Project Management
Brandon will be sharing the report on this year’s Satisfaction Survey with COLD shortly. Overall, satisfaction scores from staff are higher for Alma, Primo (VE) and Support compared to last year. Scores are neutral-to-slightly-lower than last year from the ULMS committees.
Brandon will next draft the report to Ex Libris which will go into more detail about the issues described in survey responses. Typically, Ex Libris will meet with chairs of the working groups around the top issues from these reports in the Spring.
Analytics
Working Group
Ex Libris 2022-2023 roadmap review
The committee reviewed the 2022 & 2023 roadmap emailed to all of us by Ex Libris on 1/9/22 for Analytics-related changes. Analytics
Some of the screenshots here are familiar from those we saw from focus group meetings in 2021 – new Analytics menu, easier to share with non-Alma folks. Customized dashboards are still in there despite the feedback from Analytics COP that the generic dashboards don’t really help customers as they too hard to modify for your local needs.
Some 2023 road map information here, I like this idea of ‘Information regarding patron facing letters and notices will be added to Alma Analytics’ so you can find something like ‘Number of Overdue Notifications per item counted by library’.
Electronic Resources Management also has some Analytics-related itemsElectronic Resource Management. The Overlap Analysis Tool will be improved to include additional overlap comparing options and summary reporting, the Overlap Analysis Tool will be expanded to include print titles.
No other parts of the roadmap had Analytics or Assessment features.
Update on Analytics survey results
The team designed a two-part survey was out there for CSU responses from December 1 – 15, 2021, which covered both the questions we needed answered for the Ex Libris Analytics Chairs survey, and the questions we had about a CSU-wide Analytics event for 2022. We promoted the survey on the listserv and Slack. Analytics isn’t used by too many people CSU-wide so were happy with 15 responses and 12 campuses responding.
What was sent to Brandon for Ex Libris from Chair’s survey. The committee was sent all responses and we reviewed them for common themes as well as ideas for training. We also reached out to individuals that reported issues that were already fixed, so the survey was very useful in that way as well.
Our top five issues reported were:
Reporting on NZ-managed e-resources too limited
Overlap analysis - IZ, NZ & cost-per-use reporting still confusing or not available
Primo Analytics data is not reliable or blank or wrong
Analytics for configuration changes and who changed them, retaining the whole history of each field change
Have a full history of the users that updated an item/field, not just the last modified by
results for the Analytics event(s) for 2022
The committee reviewed all the results on time of year, format, interest areas, etc. The time of year of most interest was Summer 2022 so we will plan an online event for that time. There was most interest in these subjects: Data Visualization, Primo Analytics, and Electronic Resources Management, and format preference was both short presentations and breakout rooms on particular areas so we will have both. Stay tuned for calls for presenters as we plan this event throughout the spring.
Update on Analytics folder cleanup
Ex Libris is making progress on our issue of not being able to delete any folders or reports from the Shared Folders/Community/Reports/Institutions/CalState area. The process only runs on Fridays and some of the deleted reports & folders tend to reappear in the next Friday update. Once all the development issues are resolved here, the committee can return to our cleanup work of these areas. We reached out to the CSU Analytics community after the meeting to let them know of this ongoing problem, and to let Christina Hennessey know if you accidentally create a report in this area so she can get it deleted (maybe).
Any outstanding questions about ACRL/IPEDS data support or instructions?
The question of what to include in 60B was resolved. Patrick suggested we remind the CSU community that if they are running ACRL reports right now, there are some that needed to be run on July 1, 2021 to be correct, and the committee can help them with modifications to get this data (we did this after the meeting and a few sites did reach out for help).
GreenGlass discussion
One of the goals for the committee this year was to look at the OCLC GreenGlass product and how it supplements or complements Alma Analytics, and what is going on with various trials of GreenGlass throughout the CSU. GreenGlass is mainly a print analysis product but has some elements of overlap analysis with your e-resources as well. Christina has access to a GreenGlass account this semester and shared what it does with the rest of the group, and others who have been trialing the product shared experiences as well. Christina will have more training on GreenGlass later in January and will bring some questions and concerns from the committee to that training. Please share any concerns and questions you have about this product with our committee!
Next meeting: Wednesday, February 9, 2021 11am-noon
Resource Management
Working Group
The RMFC approved the NZ Management's Group's suggestion to go with SAC's recommended subject headings of "undocumented immigrants" and "noncitizens" over LC's "noncitizens" and "illegal immigration."
The Local Fields documentation that was in progress last year will be picked up again at the end of January 2022 or beginning of February 2022. The purpose is to inquire which local fields campuses are using to determine if this will affect use of Primo VE Norm Rules.
Brandon and David have given the green light for the NZ Management Group to start the NZ refresh of records. Ex Libris is also aware that this has been planned. The NZ Management Group will inform campuses of steps to take to prepare for the NZ Refresh. If everything falls into place, the Refresh is scheduled to start before February 5, 2022.
The NZ Management Group received an update from OCLC regarding the incorrect coding of archival materials in OCLC records which affected the resource types in Primo VE. The Group will re-run NZ reports and review solutions to address this issue.
The RMFC Satisfaction Survey results were submitted to Brandon. The RMFC also received a summary of the results during the January 4 meeting.
Issues reported for Alma and Primo VE from the RMFC Satisfaction Survey were
Quality of CZ bib records
CZ task update errors
Collections (not Electronic Collections) functionality
Documentation and new interface rollout scheduling
Overmatching/merging of records
CDI metadata error reporting
Normalization rules documentation
CSU consortial issues and customer support
The RMFC also closed a survey regarding cataloging open access/free online resources and related policies. This issue will be revisited should OA resources cause any more problems in the NZ.
