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Date: Apr. 16, 2021

Time: 1-2pm

Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)

Attendees:

Not attending:

Agenda

Item

Desired Outcome

Time (mins)

Who

Notes

Decisions

Actions

1

Consent to Record

2 min

All

2

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.

  • BD - Wed and Thurs

3

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

  • 4/22 - Fiscal Period Close

  • 4/29 - UC-led live demo of OCLC Gateway and Metadata Editor

4

Announcements (Standing Item)

2 mins

  • ICs are being a provided with a workshop feedback form to submit for their campuses. Connect with your IC to share workshop feedback.

  • PM Update

5

UC Wide Public Service Primo Training

“First Look: Library Search Overview”

audience: Public Service staff / Primo VE users

Goals:

Next steps

  1. reaching out to EUO and Discovery

6

Primo VE Configuration Workshop Discussion

FYI

All

Primo VE Configuration Workshop Schedule - Approved

  • Potential Participants List

    • Feedback that campuses are wanting to invite broader ranges of staff - how do we accommodate this with zoom limits?

      • Could update to a webinar license and just share more broadly and let people self-select

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

  • Questions Document

  • Hosting Sign up Sheet

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

  • Questions for future consideration:

    • How to do zoom link?

      • [Update] Lena has created one zoom link for all of the sessions and there will be a CDL staff member be the co-hosts/backup hosts to record. Still working out who will record each session.

      • Need to be cognisant of recording / transcripts / etc

    • How to manage questions?

  •  
7

Subgroup Round-up

Hear from each of the subgroups

15 mins

All

Training Documentation Hub Update:

Communications Report

Local Training

8

Spring workshop Recaps

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

  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:

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

  1. Los Angeles debrief

9

Round Robin

Add local updates here for others to read

FYI

  •  
10

Open Discussion

11

Parking Lot from this meeting

12

60/60 min

Future agenda items

Review/signoff on final work plan being

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