Project Management

• The 2022 ULMS Satisfaction Survey has been shared with all CSU library staff this week via the ulms-announce mailing list. This survey will be used to gauge staff satisfaction with Ex Libris and their products and to produce a report to be shared with COLD and Ex Libris executives. In past years, Ex Libris has provided responses to the issues collected via both the Staff and Committee surveys and worked with us to resolve as many issues as they can. 

• A survey was sent out regarding a potential resumption of ULMS in-person meetings. Please keep an eye out for both surveys and participate if you can.

Analytics

• Working Group

  • The Assessment and Analytics committee met and demoed how to create dashboards and prompts while reviewing the CSU+ Dashboard. 

  • Progress was made on creating new reports to reflect Rapido borrowing/lending both physical items and articles. We will be meeting with the RSFC on 10/26 to collaborate and discuss the Rapido Dashboard.

Resource Management

• Working Group

  • COLD approved/accepted two of the IDTF’s recommendations :

    • Request for normalization rule to change internment to incarceration

    • Alternate Vocabularies for LGBTQ+

    • The other two (Draft of inclusive cataloging statement, Proposing corrections to headings for Indigenous Californians) were tabled for further discussion at the December COLD meeting.

  • The NACO Series Training recordings with Bob Maxwell up on the Confluence site if anyone is interested

  • SDSU and SJSU are starting a brainstorm about content warnings in catalog records

  • Testing the use of a new ALMA enhancement allowing for secondary resource types - will ask discovery committee to consult

  • There was a question about keeping the 655 e-books tag on local records - OCLC is doing a project to remove - we wanted to check with ERM and Discovery groups to see if there is any usefulness they can see. Nerissa would like to present on this at an upcoming TS open forum

  • We also discussed the new ICOC Statement on Metadata  

ERM

• Chancellor’s Office

  • Updated NZ licenses, including the ProQuest licenses and collections

  • Continue to troubleshooting missing full text links

    • Fixed part of the issue with new CrossRef credentials

  • Wiley textbooks added back to Ebook Central

    • Waiting for Ex Libris to also add these titles back to the collection

  • Set up the new AutoHoldings for Ebook Central so both DDA and Subscription titles will be updated by ProQuest

• Working Group

  • Work has begun on updating the ERM Wiki

  • Workshopping solutions/workarounds to the display issues exacerbated by implementation of Rapido

  • Discussing the need to add a note to e-holdings for RapidILL purposes

Resource Sharing

• Chancellor’s Office

  • Developed and released the Rapido Staff Survey with feedback from the RSFC. Survey closes Oct 31st. 

  • Finalized Unity Contract update to add UC Merced and UCSF as part of an ongoing RSFC project. 

  • Testing and revising Walk-In User workflows with RSFC and FFC leadership.

  • Coordinated adding RSFC members to the CSU/Ex Libris Rapido biweekly meeting. RSFC is taking responsibility for Rapido testing from the CSU Rapido Development Partners team. 

  • Added Rapido Workflows to Wiki. 

• Working Group

  • CSU+/Rapido promotional content creation

  • Resource sharing website review and suggestions for all campuses

  • Walk-in user testing

  • Satisfaction Survey and enhancement requests for RAPIDO

  • Wiki Clean-up project

  • Find partner testing

Fulfillment

• Chancellor’s Office

  • Testing and revising Walk-In User workflows with RSFC and FFC leadership.

• Working Group

  • Continuing work on developing the questions and format for the General Access Services/Fulfillment Survey

  • Working with RSFC to test Cal State Walk-in configuration between campuses

Discovery

• Chancellor’s Office

  • David has done some work to test the impact of the November Angular upgrade in Primo VE. The central package will be taken care of but campuses will want to check local customizations to make sure they are functional in the latest version of Angular.

• Working Group 

  • From Hannah Lee, on behalf of Primo VE testing group: Testing group met to discuss workflow and expectations. We’ve created a template to work from and will fine-tune using the next Primo VE release in November as the first test; spreadsheet of updates can be VIEWABLE (not editable) on the Discovery homepage.

  • We are wrapping up the Primo VE Evaluation Survey on October 21 and the committee will discuss October 28.

  • A Primo VE issues form is now available for reporting issues that appear to affect more than one campus.https://sdsu.libwizard.com/f/csu-primo-ve-bug-report

A call sent out by Keven Jeffery, on behalf of DFC: The ULMS Discovery Committee is looking to compile a list of OneSearch user interface, user experience, or other discovery related studies undertaken across the CSU. If you have done a study, are doing a study, or are planning a study we'd like to know about it. Our plan is to compile a list of studies on confluence for future reference.