Project Management

• Working with Ex Libris and members of the ULMS committees on a plan to evaluate Primo VE in early 2021. More info on this will be forthcoming.

• There will be a satisfaction survey sent out in early October to all CSU library staff and librarians and to the ULMS committees. This survey will be very similar to the surveys sent out last fall and are aimed at capturing the major issues involving Alma and Primo in the CSU.

• Chris Lee has accepted our Resource Sharing Manager position, and will be starting at the Chancellor’s Office on October 12. Chris comes to us from Utah State, where he served as Electronic Resources Librarian. Prior to that, Chris was a Resource Sharing Specialist at San Luis Obispo. During his time at Cal Poly, Chris served as the first chair of the ULMS Resource Sharing Working Group, and was pivotal to the successful implementation of CSU+. He has his MLIS from San Jose State.  Please join us in welcoming Chris!

Analytics

Working Group

• New Analytics platform is in place (OBI). The Comm is keeping an eye on existing reports and reporting any errors found to ExL as they run across them.

• Primo analytics will be upgraded in November. There will be a freeze period prior to the update - email notice will go out prior to the beginning of the upgrade to save any reports any individual may have in Primo analytics.

Resource Management

Working Group

• Discussions over two policies continue:

  • Putting parameters around import profiles in the NZ to define what match points are used when bringing records into the Network Zone

  • Guidance for when and how to use the 988 NO DEDUP field in the NZ

  • Report containing recommendations from the Authority Control Task Force to begin preferred term cleanup under discussion and will be brought to the Steering Committee in October.

Acquisitions

Chancellor’s Office

• Continued updating of Network Zone Licenses after agreements have been renewed.  

  • Working with SDLC on continued updates of title lists and signed agreements in the NZ licenses.

• Working with Ex Libris to fix an issue with the NZ Licenses.

  • The price information gets erased after the date range is updated for the fiscal year.

Working Group

• Worked with Ex Libris on POL Line Type editing issues.

• Gave a presentation on fiscal close in Alma in a Tech Services Open Forum near the end of the fiscal year in June.

• Continued work on the Acquisitions Getting Started wiki page.

  • Updating areas and functions that have changed since the document was initially created.

  • Updated the Acquisition contacts page on the wiki.

• Discussing how each campus has implemented PeopleSoft payment integration and how each campus processes 

• Gathering info about who is using GOBI and how it is used for ordering

• Catrina Mancha with CSUSB will try and put together a brief discussion on how her library is moving towards electronic resources.

ERM

Chancellor’s Office

• Continued work on implementing CDI in the Network Zone.  Group Settings for CDI NZ collections will be an on-going process for the semester.

• Continued troubleshooting for CDI-related issues. 

• During the Spring semester, there were approximately 120 COVID-19 resources available in the Network Zone.  These were collections opened up, free of charge, by the vendor, and activated in the NZ.  

  • Currently JSTOR and HeinOnline are the two vendors that have extended access to their resources.  Access will end in December 2020.

Working Group

• We are continuing to grapple with the CDI implementation and developing advice for campuses on issues as they arise, and are currently testing a few things in regards to ebooks and CDI but have not met to discuss the outcome of the testing yet.  We are coordinating the Sept. 24th TS Open Forum to be a panel discussion about CDI, with likely 4 panelists, 3 currently confirmed.

Resource Sharing

Working Group

• Held two joint open forums at the end of July with FFC on restarting services for the fall semester. We demonstrated some of the steps required for restarting CSU+, how to configure ILLiad as a lender of last resort, how to configure Alma’s personal delivery feature to enable home delivery and more. Both old and new RSFC members participated and also a presentation from a Discovery member.

  • Created resource sharing quarantine guidelines and published to Confluence: Quarantine Guidelines

  • Presented data snapshot of CSU+ since restart on I-SPIE TV. Here’s an updated version: https://docs.google.com/presentation/d/1zfeJD6xBrS4jJ8W2-WRlaZsl6R6YhhTC6itrD0dkMn4/edit?usp=sharing

  • Working on getting new RSFC members set up in the sandboxes so that we will be ready to test new enhancements.

  • Joe Gerdeman will be taking over management of courier problem reports from Joe Adkins. He will begin sending monthly summary of problems reported to Eddie Choy at the CO beginning of each month.

  • CSU+ restart – a little bit rocky in the beginning but things are smoothing out. Had some issues with campuses not receiving lending requests that have now been resolved. Some campuses ended up starting later than they had anticipated. Some campuses started and then had to stop because of the fires. 15 campuses are now successfully lending and borrowing. The other 9 have not yet committed to restarting.  

Fulfillment

Working Group

• Created Recommendations for Reopening & Quarantining Items

  • Created a Fulfillment Services Spreadsheet to keep track of services offered across the CSU during Fall 2020.

  • Formed a Locker Task Force to consolidate and organize information for the configuration and use of lockers for book pick-up. Information will be posted to the wiki.

  • Working on documentation for updating due dates in bulk, to be posted on the wiki soon.

  • Continuing work to summarize Course Reserve Survey conducted in Fall 2019.

Discovery

Chancellor’s Office

• The CO is implementing an OAI-PHM pipe to bring ScholarWorks records into Primo for discovery. There will be more on this work at the Oct 8 Tech Services Open Forum.

Working Group

• In July and August, the Norm Rule Joint Task Force completed Renorm 2020-A and 2020-B, which focused on a number of issues with related titles, citations, and adjusting the resource types for Alma records to correspond to the new resource types in CDI. 

  • We’ve had two meetings to date in 20-21, the notes of which are on the Discovery space on confluence:

    • 2020-07-17 Meeting notes

    • 2020-08-21 Function Committee Meeting notes

  • At those meetings we set some priorities and discussed our assigned priority from Brandon and Dave: the evaluation of Primo VE.

