Notes 09/28/16
CALSTATE weekly call
Wednesday, September 28, 2016
11:00 AM
~~START RECORDING~~
I. Staff availability
Sep 29-Oct 4: Dolph on vacation (contact project team with normal issues and Brandon for
escalation)
Oct 10: Thanksgiving (Canada) / Columbus Day holiday
o Ex Libris is open (including Support for live issues) but much NA staff is on holiday.
II. Primo status
Check-in about interface / workbook questions
Thank you for submitting your workbooks! Questions / comments?
Initially-configured Primo front ends and back office access to be delivered Oct 14
Scopes (pre-customized) are back in place; data should show as normal from Primo searches.
Customizations on the new UI are rolling out and should be available tomorrow (Sep 29).
Files for both old UI and new UI will be downloadable (instructions coming).
Primo functional calls start next week! (Thursdays Oct 6, 13, 20, and 27 at 1pm Pacific)
(see Basecamp to-do list: Primo (Training for Primo administrators) - Oct 2016)
Training material to review for Oct 6 call
http://knowledge.exlibrisgroup.com/Primo/Training/Primo_Administration
Watch "01 Primo Back Office Overview" (17 min.)
01 Primo Back Office Overview
Watch "02 Primo Administrative Structure" (7 min.)
02 Primo Administrative Structure
Watch "Alma and Primo Interoperability" trainings (29 min total)
Alma and Primo Interoperability Part I - Duration: 18 min
Topics
Alma as a Data Source (Publishing)
Delivery
RTA (Real Time Availability)
My Account
Target Audience
Implementation team, Functional area leads, Trainers
Prerequisites
Introduction to Alma
Alma and Primo Interoperability Part II - Duration: 11 min
Topics
Services Page
Journal A-Z List
Authentication
Target Audience
Implementation team, Functional area leads, Trainers
Prerequisites
Introduction to Alma; Alma and Primo Interoperability Part I
Calls will begin with a review of your submitted questions and then move to an open Q&A as
time allows.
III. Alma status
Data checking: Questions or cases to highlight?
Alma advanced functional calls continue – Thursdays at 9am Pacific
Topic for Sep 29 -- Creating and editing NZ bib records for ordering purposes (Laurie)
Topics for October –
Batch change of bibs (normalization rules) (Megan)
Setting up and using import profiles (Megan)
Merge rules & relationships to preferred records in both import profiles and external
resources searching (Megan)
PDA/DDA (Laurie)
Call access details
Alma advanced functional calls (to-do list)
Time: 9:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 255 193 149
Meeting Password: California
Meeting
link: https://exlibris.webex.com/exlibris/j.php?MTID=mfc5d635d1d74f8ac4a73c1a06a
897712
Call-in toll-free number: 1-866- 6680721 (US)
Call-in number: 1-845- 9770098 (US)
Conference Code: 547 370 8445
Chat transcript
[9/28/2016 12:59 PM] Tracey @ CSULB:
What is the conference id? It isn't accepting the one in the calendar.
[9/28/2016 12:59 PM] Dolph Chaney:
Join Lync Meeting
Https://Lyncmeet-us.exlibrisgroup.com/dchaney/S2HTLVF1
Join by Phone
Number: > From inside Ex Libris *400
Conference ID: 6728906
Find a Local Number: Https://Lyncdialin-us.exlibrisgroup.com
Thanks, Tracey - I'll make sure the right conference ID (6728906) is reflected in all calendars.
[9/28/2016 1:03 PM] Laura (Sonoma):
How many campuses actually do recognize columbus day? We don’t.
[9/28/2016 1:04 PM] Braden, Mark E:
Laura: Los Angeles will also be at work (no holiday-- well, perhaps pushed to the end-of- year campus
close)
[9/28/2016 1:05 PM] Maritime:
So the scopes are not available yet?
[9/28/2016 1:06 PM] Brandon:
Laura - that holiday gets pushed to the end-of- the-year break, like some others (pres’ Day, etc)
[9/28/2016 1:06 PM] Maritime:
I need to make a Salesforce ticket, then....
[9/28/2016 1:06 PM] Laura (Sonoma):
Does that holiday change happen across the CSU or on a campus-by- campus basis?
[9/28/2016 1:07 PM] Lynn Higgins:
Maritime - yes, if you're seeing issues with your scopes, please submit a ticket. We'll look in the
meantime...
[9/28/2016 1:07 PM] Brandon:
pretty much across the CSU
[9/28/2016 1:08 PM] Alice Kawakami-CSU:
Laura: As Mark stated, I believe the CSU acknowledges Columbus Day during the Winter holiday closure week.
[9/28/2016 1:10 PM] Laura (Sonoma):
:)
[9/28/2016 1:15 PM] Tim Strawn:
Import profiles may be customized at the Institution level, correct?
[9/28/2016 1:15 PM] Megan Drake:
Merge rules might move before import profiles as well.... Still debating that in my head. :)
Yes, Tim. Import profiles are generally on the IZ level.
[9/28/2016 1:17 PM] Laura (Sonoma):
I only have the first Primo funcitonal call on my calendar in Exchange. Brandon, was this a series that Exchange
messed up, or as only one been sent?
[9/28/2016 1:18 PM] David Walker:
nope, thanks
[9/28/2016 1:19 PM] Alice Kawakami-CSU:
no not at this time
[9/28/2016 1:19 PM] Kathlene:
Nope
[9/28/2016 1:20 PM] Braden, Mark E:
Thank you Dolph, Lynn and all...