2021-01-15 Discovery Functional Committee Meeting notes

Date

Jan 15, 2021

Participants

  • @Gabriel Gardner (Unlicensed) Christian Ward, @Christine Holmes , Andrew Carlos, Paul Hottinger, Cathy Outten, @David Walker, @Mike DeMars (Unlicensed)

Goals

  • Discuss aftermath of Go VE Kickoff mtg. with Ex Libris

  • Primo VE messaging plan

  • Schedule VE evaluation and/or open forums

Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

 

Go VE Kickoff meeting discussion

@Gabriel Gardner (Unlicensed) , Christian Ward, @David Walker

  • Updated the group on the Go VE Kick-off meeting.

    • We don't have the button available yet because we are the first large consortia that is going through the process.

    • Ex Libris will implement the fix this weekend to add the buttons back to the IZ settings.

  • Ex Libris Timeline Highlights:

    • Authentication - David thinks that the setup we have now at campuses should transfer over. We may need to work with local campus authentication folks to make sure it's working.

    • Configuration - Gabriel briefed the group on adding the configuration tasks for the Go VE tasks. The testing plan previously developed by @Christine Holmes may need to be adjusted based on what we learn about the extent of automated processes.




VE evaluation communication/messaging planing



  • Brandon thinks it may be better for all the schools to go at once rather than a staged approach.

    • Might be best to have a few schools go through the process and make detailed notes.

    • Communicate the configuration information to the rest of the campuses.

      • What is the time commitment for configuring the VE process?

      • Documentation site

  • Reminder: we are testing the Go VE process for consortia

  • @David Walker noted that campuses may want to take the VE evaluation process as an opportunity to revisit their Primo scope configurations (i.e. are the number of current scopes necessary?)

 

VE Forums and/or Open Forums discussion and scheduling

 

  • Do we want a regular Primo VE open forum? Perhaps a by-weekly meeting to refresh everyone on the functionality in Primo and Primo VE, possible guided configuration presentations.

  • The group discussed the date/time of weekly Friday 1-2pm meetings. Sometimes there will be the open forum, sometimes we will have closed Discovery meetings and sometimes we will have open Discovery meetings.

 

Old business:
Custom Icon Types & ULMS Palooza

@Gabriel Gardner (Unlicensed)

Tabled.

 

New business:

Primo Release Notes Testing

@Gabriel Gardner (Unlicensed)

  • Heather Cribbs acting on behalf of the ULMS Alma monthly Release testing group contacted us about potential testing workflow of future Primo features as detailed in the release notes. Discussion ensued.

Action items

@Gabriel Gardner (Unlicensed) will invite DFC members to attend bi-weekly project meetings with Ex Libris.
@Gabriel Gardner (Unlicensed) has compiled list of campus Primo admins to facilitate communication about detailed testing of Primo VE https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/78291823
@David Walker shared list of campus contacts who may be Alma Admins or know who is capable of “pushing the button”. ULMS Campus contacts

 

Decisions

Long Beach & Sacramento will initiate Go VE a.s.a.p and document the procedure in order to determine the extent of Go VE automation.
Next Discovery Open Forum: Friday January 22nd, 2021 at 1PM. Recording available.
A series of VE Open Forums will be scheduled. Forum topics will detail specific aspects of VE feature implementation and configuration as well as testing plans. Times will be Friday’s at 1PM.