2021-5-14 IT Meeting Notes

Consent to Record

2 min

All

Volunteering Availability (Standing Item)

Track who is available to volunteer to work on tasks outside of meeting over the next week.

FYI

All

Members please prepopulate with your availability.

• EMT – Monday afternoon; Tuesday

• BD - Mostly available

• PS - Wed afternoon

• AA - Thurs 9-12

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 5/17-5/21 - Primo VE Configuration Workshop

• 5/24 and 5/25 - Alma Analytics Overview

Announcements (Standing Item)

10 mins

Brian

Analytics Overview Sessions

Set for May 24th and 25th at 9am

Will be using standardized environments (Ex Libris environments) to avoid data privacy issues. IT members should be sure to set expectations when providing invitations/calendar reminders about the event.

1. Agenda - Session 1 (1 hour)

   1. General overview of "What is Analytics"

   2. Roles, Analytics consumers and analytics designers

   3. Folder structure and use

   4. Using out of the box reports and dashboards

   5. Creating reports

   6. Adding prompts to reports

2. Agenda Session 2 (1 hour)

   • Analytics Objects - Scheduled reports

   • Analytics Objects - Widgets

   • Analytics Objects - Reports

   • Allowing member institutions to run reports created in the network zone institution

   • Allowing member institutions to access electronic resource data in the network zone institution

5 min

Brian

Discuss Invitations

Zoom link in email sent 5/14

Transcripts will be unavailable

Primo VE Configuration Workshop Discussion

https://docs.google.com/document/d/1j73p2OWXwox6b2ULfdmupo4jJ0ZxALUkJCNfb5M4RKQ/edit - for campuses to send locally

Primo VE Configuration Workshop Schedule - Approved

• schedule with training recommendations

Potential Participants List

• campuses can share broadly and continue tracking participants on the participants list so that we can adjust license if we get close to 300

Questions Document

• Host will manage live questions

• Discovery team will track unanswered questions to ask on basecamp

Hosting Sign up Sheet

Primo VE environment: UC Riverside

Zoom info from Lena.

• Recordings will be uploaded to https://drive.google.com/drive/folders/1g2JIup4Ny7jGjwjp-EX1nk9_qgXmFZc-?usp=sharing , which is a cohort-only Google Drive folder

• No transcripts will be available

Final review of the invitation.

5 mins

Brian

Script for hosting

Any discussion needed?

Discovery co-chairs to look into recording questions asked verbally, with chat questions also reviewed

• Brian David (Unlicensed) to setup spreadsheet to share cloud recording links
• Josephine Tan (Unlicensed) to create spreadsheet to record questions

Open Houses

5 mins

Katie, Erika, Catherine, Antoinette, Bonnie

Any updates?

From previous meetings:

• More informal sessions will work better for people’s timelines. will do just generic open houses where people can ask questions. Communications team will work on drafting language for announcement

• Specific questions about topics (from campuses or attendees) in advance is super helpful

• Topics:

  • Tech Serv (Catherine/Erika)

  • Fulfillment(Bonnie/Katie/Antoinette)

• expectation setting:

  • We’d be sharing how our campuses currently do things, but may not be fully up on new decisions being made by FG. With the more basic workflows, this may not be an issue

Open House Potential Topics document

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

• No meeting this week.

Communications Report

• No updates

Local Training

• No meeting this week.

Spring workshop Recaps

Each campus has it’s own space to post Questions/Action Items in Basecamp:

• Merced

• Berkeley

• San Francisco

• San Diego

• UCLA

• UCSB & UCD

• UCI, UCR, UCSC

1. Send titles for search demos to EXL trainer and copy Marci.Deignan@exlibrisgroup.com by Wednesday, EOD, before your training. These titles should be relevant to your collection. This is an opportunity to guide the search demos and have more robust search results that are a better match for your environment.

Trainers:

• UCLA - Jessica Alverson Jessica.Alverson@exlibrisgroup.com

• San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com)

• UCSB and UCD - Jenny Draeger

• UCSC, UCR, and UCI - Carolyn Sprague Carolyn.Sprague@exlibrisgroup.com

• CDL - our project team

• Primo VE - Carolyn Sprague

• Analytics - TBD

EXL will send out a reminder to the trainers to be sure to be logged in at least 5 mins early for every session (earlier for the first one on Mondays).

• Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins

5 mins

Brian (CDL)

Round Robin

Add local updates here for others to read

FYI

Open Discussion

Parking Lot from this meeting

60/60 min