Ex Libris Meetings
All meetings will be recorded and available for 120 days. Links to the Ex Libris Meeting Recordings are posted in the cohort shared drive.
How to request a special meeting | How to request a consultant | How to request a brief Zoom |
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To propose a topic for a special meeting, see How to Request a Special Meeting & complete the form. | To request an Ex Libris consultant attend one of your group meetings, complete the form. | When you need quick face-to-face to resolve a complex discussion on Basecamp/Salesforce, reach out directly to that consultant on Basecamp. |
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Meetings & Deadlines for Q's
Meeting Type | Weekly Meeting Day & Time | Due Date for Questions |
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Regular: Project status update meeting / Alma or Primo VE training review | Monday 1-2 | Wednesday prior (Tuesday prior for training so Internal Training can prepare questions)
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Special Meeting: Project status update meeting / Ex Libris topic or UC-requested topic | Monday 1-2 (once Alma/Primo VE training review ends) | Wednesday prior (note: more prep time may be needed some some UC-requested topics) |
Regular: Office hours | Thursday 10-12 | Monday prior |
Special Meeting: Ex Libris topic | Thursday 10-12 | Monday prior |
Special Meeting: UC-requested topic | Thursday 10-12 | 2 weeks prior |
Meeting Invitations & Contacts
Meeting invitations with Zoom details went to the whole SILS Cohort. Cohort members may forward the invites to campus functional specialists. Internal Training representatives will share more information about training-specific meetings. Contact your Implementation Coordinator or Internal Training representative if you have questions.
Meeting Dates & Topics
Date | Meeting | Topic |
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11/5/20 | Special Meeting | Implementation kickoff |
11/6/20 | Migration meeting 11-12 | UCLA (Carlo Medina organizing) |
11/6/20 | Migration meeting 10-11 | UCB (Lynne Grigsby organizing) |
11/9/20 | Weekly Project Update Meeting | User Management Q&A |
11/10/20 | Migration meeting 11-1 | UCD Law (Robin Gustafson organizing) |
11/12/20 | Office Hours | CANCELED DUE TO MIGRATION MEETINGS |
11/13/20 | Migration meeting 10-11 | UCSD (Greg Ferguson organizing) |
11/16/20 | UC-led meeting hosted by AEFG | P2E (Google Drive slides: https://docs.google.com/presentation/d/1W840WUXbcMdXKQAybZs6x20Y_Rl7Cvgl/edit#slide=id.p1) |
11/16/20 | Weekly Project Update Meeting | Fulfillment Q&A |
11/17/20 | Migration meeting 11-12 | Alma campuses: UCD, UCI, UCR, UCSB, UCSC |
11/18/20 | Migration meeting 11-1 | eResources |
11/18/20 | Migration meeting 9-11 | UCM (Tom Bustos organizing) |
11/19/20 | Migration meeting 10-12 | CDL IZ & NZ |
11/19/20 | Office Hours | CANCELED DUE TO MIGRATION MEETINGS |
11/20/20 | Migration meeting 10-11 | UCSF |
11/23/20 | CANCELED DUE TO HOLIDAY |
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11/26/20 | CANCELED DUE TO HOLIDAY |
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11/30/20 | Weekly Project Update Meeting | Migration Q&A |
12/3/20 | Office Hours | Migration Q&A |
12/7/20 | Weekly Project Update Meeting | Resource Management Q&A (Part 1) |
12/10/20 | Office Hours |
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12/14/20 | Weekly Project Update Meeting | Resource Management Q&A (Part 2) |
12/17/20 | Office Hours |
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12/21/20-1/6/21 | CANCELED DUE TO WINTER BREAK |
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1/7/21 | Special Meeting | Configuration Overview |
1/8-1/15/21 | Campus configuration meetings TBD |
