12/07/2018 Minutes

Michelle Eichelberger (SUNY)
Michelle Eichelberger (SUNY)
Last updated 
1.  Primo, Discovery, and Training Needs


1.b. Other training needs?  We will be working with the Training Working Group
 We discussed training possibilities with Heidi. 

  • All campuses will need someone with Primo certification per Ex Libris’s requirement
  • Primo certification is less of a heavy lift than Alma Certification, but will still be useful to put something together with the Training WG in order to help people get certified
  • The Project Managers would like some kind of online course for people to take, which can include the Ex Libris training videos
  • The Project Managers would like to have this online by Feb/Mar
  • The Acquisitions Working Group is having success with their small group – we can try to replicate what they’re doing.
Related to this, we discussed the need for FAQs and other training materials, including on topics like alternative coverage and EBSCO databases. Michelle offered to scroll through Basecamp and pull out Primo-specific questions and answers so that they don’t get lost in the Basecamp shuffle.
 
 2.  Best practices/recommendations for EBSCO?  
Nancy brought up UB concerns that we’ll miss significant content if we don’t use the API. They’re continuing to do testing.

3.  Labels
3.a. Proactive v. Reactive label names discussion:  https://3.basecamp.com/3649838/buckets/5867332/messages/1447373005 

Michelle agreed to create Google doc to list label names and terminology for which we’d like to create recommendations. Here’s the link: https://docs.google.com/spreadsheets/d/1rTgShVLjYFkkfOHxE7F22rK7G_ZCpQqbU6wh3zirGo8/edit?usp=sharing

Esta asked for feedback on her usability questions and asked us to let her know if there are particular terms/labels that need testing.

 4.  Update from Chairs meeting
4.a. Cutover planning

We discussed Ex Libris changes to cutover schedule and concerns this might cause, especially for acquisitions end of year calculations. More information will be forthcoming about specific schedule details.

Heidi asked if we could review the Primo part of the Health Checklist and come up with how-tos to help campuses complete that section. Note that this is just the first pass at the checklist – we’ll do it again later.

Other:
  • Resource Sharing: Heidi asked for volunteers for next batch of libraries for resource sharing testing.
  • Michelle noted that she’s made changes outlined in the Technion Primo VE Customization document. She reposted the doc in the Primo Usability folder in DWG basecamp docs