teams that work with kbase)

  • request from Sarah to talk to your local teams and see if there is anything you’d like to add

    • will become a subgroup that will use this document as an example and a guide

State of SILS

• continue to discuss format and topics to review for the January Town Hall Meeting

1 minute

Jackie

• Draft of State of SILS agenda

  • request to look at this draft document and confirm/add items

  • will discuss further at next meeting (12/13/23)

• State of the SILS Town Hall Scheduling poll

Pending projects / materials:

FYI updates on anything we’re waiting for

0 mins

Team

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

Review the Sandbox testing plan for changing the Organization Unit Name

• updates?

0 min

Gem

• For reference: Org Name Testing Document

• Concerns from campuses?

Review/Update OT Workplan

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

• continue working through status of incomplete items

0 mins

Jackie/ Team

• Document for reference: Known Issues

  • update from Gem on a prototype for sharing this kind of information?

• For discussion: Training Documentation Hub

Executive Session

Private discussion as needed

0 mins

Parking Lot

Capture important topics for future discussion

0 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

55 minutes