2021-3-19 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.

BD - Wed and Thurs

PS - Mon and Tues

SP- Tues afternoon

CB - vacation March 22-29; available Tues-Friday mornings March 30-April 2

EMT - week of Mar 22 - available Mon & Wed mornings; week of Mar 29 - available Tue am & Wednesday pm

EQ - 3/22-23, 3/31-4/1

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 22 March 2021 (weekly Monday meeting): UC-led Using OCLC with Alma

• 25 March 2021 (weekly Thursday Q&A): UC-led Fiscal Year-End Planning

• 4/1 - Data Clean-Up in Alma

Announcements (Standing Item)

2 mins

Katie

No meeting next week - Happy Holiday!

Primo VE Workshop Discussion

20 mins

All

Draft Primo VE Workshop Schedule - Sent to ExL for Approval

• Potential Participants List

• Questions for future consideration:

  • Who can attend?

  • How to do registration?

  • How to do zoom link?

    • UCSD, UCSC, UCM have conflicts with that week

    • Possibility for multiple campuses to host if we use individualized links for registration

    • Could ask other SILS leaders to help host

    • Need to be cognisant of recording / transcripts / etc

  • How to manage questions?

Talk with Joanna about zoom options

• All: Collect a list of names, or estimate the number of invites to the Primo VE workshop
  Due: 4/2
• Erika Quintana can work on completing the schedule with training recommendations

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

• Local workflows

  • Going to like a restricted google drive link on the public page. Will be open to cohort members, others can request

Communications Report

• Sending Primo VE save the date once schedule is finalized to the cohort. Can be shared locally but be aware that we haven’t finalized the guest list.

Local Training

• shared out about Spring Workshop training experiences so far

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.

2. 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).

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

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

Open Discussion

UCI - created a small local training team

Parking Lot from this meeting

60/60 min