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Date: Mar. 19, 2021

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

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 - Wed and Thurs

PS - Mon and Tues

3

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

  • 22 March 2021 (weekly Monday meeting): UC-led Using OCLC with Alma

  • 25 March 2021 (weekly Thursday Q&A): UC-led Fiscal Year-End Planning

  • 4/1 - Data Clean-Up in Alma

4

Announcements (Standing Item)

2 mins

Katie

No meeting next week - Happy Holiday!

5

Primo VE Workshop Discussion

20 mins

All

Draft Primo VE Workshop Schedule - Sent to ExL for Approval

  • Potential Participants List

  • Questions for future consideration:

    • Who can attend?

    • How to do registration?

    • How to do zoom link?

    • How to manage questions?

6

Subgroup Round-up

Hear from each of the subgroups

5 mins

All

Training Documentation Hub Update:

  • See above

Communications Report

  • Sending Primo VE save the date once schedule is finalized to the cohort. Can be shared locally but be aware that we haven’t finalized the guest list.

Local Training

  • no updates; no meeting this week

  •  
7

Spring workshop Recaps

  1. 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.

  2. 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).

    1. Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins

Trainers:

8

Open Discussion

UCI - created a small local training team

9

Parking Lot from this meeting

10

60/60 min

Future agenda items

Review/signoff on final work plan being

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