Alma/Primo VE Coordination Team
Chair
Jackie Gosselar, Head, Systems and Discovery Services Department
Table of Contents
MissionCharge
Membership
Input groups
Communications
Mission:
The UC Berkeley Alma/Primo VE Coordination Team enables the Library to effectively oversee the transformative development, coordination, and implementation of practices, policies, configurations, and procedures related to the UC Berkeley Alma and Primo VE (UC Library Search) environments.
The UC Berkeley Library stands firmly in opposition to discrimination and systemic oppression. Social justice, equal rights, and equal treatment for all are bedrock principles for the UC Berkeley Library, as we fulfill our public mission. It is clear that we must do more to address racism in the workplace and in the campus community. Without changing the primary purpose of this group, you should carry out your charge in a way that advances the Library's commitment to diversity, equity, and inclusion within the context of your group work.
Charge:
The UCB Alma/Primo VE Coordination Team (APriCoT) is the coordinating body responsible for the oversight, steering, and management of both Alma and Primo VE at UC Berkeley Library.
This group reports to the Division Head, Library IT, who consults with the AUL of Digital Initiatives and Information Technology.
The AUL consults with Library Cabinet and Council appropriately.
- Makes decisions, where appropriate and based on their impact and implication, related to the management and implementation of Alma and Primo VE by discussing and understanding Alma/Primo VE related practices and policies and based on feedback received from input groups. When policies and practices have broader implications, the team makes recommendations to the Cabinet for decisions.
- Discusses cross-functional Alma/Primo VE issues related to functional workflows or practices in order to design pathways to resolution.
- Recommends enhancement requests related to Primo VE (UC Library Search).
- Ensures workflows, processes, and input has been considered for all UCB Library units and divisions, including C. V. Starr East Asian Library (EAL), Bancroft Library, NRLF, and Affiliated libraries.
- Ensures UCB SILS decisions and workflows harmonize with UC-wide ongoing SILS groups and vice versa.
- Creates, initiates, and/or recommends time-limited task forces related to Alma and/or Primo VE composed of members of the Alma/Primo VE Coordination Team and outside membership depending on interest, availability, and expertise.
- Is responsible for two-way communication between key relevant groups, including the UC-wide SILS groups; relevant AUL/ Directors, Division Heads/Supervisors; the UC Berkeley councils, committees and other groups directly affected by or with responsibilities for Alma and Primo functions and workflows. Communicates major decisions and policies with UCB Library and affiliated library staff.
- Oversees and coordinates central staff site for documentation, information, and trainings/workshops related to UCB Alma and Primo VE from all functional areas.
Membership:
Members represent various units and functions of the Library. Representatives from some units are identified by virtue of their primary position, functional leadership responsibilities, or participation in ongoing UC-wide SILS ongoing governance structure. Other members may represent groups such as the Affiliated Libraries, and Public Services; these individuals are selected by TALAG and AUL/Director respectively. The membership term is 24 months. Terms can be extended as needed. All members have equal participation rights.
Members are expected to collaborate and communicate closely with their AULs/Directors/Division Heads. UCB members to UC ongoing SILS governance structure will also consult and coordinate with this group and the represented committees outlined below before recommending UCB perspective at the UC-wide ongoing SILS structure, including SILS Operations Teams.
Current members:
- Jackie Gosselar, Systems & Discovery, Chair, 2022-
- Mark Marrow, Fulfillment (Access Services), 2022-
- Kristen Van Vliet, Resource Sharing (ILL), 2023-
- Osman Celik, Acquisitions, 2022-
- Jason Dezember, Electronic Resources, 2022-
- Chan Li, Analytics, 2022-
- Tim Converse, NRLF, 2022-
- Adam Baron, Resource Management (Cataloging and Metadata), 2022-
- Kendra Levine, Affiliated Libraries, 2022-
- Abby Sheel, Public Services, 2023-
Former members:
- Patrick Shannon, Resource Sharing (ILL), 2022-2023
- Nicole Brown, Public Services, 2022-2023
- Heidi Hallett, Library Business Office, 2022-2023
- Sherry Lochhaas, 2022
Contact
- ucbsils_apricot@lists.berkeley.edu
Meetings
- Biweekly, but may be adjusted as work evolves. The group will reassess the meeting cadence and form every 12 months at the beginning of each fiscal year, or more frequently as determined by the group.
Ad hoc groups:
Ad hoc groups were created to address the need for ongoing support for the functional areas in addition to the input groups. These groups include representatives from divisions across the Library and affiliated libraries.
- Resource Management Group (RMG)
- Chair: Adam Baron
- Members: Terry Boom, Randy Brandt, Miriam Campos-Quinn, Tim Converse, Janice Cripe, Haiqing Lin, Michael Meacham, Jose Polio Canas, Trina Pundurs, Elizabeth Stucki
- Discovery Working Group (DWG)
- Co-facilitators: Jackie Gosselar and Vaughn Egge
- Members: Vaughn Egge, Glenn Gillespie, Sine Hwang Jensen, Lisa Weber, Naomi Shiraishi, Marito Solis, Lorna Kirwan, Jesse Loesberg
- Fulfillment/Resource Sharing Working Group (FWG)
- Co-facilitators: Mark Marrow and Kristen Van Vliet
- Members: Albert Chung, Ellen Dario, Kristen Van Vliet, Blake Lindsey, Chris Bruce, Kali Kushner, Jen Osgood, Marito Solis
Input groups:
As Alma and UC Library Search touch all aspects of library work, a reporting and consulting relationship should exist between the Alma/Primo VE Coordination Team (APriCoT) and the groups listed below. Members of the Coordination Team will confer/consult and seek input with the following committees. Subject council representatives on functional councils play a particularly important role in sharing proposals and providing feedback. Existing groups/councils will be used when present, ad hoc groups will be created for functional areas where there is no direct input group that can be called upon from existing groups.
