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Date

2-3:30 pm

Attendees

Discussion items

Item

Time

Who

Notes

Decisions

Actions

1

IC’s role in the ExL payment process

Review the ICs role in the ExL payment process and answer any Q’s.

15 (at 2:00)

Chris Shaffer, SILS co-chair

2

Communication to all-staff

Respond to any questions about the communication to all-staff about SILS go live

15 (at 2:30)

Adrian Petrisor, Com Leads

3

Q&A (recurring) - urgent questions

Do you have a question to discuss at the meeting? Add it below with your name.

  1. Alison: Another surprise configuration activity for IZs: “Custom linking for Central Index databases”; preferably before (or very close to) PrimoVE golive

    1. Naxos Music + Jazz: replace ‘INSTITUTIONID’ with ‘univportal’

    2. GaleGroup: change <Service_ID> to primo & <Location_ID> with your campus value

20

4

Go-Live coordination

  • Define: what it means to be “live” on Alma and Primo. See Go Live Status sheet - definitions at bottom of the sheet.

  • The WG approved the Go Live Decision Plan.

    • One bullet point was added: “Tuesday, July 27: As each campus goes live on Alma and Primo VE, the IC should post a Slack all-cohort message and update the go live sheet.

    • PMs to share with ICs that campuses should have a response plan/checklist in the event they do not go live on 7/27 (e.g., remove library website search boxes and links; inform stakeholders, etc.)

  • Lena will check the actions from IC risk mitigation and flag anything that needs to be done. Done! ICs have been reminded of all actions.

  • Followup:

All

5

Timeline review / PM update

Stay up to date on timeline / deadlines

0

Lena

Any questions on the timeline?

Special meetings

  • If you have a topic for Ex Libris to cover, Request a Special Meeting.

  • Sep 7-10 Analytics workshop:

    • Question from ExL: Is it OK to demo your IZ during the analytics workshop if Q’s arise that relate specifically to your campus' data? (for patron data or financial - no.) ICs will need to see the Qs to know if they can demo the data. (Added to ExLPM agenda to share with IT & ExL 7/20)

6

Parking lot

0

  • Post go-live: Decide which IZ(s) to use for the analytics workshop (in addition to the NZ). Nothing will be edited during the demo. One suggestion from the trainer is to use a different IZ each day.

    • Would you like your IZ demo’ed in the analytics workshop? (Polled on slack)

      • Yes: UCB, UCSF, UCSC

      • No: UCR, UCSB

    • ICs will need to see the Qs specific to their campus in advance to know if ExL can demo their IZ to answer the Q.

  • In preparation for the eventual switch from implementation to support (and to Salesforce exclusively), new-to-Alma ICs should consider who should have Salesforce accounts (have it in place before go-live). Understand best practices in opening cases. Ex Libris has a template. See Basecamp post.

7

TOTAL

90/90

Review decisions and actions.

20

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