2026-03-04 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/1_KgQny4ER1ygvjQwIRklJN27f0bDh2xD/view?usp=drive_link

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

• Provide updates from other SILS meetings

9 minutes

Caitlin/Team

• AC (Caitlin)

  • Notes provided by Lakshmi: Update on the Primo NDE decision page: all go together AND have a central management team to do the migration.

  • SILS Ops has been tasked with facilitating the migration

  • This will eventually come back to OT

  • Primo NDE migration will be closely linked with accessibility issues

    • ExL is trying to rely on this update to fix their own issues

  • Originally the decision page stated the accessibility team would have the final stamp of approval - has been altered to be part of the migration facilitation

• LG (Caitlin)

  • Digital Collections project team - Caitlin is in touch with their chair to help kick things off

  • Renewal Negotiations Team - kicked off on Monday, nominees were approved

  • Harmonization subteam has been formed and kicked off

  • Inclusive Metadata subteam members approved by Doc

Outage Update

14 minutes

Team

• formal postmortem of this event - to take place at a later date

  • focus on communication between groups

  • Document shared by Gem: Reflections on Down Alma and Primo System: February 24, 25, and 27 2026

  • RCA document: RCA

  • add comments asynchronously

  • will address this at the next SILS OT meeting

• thoughts from Tom:

  • disappointed in lack of mitigation process, but no blame on the cause

  • look for potential activism since this is an Israeli based company

  • Slack communication was great

• thoughts from Jackie:

  • when outages happen during regular work hours, our current internal communication methods work well (Slack, worktickets, etc)

  • data centers for the US are in Chicago and Seattle

  • both Alma and UC Library Search were down at the same time, which affects communication pathways

• thoughts from all:

  • consensus that all dates appear to be related even though they’re not sequential dates

• thoughts from Greg and Jackie:

  • the table of issues is difficult to use

Consortial Analytics feature in the NZ

• discuss Gem’s draft

• updates on information shared among the campuses?

16 minutes

Gem

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

  • separate from Alma analytics

  • will allow people to compare collections across the UC

  • each campus is allowed 1 user only

• Gem recommends everyone turning this feature on to test for usefulness

• Ask of OT: ratify this recommendation that all 10 campuses to turn this on in the NZ, then each campus can decide to turn this on for their 1 allowed user per campus

  • some campuses are ready for their 1 user, some are not

• Add for future follow up at a later date (who is doing this, test plan)

• Question from Sarah: AASA-PT done?

• Caitlin - CDL/Ops Center hat

  • Daisy Nip has left her position and the replacement for the Systemwide Data Analysist is in question due to budget freezes

  • Daisy’s position fell under the Systemwide Library Planning team

    • this team is continuing the ongoing annual statistics

  • Caitlin, Gem, Allison will continue to handle SILS Ops questions and tickets

• Decision to turn this into a formal decision page (created by Gem)

• Decision to turn this on in the NZ

Digital Collections Project Team

• provide updates

1 minute

Caitlin

• they’re a go and will be starting soon

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?

17 minutes

Gem/Team

• Last meeting was 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

  • Document for reference: UCS Development Cases FEB 2026

  • reminder to add an impact statement or correction statement ahead of the meeting

  • Impact statements need to be added to the ticket. Let Gem or Caitlin know that statement has been added.

  • campuses should be responsible for managing this spreadsheet and follow up on their campus tickets

    • responsibility can be changed to SILS Ops Center if this is too onerous for campuses

  • development updates appear on this spreadsheet and not on tickets themselves

• Review the latest Quarterly Report

  • Document for reference: UCs Jan 2026 meeting

  • think about our use for this data and how we’d like to interact with this data (discuss at a future meeting - 1 month, give preread time)

    • cases closed, Alma case trends, Alma satisfaction

  • Your survey responses are very impactful!

  • Impacts WIPT

• Next meeting 3/20

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

• Any questions from the team?

• Questions from Slack?

0 mins

Team

Pending projects / materials:

• FYI updates on anything we’re waiting for

0 mins

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 mins

Parking Lot

Capture important topics for future discussion

0 mins

57 minutes