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Date

2-2:50

Attendees

Discussion items

Item

Time

Who

Notes

Decisions

Actions

1

Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

2

Debrief on meeting with ExL Support Director

Share about the ongoing support process and other learnings from the meeting

15

Tom

3

Data Privacy form

Understand the new process for managing the data privacy acknowledgment for Alma account holders.

Walk thru the new folders and documents: https://drive.google.com/drive/u/1/folders/1xn2UlakQb2Z-Z-2-O4XGhCzxNzuY7jBv

Q&A

15

Lena

  • Action: ICs to retroactively ensure all Alma account holders sign the data privacy and security responsibilities acknowledgment form by Dec 1.

  • Staff who signed the old form do not need to sign the new one; however, it may be easier to simply start fresh and have everyone sign the new campus-specific form. It’s up to each ICs to decide for their campus whether to start fresh or to bring over the old responses.

    • A copy of the responses from the old form is available. Note: the fields (i.e., columns) do not match exactly with the new form, so some work is needed to manually add the responses from the old form to the new responses sheet. Also, edits were accidentally made to the form so the data is messy.

  • New process: Each campus will manage their own form and responses starting now and continuing until further notice.

  • The forms and responses will live in the SILS shared drive and be managed by ICs through the end of phase 4 (Dec 23, 2021) and by the SILS Operations Team reps starting in January 2022.

  • New - Data Privacy folder: https://drive.google.com/drive/u/1/folders/1xn2UlakQb2Z-Z-2-O4XGhCzxNzuY7jBv

    • Each campus has a folder with these items:

      • Subfolder with the form and responses sheet

        • DO NOT SHARE THE LINK TO THE ADMIN VERSION OF THE FORM

        • The forms are ready to accept responses

        • Responses will automatically go into the responses sheet

      • “Share this link” doc with your campus-specific form link (full URL and shorter URL)

    • Sample email to staff - feel free to copy and edit for your own use.

4

Timeline review / PM update

Support during Implementation:

  • Document Alma/Primo slowness in Salesforce, see instructions

  • Alma/Primo known issues page on Confluence

  • For escalations:

    • Essential to include case numbers - make sure that ICs provide those to PMs when asking for escalations. PMs need to ensure IC has pinged the consultant asking for a status update before escalating.

    • Escalations can go into 2 categories: it’s urgent, or there’s a lack of communication.

0

Lena

Ex Libris meetings:

  • Our final Ex Libris meeting on Monday 10/25 will be the Switch to Support meeting led by Callie Mendoza, Ex Libris North American Support Manager. Agenda:

    • Contacting Ex Libris Support

    • Knowledge Resources

    • Submitting Cases

    • Sharing Feedback with Support

    • New Customer Tips

    • PowerPoint available on the EXL KnowledgeCenter

Monthly Support call with ExL:

  • Nov/Dec: SSM and IC co-chair(s) as available will join the monthly call with ExL Support.

  • Jan 2022 and beyond: SILS Operations Team will decide who attends in addition to SSM.

Key deadlines:

5

Parking lot

6

TOTAL

50/50

Review decisions and actions.

-20

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