CALSTATE weekly call
Wednesday, August 17, 2016
11:00 AM
~~START RECORDING~~
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
Action Items provided to Brandon by Dolph
Comments?
Chancellor's Office will be requesting written feedback (watch for further notice)
Resource Sharing Governance Task Force
Representatives met during Alma Workshop (Dolph, Julie, Dawnelle, Christopher, Jesica,
Stacy)
Action item in progress: Svetlana & Megan setting up sample rota for 3 institutions to do
vanguard testing
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: Brandon to create poll
Content (please suggest additional topics as needed)
Topics on workshop agenda that were skipped for covering later
Import profiles
PDA/DDA
Batch change of MARC data (normalization rules and processes)
Batch change of inventory and other data (jobs)
Digitization workflow
Topics covered but needing further calls
Electronic resource activation
Electronic resource ongoing management
Resource sharing
Topics not yet covered
3rd party integrations