2026-02-18 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/1JE0lXzualsIXWJ6D73za_Wp_rIEpDa0C/view?usp=drive_link

Physical Items Workflow demo

25 minutes

Lili Daie

• Live demo - please see recording

  • early access can be turned on in May, generally available in August, opt out is November

    • feedback with early access is welcomed, but not required

    • email Lili with any issues you find (Lili may ask you to open a ticket and add Lili’s name)

  • let Maud or Lili know which sandbox would like early access - ideally notify by 2/20/26

Accessibility Team

23 minutes

Jesse Loesberg (Accessibility Project Team Chair)

• team has been meeting since December 2024

• currently assessing the legal risk of using Library Search while ExL is falling short of accessibility needs

  • ExL is falling short - 2.0 is the current contract, April guidelines are at 2.1

    • UCB consent decree is expiring soon - not a guarantee against further litigation

  • Clarivate (not at the ExL level) hired a digital accessibility manager

  • currently having regular quarterly meetings with Ruth from ExL (next meeting is in March)

• Accessibility issues list submitted to ExL

  • closed, but Ruth reopened it

  • ExL claims the next version of Primo NDE should take care of these concerns - appears to fall short of 2.1 compliance

• CoUL asked the Accessibility Team to conduct a thorough audit

  • audit is complete and located in Confluence

  • plan to add additional accessibility concerns to the current ExL ticket on the issue

• Lisa provided these documents in the chat for reference:

  • https://clarivate.com/accessibility/primo/

  • https://knowledge.exlibrisgroup.com/Alma/Product_Materials/080Alma_Accessibility

• Reminder from Gem in the chat: “If anyone runs across issues you know are a problem with Ex Libris, I can submit them. It might be a drop in a bucket but I have had success pushing back on super obvious problems.”

• Tom (WIPT hat) - plans to ask for a roadmap to incorporate all the necessary accessibility concerns

• need to change our ExL contract language to indicate ExL will be liable if our accessibility needs are not met

• Gem - would like to make them more proactive

Decision page for Primo “Next Discovery Experience” migration

• provide feedback to the Discovery Team on this decision page by March

10 minutes

Lakshmi

• Document for reference: Coordinated Ten Campus + CDL Migration to Primo Next Discovery Experience (NDE)

  • From Zoe’s email: “The two main points of the decision are that all UC campuses will migrate to the NDE at the same time, and that final approval for the migration will be given by the Accessibility project team.”

• Greg - yes to migrating together, wonders if final approval should fall with the Accessibility Team

• Gem - NDE could be worse in terms of accessibility issues

• Tom - final decision should be from Discovery, but the Accessibility Team should weigh heavily in the decision

• Jackie - from chat “there is a mismatch between the RACI and the decision summary so that should be clarified imo” and “this could be an important point for the contract negotiation”

Updates - from All-Chairs, Leadership Group, etc. (recurring item)

• Provide updates from other SILS meetings

0 minutes

Lakshmi/Team

Consortial Analytics feature in the NZ

• discuss Gem’s draft?

• updates on information shared among the campuses?

0 minutes

Gem

• Document for reference: DRAFT: Process for Requesting Consortial Analytics

• table for next meeting

Digital Collections Project Team

• provide updates

0 minutes

Caitlin

• table for next meeting

Topics or questions for the Ex Libris Support Meeting (recurring item)

• Ex Libris Support Meeting Agendas & Notes

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

• Ticket roundup?

0 minutes

Gem/Team

• Next meeting is 2/20/26

  • For reference: UCS Open Ex Libris Support Cases February 2026

  • Reminder to send Gem any tickets you’d like to add to this list

• Discuss in development tickets?

• Quarterly Reports?

Q & A Session - Including Questions on Slack since last meeting (recurring item)

• Any questions from the team?

• Questions from Slack?

0 minutes

Team

Pending projects / materials:

• FYI updates on anything we’re waiting for

0 minutes

Team

• Inclusive Metadata Subgroup

  • Charge: https://docs.google.com/document/d/16tO4ROw8pEICKvQZEHdTppYDPqUkcs3NCuc5hwZYlGE/edit?tab=t.0#heading=h.ddwxntgzjowq

  • Inclusive Language in UC Library Search

    • Document for reference: DRAFT Inclusive language in UC Library Search

    • Will be discussed by new IMS group and Discovery to see who can work on this.

  • as of 2/11/26: nominees have been sent to Doc

  • RMOST will oversee this subgroup

• Network user records purges (discussion to be continued)

• SLF naming

  • Recap: (from SILS OT meeting on 12/10/25 - revisit in January) send email to OST chairs about the work done by UCB and UCLA

  • updates regarding “sign off” page for SLF naming tasks/checklist?

    • Sent to ACH 2/3/26 with a several week deadline.

    • 2/4/26: RSOST "RS-OST reviewed this checklist today and confirmed that we feel comfortable saying "all good" from our point of view. I did want to confirm that we are very much in favor of the decision to not update any of the Alma Codes." (Dawson)

  • SLF “due diligence” checklist:

    • RSOST

    • RMOST

    • FFOST

    • DISCOST

    • eRESOST

    • …

• Caitlin to look at to look at CERV/NERV voting process

  • bring to OT at a later date

• Physical Items Workflow

  • wide release in August, revisit in June 2026

  • For reference: Physical Item Workflows

Executive Session

Private discussion as needed

0 minutes

Parking Lot

Capture important topics for future discussion

0 minutes

58 mins