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

  • 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:

  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.

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).

  • 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

 

 

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