Notes 1/4/17

CALSTATE weekly call

Wednesday, January 4, 2017

11:00 AM

~~START RECORDING~~

I. Staff availability

 Jan 9-11 (Mon-Wed): Alma Workshop (Fullerton CA)

 Jan 12: travel day

 Jan 13: Dolph vacation; rest of team available

 Jan 18-19 (Wed-Thu): ExL all-staff meeting – no project call or functional calls

II. Primo status

 Primo now available (both classic and new UI) both Production and Sandbox (new login info)

o Next steps: Lynn/Jim in progress with add’l NR changes from CSU Discovery Group

 Rules from consortium workbook are in place now

 Examples from Discovery Group are being checked & new rules in progress

 Resource Type facet, print/e-book split are in progress w/ fix (next renorm)

 Publishing job will be run manually (by ExL) 2x/month (current run just completed)

 Authentication status

o SAML user login to Primo: ExL confirmed access via CO SAML instance

o Alma user login to Primo: ready

III. Alma status

 Data checking continues

 Alma Workshop 2 next week!

 Alice sent logistics & agenda via e-mail

 Alma advanced functional calls – Thursdays at 9am Pacific

 Jan 5: More training on Analytics (Megan)

Call access details

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=mfc5d635d1d74f8ac4a73c1a06a897712

Call-in toll-free number: 1-866- 6680721 (US) ; Call-in number: 1-845- 9770098 (US) ;

Conference Code: 547 370 8445

 Next series of calls being planned based on current input and post-workshop followup needs

Chat transcript

[‎1/‎4/‎2017 1:00 PM] Cathy (SFSU):

Hi

Happy New Year All

[‎1/‎4/‎2017 1:05 PM] Maria Pena - Fresno:

Will there be a Functional Call on 1/12?

[‎1/‎4/‎2017 1:05 PM] Tim Strawn:

Curious ot know: How many campuses made the mistake that CP-SLO made in not specifically requesting that an "all

CSU search" be implemented in our Primo Config?

[‎1/‎4/‎2017 1:07 PM] Tim Strawn:

I sent a message yestedray to PMs and to Discovery to suggest that this should NOT be an option, and that one of

the essential expectaitons is that we will have discovery for all system colleciton holdings

Which, if any, Primo instance might be avilable to campuses from March/April until go-live

[‎1/‎4/‎2017 1:08 PM] Brandon:

Maria - I cancelled the func call series and just sent out the update. Sorry about that

[‎1/‎4/‎2017 1:08 PM] Tim Strawn:

My reason for asking is that we are planning on-campus communications about the new system and wondering if

there willbe an opportunity for us to advertise the service and give users a look before go-live

[‎1/‎4/‎2017 1:09 PM] MikeP / SLO:

my thought as I looked at diversity of tabs/scopes config’d in CSU Primos was that it might be something Discovery

WG could consider recommending a starting config? just a thought

[‎1/‎4/‎2017 1:11 PM] Mike Fullerton:

Mike, there have been "best practices" discussions 

[‎1/‎4/‎2017 1:11 PM] Tim Strawn:

Are these discussion available somewhere?

[‎1/‎4/‎2017 1:13 PM] Mike Fullerton:

I can check online. I am on some of the sub committees too, so I can't remember which one was talking about this

sort of thing. 

agreed. especially in light of resource sharing 

[‎1/‎4/‎2017 1:14 PM] MikeP / SLO:

So TIm’s other question is not lost, "Which, if any, Primo instance might be avilable to campuses from March/April

until go-live?"

[‎1/‎4/‎2017 1:18 PM] Tim Strawn:

Thanks!

[‎1/‎4/‎2017 1:20 PM] Mike Fullerton:

bring an umbrella 

[‎1/‎4/‎2017 1:21 PM] Megan Drake:

Oregonians don't use umbrellas.  :)