2021-3-5 IT Meeting Notes

Date: Mar. 5, 2021

Time: 1-2pm

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

Attendees:

@Peter Soriano (Unlicensed) (Berkeley)
@Josephine Tan (Unlicensed) (San Francisco)
@Turnbow (San Diego; co-chair)
@Erika Quintana (Riverside) (Step B+)
@Bonnie Hain-Anderson (Unlicensed) (Davis)
@Antoinette Avila (Unlicensed) (Irvine) (Step B+)
@Catherine Busselen (UCSB) (Step B+)
@Katie Ritchey (Unlicensed) (Santa Cruz; co-chair)
@Sylvia Page (Unlicensed) (Los Angeles)
@Brian David (Unlicensed) (CDL; co-chair)

Not attending:

@Caitlin Nelson (SSM)
@Joanna Kang (Unlicensed) (PM)
@Elizabeth McMunn-Tetangco (Unlicensed) (Merced) (Step B+)

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. PS - none. Alma workshops BD - Wed SP- Tues morning EQ - Monday AM, Thursday PM JT - Tues after 1pm EMT - Tues afternoon; Wednesday AA - Thurs & Fri morning
3	Upcoming Events (Standing Item)	Create awareness around upcoming tasks/events	FYI	Chairs	Updated Work Plan: 3/4 - Primo VE Handoff / First Look 8 March 2021 - 12 March 2021: Berkeley Workshop 8 March 2021: GOBI Orders and API Ordering. 11 March 2021: Integrations Overview Meeting 18 March 2021: SIS Overview Meeting CKGs Course Reserves Training Bindery Training		@Bonnie Hain-Anderson (Unlicensed)will post about course reserve CKG training in slack @Katie Ritchey (Unlicensed) will post about binding ckg training
4	Announcements (Standing Item)		2 mins	Katie	Primo VE Instances for all ten campuses are listed at https://uc-sils.atlassian.net/l/c/6PS88WrU Trying to get clarification about when old Alma Essentials is going away. Katie is working on updating a
5	Workflows		10 mins	Katie	Gathering workflows from campuses: Let campus members know that IT can be a resource if someone is struggling with setting up workflows. Gathering specific workflows will be easier than general gathering. If someone is taking a training and it’s obvious the ex libris version of a workflow won’t work for a campus (i.e. bindery, searches) that would be a good ask Current campuses, if you have access to workflows you remember needing to create during your first implementation, try to share if possible
6	Subgroup Round-up	Hear from each of the subgroups	5 mins	All	Training Documentation Hub Update: Link to local documents stored in Google Drive folder to account for sensitive info. Disclaimer that people need to ask a cohort member for access Communications Report Local Training open house idea tabled until after workshops, when we have a clearer idea of topics		@Catherine Busselen will create folder for local trainings
7	Round Robin Wrap-Up	Learn about what is happening on each campus and upcoming plans	15 mins	Katie & Brian	Santa Cruz: 60 library staff, aobut 12 working on the cohort First time go live: operated on a compressed timeline: Golive-40 days Offered lightweight 1 hr trainings on primo ve and fulfillment. Less a step by step training and mostly a way for people to see workflows done live with our configurations Held open office hours twice a week after go live with the implementation team. Had lots of drop in questions, was a good space to figure out workflows. created an ongoing management team who deals with new releases and additional configuration/3rd party integrations/problems this implementation management team is making lots of the decisions locally, such as when to share links to alma and primo spaces also a local sils team that is mostly updates from everyone working on the project not much concern from campus staff about training, people feel fairly comfortable planning brown bag sessions where team members can demo the things people expect to be different in the new system, such as searching in the network zone. CDL: 75 staff, 27 will likely work in live environment in some fashion. 23 have done alma essentials and have been heavily involved thus far planning monthly open house sessions Most training questions so far are config related Have a local sils group. about 10-12 people. meet every other week. Additional group specific to E-resources
8	Parking Lot from this meeting
9			60/60 min

Future agenda items

Review/signoff on final work plan being