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Date: May 7, 202130,
Time: 1-2pm
Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)
Attendees:
Not attending:
Agenda
| Item | Desired Outcome | Time (mins) | Who | Notes | Decisions | Actions |
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| 1 | Consent to Record | | 2 min | All | | | |
| 2 | 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 - workshop week EMT – jury duty – may have lots of availability, or may have basically none! SP- Monday morning, Tuesday Morning, all day Weds CB - Monday, Friday morning EQ - Friday morning BH - Mon PM, all day Wed JT - Thurs PM
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| 3 | Upcoming Events (Standing Item) | Create awareness around upcoming tasks/events | FYI | Chairs | Updated Work Plan: 5/6 - Ex Libris special meeting on Cutover Plan Review 5/10-5/14 - No ExL meetings, including Monday/Thursday meetings 5/17-5/21 - Primo VE Configuration Workshop
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| 4 | Announcements (Standing Item) | | 5 mins | Katie | | | |
| 5 | Analytics Overview Sessions | | 5 min | Katie | Set for May 24th and 25th at 9am Will be using standardized environments (Ex Libris environments) to avoid data privacy issues. IT members should be sure to set expectations when providing invitations/calendar reminders about the event. Zoom link to be provided Agenda - Session 1 (1 hour) General overview of "What is Analytics" Roles, Analytics consumers and analytics designers Folder structure and use Using out of the box reports and dashboards Creating reports Adding prompts to reports
Agenda Session 2 (1 hour) Analytics Objects - Scheduled reports Analytics Objects - Widgets Analytics Objects - Reports Allowing member institutions to run reports created in the network zone institution Allowing member institutions to access electronic resource data in the network zone institution
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| 6 | Primo VE Configuration Workshop Discussion | Final review of the invitation. | 5 mins | Katie | From previous meetings: NOTE: How to moderate “live” questions during the Primo VE workshop? Discovery FG unlikely to want to moderate questions during the session Idea tabled about private Slack Channel or other method to handle live questions Discovery FG will collect unanswered questions for followup by Ex Libris - Let’s get the chat transcript from Lena
Primo VE Configuration Workshop Schedule - Approved | | |
| 7 | Primo VE “first look” Update | | 15 mins | Katie | Recap from meeting with Discovery and EUO Plan for moving forward Will check in about a first look again after Primo VE workshop (first workshop session may cover most of the same topics and could be shared broadly instead) Will be cognisent of need for greater communication moving forward Re-invigorated TOC slack channel - to use for information sharing across groups Asked for notification about decisions from discovery and EUO training planned We will share specifics about what questions we’re getting so that we can give people updated information Will use the training hub as a place to capture useful links related to Primo VE (FAQs, things from resource lake, decisions, ect.). The more locations things are the better
UCB is doing a 90 mins first look for Alma / primo soon. Not sure if it’s being recorded | Josephine will share some useful links | |
| 8 | Open Houses | | 20 mins | Katie, Erika, Catherine, Antoinette, Bonnie | Recap from current alma campuses: Think it makes sense to host 3 workshops to start - Tech Serv, Fulfillment, and Cross Departmental Probably in early June - what does everyone think about dates Specific questions about topics (from campuses or attendees) in advance is super helpful Topics: Tech Serv (Catherine/Erika): SUSHI accounts and “collections” for print and electronic Fulfillment(Bonnie/Katie/Antoinette): TBD - lots of ways they could overlap. Need more info from new campuses about what is needed. See questions on topics document Cross department(all): On the fly, work orders, lost/missing/searches/claims returned. This one will probably end up needing to be longer than 1 hour. Maybe 2? Other: offline circulation (part of something? Separate? Mainly a sharing session about pitfalls to avoid as actual use is sort of straightforward)
Let’s think about expectation setting: We’d be sharing how our campuses currently do things, but may not be fully up on new decisions being made by FG. With the more basic workflows, this may not be an issue We may want to run general topics/info past FGs somehow to see if they spot an egregiously wrong info.
Open House Potential Topics document Previous notes: May 17: Ex Libris Work orders Workshop Possible Virtual Brown Bag the week of May 23 showcasing local practices. Virtual Brown Bag about offline circulation before end of May. Reactions:
Campuses are reevaluating workflow development and training timelines, so we don’t want to do all of this if it is too late to be useful Running Jobs - is something that isn’t accessible in test | More informal sessions will work better for people’s timelines. will do just generic open houses where people can ask questions. Communications team will work on drafting language for announcement | |
| 9 | Subgroup Round-up | Hear from each of the subgroups | 5 mins | All | Training Documentation Hub Update: Communications Report Local Training | | |
| 10 | Spring workshop Recaps Each campus has it’s own space to post Questions/Action Items in Basecamp: 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.
Trainers: 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). | | 5 mins | | | | |
| 11 | Round Robin | Add local updates here for others to read | FYI | | | | |
| 12 | Open Discussion | | | | | | |
| 13 | Parking Lot from this meeting | | | | | | |
| 14 | | | 60/60 min | | | | |
Future agenda items
Review/signoff on final work plan being