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What? (from ExLibris site)

When?

Key CSU Committee(s)

Research needed

Decision points envisioned

Other notes

New search indexes for URI cataloged in $$1

2023 H2

NZ Management (for the data)

Resource Management

Discovery

-Does addition of $$1 or $$0 to a WorldCat record trigger WCM-to-Alma automatic overlay?

-Would changing the WCM profile for the automatic record update feature, at the CSU-wide level be adequate? Or, should all 23 campuses also be encouraged or required to check the “Export URIs” box in all WCM accounts controlling NZ-bound bibliographic MARC data?

-In order to be ready for anticipated 2025 “Knowledge Graph Integration” how robust will our Local Catalog need to be in terms of URI richness?

  1. NZ Management turning on Feb 2024

  2. Review initial metadata updates

  3. Collaborate with Discovery and/or others on future applications

First, the CSU will need to get $$1 data into Alma

Then, search indexes and other Discovery applications could be pursued

ORCID in Alma Refine

2023 H2

Digital Repositories

NZ Management

Resource Management

-Test when implemented

-Investigate use cases (Scholarworks, Other content streams for which this is essential?)

  1. Identify and validate usefulness/use cases

  2. Level of systemwide support for learning/training

Implemented, but not yet working; fix coming March 2024

Configuring URI generation for partially-linked authorities

2023 H2

NZ Management

Resource Management

-Does NZ Management need to look into this? It has fallen off the Roadmap

-Find documentation from the 2023 implementation

  1. Do we need a URI and Authorities Management committee to supplement NZ Management?

Creating and managing BIBFRAME Instances and Works with APIs

2024 H2

Resource Management

-The CSU’s capacity to start its own data enrichment work in this area

-The CSU’s structure for guiding this work

-Options and sources for Bibframe data (i.e. OCLC, Share-VDE)

  1. Pacing of the work/implementation

  2. Structure and staffing for the work

  3. Source data pool(s) to connect to via APIs

Early access campuses testing in 2024 H1

Support core functionality

2024 H2

Resource Management

-Training needs beyond Resource Management (Acquisitions, Fulfillment, ERM)

-Pacing of any post-MARC environment roll outs and how long will Ex Libris support a hybrid environment

  1. Can some CSU campuses implement Bibframe workflows before others?

  2. Will there be post-MARC training/learning requirements for all campuses?

Early access campuses testing in 2024 H1

Cataloging via Sinopia

2024 H2

Resource Management

-How will Ex Libris host and manage accounts? Will these align with Communities of Practice established within the LD4/Stanford hosting domain?

-What other editors could function with (or within) the Ex Libris ecosystem?

-What are the learning and training needs across the CSU to support the 2024-?? (a 2-year to 10-year, possibly) transition to Sinopia or another Bibframe editor?

Early access campuses testing in 2024 H1

Linking BIBFRAME to Authorities

2024 H2

Resource Management

Active May 2024?

Adding VIAF and Linking it to Authorities

2024 H1

Resource Management

Active May 2024?

Info Cards in all Titles Staff Search

2024 H2

Resource Management

Info cards in Metadata Editor

2024 H2

Resource Management

Alma Refine Lookups and Internal Enrichment of URIs to MARC Records in the Metadata Editor

2024 H2

Resource Management

Person Entity Page

2025

Discovery

Searching for Works in the Catalog

2025Discovery

Resource Management

Alma-only; Work-level search in Primo is part of a “FRBR-izing” process

Knowledge Graph Integration

2025

Discovery