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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.

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

6/29/20

Weekly Project Update Meeting

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)

9/3/20 (10am-12pm)

Office Hours

CANCELED

9/7/20 (1-2pm)

Weekly Project Update Meeting

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)

10/5-10/9

Alma Workshops

(exact days and times of sessions TBD)

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

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