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Project Management
Working through the top issues reported by each functional area in the Satisfaction Survey with ex Libris product management. Analytics just finished up, ERM will be next with the other committees going through in turn.
Primo VE evaluation continues through the spring. The configuration step will be largely completed by the end of March. Testing will then begin and is planned to last into May.
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Chancellor’s Office
Working on CSU CDI documentation on the wiki.
Attending all of the Ex Libris CDI webinars, about once a week, to keep updated on CDI settings and changes and updating CSU CDI documentation accordingly.
Continued work setting up CDI in the NZ for specific settings requested by libraries. Notating NZ CDI settings and troubleshooting tips.
Added CDI updates to the Alma CKB and ERM weekly updates. The 2021 ERM and CDI updates are available on Google Drive. Tracking both ERM and CDI changes or updates in the weekly updates.
Working Group
ERM arranged a committee watch party for the January 11th Alma & CDI Single Activation for Consortia video: https://www.youtube.com/watch?v=tKbawBkpt1s .
While ERM acknowledges that the Ex Libris videos can be a little confusing to watch at times (descriptions can be hard to parse quickly), we recommend that institutions keep up with CDI training videos as they come out.
A takeaway from this video is the optional ability to combine institution and network zone search results on the same tab in Alma. You have to ask Ex Libris to turn it on. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/065Combining_Institution_and_Network_Zone_Search_Results
PrimoVE CDI testing
Campuses should be testing their PrimoVE instance to see how CDI records are displaying. ERM recommends that individuals seek out records for books, newspapers, and journals.
You can test how CDI records for a specific collection display by searching by DBID, instructions are the first tip in the CDI Tips and Tricks page: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/090CDI_Tips_and_Tricks#Finding_a_CDI_Record_for_a_Specific_Alma_Collection_You_Activated_for_Full_Text_or_Search
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Working Group
Campuses are advised to note the VE evaluation schedule available at Primo VE Evaluation Schedule . We anticipate Ex Libris involvement and attention time to decrease significantly after March 23rd so everyone with Basecamp access should submit any questions they have related to the Go VE process on that platform a.s.a.p.
Our normal cmte. meeting happened, the minutes for which are here: 2021-02-19 Functional Committee Meeting notes Out of that meeting arose 2 forms related to drools for Primo VE.
First, courtesy of Mark Braden: a form where you may submit drools you have created in your library to work with Primo VE metadata. https://docs.google.com/forms/d/1t3Gl11zE50saDkg_k_ThpcCMA8YjjbgNmLvL3Wh__co Use this to share your contributions, drools will be made public on the confluence/wiki.
Second: a form where you may request drool creation in order to rectify full record display problems that are impeding your ability to judge VE. VE - drool Creation Request Use this to make the drool experts aware of issues – though be mindful that there is a relatively small group of people working on this.
We held two VE Forums, one on 2/26 and one on 3/5. The recordings and topic notes for these forums are available here: VE Forums
We had an authentication troubleshooting call on 3/9, the recording of which is linked from the VE Forums page on the wiki.
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