- Discovery
- Collection Services Council (CSC)
- Public Services Council (PSC)
- Fulfillment and Resource Sharing
- Access Services Advisory Group (ASAG)
- Public Services Council (PSC)
- Circulation Services Group (CSG)
- Acquisitions & Electronic Resources
- Collection Services Council (CSC)
- Library Business Services
- Public Services Council (PSC) [as relevant]
- Resource Management
- Cataloging & Metadata Council (CMC)
- Public Services Council (as relevant on certain issues)
- Analytics
- Collection Services Council (CSC)
- Collection Development Leadership Group (CDLG)
- Affiliated Libraries liaison
- Affiliated Libraries and Archives Group (TALAG)
Project Task Forces
The Alma/Primo VE CoordinationTeam may create additional, time-limited, task forces in addition to those defined below to address targeted issues based on the MVP and other needs as they arise. These task forces will include members of the UCB Alma/Primo VE coordination team as well as outside members based on expertise, as needed. They will report to the Alma/Primo VE CoordinationTeam.
As new task forces are created, they will be added to the list below.
- SILS Documentation Site Task Force
- Develop recommendation for Alma/UC Library Search documentation site
- Proposed site will house Alma/UC Library Search information, documentation, and trainings
- Members: Osman Celik, Kendra Levine, Mark Marrow, Peter Soriano
- Status: Active | Term started: March 2022
- Analytics expertise task force
- Cross-functional group with representatives from Fulfillment, Acquisitions, NRLF, Collection Services, and Assessment
- Explore using Alma Analytics to generate new acquisition lists, circulation snapshot and annual statistics
- Develop staff training plans materials for Alma Analytics
- Members: Peter Soriano, Osman Celik, Jason Dezember, Tim Converse, Jennifer Dorner, Brian Quigley, Mohamed Hamed, Becky Miller, Jesse Silva, Chan Li (Chair)
- Former members: Stella Tang, Molly Rose, Ellen Dario
- Status: Active | Term started: October 2021
- CAIA/RSF oversight task force
- Identify, troubleshoot, and find solutions for issues related to CAIA and Alma integration
- Members: Tim Converse, Ellen Dario, Jackie Gosselar, Lynne Grigsby, Mark Marrow
- Former members: Eileen Pinto
- Status: As needed | Term started: August 2021
- Item deletion subgroup
- Develop best practices related to deleting item records in Alma
- Members: Randy Brandt, Miriam Campos-Quinn, Tim Converse, Janice Cripe, Jackie Gosselar, Michael Meacham, Chikako Pierce
- Status: Completed | Term started: October 2021 | Term finished: January 2022
- Item records task force
- Address issues particular to item records in Alma
- Cross-functional group with expertise
- Members: Tim Converse, Janice Cripe, Jackie Gosselar (Chair), Mark Marrow, Michael Meacham
- Former members: Randy Brandt, Dave Rez
- Status: Active | Term started: August 2021
- OCLC sending/LHRs task force
- Understand requirements for LHRs and setting OCLC holdings
- Determine a work plan and workflow in the Alma environment
- Members: Adam Baron, Tim Converse, Jackie Gosselar, Lynne Grigsby, Michael Meacham, Trina Pundurs
- Former members: Eileen Pinto
- Status: Active | Term started: September 2021
- User/patron record loading task force
- Develop new user record loading process for SIS, UC Path, and LBL
- Leverage APIs to meet user loading process needs and automate to the fullest extent possible
- Members: Steven Chong, Jackie Gosselar, Lynne Grigsby, Alvin Pollack, Steve Sullivan
- Former members: Becky Escamilla, David Moles, Eileen Pinto, Dave Rez
- Status: Active | Term started: August 2021
- Communication task force
- Develop a strategy and coordinate communications for APriCoT
- Members: Jackie Gosselar, Corliss Lee, Chan Li
- Status: Complete | Term started: March 2022 | Term complete: April 2023
Communications:
Communications
- Continue UCB SILS dispatches
- Regularly shared dispatches
- Members of the Alma/Primo VE CoordinationTeam contribute content related to their area
- Create and maintain a central documentation repository for all SILS related content
- Combine existing SILS-related resources into one portal
- Can accommodate all functional groups at UCB
- Take minutes and post for all library staff to view
- Maintain staff home page on the UC Berkeley Library Website linked from the Councils and Committees page
- Pass along UC-wide SILS related trainings, town halls, office hours, etc. will be to staff at UC Berkeley via emails
- Facilitate UC Berkeley SILS Open Forum and/or drop-in sessions as needed
Group Structure/Assessment:
The group structure will be assessed and evaluated every 24 months and changes will be recommended to the structure as appropriate.
Last reviewed on September 1, 2023.