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1/8/21 | Configuration meeting (11-12) | UC Berkeley |
1/11/21 | Weekly Project Update Meeting | CANCELED DUE TO CONFIGURATION MEETINGS |
1/11/21 | Configuration meeting (12-2) | UC Merced |
1/13/21 | Configuration meeting (10-11) | UC San Diego |
1/14/21 | Configuration meeting (10-11) | UC San Francisco |
1/14/21 | Office Hours | CANCELED DUE TO CONFIGURATION MEETINGS |
1/14/21 | UC-led meeting hosted by ICs | Printing in Alma (link to slides and recording https://drive.google.com/drive/folders/1Mk7kEiksbq54WZZZ91sy3701Bz3zRVli?usp=sharing ) |
1/15/21 | Configuration meeting (11-12) | UCLA |
1/18/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY. Q&A moved to 1/21. |
1/21/21 | Office Hours | Electronic Resources Q&A (Note adjusted day/time) |
1/22/21 | Ad-hoc | Fulfillment Network Group meeting for Alma campuses |
1/25/21 | Weekly Project Update Meeting | Acquisitions Q&A |
1/28/21 | Special Meeting | Scheduled Jobs |
2/1/21 | Weekly Project Update Meeting | Course Reserves and Booking Requests Q&A |
2/4/21 | Office Hours |
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2/8/21 | Weekly Project Update Meeting | Advanced Resource Management Q&A |
2/11/21 | Special Meeting | What to Expect When Ex Libris Delivers Alma Environments & Using Alma for Data Review |
2/15/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY |
2/18/21 | UC-led Special Meeting | Import Profiles and Related Alma Rules |
2/22/21 | Weekly Project Update Meeting | Primo VE and CDI Q&A |
2/25/21 | Special Meeting | Letters, Notices & Jobs |
week of 3/1/21 | Alma workshop 1 | Merced |
3/1/21 | Weekly Project Update Meeting |
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3/4/21 | Special meeting | Primo VE Handoff / First Look |
week of 3/8/21 | Alma workshop 2 | Berkeley |
3/8/21 | Weekly Project Update Meeting | GOBI orders / API ordering (requested in VG workshop) |
3/11/21 | Special Meeting | Integrations Overview (including Online Payment Options - requested in VG workshop) |
week of 3/15/21 | Alma workshop 3 | San Francisco |
3/15/21 | Weekly Project Update Meeting |
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3/18/21 | Special Meeting | Student Info Systems (SIS) Overview |
3/22/21 | UC-led Special Meeting | Using OCLC with Alma |
3/25/21 | UC-led Special Meeting | Fiscal Year-End Planning |
3/29/21 | Weekly Project Update Meeting | SILS updates from Fulfillment & ILL, Patron Data (postponed) |
4/1/21 | Special Meeting | Data Clean-Up in Alma |
week of 4/5/21 | Alma workshop 4 | UCLA |
4/5/21 | Weekly Project Update Meeting | SILS updates from RMFG, AEFG |
4/8/21 | Office Hours |
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4/12/21 | Weekly Project Update Meeting | Automated Fulfillment Network Configuration Review |
week of 4/12/21 | Alma workshop 5 | San Diego |
4/15/21 | Special Meeting | VDX NCIP integration with Alma at UC |
week of 4/19/21 | Alma workshop 6 | Davis & Santa Barbara |
4/19/21 | Weekly Project Update Meeting | SILS updates from PPC, ASCELG |
4/22/21 | Special Meeting | Fiscal Close Period |
week of 4/26/21 | Alma workshop 7 | Irvine, Riverside, Santa Cruz |
4/26/21 | Weekly Project Update Meeting | SILS updates from Discovery, ICs |
4/29/21 | (UC-led) Special Meeting | Live demo of OCLC Gateway and Metadata Editor |
5/3/21 | Weekly Project Update Meeting | SILS updates from TSELG, DCFG |
5/4/21 | Ad-hoc | Use Tax |
5/6/21 | Special Meeting | Cutover Review Plan |
week of 5/10/21 | Alma workshop 8 | Network Zone (staff working in the NZ) |
5/10/21 | Weekly Project Update Meeting | CANCELED DUE TO NZ WORKSHOP |
5/13/21 | Office Hours | CANCELED DUE TO NZ WORKSHOP |
week of 5/17 | Primo VE workshop |
