CALSTATE weekly call
Wednesday, August 24, 2016
11:00 AM
I. ExL team availability
Lynn out of office Wed-Fri Aug 24-26
Dolph out of office Mon-Tue Aug 29-30
Svetlana out of office full week of Aug 29
I. Primo status
NZ publishing status - COMPLETED (see Basecamp)
Sandbox population process to begin soon, will be ready in time for trainings / calls in October
Check-in about interface / workbook questions
Note: deadlines extended (links to Basecamp below)
Mon, Aug 29 - Complete institution-specific Primo configuration workbook and attach it
to your institution's Primo configuration case
Mon, Sep 12 - Complete consortium-specific Primo configuration workbook and attach
it to consortium Primo configuration case
Fri, Oct 14 - Primo configuration applied
Fri, Oct 14 - Primo back office access opened on Primo production
Primo functional calls in October (see Basecamp to-do list: Primo (Training for Primo
administrators) - Oct 2016)
Lynn and Jim will alternate leading the calls.
Calls will begin with a review of your submitted questions and then move to an open Q&A as
time allows.
I. Alma status
Data checking: Questions or cases to highlight?
Aug 9-11: Alma Workshop @SJSU -- feedback gathering in progress
Resource Sharing Governance Task Force
Action item: Svetlana & Megan testing a sample rota set up for 3 vanguard institutions
Regular biweekly meetings start Aug 26
Meetings become weekly for the month of October
Alma functional call Thursday Aug 18 - wrapup of call cycle & workshop; planning next phase of
calls
Scope
Advanced functional topics, including your requests & suggestions
Building on workshop coverage and project timeline
May be informed by training videos and other doc, but not necessarily a direct review
of training sessions.
Timing
Day/time
It may be an option to keep calls at 9-10:30a Pacific on Thursdays.
Others may want another timeslot, depending on universities' fall staffing
schedules.
Action item: respond to poll by end of week
Content suggestions being reviewed (based on workshop feedback form)