2021-4-9 IT Meeting Notes

Consent to Record

2 min

All

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 - Wednesday

• EMT - Monday & Tuesday before 3ish

• PS - very limited

• BH - Wed. a.m.

• JT - Tue p.m.

• EQ - Monday a.m.

Upcoming Events (Standing Item)

Create awareness around upcoming tasks/events

FYI

Chairs

Updated Work Plan:

• 4/12 - AFN Configuration Review

• 4/15 - VDX NCIP integration with Alma at UCLA

• 4/22 - Fiscal Period Close

Announcements (Standing Item)

2 mins

Local Training Plans

5 min

All

• All to send a sentence on local training concerns to co-chairs (email or Slack)

Primo VE Configuration Workshop Discussion

20 mins

All

Primo VE Configuration Workshop Schedule - Approved

• schedule with training recommendations

• Potential Participants List

• Registration Form

  • A registration form made may not be needed, could be sent out more broadly

  • Invitation would need link to question form/spreadsheet, also make clear that this workshop is for Configuration purposes

• Questions Document

  • Dominique to add dropdown menu for session, move to one sheet for now

• Hosting Sign up Sheet

• Primo VE environment: still being decided by ICs, have until 2 weeks before workshop to decide.

• 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?

• Communications subgroup to create Primo VE Workshop invitation draft

Subgroup Round-up

Hear from each of the subgroups

15 mins

All

Training Documentation Hub Update:

• Examples of Local Workflows is live, and we are adding to it

Communications Report

• Waiting till participants are decided before sending out Primo VE announcement

Local Training

• Next steps for Open Houses (Discussion)

  • how formal do we want to make them?

  • how to capture questions/interest?

  • balance of synchronous and aysnchronous

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

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:

• 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

1. Workflows/scenarios -- don't send these to your trainer. Submit to the EXL project team via Basecamp as soon as you have a question about a workflow (don’t wait!)

   1. Post in the Message Board in Basecamp and tag with Workflow category or indicate that it’s a workflow question in the title so EXL can find it. 

   2. Ex. this is what we’re trying to do, this is what we do in our system now, how would we do this in Alma? If you're stuck, have something in mind but don't know where to start, or need assistance, post it in the message board. 

   3. It will get passed onto the training person as appropriate, but workflow questions/issues are for the EXL project team.

Chairs Meeting Update

Shared Governance Task Force Update

Work Envisioning

Round Robin

Add local updates here for others to read

FYI

Open Discussion

Parking Lot from this meeting

60/60 min