Vanguard institutions are: Berkeley, CDL, UCLA, San Diego, San Francisco, Santa Barbara
The priority for these meetings is Vanguard institutions. However, topics covered will be relevant for anyone who will participate in configuring or testing during the vanguard phase (June 15-end of October 2020.)
The Alma training will be repeated during the Implementation phase.
Invitation with Zoom info will go to Implementation Coordinators, SILS chairs, and the Internal Training group members. They will forward to functional specialists in the cohort and at campuses who should attend.
For SILS cohort members, ask your group chair to forward you the meeting invite.
For local campus groups members, ask your Internal Training representative for the invite.
Internal Training cohort members will share more information about training-specific meetings.
All meetings will be recorded. Links to the recordings will be posted in Basecamp and in the Ex Libris Meeting Recordings sheet in the cohort shared drive.
Contact your campus Implementation Coordinator if you have questions.
Date | Meeting | Topic |
|---|---|---|
5/11/20 | Introduction to the Zones Meeting [UC Campuses] | Overview of Alma zones |
5/18/20 | ICs Q&A | Network zone |
5/21/20 | Migration Overview meeting | Laurie Welling discussed scope, next steps, tools, what ICs need to be looking at, and tutorials to review in prep for data migration Q&A |
5/22/20 | PPC Q&A | Network zone |
6/1/20 | Public Services Q&A | Network zone |
6/1/20 | Digital Collections Q&A | Network zone |
6/2/20 | Discovery Q&A | Network zone |
6/2/20 | Resource Mgmt & Tech Services Q&A | Network zone |
6/3/20 | Acq/ERM Q&A | Network zone |
6/4/20 | Millennium ILS General Overview and Q&A | Overview of data migration for the III vanguard institutions |
6/10/20 | UCSF Millennium Q&A meeting | Vanguard data migration |
6/11/20 | UCB Millennium Q&A meeting | Vanguard data migration |
6/11/20 | UCSB migration meeting Q&A | Vanguard for existing Alma institution |
6/12/20 | UCSD Millennium Q&A meeting | Vanguard data migration |
6/15/20 | Vanguard kickoff | Overview of the vanguard process |
6/16/20 | CDL Migration Q&A | Vanguard data migration |
6/18/20 | UCLA-Voyager Migration Overview and Q&A | Vanguard data migration |
6/18/20 | Project Timeline Review and Basecamp Tour | Vanguard phase timeline |
6/19/20 | UCB Q&A followup | Vanguard data migration |
6/22/20 | Weekly Project Update Meeting | |
6/25/20 | Special Meeting | Electronic Data Migration |
|
| CANCELED |
7/2/20 (10am-12pm) | Office Hours | |
7/6/20 (1-2pm) | Weekly Project Update Meeting | |
7/9/20 (10am-12pm) | Office Hours | |
7/13/20 (1-2pm) | Weekly Project Update Meeting | Orientation, Navigation & Searching + User Management Q&A (vanguard Alma training) |
7/16/20 (10am-12pm) | Office Hours | |
7/20/20 (1-2pm) | Weekly Project Update Meeting | Fulfillment Q&A (vanguard Alma training) |
7/23/20 (10am-12pm) | Office Hours | |
7/27/20 (1-2pm) | Weekly Project Update Meeting | Resource Management Q&A part 1 |
7/30/20 (10am-12pm) | Special Meeting | Configuration |
8/3/20 (1-2pm) | Weekly Project Update Meeting | Resource Management Q&A part 2 (vanguard Alma training) |
8/6/20 (10am-12pm) | Special Meeting | Fulfillment Network Configurations |
8/10/20 (1-2pm) | Weekly Project Update Meeting | Resource Management Q&A part 3 (vanguard Alma training) |
8/13/20 (10am-12pm) | Office Hours | |
8/17/20 (1-2pm) | Weekly Project Update Meeting | Electronic Resources Q&A (vanguard Alma training) |
8/20/20 (10am-12pm) | Special Meeting | Data cleanup pre-Alma test load regarding Libraries, Locations, Vendors, and Resource Sharing |
8/24/20 (1-2pm) | Weekly Project Update Meeting | Acquisitions Q&A (vanguard Alma training) |
8/27/20 (10am-12pm) | Special Meeting | Consortial Electronic Resources Workflow in the NZ (including Shared Vendors) |
8/31/20 (1-2pm) | Weekly Project Update Meeting | Course Reserves & Booking Requests Q&A (vanguard Alma training) |
|
| CANCELED |
|
| CANCELED DUE TO HOLIDAY |
9/10/20 (10am-12pm) | Special Meeting | Using Alma for Data Review |
9/14/20 (1-2pm) | Weekly Project Update Meeting | Intro to Primo VE & CDI |
9/17/20 (10am-12pm) | Special Meeting | Primo VE Handoff / First Look |
9/21/20 (1-2pm) | Weekly Project Update Meeting | RLF presentation to Ex Libris: How UC RLFs differ from other storage facility libraries |
9/24/20 (10am-12pm) | Special Meeting | Authority Control |
9/28/20 (1-2pm) | Weekly Project Update Meeting | Additional Primo VE |
10/1/20 (10am-12pm) | Special Meeting | CDL SCP Workflow (how SCP records will be loaded) |
10/2/20 | Alma workshop 9:30-10:30 | Introduction |
10/2/20 | Alma workshop 11:00-12:00 | Technical Services Overview |
10/5/20 | Alma workshop 9:00-10:30 | Ordering |
10/5/20 | Alma workshop 11:00-12:00 | Receiving, Activating |
10/5/20 | Alma workshop 1:00-2:00 | Invoicing |
10/6/20 | Alma workshop 9:00-10:30 | Manual Cataloging and Record Management |
10/6/20 | Alma workshop 11:00-12:30 | Bulk Catalog, Inventory, and Delivery Maintenance |
10/7/20 | Alma workshop 9:00-10:30 | Technical Services Q/A |
10/7/20 | Alma workshop 11:00-12:00 | Fulfillment |
10/7/20 | Alma workshop 1:00-2:00 | User Management and Notices |
10/8/20 | Alma workshop 9:00-10:30 | Patron Services |
10/8/20 | Alma workshop 11:00-12:00 | Requests and Resources Sharing |
10/9/20 | Alma workshop 9:00-10:00 | Course Reserves |
10/9/20 | Alma workshop 10:30-12:00 | Patron Services Q/A |
10/12/20 (1-2:30) Note: 90 minutes | Weekly Project Update Meeting | Analytics Demo |
10/15/20 (10am-12pm) | Office Hours | |
10/19/20 (1-2pm) | Weekly Project Update Meeting | |
10/22/20 (10am-12pm) | Office Hours | |
10/26/20 (1-2pm) | Weekly Project Update Meeting | |
10/29/20 (10am-12pm) | Office Hours | |
11/2/20 (1-2pm) | ICs only | Lessons learned |