2025-03-05 Meeting notes

The meeting recording is available for download in the OT Shared Google Folder, which you can access using this link:

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

• Provide updates from other SILS meetings

10 mins

Lakshmi/Team

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 mins

Lakshmi/Team

• last meeting was 2/21/25

• Question from Gem in Slack on 2/19/25: “Ex Libris asked us about the new UI rollout is if we needed more time for training. how much time do your front-line staff have for training? In the public library world, it was very minimal, we basically needed things to just keep working after initial training. Is it similar in the academic environment?”

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

• Any questions from the team?

• Questions from Slack?

5 mins

Team

EIMP

• discuss presentation of recommendations to LG

• discuss presentation of new work workflow in general

10 mins

Caitlin/Lakshmi

Town Hall

• continue the discussion of topics to include

• determine a date - February/March?

5 mins

Lakshmi

• Current items included:

  • WIP

  • support meetings with ExL (improvement efforts)

  • reminder of the role of OT

  • add additional items from Slack

• additional items?

• date?

WIP report

• discuss updates to this process

5 mins

Caitlin

• For reference: UC SILS / Ex Libris Engagement Services Preliminary Discovery Report - Accepted by UCS 2/12/25

Pending projects / materials:

• FYI updates on anything we’re waiting for

0-5 mins

Team

• (Revisit after August / Sept 2024 - revisited last on 11/13/24) Data Forms Privacy - revisit after data policy and privacy project team recommendations have been published

  • revisions are still pending

  • final report will be shared after revisions

  • Still awaiting final report from LG before further action

  • Gem to ask the Patron Data Privacy Team (once they’ve formed): Does the current data privacy form cover the use of patron data from all UC institutions and not just the home institution for appropriate business use? (decided on 11/13/24)

• Network user records purges (discussion to be continued)

• OT Work Plan

• Patron Privacy and Data Security Team (revisit in April 2025)

  • From the Patron Privacy and Data Security team “we will be asking for their assistance in identifying key campus individuals for timely and effective patron data security incident response, as we work to create an escalation path for such incidents”

• Expanded NZ Access

  • officially paused as of 2/19/25

Executive Session

Private discussion as needed

0-5 mins

Parking Lot

Capture important topics for future discussion

0-5 mins

• Project Team Check-ins (quarterly basis - last check in was around March 2024)

  • OARM-PT

  • EIMP-PT

• Signature Success Program

  • paused during renegotiations

• Known Issues with Alma/Primo VE

• Alma Consortia Advocacy Group (ACAG) updates as needed

• SSO use in the NZ - updates from Gem as needed

  • SSO Options for Network Zone Accounts

50-65 mins