2026-03-18 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/1T_OLIwZg3tiq9zdzz9em7AFtCG9SIhqT/view?usp=drive_link

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

• Provide updates from other SILS meetings

2 minutes

Lakshmi/Team

• AC

  • did not meet

• LG

  • last met on Mar 6, 2026

  • approved draft charge for project team

  • decided to move forward with current LIS landscape

  • task force to strengthen the collaboration has started meeting

  • harmonization assessment group has started meeting

Outage Update

• formal postmortem of this event

30 minutes

Team

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

  • OT asked to add comments asynchronously at the

    SILS OT Meeting on Mar 4, 2026

• Group thoughts

  • Jackie - felt UC communication was strong, evening downtimes made this event feel different than others and posed communication challenges, SILS community Slack was very helpful/more timely, longer than expected ExL resolution/root cause discovery time was surprising

  • Tom - ExL view of downtime vs. processing power affects the way ExL views issues and their response time

  • Greg - how are alerts updated - manually or automatically? (Gem will ask at the next meeting), status of consortia banner? (Gem says the banner would not be used by ExL in this instance - banner is still “in progress”)

  • Gem

    • question regarding tickets - should she let us know when they are acknowledged or just resolved? (acknowledged)

      • ExL should be providing us with updates

      • Gem will submit consortial tickets

        • suggestion by Lakshmi to add SILS OT listserv to consortial tickets, Gem will also update in OT Slack

      • campus tickets are helpful when a consortial ticket has not yet been submitted

    • frequency of updates when down? (every couple hours)

    • fyi - specifically @ Gem to alert her to Slack items after hours.

    • helpful for everyone to state when they are back up after a down time period

    • Analytics down - seems to have a different process, supposed to be resolved in 5 minutes with a reboot, Gem will submit a ticket if that does not happen, strong suggestion to join the Analytics Slack channel for the best updates

  • Lakshmi - sandbox downtime prior to this outage (Gem assumed this was the same event, but will ask for clarification in the meeting)

• Document shared by Gem: System/component down communication path

• RCA document for reference: RCA

Consortial Analytics feature in the NZ

• fyi on Gem’s decision page

1 minute

Gem

• Document made into a formal decision page by Gem: DRAFT: Process for Requesting Consortial Analytics

• Decision page shared by Gem: Enabling Consortial Analytics in the Network Zone

  • please give Gem feedback on this decision page on Slack

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?

• Discuss in development tickets

• Discuss latest Quarterly Report (for discussion again on 4/1/26)

8 minutes

Gem/Team

• Next meeting is 3/20/26

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

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

• Jackie - UCB local records did not receive an extension (problem since June 2024), previously resolved but the issue resurfaced after an update

  • Gem shared this document for reference: Alma 2026 Release Notes

  • Gem will add this topic to the support meeting to gain clarification (only in production and not sandbox, only reported by UCB)

• Reminder from Gem to please add a note to your support tickets and let her know

• Discuss in development tickets

  • Document for reference: UCS Development Cases March 2026

  • Please review (especially for your own campus) and let Gem know of any issues

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

• Any questions from the team?

• Questions from Slack?

2 minutes

Team

• UX physical items workflow question from Jackie

  • Gem - our time to add this to the sandbox may have passed

• Gem - fyi on this document: SILS Operations Center Project Manage Next Discovery Experience (NDE)Transition

  • will be discussing more at Discovery on Friday

Pending projects / materials:

• FYI updates on anything we’re waiting for

2 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

  • update on 3/18/26 - reminder from Lisa that this process has begun for 2026

• Physical Items Workflow

  • wide release in August, revisit in June 2026

  • For reference: Physical Item Workflows

• Consortial Analytics feature in the NZ (revisit in late April 2026)

  • Decision page

  • All 10 campuses will be turned on at the NZ level (Decision made) and each campus can opt-in by assigning their role to a staff member.

    • Questions:

      • who is doing this?

      • test plan?

Executive Session

Private discussion as needed

0 minutes

Parking Lot

Capture important topics for future discussion

0 minutes

45 minutes