The next ULMS RMFC meeting is scheduled for Tuesday, February 1, 2022 at 1 PM.
ERM
Chancellor’s Office
Added OPID and Cust ID to the NZ EBSCO collections
Improves linking to full text in EBSCO
Continued updates to the hybrid CDI collections in the NZ
Result is more full text links to articles
Updating NZ licenses with the latest signed agreements
Removed e-books from Ebook Central collection after the December purge of e-books
Working on possible NZ Display Logic settings that would apply to subscribed libraries
Working Group
Discuss this ExL idea: Display both link in record and links from link resolver in CDI
Although this isn’t a hybrid link issue, this idea would show CDI records with both link in records and link resolver records to users.
Can you all think of any reasons why this wouldn’t work for our users? Bring your ideas to our next meeting.
Please also run some tests for hybrid links and bring your thoughts on this for next meeting!
Here’s more information on hybrid linking: Hybrid Collections in CDI
ULMS ERM Satisfaction Survey
Pending customer reply-looks like hasn’t responded then gets email from Brandon
Everything is going to be more automated, the ratings are overall positive.
Alma has become incrementally better but you still need your staff. Still need ULMS committee locally.
Highlighting workload issues with ALMA.
Lauren: For next year’s survey, ask whether your workload has decreased.
Primo VE full text/no full text label changes
What are the labels going to change to?
Exclude CDI eBooks
It worked!
What are the effects for eBooks that are activated in the CZ?
Resource Sharing
Chancellor’s Office
Adding Rapido documentation to wiki.
Update wiki on Unity calendars.
Draft Rapido implementation timeline.
Aid in transitioning RSFC leadership.
Developing and testing Rapido printer workflows
Working Group
For the RSFC, we thank Karla for her leadership and time thus far but she had to step away from working on the committee. This departure left some holes that have been filled.
Meghann has moved from the vice chair role into the role of chair
Tina from Chico has taken on the role of vice chair
Stacy from Fullerton has joined the team
The RSFC held an open forum on 12/14 to collect and review feedback from the satisfaction survey.
Survey results were submitted.
RSFC will be testing the 'Will Supply' feature noted in the recent release.
RSFC will be presenting about printer queues capacity to I-SPIE.
RSFC is beginning a review of wiki pages to edit outdated content, archive old configuration recommendations, and identify updates to make with Rapido implementation.
Fulfillment
Chancellor’s Office
Helped plan Leganto Open Forum.
Reviewed survey results and Open Forum discussion along with the FFC.
Provided support for FFC.
Working Group
Sent out Leganto Survey – planning for a winter intersession Open Forum, dependent on volunteer’s availability
Alma/Primo VE Satisfaction Survey
Sent out Alma/Primo VE Satisfaction Survey to Access Services listserv – Deadline 12/17/21
Help Satisfaction Open Forum on 12/13/21
FFC reviewing survey results and open forum discussion to determine top issues
Review of what library hours will be for Spring 2022
Review ULMS Survey submissions top issues
Preparing for Leganto Open Forum on 01/05/22
Discovery
Chancellor’s Office
Preparing the solutions to Creator/Collaborator lateral linking - will share soon
ScholarWorks configurations are completed and records should be available for all libraries that requested them
Working Group
The DFC hosted the Discovery Open Forum (12/10/2021), topics covered include:
Quick Tip: Managing the Primo VE customization package on a Mac OS using the command line and zip to exclude the .DS_Store files that cause issues with Alma.
CSU Primo Search Scope Analysis Results: Gabriel Gardner and Heather Cribbs presented findings on a CSU-wide analysis of Primo search scopes. The findings suggest that less scopes are more helpful for users, and most users do not sign in to use Primo. Full report details available in February 2022.
ScholarWorks records in Primo VE: Brandon Dudley has configured campus VE instances to show ScholarWorks records as per each campus's preferred setup response. Documentation has been added to the Discovery Wiki.
Primo VE Updates: Brandon Dudley will continue to send Primo VE feature updates to the Discovery Listserv, but the DFC would like to know if other communication options would be helpful for campuses to stay informed about new Primo VE features. The group is fine with the current process, but the DFC may feature new Primo VE updates as a regular part of open forums.
Discovery Satisfaction Survey: Conducted satisfaction survey of the discovery community, analyzed results, and submitted committee recommendations.
Primo VE Evaluation Slack Channel Archived
Held January DFC Meeting:
Topics discussed:
Norm rules request process: Brandon will be updating the discovery community on the norm rules request process and online resource organization at the next open forum.
Audio/Video resource type: The DFC is gathering data on the issue and will discussed at the next meeting
Troubleshooting availability issues: The DFC recommends that campuses work to examine and/or correct metadata issues when the brief result availability and the full record availability differ. The DFC does not recommend changing availability code labels because it only corrects specific instances of the issue, and may not resolve more commonly reported issues. The recommendations will be shared in the next open forum.
Discovery Wiki Redesign Survey:
Sent survey to the discovery list. So far there are several responses with constructive feedback on how to make the site easier to use, and what the focus should be. Survey will run through February 4th with results presented at the next open forum.
February Open Forum:
Next forum is on February 11, 2022. We will feature the norm rules change process updates, dedup/frbr configuration overview, and other topics as determined by the discovery community.