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Zoom https://UCOP.zoom.us/j/93501402188?pwd=aU1BMklrR1ZZK1hOTnYzeWtZR0RUUT09
Meeting ID: 935 0140 2188
Password: 9^Vg.m
Password: 889551
+1 669 219 2599 US (San Jose)
+1 669 900 6833 US (San Jose)
+1 213 338 8477 US (Los Angeles)
Recording: https://UCOP.zoom.us/rec/share/khkfi6o6_X4HRmeGMKHCX8VPmZK7gzMH__ZGUXTd0qrc9KAn6RoKna1uyQQmsJ2p.ErrH3OzroP65Gl9p
When you join the meeting, rename your Zoom name to your name + SILS group (Mouseover your participant window, click on the […] dots dropdown to the right of “mute”, choose Rename.)
Attendees - UPDATE THIS ROSTER FOR THE NEXT MEETING
Christine Barone, Project co-manager (SILS Chairs co-chair)
Lena Zentall, Project co-manager, (SILS Chairs co-chair)
Aislinn Sotelo, Shared Governance Task Force, out
Beth Callahan, Public Services EL
Carla Arbagey, Acquisitions & ERM FG
Carlo Medina, Implementation Coordinators
Catherine Busselen, ILS Data Cleanup
Cathy Martyniak, RLF SILS Planning Group
Claudia Horning, Digital Collections FG
Danelle Moon, Archives & Special Collections EL, out
Dominque Turnbow, Internal Training, out
Elizabeth Rodriguez, Fulfillment & ILL FG, out
Greg Ferguson, Patron Data
Jess Waggoner, Discovery FG
Joe Ferrie, Fulfillment & ILL FG
John Riemer, Technical Services EL
Josephine Tan, Discovery FG
Lisa Spagnolo, Acquisitions & ERM FG
Liz Miraglia, Resource Management FG
Lynne Grigsby, RLF SILS Planning Group
Mary Elings, Archives & Special Collections EL
Melanie Ramiro, End User Outreach
Rachel Jaffe, Digital Collections FG
Rikke Ogawa, Public Services EL
Sarah Wallbank, Resource Management FG
Stacy Brinkman, End User Outreach, out
Stephen Gurnick, Patron Data, out
TJ Kao, ILS Data Cleanup
Tom Bustos, Implementation Coordinators
Xiaoli Li, Technical Services EL
Guests
Ben Alkaly, Communication Operation Leads, chair
Günter Waibel, SILS Project co-chair, regrets
Neil Weingarten, PM Training
Discussion items
| Item | Desired Outcome | Time | Who | Notes | Decisions | Actions |
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1 | Zoom name Start recording! | Welcome! When you join the meeting, rename your Zoom name to your name + SILS group (Mouseover your participant window, click on the […] dots dropdown to the right of “mute”, choose Rename.) Ben, Neil, Lena, Christine will be watching chat today. | 0 | All | | | |
2 | Quick announcements (shared via Slack) | | 0 | | | | |
3 | SILS co-chairs update | | 5 | Günter | There are a lot of stressful situations right now, in addition to implementing the SILS, we are in extraordinary times. Remembering this can help us de-escalate tension in meetings and in exchanges with others and show one another kindness. Taking care of yourself is important, but taking care of others helps us to take care of ourselves adds to our happiness. Revisit the SILS Principles as a reminder of what is important in the project
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4 | Timeline review (recurring) | Awareness of what’s happening, coming soon in the project We are in the Vanguard Phase (June 15 to end of October) Vanguard campuses: UCB (iii), UCLA (Voyager), UCSB (Alma), UCSD (iii), UCSF (iii), CDL Upcoming meetings with Ex Libris 10/22 Aeon (UC-led) 10/26 NO MEETING WITH EXL 10/29 Integrations overview 11/2 NO MEETING WITH EXL (VANGUARD ICS ONLY) 11/5 Implementation phase kickoff
Training: Another round of Alma Training starts in November for UC Merced, UCD Law and anyone who didn’t participate in the vanguard round and wants training. Stay tuned for more news from Internal Training! Schedule of all Ex Libris meetings for the Implementation phase on Confluence in the IC space. Coming soon…a new calendar invite for the Monday meeting series with Ex Libris (1-2pm, project update & training Q&A) will be sent with the new Q&A dates and Basecamp links to post questions. Sending it to the whole SILS cohort to save chairs the trouble of forwarding it to their groups. ICs will still need to forward the invite to local campus implementation staff Internal Training group to forward to their campus for anyone taking the fall training. Same Zoom link for both Monday & Thursday ExL meetings for convenience.
