ULMS Summer Meeting 2018
- brandon dudley (Unlicensed)
- Marcus Jun (Unlicensed)
- David Walker
Agenda
Day 1
Day 1: August 13 | ||
|---|---|---|
8:30-9:00 | Refreshments: Light breakfast | |
9:00 – 9:15 | Welcome and Acknowledgements Conference overview and agenda review Logistics | Dumke (unless otherwise noted) Brandon Dudley / David Walker |
9:15-10:30 | Analytics Introductory topics | Megan Drake |
10:30-10:45 | Break | |
10:45 – 12:00 | Analytics Advanced topics | Megan Drake |
12:00-1:00 | Lunch provided | |
1:00 – 2:15 | Analytics Network Zone | Megan Drake |
2:15-2:30 | Break | |
2:30 – 3:45 | Analytics · Cost usage reports (1st half) · Fulfillment reports (2nd half) | Megan Drake |
2:30-5:00 | Drop-in hours | Room 210 Analytics WG members |
Day 2
Day 2: August 14 | |||||
|---|---|---|---|---|---|
Fulfillment | Resource Sharing | Acq/ERM | Discovery | ||
8:30-9:00 | Refreshments: Light breakfast | ||||
9:00–9:15 | Welcome and acknowledgement of functional groups · Overview and agenda review · Logistics | ||||
9:15–10:30 | Fulfillment Group Meeting | CSU+ Best Practices (CSU - Res Sharing Comm) | Workflows from end-to-end (CSU - Marcus Jun) | Invoicing & Taxes (ExL - Megan Drake) | Piping in Outside Sources (CSU - David Walker, David Palmquist, Nikki Demoville, Christian Ward) |
10:30-10:45 | Break | ||||
10:45–12:00 | TOUs (CSU - Christine Evans, Cathe Olson, Matthew Prutsman) | Resource Sharing Group Meeting | Identification of Source of Records and Troubleshooting using Alma/Primo (CSU - Res Mgmt Comm) | ISSN Link Resolution (CSU - Chris Bulock) | Basic and Advanced Back Office Topics (ExL - Megan Drake) |
12:00-1:00 | Lunch provided | ||||
1:00–2:15 | Lost Loan Profile & Fulfillment House Cleaning (ExL - Megan Drake) | Visiting Patron and CSU+ (CSU - Joe Adkins, Jesi Brubaker-Vaughn) | Resource Management Group Meeting | Tips and Tricks (CSU - Kirstie Genzel, Christine Holmes) | Primo Customization Ideas and Best Practices (CSU - Mike DeMars) |
2:15-2:30 | Break | ||||
2:30–3:45 | Best practices for lost, missing and searching items (CSU - Jamie Lamberti, Kevin Phillips) | Troubleshooting errors (ExL - Megan Drake) Zoom recording (must authenticate to view) | Normalization rules (basic and intermediate) & Configuring Normalization Processes (CSU - Israel Yanez) | Acquisitions & ERM Group Meeting | Discovery Group Meeting |
3:45-4:00 | Wrap-up | ||||