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5/17/21 | Special Meeting | Work Orders in Alma (RMFG) |
5/20/21 | Special Meeting | Alma Go-Live Health checklist review |
5/24/21 | Ad-hoc | Analytics Overview Part 1 |
5/24/21 | Weekly Project Update Meeting | Cutover Questions |
5/25/21 | Ad-hoc | Analytics Overview Part 2 |
5/27/21 | Special Meeting | ILL Digitization Workflows |
5/31/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY |
6/3/21 | Office Hours | Work Orders in Alma revisited (RMFG) |
6/7/21 | Weekly Project Update Meeting |
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6/8/21 | Ad-hoc | Slowness in Alma/Primo |
6/10/21 | Office Hours | CANCELED |
6/14/21 | Weekly Project Update Meeting | (Laurie reviewed data due 6/11 from ICs) |
6/17/21 | Office Hours |
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6/21/21 | Weekly Project Update Meeting |
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6/24/21 | Office Hours | CANCELED |
6/28/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY |
7/1/21 | Office Hours | CANCELED |
7/5/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY |
7/8/21 | Office Hours | CANCELED |
7/12/21 | Weekly Project Update Meeting |
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7/15/21 | Special Meeting | Cutover Delivery Preparation |
7/19/21 | Weekly Project Update Meeting |
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7/22/21 | Office Hours | CANCELED |
7/26/21 | Weekly Project Update Meeting | CANCELED |
7/29/21 | Office Hours | CANCELED |
8/2/21 | Weekly Project Update Meeting | Including when to use Basecamp, Salesforce and training |
8/5/21 | Office Hours | CANCELED |
8/9/21 | Weekly Project Update Meeting | Included review of Switch to Support Readiness materials |
8/11/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
8/12/21 | Office Hours | CANCELED |
8/16/21 | Weekly Project Update Meeting | Included update from Adriana Moran, and integrations form review |
8/19/21 | Office Hours | CANCELED |
8/23/21 | Weekly Project Update Meeting | CANCELED |
8/24/21 | Ad-hoc | NZ-IZ syncing Issues |
8/25/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
8/26/21 | Office Hours | CANCELED |
8/30/21 | Weekly Project Update Meeting | CANCELED |
9/2/21 | Office Hours |
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9/6/21 | Weekly Project Update Meeting | CANCELED DUE TO HOLIDAY |
9/7-10, 2021 | Analytics workshop |
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9/8/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
9/9/21 | Office Hours | CANCELED DUE TO ANALYTICS WORKSHOP |
9/13/21 | Weekly Project Update Meeting | Switch to Support Readiness checkin 1 |
9/16/21 | Office Hours | CANCELED |
9/20/21 | Weekly Project Update Meeting | CANCELED |
9/22/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
9/23/21 | Office Hours | CANCELED |
9/27/21 | Weekly Project Update Meeting | Switch to Support Readiness checkin 2 |
9/30/21 | Office Hours | CANCELED |
10/4/21 | Weekly Project Update Meeting | CANCELED |
10/6/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
10/7/21 | Office Hours | CANCELED |
10/11/21 | Weekly Project Update Meeting | CANCELED |
10/14/21 | Office Hours |
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10/18/21 | Weekly Project Update Meeting | Switch to Support Readiness checkin 3 |
10/20/21 | UC-wide Resource Management Study Hall | Informal meeting to discuss resource management |
10/21/21 | Office Hours | CANCELED (This meeting was not originally planned as an office hours by Ex Libris; The implementation consultants will be using this time to prepare for the switch to support.) |
10/25/21 | Weekly Project Update Meeting | Switch to Support (Callie Mendoza, ExL NA Support) |
The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu