Project Management

• Met with Ex Libris reps on August 17

  • Dana (ERM product owner) will be reaching out to us to work on ERM enhancements

    • Jess will figure out who from Acq & ERM committee to invite

  • Primo VE discussion led to realization that it is not coming as soon as we would like

    • Issues with norm rules, pipes

    • GES support lacking

    • Consortial functionality missing

  • Matt Baker (NA Director of Support) acknowledged current issues with support

    • Overhaul of content support org, focusing on process improvements

    • Need for more communication on active cases

    • We can prioritize our most important current development cases for their escalation

• ULMS Summer Meeting August 13-14

  • Over 125 staff and faculty attended two-day event

  • Day 1 was dedicated to Analytics, Day 2 to other functional areas

  • All presentations and discussions were recorded.

  • Overall feedback has been very positive

Analytics

Working Group

• Working on creating documentation to help promote COUNTER/SUSHI stat gathering throughout the campuses

  • Evaluating how COUNTER v5 will affect gathering - will update folks in Dec at a TS Open Forum

  • Gathering SUSHI login/credentials with Ying to create a central repository of login information

• Evaluating Ex Libris’ Benchmark statistics options in Alma. Question is: Should all CSU campuses opt in to this?

  • Might facilitate cross CSU comparison

  • Feeling of committee is this should be a local decision but probably of interest to the Deans

  • Looking into whether anyone has turned this on in the CSU, other consortia

• Task Forces looking to expand going beyond data gathering & visualization into assessment (e.g. impact of instruction on use of OneSearch)?

  • Data viz TF has presented a Dean’s Dashboard mockup

  • Collection Development Dashboard is next on the list - Requests for a finished product but little detail. Will need to determine what specific reports are desired before proceeding to a dashboard.

• Day 1 of the Summer Meeting was devoted to Alma analytics. Full day of presentations by Megan Drake of Ex Libris with open hours at the end of the day staffed by representatives of the Analytics WG. Recordings of the presentations are available on Confluence.

• The committee plans to create further training opportunities, especially for Network Zone Analytics.

Resource Management

Chancellor’s Office

• ULMS Summer Meeting successfully completed. RM sessions had lively discussions and we learned from each other.

• Data corruption in OCLC Worldcat records resulted in Marc records with invalid diacritics: �.

  • OCLC is aware of the issue and working to address

  • If you come across these records, report problem to OCLC

  • Using Alma indication rule in Daily OCLC load to exclude these problematic records from NZ

  • Shared with Alma list because it affects all OCLC customers

• Created documentation on how to reconcile an electronic collection in Alma based on title lists provided by the vendor/access provider.

• Ongoing maintenance of Jstor DDA collection to ensure that inaccessible titles are removed from Alma/Primo

• Preparing to import Marc records for O'reilly ebooks

Working Group

• Working on Resource Management manual with procedures and best practices for cataloging

• NACO training begins in Sept., discussing how to manage/create name authority records after training ends

• Southern California Technical Services Meeting: Oct 12 at Cal State Northridge. Details  forthcoming.

Acquisitions & ERM

Chancellor’s Office

• Updated the EBSCO and ProQuest NZ Negotiated licenses.

  • Smaller packages such as Sage, Oxford, IEEE, and Lexis have also been updated

  • Working with SDLC to finish up the last of the July renewals

  • Libraries can access the latest signed agreements and subscription using the NZ License login.

• Working with SDLC and O’Reilly in preparation for the migration from the old Safari platform to the new O’Reilly platform

• Working with SDLC and ACLS Humanities e-books on the migration to the new Fulcrum platform.  

  • ACLS rolled out the new platform the beginning of August.  Old platform will cease October 2018.

• ULMS Summer Training ACQ/ERM recordings and presentation materials are available on the wiki

• Ebook Central Perpetual auto-load tool works in the NZ on the production server.

  • Looking for a library willing to test the autoload tool in the IZ

Working Group

• Create an acquisitions and ERM manual for new staff

• Create a manual with several workflow options for current acquisitions and ERM staff

• Work with Ex Libris Alma to push for better record quality and content in the CZ records

• Testing the new Combined IZ and NZ Searches on the Sandbox

  • There are few issues with errors but Ex Libris is working on the search result errors.  A library has the option to search both the IZ and NZ from the IZ tab.

• Take a climate survey of acquisitions and ERM workflows

  • Did libraries create new workflows or maintain previous workflows?

• Work with other functional groups to discuss functions that crossover between ACQ/ERM and other groups to improve workflows.

Resource Sharing

Chancellor’s Office

• Completed Long overdue CSU+ item workflow and posted detailed instructions on the wiki.

• Created wiki page with configuration options to streamline borrowing and lending queues

• Implementing and troubleshooting a configuration change to reduce the occurence of duplicate resource sharing requests.

• Recruited new members of analytics/RS task force, had first meeting and are moving forward with assignments for the month with a focus on streamlining CSU+ processing and staff-requested reports.

• Continued testing and troubleshooting Primo configs to solve issue of receiving blank resource sharing requests

• Submitting new cases to better understand sparsely documented NZ resource sharing distribution configuration options

• Surveying heavy CSU+ borrowing campuses to understand what might be contributing to higher service use

• Lots of Network Zone user management due to ULMS summer meeting analytics focus

Working Group

• Continuing to develop a Courier problem reporting tool to centrally track vendor performance. Rolling out test phase in Fall 2018.

• Researching Walk-In Patron functionality and Fulfillment Networks

  • Looking to work with Fulfillment group to refine guidelines and policies re: who can access what services when they are visiting another campus

  • Fulfillment Networks may present a more seamless workflow for this. What are the pros and cons of Fulfillment Networks?

• In response to a discussion at the ULMS summer meeting, e-mailed the access services and ISPIE list to find out what people want to do with their CSU+ notifications.

• Creating a master list of replacement copy policies by campus

• Researching and documenting damaged item workflow

Fulfillment

Chancellor’s Office

• Working with individuals to fine tune analytics reports after returning from the ULMS summer meeting

• Lots of Network Zone user management due to ULMS summer meeting analytics focus

• Troubleshooting individual campus issue with overdue/lost loan profiles missing users with old (pre-migration) fines

• Consulting with individual campus about Request TOUs and workflows to temporarily limit new books to local lending only

Working Group

No activity due to committee member vacations, ULMS summer meeting and start of classes

Discovery

Chancellor’s Office

• The latest version of the Central Package is available for testing on Sandbox and will be put into production over Labor Day weekend.  Highlights include:

  • Maintenance alerts during renorms

  • Single server-side script for sms & report-a-problem

  • Greater configuration of sms & report-a-problem

  • Additional icons specifically for audio-visual types

Working Group

• The discovery track at the ULMS Summer meeting was lively, well attended, and was recorded for anyone who missed it.  Sessions included:

  • Tips and tricks for harvesting institutional repository content into Primo

  • Some basic and advanced configurations for the Primo Back Office

  • A fascinating recap of usability studies done last year showing the efficiency of various different configuration settings across campuses.

  • A session to identify pain points in Primo.

• The Discovery Functional Committee met for the first time last week to identify action items from the Primo pain-points session.

• The committee will also be focusing its goals for the year on continuing work in the following areas:

  • UResolver (availability and CSU+ requesting) enhancements

  • User interface enhancements

  • Normalization rules improvements

  • Discovery analytics