Ex Libris Meetings - Vanguard

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

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)
10/2/20	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)	Special Meeting	Technical 3rd Party Integrations Overview
11/2/20 (1-2pm)	ICs only	Lessons learned