2020-07-07 Meeting notes

Updates

20 mins

Liz

Liz and Sarah are meeting with Ben and Adrian on the communications team to get input on how things are going. Specifically we’ll be talking about:

• How do you communicate your group’s initiatives and milestones within the cohort vs. UC Libraries vs. a general audience?

  • Members use SILS Confluence documents and recordings to link to local groups

• How you feel about the feedback you’re receiving, both within the cohort and from UC campuses through group representatives?

• Are you pleased with your group’s Confluence space as a communications tool?

  • Confluence has been fine, but limited access to Basecamp is a bit challenging

  • Would be helpful to have the calendar shared

  • Basecamp allows schedule to be exported but dates might be changing

  • Can management of the schedule be more centralized?

Training sessions: first emails went out this week, how are things going with your local teams/reps?

• A bit confusing whether training is only limited to those testing for Vanguard

• Current training Q&A sessions will be recorded

sub

https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Administration_Certification

Campus data questions

Field questions about how campuses are prepping their data

35 mins

All

• How are folks determining what their Alma “libraries” are? Library/location codes, etc.

  • Decision will affect filter/searching for later

  • UCSB considering changing Special Collections to a new “library”

  • UCD has 4-5 libraries, and locations within those libraries

  • Can set search scope for sublocations in Primo, but may be easier to designate collection as a library

  • https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/022Search_Configuration/010Configuring_Search_Profiles_for_Primo_VE

• We will have lists for what to test and look at in Vanguard, various versions from different functional groups

Visioning exercise

Review draft and make any updates

25 mins

All

Draft: https://docs.google.com/document/d/1_WrYFja1KGVJFHCvnXPB1XYnkW3M7U0v_Kfc-BHqg9o/edit

Sandbox time