2021-4-23 IT Meeting Notes

Date: Apr. 23, 2021

Time: 1-2pm

Location: Zoom (See calendar invitation or inquire with Chair for Zoom details)

Attendees:

@Erika Quintana (Riverside) (Step B+)
@Catherine Busselen (UCSB) (Step B+)
@Brian David (Unlicensed) (CDL; co-chair)
@Elizabeth McMunn-Tetangco (Unlicensed) (Merced) (Step B+)
@Peter Soriano (Unlicensed) (Berkeley)
@Bonnie Hain-Anderson (Unlicensed) (Davis)
@Josephine Tan (Unlicensed) (San Francisco)
@Sylvia Page (Unlicensed) (Los Angeles)
@Turnbow (Co-Chair; San Diego)

Not attending:

@Katie Ritchey (Unlicensed) (Santa Cruz; co-chair)
@Antoinette Avila (Unlicensed) (Irvine) (Step B+)
@Caitlin Nelson (SSM)
@Joanna Kang (Unlicensed) (PM)

Agenda

	Item	Desired Outcome	Time (mins)	Who	Notes	Decisions	Actions

	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 EMT – Wed; Tues & Thurs after 2 EQ - None; in workshops all week SP- None next week sorry! JT - Tue p.m.
3	Upcoming Events (Standing Item)	Create awareness around upcoming tasks/events	FYI	Chairs	Updated Work Plan: 4/29 - UC-led live demo of OCLC Gateway and Metadata Editor 5/6 - Ex Libris special meeting on Cutover Plan Review 5/10-5/17 - No ExL meetings, including Monday/Thursday meetings
4	Announcements (Standing Item)		5 mins	Brian
5	Primo VE Configuration Workshop Discussion		20 mins	Brian	What is the process? How to send invites? Who should receive them? What to include in invitations? How to manage questions? 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 From previous meetings: Primo VE Configuration Workshop Schedule - Approved schedule with training recommendations Potential Participants List Feedback that campuses are wanting to invite broader ranges of staff - how do we accommodate this with zoom limits? Could update to a webinar license and just share more broadly and let people self-select Could share broadly and continue tracking participants on the participants list so that we can adjust license if we get close to 300 Questions Document Hosting Sign up Sheet Primo VE environment: tentatively UCSD Questions for future consideration: How to do zoom link? [Update] Lena has created one zoom link for all of the sessions and there will be a CDL staff member be the co-hosts/backup hosts to record. Still working out who will record each session. Need to be cognisant of recording / transcripts / etc How to manage questions?	Each IT rep will send out invitations to their campus Going to use Questions Document to collect questions Questions must be added to sheet by 7th (reviewed by Discover, then submitted by IT on 12th)	@Josephine Tan (Unlicensed) to discuss question moderation or filtering with Discovery FGs next week
6	Open Houses		20 mins	Dominique	Open House Potential Topics document To be discussed next week.
7	UC Wide Public Service Primo Training - First Look: UC Library Search		10 mins	Brian	Discovery may be interested, would want PPC there for Alma-related questions		Discovery to discuss further Co-chairs to setup discussion with Discovery and EUO
8	Subgroup Round-up	Hear from each of the subgroups	5 mins	All	Training Documentation Hub Update: Communications Report Local Training
9	Spring workshop Recaps Each campus has it’s own space to post Questions/Action Items in Basecamp: Merced Berkeley San Francisco San Diego UCLA UCSB & UCD UCI, UCR, UCSC 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: UCLA - Jessica Alverson Jessica.Alverson@exlibrisgroup.com San Diego - Jenny Draeger (Jenny.Draeger@exlibrisgroup.com) UCSB and UCD - Jenny Draeger UCSC, UCR, and UCI - Carolyn Sprague Carolyn.Sprague@exlibrisgroup.com CDL - our project team Primo VE - Carolyn Sprague Analytics - TBD 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). Share with IT: log into first Monday session ~10 mins early to intro w/ trainer before overview begins		5 mins
10	Round Robin	Add local updates here for others to read	FYI		UCSC: We will be doing a brown bag on the 19th showcasing the difference between our old system and new system. It will be recorded, I don’t know how broadly it can be share but I have gotten the OK to share with at least you all in case you’re interested in doing something similar on your campuses. Topics we’re covering include: Searching in the IZ vs. the NZ Different MMS IDs Title on order How to tell if something is from CDL Automated Fulfillment Network for US&RS staff & walk in patrons Discovery Differences
11	Open Discussion
12	Parking Lot from this meeting
13			60/60 min

Future agenda items

Review/signoff on final work plan being