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  • Date

Attendees

  • Alice Kawakami (Unlicensed)

  • Patrick Newell

  • Rae Ann Stahl

  • Audrey Ho (Ex Libris project manager)

  • Tony Gibbons (Ex Libris)

  • Melissa Hilbert (Ex Libris) 

  • Marina Spivakov (Ex Libris)
  • Svetlana Smirnov (Ex Libris Alma consultant)
  • Megan Drake (Ex Libris Alma consultant)
  • Lynn Higgins (Ex Libris Primo)

Goals

  • Introduce Ex Libris project team members

  • Vanguard training: can a date be set for this?

  • Online training for Alma in October
    • Guidance to start. Timeline for a training plan?
    • What should Vanguard campuses be doing now/within the next three weeks?
    • Set-up of campus accounts. Would this be through the project managers?
    • Would the accounts be set up by the October 5 kick-off meeting?
  • Kick-off meeting
    • Detailed agenda for the Implementation Team
    • Handouts or background material in advance of the Kick-off

Discussion items

TimeItemWhoNotes
5 minEx Libris project team members introducedAudrey
  • Svetlana Smirnov (Ex Libris Alma consultant)
  • Megan Drake (Ex Libris Alma consultant)
  • Lynn Higgins (Ex Libris Primo)
15 Vanguard training Audrey
  • Alma webinar training series can begin in October. Vanguard project managers will be in weekly conference calls with the I-Team and ExL beginning October 14.There will be a topic for each meeting and the campus team member best suited to the topic should also join that week's call.
  • Training webinars should be viewed before hand, Q and A is built into the project call time. By the Monday before the call, the webinar should be viewed and salient questions posted to Basecamp. Audrey will get the schedule of topics in place.
  • Patrick asked if the calls could be recorded so that others may listen to increase communication. ExL could record, but not archive. CSU would archive.
 15What should vanguard campuses be doing now Tony
  • Review data cleanup
  • Will there be a systemwide reauthorization project? If so it should be prior to test load in December. ExL needs to know the bigger picture for the consortium. Should this be a subtopic at the kick-off? Alice will take the issue to Brandon when he returns on Monday. The I-Team can discuss at September 30 conference call.
  • Tony asked for the vanguard campus contact for data extraction. Alice will query the project managers.
 15 Set-up of campus accounts Audrey, Tony
  • Learning Center: accounts are set up at the institutional level using project managers
  • Documentation Center: everyone using SFX has access, ExL will open up the appropriate file access for Alma.. Accounts are institutional level, individuals set up their own account.
  • Institutional leads will e the contact for the rest of the library
  • Vanguard campus accounts will be active by October 5. Other institutions may not be.
 10 Kick-off meeting Audrey
  •  The agenda is the same as stated previously. There is no further detail.
  • Audrey will supply links to documents for those who wish to read in advance of the kick-off

Action items