2021-4-1 IT-SC Meeting Notes

Check-in / Items to add to agenda? (recurring)

5

All

Review the previous action items: 2021-3-18 IT-SC Meeting Notes

PM/Ex Libris Update (recurring)

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 (Carolyn.Sprague@exlibrisgroup.com)

• 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

• Collect questions for upcoming ExL meetings

10

Joanna

Report from last Thursday (/wiki/spaces/ExL/pages/1298464769) and Tuesday meetings (https://uc-sils.atlassian.net/wiki/pages/resumedraft.action?draftId=1306198199 ) and ask any questions for Thursday

1. Approval of Primo VE Agenda

   1. Confirmed on 3/30, no EXL feedback, ready to share.

2. Primo VE environment: still being decided by ICs, have until 2 weeks before workshop to decide.

Questions for Ex Libris

• [standing] If none at this time, send to Joanna or post to Basecamp if something comes up.

  • Basecamp questions may take more than one week to answer. Tip: post an update question if you want to prompt EXL to answer (ex. is there an update to this?).

PM update

Ongoing PM needs for after April 30th

Possible plan

• Attend at least once a week (Tues at 2pm or Thurs at 4pm), first 5+ minutes of ExL/PM meeting

• Supplement with using SILS-ExLPM listserv if other questions arise

Upcoming Events (recurring)

Know what’s coming up and assign work

5

Brian (and team)

Updated Work Plan

• 3/25 - UC-led Fiscal Year-End Planning

• 4/1 - Data Clean-Up in Alma

Note: Brian is now trying to update Training Calendar at the same time as this section.

NZ workshop

• schedule

Subgroup Check-in

Notes from each of the subgroups

10

Brian, Dominique, and Katie

Training Documentation Hub Subgroup meeting notes:

Communication Subgroup

Local Training

Planning for Primo VE Workshop on week of May 17th

Things we need to do

1. Create a finalized schedule with days/times

   1. Draft Primo VE Workshop Schedule

2. Finalize zoom plans/links; recording - Discuss with Joanna

   1. Issues with team availability

   2. Issues with sharing hosting abilities with staff from multiple campuses

3. Decide how to determine participation at each campus / registration if necessary

   1. Potential Participants List

[EXL via Joanna] For Primo VE workshop, please don’t schedule over UC/EXL weekly meetings on Monday from 1-2p and Thursday from 10am-12pm.

Mid-March check in w/ ICs to decide on environment.

Training is on May 17th

Remote Primo VE Agenda (generic)

Session attendance breakdown by ex libris

Logistics to consider:

• How are we going to handle questions? Who to prioritize? How to accept them? Who will be able to evaluate questions/not overspend time on one specific issue? ICs or FGs? Options: Excel sheet where everyone will have questions. Collect questions and then evaluate collaboratively. Reminder that some questions will be answered live and some will be answered in Basecamp, asynchronously.

• Registration for each session, how to gather it and who to invite, also what’s the cap. Remind people that the sessions will be recorded.

  • Would like a single link, have back-up/multiple co-hosts at a single campus

• Have general processes in place by time of registration

Spring Workshop Debrief

Agenda for IT

Prepare agenda for this week’s meeting

0

Team

Parking Lot

• Future IT meeting conversation: what are your expectations for how long this group will continue work? How long are you available?

• Special topics meeting request form

  • Revisit closer to/after UCM workshop

• Future meeting: feedback on Training Documentation Hub (maybe March 19)

• Communications: how to reach staff who are not attending SILS town halls but SILS will affect their day-to-day work

TOTAL

60 / 60 min