Reminder: Implementation Timeline on Confluence for staff without access to Basecamp. | 5 | Lena | Some campuses are not planning to do certification until January Many cohort members are feeling overwhelmed with work and will get the certification after the winter break after they have completed the test load. The dates for certification are not “due dates” they are merely the dates by which the IT team can prioritize assistance due to their workload. IT will still assist folks that need it after those dates. Certification is an intense process, especially if you're brand new to Alma
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5 | RLF Configuration Task Force | Awareness of the work of this task force with Q&A | 15 | Cathy, Lynne | Charge is to examine what the RLFs will look like after cutover. Looking for the ideal situation for the RLFs. Looking at how records are managed. If you have an RLF question, they can be a reference. Three options are being considered RLFs stay as they are (with UCLA and Berkeley) RLF becomes their own IZ There is no RLF location, campuses manage their own records
Working on a survey to find out what campus staff and RLF staff want. Due out in March A recommendation will go to CoUL in the fall of 2021 Other conversations will include holdings records consolidation Membership: not representative, but based upon necessary expertise that impacts the RLFs They consulted like consortia: Alma institutions that accepted deposits from multiple institutions (WRLC, SUNY, Georgia Tech) They will take a break due to campuses re-opening and to build membership. Will start back up in January. This task force does not address RLF decisions made during the implementation phase. Those decisions should go through the Phase 4 gov structure as all other decisions do.
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6 | Managing expectations | Understand how frequently cohort members are being asked to answer questions about future workflows/scenarios/policies. Share how you are managing expectations and responding to these inquiries. (open discussion) | 15 | Christine | PPC discussed this at their last meeting. Are others managing expectations of campus staff? how are you doing it? Examples: speculation about future workflows, questions that have already been answered and other questions/requests that are taking time. What’s causing pressure is reinventing new workflows at campus on top of SILS work. No time to deal with these questions! Some concern about SILS from campus members: rumors and fears that things won’t go well. Letting these folks know things have changed over the years and this won’t be the same experience now as it was for other institutions in much earlier migrations. At Merced, Only 30 FTE, rely a lot on students to get work done. It can be overwhelming at times - ebbs and flows. When times are tough, it would be helpful to postpone SILS work. Do you feel empowered to say no? Lingering PTSD from other migrations. Pressure on libraries from the central campus: enabled a page and pickup that required a LOT of time and these are often the same folks participating in SILS. Take care of each other is good advice from Günter. This is widespread. Needing to power through work when called upon by campus, and tamping down rumors and fears. How can we help? Collect questions and create an FAQ (Communication Leads could potentially spearhead this work) If asked to present or do other work that you do not have time for, please decline the request in a timely manner to honor everyone’s time. Expectations for what can happen by go-live. What can be delayed. This topic is on the future SILS chairs agenda – such an important topic. How does our resetting of internal expectations extend to what we are expecting from the Ex Libris team (who are also working hard, not just for UC but for other customers)? We need to ensure the larger base at campuses is brought along in the process and kept informed about what will be there on day 1 to avoid disappointment. It’s a communications challenge. It’s easier for SILS cohort to be in sync but harder for those at campuses who are only involved with SILS to a small extent. Easier to accpet the “bugs” you know than the “bugs” you don’t in the new system. MVP is in our SILS principles. This is a good group to have that conversation with this group. Publish and improve is the plan and should not make anyone nervous. from chat: How does our resetting of internal expectations extend to what we are expecting from the Ex Libris team (who are also working hard, not just for UC but for other customers)? Communications – need multiple strategies for getting the word out. We have meetings, webinars, email. What else can we do? Everyone in the project empowered to confidently speak to the issue. Do we need talking points so we feel confident to send the message? Also from chat: I've had some success demoing Alma in local program meetings With a focus on some of the features that are an improvement for us
Next steps? | | |
7 | Communication Operation Leads update (recurring) | Awareness of communications activities | 10 | Ben, Adrian | | | |
8 | Flagging any significant issues (recurring) | | 0 | | | | |
9 | Parking Lot Feel free to add a topic to the Proposed agenda topics page on Confluence | Capture important topics for future discussion | | | | | |
10 | | Total | 50/50 | | | | |