    • Other priorities:

      • Discuss status and continuing development of the custom GetIt/Uresolver menu

      • Update APA CSL file to 7^th edition (done)

      • Provide documentation about a COVID19 banner in Primo (done)

      • Discuss UX/UI implications of covid19-related pickup options in Primo

      • Potentially introduce custom resource type icons in Primo to solve problem of lack of 1-to-1 representation in default ExL icons

  •  The first Discovery Open Forum of the 20 – 21 academic year was on Friday, September 18.

Project Management

• Met with Ex Libris product managers on Oct 13 to discuss evaluating Primo VE. We will be an early adopter (really the first) of the consortial Go VE process. We will start with a hand-picked team of testers but anyone who wishes will be able to view Primo VE from the beginning. We expect to develop a feedback process to gather initial thoughts from “non-testers” as we perform the initial configuration and testing of the product. Look for more information to be shared from the Chancellor's Office and Discovery and Resource Management committees between now and the expected start of evaluation in early January.

• The satisfaction survey was sent out on October 1 to all CSU library staff and librarians and to the ULMS committees. Please consider participating in both the staff and functional area surveys so that we have as full a picture of how Alma and Primo are doing for you. The surveys will be closed on Friday, October 30.

• Chris Lee has started in his new role as Resource Sharing Manager position, and can be reached at cwlee@calstate.edu. He is getting up to speed with help from Mallory and the Resource Sharing committee and will pick up support of CSU+ and associated services over the next couple of weeks. Drop him a line on email or in Slack and say hello! 

Analytics

Working Group

• Goals for 2020-21

  • Overlap analysis between IZ and NZ content in collaboration with the ERM group

  • Assessment of whether the Analytics migration resolved the performance issues

  • Continued review/update of ACRL reports

  • Data visualization task force work -- wrap up? Implementation? 

  • Usage data analysis for ECC content

Resource Management

Working Group

• Sent forward for review by the SC, two items:

  • Authority Control Task Force recommendations 

  • Import Profiles Using the NZ

• Discussing ideas/topics for the Chairs Satisfaction Survey. Will help convene a TS Forum time to hear ideas/viewpoints, intending to help folk in the Libraries articulate their views. Following Brandon’s concerns, we’ll try to help folk vent their experiences with ExL and articulate outcomes/actions to describe, when they complete the Staff Survey. In short, avoid simply ‘venting’—offer something more concrete that can help shape Brandon’s conversations with ExL.

• Continuing to monitor/discuss content in videos/presentations about Primo VE, to do two things:

  • help the RM committee build a strong sense of Norm Rule configuration/use in Primo Back Office and Primo VE

  • build understanding of Norm Rules and uses, to help ensure that the whole committee can engage and participate helpfully during VE Evaluation

Acquisitions

Chancellor’s Office

• Updating the NZ licenses for the July 1 renewals

  • Adding new licenses for new e-collections

• Shared new POL links in NZ e-collections from the local Alma institutes with ACQ working group.

  • May need updated procedures since the local order links now appear in NZ e-collections.

  • Asked working group to work with ERM group

Working Group

• Presentation on acquisitions ordering workflow changes driven by COVID given to committee

ERM

Chancellor’s Office

• Updating CDI settings for Link in Record type for databases and OA e-collections

• Report updates in ERM weekly update

• Sending out instructions and spreadsheet for libraries to mark the CDI adjustments they want for their library in the NZ e-collections after presenting to the ERM group at monthly meeting.

• Presented CDI basics in TS Open Forum, September 24th

• Adding new e-collections to the NZ as part of the July 1 renewals

Working Group

• Sept. 24 TS Open Forum CDI 101 -

  • -94 attendees

  • -recording, slides, and chat available here:Technical Services Open Forum 

  • -Oct 8 follow-up by Stacy Magedanz

• Jessica Hartwigsen has adjusted some CDI settings in the NZ and will be expanding that change: She's going to change the OA full text e-collections that are Link in Record using the two settings they suggested: Activate for CDI search and activate CDI-only full-text option. She thinks this will help with linking to OA articles.  Please let her know if this has negative effects. She has already done this for the Database-only resources that are Link in Record in the NZ.

• Ongoing investigation into non-subscribed CDI collections showing up for member campuses

Resource Sharing

Working Group

• The committee tested the Scan In Interface - Allow check in of shipped items from Alma’s July release. It works great and will help with a problem we’ve had with lending requests getting completed without having gone out. We’re in the process of documenting procedures for configuring and will share with our community of practice. 17 libraries are currently participating in CSU+. See CSU+ update for more details.

Fulfillment

Working Group

• The Locker Task Force is continuing to collect documentation for the configuration and use of lockers. We will post those, along with pictures of lockers on various campuses, to the task force wiki.

• We are in the process of updating the Fulfillment wiki to provide better organization of workflows, configuration guides, meeting notes, and COVID specific documentation.

• Continued update of the Recommendations for Reopening and Quarantining Items as libraries start to provide more services.

• Continue to develop/consult with others on helpful documentation to be posted on the wiki, such as digitization configuration and new UI tips.

Discovery

Working Group

• Our first Open Forum was on September 18th

  • We informed (via the Open Forum) the campuses that will need to participate in Primo VE testing. No additional areas of Primo VE analysis were suggested from the community of practice at the open forum.

• Our next issue of business for the DFC is fleshing out the areas of analysis into concrete, objective procedures for comparing Primo VE to our existing Primo NUI production instances.

• To better respond to Brandon’s Chairs’ survey, we are running our own Discovery Community of Practice Satisfaction Survey to understand issues and then filter them appropriately to Brandon in aggregate; that survey is available at: https://forms.gle/uEf5vYfLFvVRzdio6